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SEZL

Sezzle Inc.

May 17 • 04:00PM ET

66.91

Dollar change -1.82
Percentage change -2.65	%

Financial • Credit Services • USA • NASD

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

Held by: DWAS VTI VXF

Index	-	P/E	29.26	EPS (ttm)	2.29	Insider Own	57.84%	Shs Outstand	5.70M	Perf Week	-20.10%
Market Cap	379.38M	Forward P/E	-	EPS next Y	-	Insider Trans	1.63%	Shs Float	2.39M	Perf Month	13.89%
Income	13.38M	PEG	-	EPS next Q	-	Inst Own	8.47%	Short Float	3.45%	Perf Quarter	34.41%
Sales	171.66M	P/S	2.21	EPS this Y	-	Inst Trans	-	Short Ratio	0.96	Perf Half Y	486.67%
Book/sh	5.26	P/B	12.72	EPS next Y	-	ROA	7.66%	Short Interest	0.08M	Perf Year	-
Cash/sh	14.39	P/C	4.65	EPS next 5Y	-	ROE	61.78%	52W Range	7.15 - 100.00	Perf YTD	226.07%
Dividend Est.	-	P/FCF	22.54	EPS past 5Y	-	ROI	13.09%	52W High	-33.09%	Beta	-
Dividend TTM	-	Quick Ratio	2.06	Sales past 5Y	254.36%	Gross Margin	47.88%	52W Low	835.80%	ATR (14)	9.33
Dividend Ex-Date	-	Current Ratio	2.06	EPS Y/Y TTM	5920.69%	Oper. Margin	17.83%	RSI (14)	53.05	Volatility	12.87% 14.69%
Employees	278	Debt/Eq	2.45	Sales Y/Y TTM	29.45%	Profit Margin	7.79%	Recom	-	Target Price	-
Option/Short	No / Yes	LT Debt/Eq	2.45	EPS Q/Q	16281.71%	Payout	0.00%	Rel Volume	0.85	Prev Close	68.73
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	35.49%	Earnings	May 08 AMC	Avg Volume	86.01K	Price	66.91
SMA20	13.88%	SMA50	4.61%	SMA200	94.33%	Trades		Volume	73,331	Change	-2.65%

May-17-24 10:11AM	Bastion Management Closes $150 Million Facility with Sezzle (PR Newswire)
May-13-24 07:02PM	Insider Sale: Executive Director & President Paul Paradis Sells Shares of Sezzle Inc (SEZL) (GuruFocus.com) -6.74%
11:36AM	Sezzle Inc. (NASDAQ:SEZL) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-10-24 02:56PM	Sezzle Inc. (SEZL) Reports Record First-Quarter 2024 Results with Strong Net Income Growth (GuruFocus.com) +6.55%
May-09-24 08:00AM	Why Is Sezzle (SEZL) Stock Up 43% Today? (InvestorPlace) +75.66%
07:29AM	Loading…
07:29AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Thursday (InvestorPlace)
May-08-24 04:21PM	Sezzle Reports First-Quarter 2024 Results (GlobeNewswire)
May-01-24 09:00AM	Sezzle BNPL Encourages Financial Responsibility by Gamifying On-Time Payments (GlobeNewswire)
Apr-30-24 06:35AM	3 Hidden-Gem Stocks That Could Mint You Millions (InvestorPlace) -7.37%
Apr-22-24 08:00AM	Lowers Interest Costs and Upsizes Availability with New Credit Facility (GlobeNewswire) -11.78%
Apr-16-24 04:23PM	Sezzle to Participate in Upcoming Investor Conferences (GlobeNewswire) -7.70%
Apr-09-24 04:15PM	Sezzle to Announce First Quarter 2024 Results (GlobeNewswire)
Mar-26-24 09:04AM	Sezzle Claims Spot as the Most Popular BNPL in Canada (GlobeNewswire) +9.78%
Feb-26-24 04:12PM	Sezzle Fourth-Quarter and Fiscal Year 2023 Results (GlobeNewswire) +13.05%
Feb-15-24 04:37PM	Sezzle to Announce Fourth Quarter and Fiscal Year 2023 Results (GlobeNewswire)
09:02AM	Loading…
Dec-22-23 09:02AM	Sezzle Board of Directors Authorizes US$5 Million Stock Repurchase Program (GlobeNewswire) +39.73%
Nov-20-23 11:32AM	UPDATE: Sezzle Announces Partnership with Leading Outdoor Retailer Sportsman's Warehouse (GlobeNewswire)
Nov-16-23 08:25AM	Sezzle Unveils Adventure Now, Pay Later Service at Sportsman's Warehouse (GlobeNewswire)
Nov-01-23 06:10PM	Financial Services Roundup: Market Talk (The Wall Street Journal) +5.56%
Sep-19-23 06:46PM	Sezzle August Business Update (GlobeNewswire) +34.57%
10:06AM	Sezzle and WooCommerce Expand Partnership to Provide Flexible Payment Options (GlobeNewswire)
Aug-18-23 09:13AM	Sezzle Inc. (GlobeNewswire)

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Paradis Paul	Executive Director & President	May 10 '24	Sale	80.66	1,645	132,683	208,261	May 13 04:24 PM
Paradis Paul	Executive Director & President	May 09 '24	Sale	77.36	1,470	113,725	209,906	May 10 04:16 PM
Paradis Paul	Executive Director & President	May 03 '24	Sale	52.03	175	9,105	211,376	May 06 07:28 PM
Paradis Paul	Executive Director & President	Apr 29 '24	Sale	60.05	75	4,504	211,551	May 01 04:08 PM
Paradis Paul	Executive Director & President	Apr 26 '24	Sale	58.47	335	19,588	211,626	Apr 29 05:16 PM
Paradis Paul	Executive Director & President	Apr 19 '24	Sale	56.04	175	9,807	211,961	Apr 22 04:49 PM
Paradis Paul	Executive Director & President	Apr 12 '24	Sale	67.85	1,645	111,621	212,136	Apr 15 04:45 PM
Paradis Paul	Executive Director & President	Apr 05 '24	Sale	67.66	1,645	111,293	213,781	Apr 08 04:29 PM
Paradis Paul	Executive Director & President	Apr 01 '24	Sale	71.90	1,645	118,281	206,029	Apr 03 05:53 PM
Sabzivand Amin	Chief Operating Officer	Mar 26 '24	Sale	81.15	2,000	162,300	30,435	Mar 27 05:10 PM
Paradis Paul	Executive Director & President	Mar 22 '24	Sale	72.62	1,645	119,465	207,674	Mar 26 03:16 PM
Paradis Paul	Executive Director & President	Mar 19 '24	Sale	61.82	1,470	90,868	209,319	Mar 20 04:46 PM
Paradis Paul	Executive Director & President	Mar 15 '24	Sale	55.55	175	9,721	210,789	Mar 18 05:03 PM
Paradis Paul	Executive Director & President	Mar 08 '24	Sale	63.34	1,645	104,196	210,964	Mar 11 04:40 PM
Paradis Paul	Executive Director & President	Mar 07 '24	Sale	63.25	1,470	92,973	212,609	Mar 08 04:18 PM
Paradis Paul	Executive Director & President	Mar 01 '24	Sale	45.02	175	7,878	214,079	Mar 04 04:31 PM
Sabzivand Amin	Chief Operating Officer	Feb 27 '24	Sale	58.00	1,400	81,200	32,532	Feb 28 04:24 PM
Paradis Paul	Executive Director & President	Feb 23 '24	Sale	41.91	175	7,335	214,254	Feb 26 04:15 PM
Sabzivand Amin	Chief Operating Officer	Feb 20 '24	Sale	58.00	100	5,800	33,932	Feb 20 04:39 PM
Sabzivand Amin	Chief Operating Officer	Jan 22 '24	Sale	39.00	102	3,978	34,032	Jan 22 04:35 PM
Sabzivand Amin	Chief Operating Officer	Jan 19 '24	Sale	39.00	1,398	54,522	34,134	Jan 22 04:35 PM
Purcell Paul Martin	Director	Dec 05 '23	Buy	10.00	8,000	80,000	464,717	Dec 06 11:22 AM
Purcell Paul Martin	Director	Dec 04 '23	Buy	10.08	5,678	57,234	456,717	Dec 05 02:11 PM
Purcell Paul Martin	Director	Nov 30 '23	Buy	10.00	11,000	110,000	451,039	Dec 01 12:38 PM
Purcell Paul Martin	Director	Nov 27 '23	Buy	9.94	25,427	252,744	440,039	Nov 30 04:27 PM
Purcell Paul Martin	Director	Nov 24 '23	Buy	10.20	4,000	40,800	414,612	Nov 28 01:34 PM
Purcell Paul Martin	Director	Nov 22 '23	Buy	9.90	892	8,831	410,612	Nov 24 12:26 PM
Purcell Paul Martin	Director	Nov 21 '23	Buy	10.19	10,367	105,640	409,720	Nov 24 12:26 PM
Purcell Paul Martin	Director	Nov 20 '23	Buy	10.77	7,800	84,006	399,353	Nov 22 05:06 PM
Youakim Charles	Executive Chairman and CEO	Nov 15 '23	Buy	10.23	11,494	117,584	2,226,576	Nov 16 12:05 PM
Purcell Paul Martin	Director	Nov 15 '23	Buy	11.54	5,700	65,778	391,553	Nov 16 02:41 PM
Youakim Charles	Executive Chairman and CEO	Nov 14 '23	Buy	10.57	78,506	830,142	2,215,082	Nov 15 03:50 PM
Purcell Paul Martin	Director	Nov 14 '23	Buy	10.93	1,280	13,990	385,853	Nov 16 02:41 PM

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ACN

Accenture plc

May 17 • 04:00PM ET

303.59

Dollar change -4.41
Percentage change -1.43	%

Technology • Information Technology Services • Ireland • NYSE

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

Held by: VTI VOO IVV VUG VGT VIG IWF QUAL JEPI USMV

Index	S&P 500	P/E	27.52	EPS (ttm)	11.03	Insider Own	0.24%	Shs Outstand	628.27M	Perf Week	-0.89%
Market Cap	190.88B	Forward P/E	23.24	EPS next Y	13.06	Insider Trans	-5.12%	Shs Float	627.12M	Perf Month	-3.93%
Income	7.03B	PEG	3.63	EPS next Q	3.17	Inst Own	79.04%	Short Float	1.10%	Perf Quarter	-17.83%
Sales	64.57B	P/S	2.96	EPS this Y	3.84%	Inst Trans	1.15%	Short Ratio	2.51	Perf Half Y	-6.73%
Book/sh	43.13	P/B	7.04	EPS next Y	7.80%	ROA	14.20%	Short Interest	6.88M	Perf Year	6.66%
Cash/sh	8.15	P/C	37.24	EPS next 5Y	7.58%	ROE	27.64%	52W Range	280.23 - 387.51	Perf YTD	-13.48%
Dividend Est.	5.10 (1.68%)	P/FCF	21.70	EPS past 5Y	11.18%	ROI	23.84%	52W High	-21.66%	Beta	1.22
Dividend TTM	4.99 (1.64%)	Quick Ratio	1.26	Sales past 5Y	9.59%	Gross Margin	32.59%	52W Low	8.34%	ATR (14)	5.75
Dividend Ex-Date	Apr 10, 2024	Current Ratio	1.26	EPS Y/Y TTM	1.61%	Oper. Margin	15.43%	RSI (14)	35.49	Volatility	1.91% 1.48%
Employees	733000	Debt/Eq	0.12	Sales Y/Y TTM	2.26%	Profit Margin	10.89%	Recom	1.97	Target Price	382.65
Option/Short	Yes / Yes	LT Debt/Eq	0.09	EPS Q/Q	10.08%	Payout	41.59%	Rel Volume	1.54	Prev Close	308.00
Sales Surprise	-0.30%	EPS Surprise	4.09%	Sales Q/Q	-0.09%	Earnings	Mar 21 BMO	Avg Volume	2.74M	Price	303.59
SMA20	-1.45%	SMA50	-8.24%	SMA200	-8.71%	Trades		Volume	4,229,189	Change	-1.43%

Date	Action	Analyst	Rating Change	Price Target Change
May-15-24	Downgrade	Deutsche Bank	Buy → Hold	$409 → $295
Mar-21-24	Downgrade	Susquehanna	Positive → Neutral	$400 → $360
Mar-19-24	Initiated	Guggenheim	Buy	$425
Jan-30-24	Initiated	Mizuho	Buy	$426
Jan-17-24	Upgrade	Exane BNP Paribas	Neutral → Outperform	$440
Nov-16-23	Initiated	Redburn Atlantic	Buy	$410
Nov-07-23	Initiated	UBS	Neutral	$333
Jun-23-23	Downgrade	TD Cowen	Outperform → Market Perform	$325 → $300
Jun-15-23	Upgrade	Piper Sandler	Underweight → Neutral	$250 → $316
Apr-05-23	Upgrade	Edward Jones	Hold → Buy
Jan-30-23	Initiated	Wells Fargo	Equal Weight	$289
Dec-12-22	Downgrade	Piper Sandler	Neutral → Underweight	$268
Jun-29-22	Downgrade	Exane BNP Paribas	Outperform → Neutral	$320
Jan-10-22	Initiated	Goldman	Neutral	$446
Dec-17-21	Reiterated	Wolfe Research	Peer Perform	$380 → $420
Dec-17-21	Reiterated	UBS	Neutral	$340 → $397
Dec-17-21	Reiterated	Deutsche Bank	Buy	$395 → $440
Dec-17-21	Reiterated	Citigroup	Buy	$390 → $460
Dec-17-21	Reiterated	BMO Capital Markets	Market Perform	$385 → $460
Sep-22-21	Upgrade	MoffettNathanson	Neutral → Buy	$405

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Accenture is a global professional services company that helps the world's businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The company combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. Accenture operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1989 and is headquartered in Dublin, Ireland.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
PELISSON Gilles	Director	May 13 '24	Sale	308.02	7,288	2,244,878	0	May 14 04:13 PM
Shook Ellyn	Chief Leadership & HR Officer	Apr 25 '24	Sale	307.22	5,000	1,536,112	13,699	Apr 26 09:06 AM
Unruch Joel	General Counsel/Corp Secretary	Apr 19 '24	Sale	316.12	4,333	1,369,733	30,702	Apr 22 04:25 PM
Ollagnier Jean-Marc	CEO EMEA	Apr 12 '24	Sale	315.91	6,250	1,974,432	161,581	Apr 16 04:11 PM
McClure Kathleen R	Chief Financial Officer	Apr 12 '24	Sale	316.00	4,500	1,422,008	42,781	Apr 16 04:12 PM
Sweet Julie Spellman	Chair and CEO	Apr 12 '24	Sale	315.93	3,801	1,200,855	15,178	Apr 16 04:11 PM
Sharma Manish	CEO-North America	Apr 12 '24	Sale	315.93	1,501	474,213	3,122	Apr 16 04:11 PM
Walsh John F	Chief Operating Officer	Mar 25 '24	Sale	332.13	8,000	2,657,034	17,877	Mar 26 04:09 PM
Sweet Julie Spellman	Chair and CEO	Feb 05 '24	Sale	370.35	7,361	2,726,126	18,713	Feb 06 04:22 PM
McClure Kathleen R	Chief Financial Officer	Feb 05 '24	Sale	370.32	2,070	766,555	47,110	Feb 06 04:24 PM
Sharma Manish	CEO-North America	Feb 05 '24	Sale	370.39	1,486	550,392	4,503	Feb 06 04:24 PM
McClure Kathleen R	Chief Financial Officer	Jan 29 '24	Sale	371.77	851	316,377	50,737	Jan 30 09:22 AM
Shook Ellyn	Chief Leadership & HR Officer	Jan 26 '24	Sale	371.81	5,000	1,859,069	20,316	Jan 29 04:40 PM
Unruch Joel	General Counsel/Corp Secretary	Jan 26 '24	Sale	371.83	4,333	1,611,142	34,795	Jan 29 04:40 PM
Burgum Melissa A	Chief Accounting Officer	Jan 26 '24	Sale	371.80	3,010	1,119,111	9,193	Jan 29 04:41 PM
Ollagnier Jean-Marc	CEO EMEA	Jan 19 '24	Sale	362.77	6,250	2,267,302	167,831	Jan 22 04:15 PM
Sweet Julie Spellman	Chair and CEO	Jan 19 '24	Sale	362.79	5,371	1,948,545	32,847	Jan 22 04:14 PM
Sharma Manish	CEO-North America	Jan 19 '24	Sale	362.83	1,449	525,747	6,921	Jan 22 04:15 PM
Ardila Jaime	Director	Dec 27 '23	Sale	353.18	3,000	1,059,542	11,392	Dec 28 05:14 PM
Price Paula A	Director	Dec 21 '23	Sale	345.36	551	190,291	6,583	Dec 26 04:06 PM
Sweet Julie Spellman	Chair and CEO	Nov 10 '23	Sale	317.59	4,432	1,407,539	22,522	Nov 13 04:11 PM
Sweet Julie Spellman	Chair and CEO	Nov 03 '23	Sale	314.68	9,000	2,832,124	26,830	Nov 06 04:14 PM
Unruch Joel	General Counsel/Corp Secretary	Nov 01 '23	Sale	300.00	1,083	324,900	35,526	Nov 02 04:21 PM
Sweet Julie Spellman	Chair and CEO	Oct 30 '23	Sale	291.41	9,000	2,622,717	35,830	Oct 31 04:10 PM
Sharma Manish	CEO-North America	Oct 30 '23	Sale	291.41	4,478	1,304,939	3,534	Oct 31 04:09 PM
Walsh John F	Chief Operating Officer	Oct 24 '23	Sale	295.60	2,500	738,988	21,885	Oct 25 04:10 PM
Unruch Joel	General Counsel/Corp Secretary	Oct 23 '23	Sale	297.00	3,251	965,561	36,609	Oct 24 04:16 PM
Shook Ellyn	Chief Leadership & HR Officer	Oct 20 '23	Sale	298.48	5,250	1,567,014	20,265	Oct 23 04:17 PM
Ollagnier Jean-Marc	CEO EMEA	Oct 13 '23	Sale	302.04	6,250	1,887,757	161,622	Oct 16 07:20 PM
Framil Leonardo	CEO-Growth Markets	Aug 08 '23	Sale	311.52	3,000	934,548	16,898	Aug 08 04:53 PM
Unruch Joel	General Counsel/Corp Secretary	Jul 27 '23	Sale	320.60	7,000	2,244,229	36,034	Jul 28 04:19 PM
Shook Ellyn	Chief Leadership & HR Officer	Jul 21 '23	Sale	315.00	5,250	1,653,746	21,958	Jul 24 04:06 PM
Ollagnier Jean-Marc	Chief Executive - Europe	Jul 14 '23	Sale	316.19	6,250	1,976,177	167,854	Jul 17 04:29 PM
Sweet Julie Spellman	Chair & CEO	Jul 14 '23	Sale	316.23	2,930	926,561	21,982	Jul 17 04:29 PM
Burgum Melissa A	Chief Accounting Officer	Jun 26 '23	Sale	300.00	1,344	403,200	10,506	Jun 27 09:12 AM

Open in Screener

CNXC

Concentrix Corp.

May 17 • 04:00PM ET

65.41

Dollar change +0.73
Percentage change 1.13	%

Technology • Information Technology Services • USA • NASD

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

Held by: VTI IJH VB VBR VXF FXL IJJ SCHA FNDA DFAT

Index	-	P/E	13.47	EPS (ttm)	4.86	Insider Own	28.37%	Shs Outstand	65.73M	Perf Week	8.58%
Market Cap	4.32B	Forward P/E	4.95	EPS next Y	13.21	Insider Trans	0.01%	Shs Float	47.27M	Perf Month	19.47%
Income	271.76M	PEG	1.63	EPS next Q	2.63	Inst Own	65.62%	Short Float	5.56%	Perf Quarter	-21.74%
Sales	7.88B	P/S	0.55	EPS this Y	4.06%	Inst Trans	-1.07%	Short Ratio	4.55	Perf Half Y	-26.62%
Book/sh	62.55	P/B	1.05	EPS next Y	10.85%	ROA	2.88%	Short Interest	2.63M	Perf Year	-27.15%
Cash/sh	6.33	P/C	10.33	EPS next 5Y	8.25%	ROE	7.87%	52W Range	53.89 - 106.10	Perf YTD	-33.40%
Dividend Est.	1.23 (1.88%)	P/FCF	13.07	EPS past 5Y	43.54%	ROI	2.78%	52W High	-38.35%	Beta	0.69
Dividend TTM	1.18 (1.81%)	Quick Ratio	1.56	Sales past 5Y	27.09%	Gross Margin	30.04%	52W Low	21.38%	ATR (14)	2.21
Dividend Ex-Date	Apr 25, 2024	Current Ratio	1.56	EPS Y/Y TTM	-38.55%	Oper. Margin	9.64%	RSI (14)	66.47	Volatility	2.90% 3.27%
Employees	440000	Debt/Eq	1.44	Sales Y/Y TTM	22.66%	Profit Margin	3.45%	Recom	2.00	Target Price	87.80
Option/Short	Yes / Yes	LT Debt/Eq	1.39	EPS Q/Q	-54.59%	Payout	19.78%	Rel Volume	0.78	Prev Close	64.68
Sales Surprise	1.02%	EPS Surprise	-0.36%	Sales Q/Q	46.83%	Earnings	Mar 26 AMC	Avg Volume	577.99K	Price	65.41
SMA20	11.10%	SMA50	8.50%	SMA200	-16.25%	Trades		Volume	448,471	Change	1.13%

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

May-17-24 08:10AM	NICE Ltd. (NASDAQ:NICE) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-03-24 06:00AM	Cheap Tricks: 7 Beaten-Down Tech Stocks to Buy Before the Comeback (InvestorPlace)
Apr-29-24 10:26AM	12 Under-the-Radar Stocks With Massive Upside for 2024 (Insider Monkey)
Apr-25-24 08:00AM	Concentrix Named a Leader and Star Performer in Everest Group's Trust and Safety Services PEAK Matrix Assessment 2024 (GlobeNewswire)
Apr-24-24 04:42AM	/C O R R E C T I O N -- Concentrix/ (PR Newswire)
04:00PM	Loading…
Apr-22-24 04:00PM	Concentrix + Webhelp Rebrands as Concentrix (GlobeNewswire)
Apr-19-24 05:33AM	Concentrix Celebrates Significant Sustainability Milestones in 2023 Sustainability Report (PR Newswire)
Apr-14-24 12:52PM	10 Buy-Rated Stocks with Latest Insider Purchases (Insider Monkey)
Mar-27-24 12:02PM	Concentrix Corporation (NASDAQ:CNXC) Q1 2024 Earnings Call Transcript (Insider Monkey)
Mar-26-24 09:53PM	CNXC Stock Earnings: Concentrix Misses EPS, Beats Revenue for Q1 2024 (InvestorPlace)
05:31PM	Concentrix Corp (CNXC) Aligns with EPS Projections and Reports Substantial Revenue Growth in Q1 2024 (GuruFocus.com)
05:20PM	Concentrix Corporation (CNXC) Misses Q1 Earnings Estimates (Zacks)
04:05PM	Concentrix Reports First Quarter 2024 Results (GlobeNewswire)
Mar-07-24 03:00PM	Concentrix Schedules Release of Fiscal First Quarter 2024 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
Mar-05-24 09:00AM	Concentrix Appoints Ryan Peterson as Executive Vice President and Chief Product Officer (GlobeNewswire)
04:41AM	Loading…
Mar-01-24 04:41AM	Concentrix (CNXC) Fell on Concerns Over the Potential of Artificial Intelligence (Insider Monkey)
Feb-21-24 10:01AM	Concentrix + Webhelp Achieves New Milestone on Sustainability Journey (GlobeNewswire)
Jan-24-24 04:34PM	Concentrix Corp (CNXC) Reports Robust Revenue Growth Amidst Earnings Challenges (GuruFocus.com)
04:05PM	Concentrix Reports Fiscal 2023 Fourth Quarter and Full Year Results (GlobeNewswire)
Jan-03-24 03:00PM	Concentrix Schedules Release of Fourth Quarter and Full Year Fiscal 2023 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
Nov-20-23 06:15AM	Concentrix Corporation (CNXC) Declined on Market Worries (Insider Monkey)
Oct-11-23 09:37PM	Director Dennis Polk Sells 20,612 Shares of Concentrix Corp (CNXC) (GuruFocus.com)
Sep-28-23 12:08PM	Concentrix Corp (CNXC): A Deep Dive into Its Performance Potential (GuruFocus.com) +6.84%
08:21AM	Concentrix Corporation (NASDAQ:CNXC) Q3 2023 Earnings Call Transcript (Insider Monkey)
Sep-27-23 04:10PM	Concentrix Reports Third Quarter 2023 Results; Raises Quarterly Dividend 10 Percent (GlobeNewswire)
Sep-25-23 06:00AM	Concentrix and Webhelp Complete Combination, Creating a Diversified Global CX Leader, Well-Positioned for Growth (GlobeNewswire)
Sep-15-23 08:00AM	Concentrix Provides Update on Pending Combination with Webhelp; Schedules Release of Fiscal Third Quarter 2023 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
Aug-04-23 04:01PM	Concentrix Shareholders Vote to Support Webhelp Combination (GlobeNewswire)
Jul-26-23 11:30AM	Concentrix to Present at Canaccord Genuity 43rd Annual Growth Conference (GlobeNewswire)
Jul-22-23 08:03AM	Concentrix (NASDAQ:CNXC) Could Be A Buy For Its Upcoming Dividend (Simply Wall St.)
06:15PM	Loading…
Jul-19-23 06:15PM	Concentrix Prices $2.15 Billion Senior Notes Offering for Webhelp Combination (GlobeNewswire)
Jul-10-23 06:56AM	Daily Vickers Top Buyers & Sellers for 07/10/2023 (Argus Research)
Jun-28-23 04:10PM	Concentrix Reports Second Quarter 2023 Results (GlobeNewswire)
Jun-21-23 08:00PM	CNXC: Lowering target price to $90.00 (Argus Research)
Jun-14-23 12:15PM	Concentrix Schedules Release of Fiscal Second Quarter 2023 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
May-17-23 03:00PM	Concentrix to Present at Upcoming Investor Conferences (GlobeNewswire)
May-06-23 09:43AM	Concentrix (NASDAQ:CNXC) sheds US$499m, company earnings and investor returns have been trending downwards for past year (Simply Wall St.)
Apr-26-23 08:00PM	CNXC: Lowering target price to $106.00 (Argus Research)
Mar-29-23 04:15PM	Concentrix Reports First Quarter 2023 Results (GlobeNewswire)
04:10PM	Concentrix to Combine with Webhelp, Creating a Diversified Global CX Leader, Well-Positioned for Growth (GlobeNewswire)
Mar-20-23 05:01PM	Concentrix Customer Feedback Management Platform Recognized as a Strong Performer by Independent Research Firm (GlobeNewswire)
Mar-13-23 04:05PM	Concentrix Schedules Release of Fiscal First Quarter 2023 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
Feb-24-23 05:22AM	Calculating The Fair Value Of Concentrix Corporation (NASDAQ:CNXC) (Simply Wall St.)
Feb-07-23 12:18PM	Bullish Concentrix Corporation (NASDAQ:CNXC) insiders were rewarded last week as their US$611k investment inflated to US$647k (Simply Wall St.)
Jan-22-23 07:08AM	Concentrix Full Year 2022 Earnings: EPS Misses Expectations (Simply Wall St.)
Jan-19-23 04:05PM	Concentrix Reports Fiscal 2022 Fourth Quarter and Full Year Results (GlobeNewswire)
Jan-11-23 09:03AM	Are Robust Financials Driving The Recent Rally In Concentrix Corporation's (NASDAQ:CNXC) Stock? (Simply Wall St.)
Dec-22-22 03:00PM	Concentrix Schedules Release of Fourth Quarter and Full Year Fiscal 2022 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
Nov-27-22 08:05AM	The past year for Concentrix (NASDAQ:CNXC) investors has not been profitable (Simply Wall St.)
Oct-16-22 08:12AM	Concentrix (NASDAQ:CNXC) Is Increasing Its Dividend To $0.275 (Simply Wall St.)
Oct-13-22 09:28AM	Concentrix Ranked Among the Worlds 25 Best Workplaces by Great Place to Work and Fortune magazine (GlobeNewswire)
Oct-11-22 08:32AM	Concentrix Honored as Quiq's Partner of the Year (PR Newswire)
Oct-02-22 08:09AM	Concentrix's (NASDAQ:CNXC) Shareholders Will Receive A Bigger Dividend Than Last Year (Simply Wall St.)
Sep-28-22 04:15PM	Concentrix Reports Third Quarter 2022 Results (GlobeNewswire)
Sep-16-22 06:12AM	Is Concentrix Corporation (NASDAQ:CNXC) Expensive For A Reason? A Look At Its Intrinsic Value (Simply Wall St.)
Sep-08-22 04:47PM	Concentrix Earns Another Leader Recognition in Highly Competitive Customer Experience Management Market (GlobeNewswire)
Sep-01-22 03:00PM	Concentrix Schedules Release of Fiscal Third Quarter 2022 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
Aug-04-22 09:33AM	Concentrix Corporation (NASDAQ:CNXC) Stock Has Shown Weakness Lately But Financials Look Strong: Should Prospective Shareholders Make The Leap? (Simply Wall St.)
Jul-20-22 04:15PM	Concentrix Closes Acquisition of ServiceSource, a Global B2B Digital Sales Company (GlobeNewswire)
Jun-27-22 04:15PM	Concentrix Reports Second Quarter 2022 Results (GlobeNewswire)
Jun-20-22 07:31AM	Earnings growth of 110% over 1 year hasn't been enough to translate into positive returns for Concentrix (NASDAQ:CNXC) shareholders (Simply Wall St.)
May-31-22 03:00PM	Concentrix Schedules Release of Fiscal Second Quarter 2022 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
May-28-22 08:23AM	Do Concentrix's (NASDAQ:CNXC) Earnings Warrant Your Attention? (Simply Wall St.)
May-24-22 02:00PM	Concentrix To Present at Baird 2022 Global Consumer, Technology & Services Conference (GlobeNewswire)
May-09-22 08:00AM	Concentrix Announces Acquisition of ServiceSource, a Global B2B Digital Sales Company (GlobeNewswire)
Apr-01-22 04:36PM	A Look At The Fair Value Of Concentrix Corporation (NASDAQ:CNXC) (Simply Wall St.)
Mar-29-22 04:15PM	Concentrix Reports First Quarter 2022 Results (GlobeNewswire)
Mar-09-22 03:00PM	Concentrix Schedules Release of Fiscal First Quarter 2022 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
Feb-23-22 02:50PM	Top Tech Stocks for March 2022 (Investopedia)
Feb-22-22 08:05AM	Concentrix Corporation's (NASDAQ:CNXC) Stock's On An Uptrend: Are Strong Financials Guiding The Market? (Simply Wall St.)
Jan-27-22 01:38PM	Edmonds Duncan Registered Investment Advisors, LLC Buys VanEck Vectors Semiconductor ETF, ... (GuruFocus.com)
Jan-24-22 03:07PM	Beaverton software and services firm sold for $1.6B (American City Business Journals)
Jan-20-22 02:15PM	Concentrix to Host Investor Day on January 25, 2022 (GlobeNewswire)
Jan-18-22 04:15PM	Concentrix Reports Fiscal 2021 Fourth Quarter and Full Year Results (GlobeNewswire)
Jan-12-22 12:42PM	Concentrix Corporation (CNXC) Fell Out Of Favor With Hedge Funds? (Insider Monkey)
Jan-08-22 07:11AM	Earnings grew faster than the decent 50% return delivered to Concentrix (NASDAQ:CNXC) shareholders over the last year (Simply Wall St.)
Dec-29-21 03:00PM	Concentrix Schedules Release of Fourth Quarter and Full Year Fiscal 2021 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
Dec-27-21 04:05PM	Concentrix Closes Acquisition of PK (GlobeNewswire)
Dec-08-21 06:38PM	Inv Corp Small Cap Value Buys Zuora Inc, Home BancShares Inc, Tegna Inc, Sells Zurn Water ... (GuruFocus.com)
06:38PM	Inv Corp All America Buys Zuora Inc, Ollie's Bargain Outlet Holdings Inc, Graco Inc, Sells ... (GuruFocus.com)
Dec-07-21 04:38PM	Mutual of America VIP Small-Cap Value Portfolio Buys Zuora Inc, Home BancShares Inc, BioCryst ... (GuruFocus.com)
04:38PM	Mutual of America VIP All America Portfolio Buys Zuora Inc, Ollie's Bargain Outlet Holdings ... (GuruFocus.com)
Nov-24-21 04:51AM	Is Now The Time To Put Concentrix (NASDAQ:CNXC) On Your Watchlist? (Simply Wall St.)
Nov-22-21 07:00AM	Concentrix Announces Acquisition of PK, a Leading Global CX Design Engineering Company (GlobeNewswire)
Oct-27-21 03:01PM	Tech firm pushes back against NC woman's WFH lawsuit (American City Business Journals)
Oct-25-21 10:08AM	Hedge Funds Are Souring On Concentrix Corporation (CNXC) (Insider Monkey)
Sep-29-21 07:14AM	Concentrix Corporation (NASDAQ:CNXC) Investors Are Less Pessimistic Than Expected (Simply Wall St.)
Sep-27-21 04:15PM	Concentrix Reports Third Quarter 2021 Results, Raises Double-Digit Revenue Growth Expectations for the Full Year; Company Announces $0.25 per Share Quarterly Dividend, $500 Million Share Repurchase Program (GlobeNewswire)
Sep-07-21 03:00PM	Concentrix Schedules Release of Fiscal Third Quarter 2021 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
Jul-20-21 10:49AM	Is Concentrix Corporation (CNXC) A Good Stock To Buy? (Insider Monkey)
Jul-14-21 05:02PM	Lumine Group Completes the Purchase of Concentrixs Mobile Network Solutions Business (GlobeNewswire)
Jul-08-21 01:51PM	Concentrix Stock Shows Rising Price Performance With Jump To 83 RS Rating (Investor's Business Daily)
Jul-07-21 08:00AM	Abry Partners and Hoplon Capital Announce Completion of Concentrix Insurance Solutions Acquisition (PR Newswire)
Jul-02-21 05:01PM	Lumine Group to Acquire Mobile Network Solutions Business from Concentrix (GlobeNewswire)
Jun-26-21 03:36AM	Earnings Update: Concentrix Corporation (NASDAQ:CNXC) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts (Simply Wall St.)
Jun-23-21 04:15PM	Concentrix Reports Record Second Quarter 2021 Results with Strong New Business Signings (GlobeNewswire)
08:27AM	Wednesdays Pre-Market: Heres What You Need to Know Before the Market Opens (TipRanks)
Jun-03-21 03:00PM	Concentrix Schedules Release of Fiscal Second Quarter 2021 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
May-27-21 03:00PM	Concentrix To Present at Upcoming Investor Conferences (GlobeNewswire)
May-19-21 03:42AM	An Intrinsic Calculation For Concentrix Corporation (NASDAQ:CNXC) Suggests It's 22% Undervalued (Simply Wall St.)

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Twomey Cormac J	EVP, Global Ops & Delivery	Apr 29 '24	Sale	55.01	400	22,004	30,927	May 01 04:14 PM
Caldwell Christopher A	President and CEO	Apr 19 '24	Buy	54.59	900	49,131	239,128	Apr 22 04:21 PM
Fogarty Jane	EVP, Legal	Apr 03 '24	Buy	61.04	400	24,416	10,492	Apr 05 04:32 PM
Hayley Kathryn	Director	Apr 01 '24	Buy	65.96	379	25,000	2,534	Apr 03 04:52 PM
Fogarty Jane	EVP, Legal	Jan 30 '24	Buy	89.27	200	17,853	5,388	Jan 31 05:07 PM
Fogarty Jane	EVP, Legal	Oct 23 '23	Buy	77.38	200	15,476	5,495	Oct 24 05:52 PM
POLK DENNIS	Director	Oct 11 '23	Option Exercise	37.94	1,183	44,883	17,476	Oct 11 05:26 PM
POLK DENNIS	Director	Oct 11 '23	Sale	81.39	1,183	96,284	16,293	Oct 11 05:26 PM
POLK DENNIS	Director	Oct 09 '23	Option Exercise	41.36	19,429	803,511	35,722	Oct 11 05:26 PM
POLK DENNIS	Director	Oct 09 '23	Sale	81.18	19,429	1,577,312	16,293	Oct 11 05:26 PM
Fogarty Jane	EVP, Legal	Oct 05 '23	Buy	78.00	200	15,599	5,295	Oct 10 05:00 PM
Fogarty Jane	EVP, Legal	Jul 05 '23	Buy	82.85	400	33,140	5,217	Jul 07 04:59 PM
Hayley Kathryn	Director	Jul 03 '23	Buy	83.93	300	25,179	2,155	Jul 06 05:30 PM

Open in Screener

MA

Mastercard Incorporated

May 17 • 04:00PM ET

460.27

Dollar change +1.40
Percentage change 0.31	%

Financial • Credit Services • USA • NYSE

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

Held by: VTI VOO IVV VUG VIG QUAL IWF VFH JEPI IVW

Index	S&P 500	P/E	36.58	EPS (ttm)	12.58	Insider Own	11.18%	Shs Outstand	927.00M	Perf Week	0.72%
Market Cap	427.88B	Forward P/E	27.74	EPS next Y	16.59	Insider Trans	-2.44%	Shs Float	825.72M	Perf Month	1.22%
Income	11.85B	PEG	1.88	EPS next Q	3.53	Inst Own	79.23%	Short Float	0.52%	Perf Quarter	-1.68%
Sales	25.72B	P/S	16.63	EPS this Y	16.50%	Inst Trans	-0.21%	Short Ratio	1.76	Perf Half Y	15.99%
Book/sh	7.78	P/B	59.16	EPS next Y	16.19%	ROA	29.05%	Short Interest	4.31M	Perf Year	18.93%
Cash/sh	8.24	P/C	55.88	EPS next 5Y	19.47%	ROE	188.42%	52W Range	357.85 - 490.00	Perf YTD	7.92%
Dividend Est.	2.59 (0.56%)	P/FCF	38.68	EPS past 5Y	16.16%	ROI	56.99%	52W High	-6.07%	Beta	1.09
Dividend TTM	2.46 (0.53%)	Quick Ratio	1.09	Sales past 5Y	11.54%	Gross Margin	96.80%	52W Low	28.62%	ATR (14)	6.24
Dividend Ex-Date	Apr 08, 2024	Current Ratio	1.09	EPS Y/Y TTM	25.64%	Oper. Margin	57.76%	RSI (14)	52.92	Volatility	1.25% 1.33%
Employees	33400	Debt/Eq	2.16	Sales Y/Y TTM	12.75%	Profit Margin	46.05%	Recom	1.38	Target Price	516.09
Option/Short	Yes / Yes	LT Debt/Eq	1.87	EPS Q/Q	30.39%	Payout	20.03%	Rel Volume	0.81	Prev Close	458.87
Sales Surprise	0.15%	EPS Surprise	1.98%	Sales Q/Q	10.38%	Earnings	May 01 BMO	Avg Volume	2.44M	Price	460.27
SMA20	1.21%	SMA50	-1.27%	SMA200	7.28%	Trades		Volume	1,983,581	Change	0.31%

Date	Action	Analyst	Rating Change	Price Target Change
May-13-24	Initiated	Piper Sandler	Overweight	$531
Apr-11-24	Initiated	TD Cowen	Buy	$545
Jan-11-24	Upgrade	Oppenheimer	Perform → Outperform	$510
Dec-20-23	Initiated	Monness Crespi & Hardt	Neutral
Dec-05-23	Resumed	BMO Capital Markets	Outperform	$475
Oct-20-23	Resumed	UBS	Buy	$475
Oct-13-23	Initiated	HSBC Securities	Hold	$424
Oct-12-23	Initiated	Seaport Research Partners	Buy	$465
Jul-24-23	Reiterated	Barclays	Overweight	$437 → $470
Jan-09-23	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$425
Nov-29-22	Initiated	Redburn	Neutral
Oct-13-22	Reiterated	Deutsche Bank	Buy	$440 → $375
Aug-16-22	Downgrade	Daiwa Securities	Outperform → Neutral	$385 → $375
May-18-22	Initiated	Goldman	Buy	$460
Apr-29-22	Downgrade	Piper Sandler	Neutral → Underweight	$360 → $357
Nov-18-21	Resumed	UBS	Buy	$448
Aug-12-21	Downgrade	Daiwa Securities	Outperform → Neutral	$385
Jul-30-21	Reiterated	UBS	Buy	$400 → $445
Jul-30-21	Reiterated	Raymond James	Outperform	$428 → $453
Jul-30-21	Reiterated	Morgan Stanley	Overweight	$444 → $451

Show Previous Ratings

May-17-24 12:22PM	Mastercard (MA), Salesforce Unite to Aid Transaction Disputes (Zacks)
10:53AM	How Mastercard's using gen AI to combat payment disputes (American Banker)
09:45AM	How Data Will Help Cities Fight the Climate Crisis (ACCESSWIRE)
May-16-24 01:38PM	Piper Sandler Pounds the Table on These 2 Strong Buy Credit Card Stocks (TipRanks)
12:34PM	Mastercard (MA) Ties Up to Ease Global Digital Payments (Zacks)
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09:37AM	Mastercard and Salesforce partner to transform transaction disputes (Electronic Payments)
09:10AM	Sector Update: Financial Stocks Edge Higher Pre-Bell Thursday (MT Newswires)
08:39AM	Mastercard Agrees to Lower Fees for Swiss Debit Card Users (MT Newswires)
03:00AM	Home to half of the world's top 10 trending tourism destinations, Asia Pacific is making a comeback: Mastercard Economics Institute on travel in 2024 (PR Newswire)
01:31AM	Mastercard: Global Travel Sector Breaking Boundaries (Bloomberg)
May-15-24 04:01PM	2 Warren Buffett Stocks to Hold Forever (Motley Fool)
08:18AM	Dolphin Entertainment, Inc. (NASDAQ:DLPN) Q1 2024 Earnings Call Transcript (Insider Monkey)
07:12AM	Mastercard reveals 2024 travel trends as cruises compete with hotels (Hotel Management Network)
05:00AM	Prediction: These Could Be the Best-Performing Fintech Stocks Through 2030 (Motley Fool)
May-14-24 02:18PM	Is Uniti Group Inc (NASDAQ:UNIT) the Best High-Dividend Penny Stock to Buy Now? (Insider Monkey)
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09:04AM	Soaring passenger traffic, longer stays: Mastercard Economics Institute on travel in 2024 (Business Wire)
08:20AM	D-Wave Quantum Inc. (NYSE:QBTS) Q1 2024 Earnings Call Transcript (Insider Monkey)
07:30AM	Wall Street Favorites: 3 Blockchain Stocks With Strong Buy Ratings for May 2024 (InvestorPlace)
06:15AM	Wall Street Favorites: 3 Warren Buffett Stocks With Strong Buy Ratings for May 2024 (InvestorPlace)
05:32AM	HSBC Adjusts Price Target on Mastercard to $456 From $412, Keeps Hold Rating (MT Newswires)
May-13-24 06:01PM	Mastercard Inc Faces Significant Reduction in Chuck Akre's Latest 13F Filings (GuruFocus.com)
02:16PM	Monopoly Definition and 12 Near Monopoly Stocks in the US (Insider Monkey)
12:25PM	Mastercard (MA) Ties Up to Boost Africa's Cross-Border Payments (Zacks)
11:20AM	Repay Holdings Corporation (NASDAQ:RPAY) Q1 2024 Earnings Call Transcript (Insider Monkey)
08:00AM	The Art of Valuation: Discovering Mastercard Inc's Intrinsic Value (GuruFocus.com)
05:42AM	4 No-Brainer Warren Buffett Stocks to Buy Right Now (Motley Fool)
05:31AM	Piper Sandler Initiates Mastercard With Overweight Rating, $531 Price Target (MT Newswires)
May-12-24 07:18PM	The 10% for 10 Club: These 3 Stocks Have Grown Their Dividends 10% (or More) Each Year for a Decade (Motley Fool)
05:23PM	20 Largest Publicly Traded Financial Companies in the US (Insider Monkey)
02:03PM	Is Mastercard a Millionaire Maker? (Motley Fool)
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06:25AM	2 Warren Buffett Stocks to Buy Hand Over Fist in May (Motley Fool)
May-10-24 04:37PM	Access Bank Group and Mastercard join forces (Electronic Payments)
08:37AM	Wells Fargo launches Signify Business Cash Mastercard (Electronic Payments)
08:02AM	Mastercard SpendingPulse: Retail sales grew 7.3% in April (CNBC TV)
07:30AM	The 3 Most Undervalued Blockchain Stocks to Buy in May 2024 (InvestorPlace)
05:35AM	Tigress Financial Adjusts Price Target on Mastercard to $550 From $495, Keeps Strong Buy Rating (MT Newswires)
05:21AM	Prediction: 3 Sensational Stocks That'll Be Worth Far More Than Tesla 2 Years From Now (Motley Fool)
May-09-24 03:57PM	Mastercard JV switches first domestic transaction in China (Electronic Payments)
10:40AM	Affirm Holdings, Inc. (NASDAQ:AFRM) Q3 2024 Earnings Call Transcript (Insider Monkey)
09:30AM	3 Things You Must Know About Mastercard Before You Buy the Stock (Motley Fool)
09:00AM	Mastercard Incorporated (MA) is Attracting Investor Attention: Here is What You Should Know (Zacks)
01:51AM	Major US Banks Collaborate with Mastercard to Test Tokenized Banking Settlements (CoinMarketCap)
May-08-24 05:31PM	Mastercard Insider Sold Shares Worth $2,345,868, According to a Recent SEC Filing (MT Newswires)
05:00AM	Mastercard, Citi, JPMorgan Test Ledger for Settling Bank Money (Bloomberg)
May-07-24 06:37PM	MENA region leads global growth in luxury travel reports Mastercard (Electronic Payments)
11:02AM	Kevin OLearys Stock Portfolio: 10 Stock Picks for 2024 (Insider Monkey)
11:00AM	12 Best Investments for Beginners in 2024 (Insider Monkey)
10:30AM	Mastercard: 12 takeaways from the Global Inclusive Growth Summit (ACCESSWIRE)
May-06-24 04:30PM	7 Stocks to Buy to Satisfy Your IRA Limits in 2024 (InvestorPlace)
04:10PM	Mastercard to Participate in Upcoming Investor Conferences (Business Wire)
09:30AM	Is MasterCard (MA) a Buy as Wall Street Analysts Look Optimistic? (Zacks)
08:41AM	Autonomous Research Adjusts Price Target on Mastercard to $521 From $517 (MT Newswires)
06:17AM	Daiwa Securities Adjusts Price Target on Mastercard to $465 From $485, Maintains Neutral Rating (MT Newswires)
06:00AM	Uncovering the Next Trillion-Dollar Companies: 3 Stocks to Watch (InvestorPlace)
May-04-24 02:30PM	Luxury tycoon Bernard Arnault unleashes legal blitz on Visa and Mastercard (The Telegraph)
10:59AM	Upbound Group, Inc. (NASDAQ:UPBD) Q1 2024 Earnings Call Transcript (Insider Monkey)
10:10AM	5 Best Financial Sector Dividend Stocks To Invest In (Insider Monkey)
05:06AM	4 Colossal Growth Stocks You'll Regret Not Buying in the New Nasdaq Bull Market (Motley Fool)
May-03-24 05:57PM	Network International rolls out Mastercard Instalments across the UAE (Electronic Payments)
05:37PM	Mastercard collaborates with SingleView to usher in new era of commercial efficiency (Electronic Payments)
04:22PM	3 Cheap Tech Stocks You'll Regret Not Buying in 2024 (InvestorPlace)
02:41PM	30 Most Profitable Companies with Highest Margins in the World (Insider Monkey)
09:17AM	Checkout.com and Mastercard partner to bring virtual cards to online travel agents (Electronic Payments)
06:00AM	The 7 Best Long-Term Stocks to Buy for Exponential Gains: Q2 Edition (InvestorPlace)
May-02-24 04:30PM	7 Stock Picks That S&P 500 Bulls Can't Afford to Ignore (InvestorPlace)
03:36PM	Shhh! 3 Secret Blockchain Stocks Flying Below Wall Street's Radar (InvestorPlace)
12:20PM	25 Most Profitable Companies in the US (Insider Monkey)
09:00AM	MASTERCARD FOUNDATION INTRODUCES MFAM, A NEW SEPARATE ASSET MANAGEMENT COMPANY, TO SUPPORT ITS PHILANTHROPIC MISSION (PR Newswire)
06:14AM	Mizuho Adjusts Mastercard's Price Target to $478 From $480, Keeps Buy Rating (MT Newswires)
06:13AM	TD Cowen Adjusts Mastercard's Price Target to $532 From $545, Keeps Buy Rating (MT Newswires)
06:09AM	Raymond James Adjusts Mastercard's Price Target to $497 From $504, Keeps Outperform Rating (MT Newswires)
06:08AM	Evercore ISI Adjusts Mastercard's Price Target to $540 From $545, Keeps Outperform Rating (MT Newswires)
06:06AM	Morgan Stanley Adjusts Mastercard's Price Target to $524 From $536, Keeps Overweight Rating (MT Newswires)
06:05AM	JPMorgan Adjusts Mastercard's Price Target to $510 From $520, Keeps Overweight Rating (MT Newswires)
06:00AM	Seaport Global Adjusts Mastercard's Price Target to $518 From $525, Keeps Buy Rating (MT Newswires)
05:46AM	Goldman Sachs Adjusts Mastercard's Price Target to $517 From $534 (MT Newswires)
03:15AM	Mastercard Inc (MA) (Q1 2024) Earnings Call Transcript Highlights: Robust Growth and Strategic ... (GuruFocus.com)
02:17AM	Q1 2024 Mastercard Inc Earnings Call (Thomson Reuters StreetEvents)
01:03AM	Decoding Mastercard Inc (MA): A Strategic SWOT Insight (GuruFocus.com)
May-01-24 06:45PM	Why Mastercard Stock Sank on Wednesday (Motley Fool)
04:38PM	Mastercard cuts 2024 outlook citing foreign exchange concerns (Yahoo Finance Video)
04:12PM	Mastercard Stock Pullback Deepens On 2024 Forecast Cut (Investor's Business Daily)
03:05PM	Mastercard poised to start processing payments locally in China (American Banker)
02:30PM	RBC Raises Mastercard's Price Target to $500 From $499 (MT Newswires)
01:41PM	Profit from the Panic: 3 Stocks to Pounce on When They Become Steals (InvestorPlace)
01:22PM	Mastercard (MA) Q1 Earnings Beat on Steady Spending, '24 View Cut (Zacks)
01:16PM	Analyst Report: Mastercard Incorporated (Morningstar Research)
01:16PM	Mastercard Says Consumer Spending Is Healthy, Clocks 10% Revenue Growth In Q1 (Benzinga)
12:54PM	MA Stock Earnings: Mastercard Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
12:15PM	Mastercard (MA) Q1 2024 Earnings Call Transcript (Motley Fool)
12:15PM	Mastercard Cuts Forecast, Network Spending Misses Estimates (Bloomberg)
10:33AM	Mastercard First-Quarter Results Beat Views Despite Gross Dollar Volume Slowdown (MT Newswires)
10:12AM	Mastercard Stock Is Falling After Earnings Beat. Guidance Came Down. (Barrons.com)
10:00AM	MasterCard (MA) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
09:48AM	Stocks to Watch Wednesday: Starbucks, Pfizer, CVS, Amazon (The Wall Street Journal)
09:32AM	Mastercard Inc (MA) Q1 2024 Earnings: Navigating Analyst Expectations with Strong Revenue and ... (GuruFocus.com)
09:10AM	MasterCard (MA) Tops Q1 Earnings and Revenue Estimates (Zacks)
08:39AM	Mastercard Stock Falls After Earnings Beat. What to Know. (Barrons.com)
08:17AM	Mastercard Q1 Adjusted Earnings, Net Revenue Rise (MT Newswires)
08:10AM	MasterCard: Q1 Earnings Snapshot (Associated Press Finance)

Mastercard, Inc. is a technology company, which engages in the provision of payment solutions for the development and implementation of credit, debit, prepaid, commercial, and payment programs through its brands including Mastercard, Maestro, and Cirrus. It also offers cyber and intelligence solutions. The company was founded in November 1966 and is headquartered in Purchase, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Mastercard Foundation	10% Owner	May 16 '24	Sale	461.68	129,000	59,556,746	95,093,308	May 17 09:04 AM
Mastercard Foundation	10% Owner	May 15 '24	Sale	456.74	142,000	64,856,881	95,222,308	May 16 01:21 PM
Mastercard Foundation	10% Owner	May 14 '24	Sale	452.39	141,000	63,786,638	95,364,308	May 15 10:50 AM
Mastercard Foundation	10% Owner	May 13 '24	Sale	457.45	141,000	64,501,014	95,505,308	May 14 09:49 AM
Mastercard Foundation	10% Owner	May 10 '24	Sale	456.57	142,000	64,832,585	95,646,308	May 13 09:59 AM
Mastercard Foundation	10% Owner	May 09 '24	Sale	455.04	142,000	64,616,021	95,788,308	May 10 11:39 AM
Arkell Sandra A	Controller	May 09 '24	Sale	453.55	200	90,710	3,263	May 10 04:04 PM
Mastercard Foundation	10% Owner	May 08 '24	Sale	452.55	151,000	68,335,201	95,930,308	May 09 09:35 AM
Arkell Sandra A	Controller	May 08 '24	Sale	454.00	300	136,200	3,463	May 08 05:28 PM
Mastercard Foundation	10% Owner	May 07 '24	Sale	451.08	149,000	67,211,650	96,081,308	May 08 11:04 AM
Arkell Sandra A	Controller	May 07 '24	Sale	451.76	300	135,528	3,763	May 08 05:28 PM
Mastercard Foundation	10% Owner	May 06 '24	Sale	447.58	147,000	65,794,069	96,230,308	May 07 09:06 AM
Murphy Timothy H	Chief Administrative Officer	May 06 '24	Sale	447.60	5,241	2,345,868	40,908	May 08 05:28 PM
Arkell Sandra A	Controller	May 06 '24	Sale	447.23	300	134,169	4,063	May 08 05:28 PM
Mastercard Foundation	10% Owner	May 03 '24	Sale	442.14	142,000	62,783,681	96,377,308	May 06 10:42 AM
Mastercard Foundation	10% Owner	May 02 '24	Sale	440.73	132,000	58,176,664	96,519,308	May 03 11:10 AM
Mastercard Foundation	10% Owner	May 01 '24	Sale	445.04	116,000	51,624,524	96,651,308	May 02 01:07 PM
Mastercard Foundation	10% Owner	Apr 26 '24	Sale	462.57	114,000	52,733,003	96,767,308	Apr 29 11:31 AM
Mastercard Foundation	10% Owner	Apr 25 '24	Sale	461.06	115,000	53,021,854	96,881,308	Apr 26 08:16 AM
Mastercard Foundation	10% Owner	Apr 24 '24	Sale	462.78	109,000	50,443,184	96,996,308	Apr 25 09:22 AM
Mastercard Foundation	10% Owner	Apr 23 '24	Sale	461.66	110,000	50,782,699	97,105,308	Apr 24 11:44 AM
Mastercard Foundation	10% Owner	Apr 22 '24	Sale	457.46	109,000	49,862,955	97,215,308	Apr 23 10:51 AM
Mastercard Foundation	10% Owner	Apr 19 '24	Sale	454.49	108,000	49,085,222	97,324,308	Apr 22 10:32 AM
Mastercard Foundation	10% Owner	Apr 18 '24	Sale	457.15	111,000	50,743,173	97,432,308	Apr 19 11:35 AM
Mastercard Foundation	10% Owner	Mar 21 '24	Sale	487.25	200	97,450	97,543,308	Mar 22 11:31 AM
Madabhushi Venkata R	Chief Marketing Officer	Mar 15 '24	Option Exercise	282.17	16,038	4,525,409	35,243	Mar 19 04:19 PM
Miebach Michael	President & CEO	Mar 15 '24	Option Exercise	112.31	7,850	881,634	89,954	Mar 19 04:21 PM
Madabhushi Venkata R	Chief Marketing Officer	Mar 15 '24	Sale	475.45	16,038	7,625,295	19,205	Mar 19 04:19 PM
Miebach Michael	President & CEO	Mar 15 '24	Sale	475.46	7,850	3,732,365	82,104	Mar 19 04:21 PM
Madabhushi Venkata R	Chief Marketing Officer	Mar 01 '24	Option Exercise	203.42	16,037	3,262,175	28,292	Mar 05 08:19 PM
Miebach Michael	President & CEO	Mar 01 '24	Option Exercise	112.31	7,851	881,746	55,491	Mar 05 08:18 PM
Madabhushi Venkata R	Chief Marketing Officer	Mar 01 '24	Sale	475.94	16,037	7,632,653	12,255	Mar 05 08:19 PM
Miebach Michael	President & CEO	Mar 01 '24	Sale	475.92	7,851	3,736,439	47,640	Mar 05 08:18 PM
Madabhushi Venkata R	Chief Marketing Officer	Feb 27 '24	Option Exercise	132.41	16,037	2,123,412	40,292	Feb 29 04:05 PM
Madabhushi Venkata R	Chief Marketing Officer	Feb 27 '24	Sale	472.58	28,037	13,249,641	12,255	Feb 29 04:05 PM
Miebach Michael	President & CEO	Feb 16 '24	Option Exercise	112.31	7,851	881,746	55,491	Feb 20 04:11 PM
Miebach Michael	President & CEO	Feb 16 '24	Sale	470.12	7,851	3,690,908	47,640	Feb 20 04:11 PM
Vosburg Craig	Chief Product Officer	Feb 01 '24	Option Exercise	112.31	13,542	1,520,902	60,033	Feb 02 04:16 PM
McLaughlin Edward Grunde	President & CTO, MA Tech	Feb 01 '24	Option Exercise	112.31	10,000	1,123,100	33,614	Feb 02 04:14 PM
Vosburg Craig	Chief Product Officer	Feb 01 '24	Sale	460.06	13,542	6,230,100	46,491	Feb 02 04:16 PM
McLaughlin Edward Grunde	President & CTO, MA Tech	Feb 01 '24	Sale	458.46	10,000	4,584,597	23,614	Feb 02 04:14 PM
Bhalla Ajay	President Cyber & Intelligence	Jan 22 '24	Option Exercise	90.13	98	8,833	6,333	Jan 23 05:51 PM
Bhalla Ajay	President Cyber & Intelligence	Jan 22 '24	Sale	439.52	98	43,073	6,235	Jan 23 05:51 PM
Bhalla Ajay	President Cyber & Intelligence	Jan 19 '24	Option Exercise	90.13	4,000	360,520	10,235	Jan 23 05:51 PM
Bhalla Ajay	President Cyber & Intelligence	Jan 19 '24	Sale	435.00	4,000	1,740,000	6,235	Jan 23 05:51 PM
Vosburg Craig	Chief Product Officer	Jan 12 '24	Option Exercise	112.31	4,642	521,343	51,133	Jan 16 04:18 PM
Vosburg Craig	Chief Product Officer	Jan 12 '24	Sale	430.00	4,642	1,996,060	46,491	Jan 16 04:18 PM
Vosburg Craig	Chief Product Officer	Jan 11 '24	Option Exercise	112.31	8,900	999,559	55,391	Jan 16 04:18 PM
Vosburg Craig	Chief Product Officer	Jan 11 '24	Sale	430.26	8,900	3,829,280	46,491	Jan 16 04:18 PM
McLaughlin Edward Grunde	President & CTO, MA Tech	Jan 02 '24	Option Exercise	112.31	10,000	1,123,100	33,614	Jan 04 04:08 PM
McLaughlin Edward Grunde	President & CTO, MA Tech	Jan 02 '24	Sale	421.43	10,000	4,214,324	23,614	Jan 04 04:08 PM
Bhalla Ajay	President Cyber & Intelligence	Dec 14 '23	Option Exercise	90.13	97	8,743	6,332	Dec 15 06:01 PM
Bhalla Ajay	President Cyber & Intelligence	Dec 14 '23	Sale	425.00	97	41,225	6,235	Dec 15 06:01 PM
Bhalla Ajay	President Cyber & Intelligence	Dec 13 '23	Option Exercise	90.13	4,000	360,520	10,235	Dec 15 06:01 PM
Bhalla Ajay	President Cyber & Intelligence	Dec 13 '23	Sale	425.00	4,000	1,700,000	6,235	Dec 15 06:01 PM
Mastercard Foundation	10% Owner	Nov 10 '23	Sale	389.26	125,817	48,975,161	97,543,508	Nov 13 04:05 PM
DAVIS RICHARD K	Director	Nov 09 '23	Buy	390.96	1,000	390,960	9,743	Nov 09 04:51 PM
Mastercard Foundation	10% Owner	Nov 09 '23	Sale	389.24	125,816	48,972,456	97,669,325	Nov 13 04:05 PM
Mastercard Foundation	10% Owner	Nov 08 '23	Sale	390.12	125,816	49,083,564	97,795,141	Nov 08 04:32 PM
Mastercard Foundation	10% Owner	Nov 07 '23	Sale	388.29	125,816	48,853,107	97,920,957	Nov 08 04:32 PM
Mastercard Foundation	10% Owner	Nov 06 '23	Sale	385.93	125,816	48,555,603	98,046,773	Nov 08 04:32 PM
Mastercard Foundation	10% Owner	Nov 03 '23	Sale	386.20	125,816	48,590,089	98,172,589	Nov 03 06:41 PM
Mastercard Foundation	10% Owner	Nov 02 '23	Sale	381.23	125,816	47,965,085	98,298,405	Nov 03 06:41 PM
Mastercard Foundation	10% Owner	Nov 01 '23	Sale	377.45	125,816	47,488,658	98,424,221	Nov 03 06:41 PM
Murphy Timothy H	Chief Administrative Officer	Sep 29 '23	Option Exercise	173.49	7,291	1,264,916	46,426	Oct 03 04:13 PM
Murphy Timothy H	Chief Administrative Officer	Sep 29 '23	Sale	397.28	7,419	2,947,384	39,007	Oct 03 04:13 PM
Bhalla Ajay	President Cyber & Intelligence	Sep 20 '23	Option Exercise	90.13	2,093	188,642	8,328	Sep 21 04:12 PM
Bhalla Ajay	President Cyber & Intelligence	Sep 20 '23	Sale	415.00	2,093	868,595	6,235	Sep 21 04:12 PM
Bhalla Ajay	President Cyber & Intelligence	Sep 19 '23	Option Exercise	83.94	4,000	335,750	10,235	Sep 21 04:12 PM
Bhalla Ajay	President Cyber & Intelligence	Sep 19 '23	Sale	416.96	4,000	1,667,840	6,235	Sep 21 04:12 PM
Bhalla Ajay	President Cyber & Intelligence	Sep 18 '23	Option Exercise	77.72	4,000	310,880	10,235	Sep 18 05:40 PM
Bhalla Ajay	President Cyber & Intelligence	Sep 18 '23	Sale	413.88	4,000	1,655,520	6,235	Sep 18 05:40 PM
Bhalla Ajay	President Cyber & Intelligence	Sep 15 '23	Option Exercise	77.72	4,000	310,880	10,235	Sep 18 05:40 PM
Bhalla Ajay	President Cyber & Intelligence	Sep 15 '23	Sale	412.50	4,000	1,649,992	6,235	Sep 18 05:40 PM
Bhalla Ajay	President Cyber & Intelligence	Sep 14 '23	Option Exercise	77.72	4,000	310,880	10,235	Sep 18 05:40 PM
Bhalla Ajay	President Cyber & Intelligence	Sep 14 '23	Sale	413.13	4,000	1,652,539	6,235	Sep 18 05:40 PM
SACHIN J. MEHRA	Chief Financial Officer	Sep 01 '23	Option Exercise	112.31	6,000	673,860	26,707	Sep 05 04:14 PM
SACHIN J. MEHRA	Chief Financial Officer	Sep 01 '23	Sale	413.65	6,000	2,481,887	20,707	Sep 05 04:14 PM
Vosburg Craig	Chief Product Officer	Aug 30 '23	Option Exercise	90.10	5,684	512,128	52,175	Aug 31 04:11 PM
Ling Hai	Co-President, Intl Markets	Aug 30 '23	Option Exercise	77.72	3,324	258,341	20,901	Aug 30 04:03 PM
Vosburg Craig	Chief Product Officer	Aug 30 '23	Sale	415.00	5,684	2,358,860	46,491	Aug 31 04:11 PM
Ling Hai	Co-President, Intl Markets	Aug 30 '23	Sale	415.00	3,324	1,379,460	17,577	Aug 30 04:03 PM
Ling Hai	Co-President, Intl Markets	Aug 29 '23	Option Exercise	77.72	3,324	258,341	30,870	Aug 30 04:03 PM
Ling Hai	Co-President, Intl Markets	Aug 29 '23	Sale	410.06	13,293	5,450,983	17,577	Aug 30 04:03 PM
Ling Hai	Co-President, Intl Markets	Aug 28 '23	Option Exercise	77.72	3,324	258,341	30,870	Aug 30 04:03 PM
Ling Hai	Co-President, Intl Markets	Aug 28 '23	Sale	405.23	3,324	1,346,981	27,546	Aug 30 04:03 PM
Mastercard Foundation	10% Owner	Aug 17 '23	Sale	393.54	125,816	49,513,780	98,550,037	Aug 17 04:19 PM
Mastercard Foundation	10% Owner	Aug 16 '23	Sale	396.88	125,816	49,934,357	98,675,853	Aug 17 04:19 PM
Mastercard Foundation	10% Owner	Aug 15 '23	Sale	395.10	125,816	49,710,506	98,801,669	Aug 15 04:44 PM
Mastercard Foundation	10% Owner	Aug 14 '23	Sale	397.89	125,816	50,060,865	98,927,485	Aug 15 04:44 PM
Mastercard Foundation	10% Owner	Aug 11 '23	Sale	395.02	125,816	49,699,811	99,053,301	Aug 15 04:44 PM
Mastercard Foundation	10% Owner	Aug 10 '23	Sale	398.72	125,816	50,165,230	99,179,117	Aug 10 05:13 PM
Mastercard Foundation	10% Owner	Aug 09 '23	Sale	394.03	125,816	49,575,241	99,304,933	Aug 10 05:13 PM
Mastercard Foundation	10% Owner	Aug 08 '23	Sale	391.39	125,816	49,243,690	99,430,749	Aug 10 05:13 PM
Murphy Timothy H	Chief Administrative Officer	Aug 02 '23	Option Exercise	173.49	7,380	1,280,356	46,643	Aug 03 04:12 PM
Murphy Timothy H	Chief Administrative Officer	Aug 02 '23	Sale	391.18	7,508	2,936,946	39,135	Aug 03 04:12 PM
SACHIN J. MEHRA	Chief Financial Officer	Aug 01 '23	Option Exercise	90.10	10,838	976,504	31,545	Aug 03 04:27 PM
SACHIN J. MEHRA	Chief Financial Officer	Aug 01 '23	Sale	394.38	10,838	4,274,337	20,707	Aug 03 04:27 PM
Vosburg Craig	Chief Product Officer	Jul 12 '23	Option Exercise	90.10	6,333	570,603	52,824	Jul 13 04:15 PM
Vosburg Craig	Chief Product Officer	Jul 12 '23	Sale	400.00	6,333	2,533,200	46,491	Jul 13 04:15 PM

Open in Screener

PHR

Phreesia Inc

May 17 • 04:00PM ET

24.31

Dollar change +0.26
Percentage change 1.08	%

Healthcare • Health Information Services • USA • NYSE

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

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

Index	RUT	P/E	-	EPS (ttm)	-2.53	Insider Own	6.00%	Shs Outstand	56.35M	Perf Week	13.76%
Market Cap	1.37B	Forward P/E	-	EPS next Y	-1.26	Insider Trans	-7.96%	Shs Float	53.00M	Perf Month	7.47%
Income	-136.88M	PEG	-	EPS next Q	-0.48	Inst Own	94.34%	Short Float	5.09%	Perf Quarter	-11.70%
Sales	356.30M	P/S	3.85	EPS this Y	36.49%	Inst Trans	-5.33%	Short Ratio	5.64	Perf Half Y	52.13%
Book/sh	4.46	P/B	5.45	EPS next Y	21.06%	ROA	-36.87%	Short Interest	2.70M	Perf Year	-22.55%
Cash/sh	1.55	P/C	15.66	EPS next 5Y	-	ROE	-50.77%	52W Range	12.05 - 34.98	Perf YTD	5.01%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-15.39%	ROI	-53.27%	52W High	-30.50%	Beta	0.98
Dividend TTM	-	Quick Ratio	1.77	Sales past 5Y	29.21%	Gross Margin	56.53%	52W Low	101.74%	ATR (14)	1.00
Dividend Ex-Date	-	Current Ratio	1.77	EPS Y/Y TTM	24.84%	Oper. Margin	-37.63%	RSI (14)	62.41	Volatility	4.04% 4.61%
Employees	1438	Debt/Eq	0.05	Sales Y/Y TTM	26.84%	Profit Margin	-38.42%	Recom	1.29	Target Price	30.12
Option/Short	Yes / Yes	LT Debt/Eq	0.02	EPS Q/Q	21.89%	Payout	-	Rel Volume	0.50	Prev Close	24.05
Sales Surprise	1.59%	EPS Surprise	0.21%	Sales Q/Q	24.05%	Earnings	May 30 AMC	Avg Volume	478.69K	Price	24.31
SMA20	10.47%	SMA50	6.50%	SMA200	10.44%	Trades		Volume	241,273	Change	1.08%

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

Show Previous Ratings

May-01-24 06:46AM	Phreesias Alicia Cowley and Natasha Vega Named to MM+Ms Women to Watch for 2024 (Business Wire)
Apr-29-24 06:48AM	Phreesia Sets Release Date for Fiscal First Quarter 2025 Results (Business Wire)
Mar-25-24 07:01PM	Insider Sell: COO Evan Roberts Sells 25,962 Shares of Phreesia Inc (PHR) (GuruFocus.com)
Mar-19-24 06:48AM	Phreesia Announces Jack Callahan as New Chief Technology Officer (Business Wire)
Mar-17-24 10:22AM	Phreesia, Inc. (NYSE:PHR) Q4 2024 Earnings Call Transcript (Insider Monkey)
06:56AM	Loading…
Mar-15-24 06:56AM	Q4 2024 Phreesia Inc Earnings Call (Thomson Reuters StreetEvents)
Mar-14-24 08:55PM	PHR Stock Earnings: Phreesia Misses EPS, Beats Revenue for Q4 2024 (InvestorPlace)
06:00PM	Phreesia (PHR) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:25PM	Phreesia (PHR) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
04:22PM	Phreesia: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:03PM	Phreesia Announces Fourth Quarter Fiscal 2024 Results (Business Wire)
Mar-07-24 10:00AM	Will Phreesia (PHR) Report Negative Earnings Next Week? What You Should Know (Zacks)
Feb-27-24 04:05PM	Phreesias Hilary Hatch Again Named to the 2024-2025 NQF Leadership Consortium (Business Wire)
Feb-20-24 06:48AM	New Data Shows That Engaging Patients with Relevant Cancer-Prevention Information During Check-In Increases Screening Rates (Business Wire) -6.32%
Feb-19-24 11:53AM	Phreesia (PHR) Rose on 2024 Guidance (Insider Monkey)
04:05PM	Loading…
Feb-05-24 04:05PM	Phreesia Sets Release Date for Fiscal Fourth Quarter 2024 Results (Business Wire)
06:54AM	Bull Of The Day: Phreesia (PHR) (Zacks)
Jan-23-24 06:40AM	Phreesia Joins Call to Action to Improve Adult Vaccination Rates (Business Wire)
Jan-18-24 07:59PM	Phreesia Inc CFO Balaji Gandhi Sells 10,124 Shares (GuruFocus.com)
Jan-16-24 04:05PM	Phreesias Audrey Gato Named as a Top Woman Leader in SaaS (Business Wire)
Jan-11-24 06:44AM	Phreesias Post-Script Engagement named one of PM360s 2023 Most Innovative Technologies (Business Wire)
Dec-27-23 09:55AM	Does Phreesia (PHR) Have the Potential to Rally 30.09% as Wall Street Analysts Expect? (Zacks)
08:06AM	What Caused a -40% Drop in Phreesia (PHR) Shares? (Insider Monkey)
Dec-11-23 09:55AM	Wall Street Analysts Predict a 77.77% Upside in Phreesia (PHR): Here's What You Should Know (Zacks)
Dec-08-23 08:21AM	Phreesia, Inc. (NYSE:PHR) Q3 2024 Earnings Call Transcript (Insider Monkey)
Dec-06-23 10:37AM	Q3 2024 Phreesia Inc Earnings Call (Thomson Reuters StreetEvents) +21.22%
Dec-05-23 06:00PM	Here's What Key Metrics Tell Us About Phreesia (PHR) Q3 Earnings (Zacks)
05:40PM	Phreesia Inc (PHR) Reports Revenue Growth and Narrowed Net Loss in Q3 Fiscal 2024 (GuruFocus.com)
05:15PM	Phreesia (PHR) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
04:17PM	Phreesia: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:03PM	Loading…
04:03PM	Phreesia Announces Third Quarter Fiscal 2024 Results (Business Wire)
Dec-01-23 06:00AM	CMS Includes the Patient Activation Measure in its Merit-Based Incentive Payment System Starting in 2024 (Business Wire)
Nov-16-23 03:12AM	Here's Why Phreesia (PHR) Declined in Q3 (Insider Monkey)
Nov-08-23 06:00AM	Phreesia Achieves HITRUST Risk-Based, 2-Year Certification Demonstrating the Highest Level of Information Protection Assurance (Business Wire)
Nov-01-23 09:12AM	Phreesia (PHR) Surges 10.3%: Is This an Indication of Further Gains? (Zacks)
06:03AM	Phreesia Sets Release Date for Fiscal Third Quarter 2024 Results (Business Wire)
Sep-15-23 10:01PM	Insider Sell: Evan Roberts Sells 3,907 Shares of Phreesia Inc (PHR) (GuruFocus.com)
Sep-14-23 09:39PM	Principal Accounting Officer Janet Gunzburg Sells 934 Shares of Phreesia Inc (GuruFocus.com)
Sep-11-23 12:11PM	Phreesia Inc (PHR): A Deep Dive into Its Performance Potential (GuruFocus.com)
Sep-07-23 12:08PM	Phreesia Inc (PHR): A Deep Dive into Its Performance Potential (GuruFocus.com) -22.11%
11:45AM	Is Phreesia (PHR) Too Good to Be True? A Comprehensive Analysis of a Potential Value Trap (GuruFocus.com)
09:30AM	Compared to Estimates, Phreesia (PHR) Q2 Earnings: A Look at Key Metrics (Zacks)
09:00AM	Phreesia, Inc. (NYSE:PHR) Q2 2024 Earnings Call Transcript (Insider Monkey)
07:37AM	Q2 2024 Phreesia Inc Earnings Call (Thomson Reuters StreetEvents)
Sep-06-23 05:15PM	Phreesia (PHR) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:07PM	Phreesia: Fiscal Q2 Earnings Snapshot (AP Finance)
04:03PM	Phreesia Announces Second Quarter Fiscal 2024 Results (Business Wire)
Sep-04-23 12:00PM	All You Need to Know About Phreesia (PHR) Rating Upgrade to Buy (Zacks)
09:55AM	How Much Upside is Left in Phreesia (PHR)? Wall Street Analysts Think 27.26% (Zacks)
08:39AM	Nextgen Healthcare (NXGN) Surges 6.2%: Is This an Indication of Further Gains? (Zacks)
Aug-31-23 08:40AM	Should You Buy and Phreesia (PHR) Ahead of Earnings? (Zacks)
Aug-16-23 12:58PM	Phreesia Named to The Software Reports "Top 100 Software Companies" for the Second Consecutive Year (Business Wire)
Aug-15-23 05:11PM	Phreesia Awards Inducement Grants as Part of its Acquisition of Access eForms (Business Wire)
Aug-14-23 04:03PM	Phreesia Acquires Access, Expanding its Offerings for Acute-Care Hospitals and Continuing to Drive Efficiency and a Better Patient Experience (Business Wire)
Aug-07-23 06:50PM	Hims & Hers Health, Inc. (HIMS) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
Aug-01-23 06:03AM	Phreesia Sets Release Date for Fiscal Second Quarter 2024 Results (Business Wire)
Jul-20-23 08:40PM	Analysts Say These 3 Stocks Are Their Top Picks for the Rest of 2023 (TipRanks)
Jul-14-23 04:48PM	Phreesia Acquires MediFind, Reinforcing its Commitment to Patient-Centered Care and Expanding its Offerings to Consumers (Business Wire)
Jul-13-23 04:03PM	Phreesia Names Lisa Egbuonu-Davis to its Board of Directors (Business Wire)
Jul-11-23 12:00PM	Phreesia (PHR) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
Jun-13-23 06:43AM	We're Not Very Worried About Phreesia's (NYSE:PHR) Cash Burn Rate (Simply Wall St.)
May-31-23 06:30PM	Phreesia (PHR) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:15PM	Phreesia (PHR) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
04:08PM	Phreesia: Fiscal Q1 Earnings Snapshot (AP Finance)
04:03PM	Phreesia Announces First Quarter Fiscal 2024 Results (Business Wire)
May-17-23 04:03PM	Phreesia Recognized as One of Modern Healthcares "Best Places to Work in Healthcare" for a Seventh Year (Business Wire)
May-16-23 04:05PM	Phreesias Hilary Hatch Named a "Disrupter" in PM360s ELITE 100 (Business Wire)
May-15-23 05:45PM	Tivic Health Systems, Inc. (TIVC) Reports Q1 Loss, Lags Revenue Estimates (Zacks) +7.26%
May-11-23 05:35PM	Homology Medicines (FIXX) Reports Q1 Loss, Lags Revenue Estimates (Zacks)
May-09-23 05:35PM	Invitae (NVTA) Reports Q1 Loss, Tops Revenue Estimates (Zacks) -5.56%
May-07-23 08:06AM	Why Investors Shouldn't Be Surprised By Phreesia, Inc.'s (NYSE:PHR) P/S (Simply Wall St.)
May-04-23 08:25AM	CareCloud, Inc. (CCLD) Reports Q1 Loss, Lags Revenue Estimates (Zacks)
May-02-23 05:15PM	Inspire Medical Systems (INSP) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
Apr-25-23 04:04PM	Phreesia Sets Release Date for Fiscal First Quarter 2024 Results (Business Wire)
Mar-29-23 04:03PM	Unlimited Systems Partners with Phreesia, Improving Efficiency and Offering an Integrated Patient-Driven Intake Experience for Oncology Groups (Business Wire)
Mar-27-23 11:33AM	Investors might be losing patience for Phreesia's (NYSE:PHR) increasing losses, as stock sheds 6.4% over the past week (Simply Wall St.)
06:21AM	Phreesia, Inc. (NYSE:PHR) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-23-23 07:24AM	Q4 2023 Phreesia Inc Earnings Call (Thomson Reuters StreetEvents) -7.74%
Mar-22-23 05:15PM	Phreesia (PHR) Reports Q4 Loss, Tops Revenue Estimates (Zacks) -6.25%
04:03PM	Phreesia Announces Fourth Quarter Fiscal 2023 Results (Business Wire)
04:03PM	Phreesia Announces Chief Financial Officer Transition (Business Wire)
Mar-20-23 04:04PM	Phreesia Named as One of the Achievers 50 Most Engaged Workplaces® of 2023 (Business Wire)
Mar-18-23 04:32PM	Aggressive Stock Portfolio: 12 Stocks Picked by Hedge Funds (Insider Monkey)
Mar-17-23 06:50AM	Phreesias Alexandra Beneville Named One of MM+Ms Women to Watch for 2023 (Business Wire)
Mar-15-23 04:05PM	Phreesias Dan Nathan Named as a Top Software CTO of 2023 (Business Wire)
Mar-08-23 06:45PM	Sonendo, Inc. (SONX) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
Feb-27-23 10:34AM	Investors Target AI Winners and They're Not All Household Names (Investopedia)
09:31AM	Cooper Companies (COO) to Post Q1 Earnings: What's in Store? (Zacks)
09:27AM	What's in Store for Patterson Companies (PDCO) in Q3 Earnings? (Zacks)
Feb-14-23 12:00PM	What Makes Phreesia (PHR) a New Buy Stock (Zacks)
Feb-03-23 08:41AM	Phreesia (PHR) Soars 6.1%: Is Further Upside Left in the Stock? (Zacks)
Feb-02-23 06:38AM	Phreesia Sets Release Date for Fiscal Fourth Quarter 2023 Results (Business Wire) +6.07%
Jan-31-23 04:03PM	Phreesia Included in 2023 Bloomberg Gender-Equality Index for the Third Consecutive Year (Business Wire)
Jan-26-23 06:45AM	Phreesia and the Ad Council Partnership Drives Strong Engagement Across 3 Public Health Campaigns (Business Wire)
Jan-20-23 05:18PM	Phreesia Life Sciences Named One of MM+Ms "Best Places to Work 2022" (Business Wire)
Jan-04-23 02:25PM	Needham Remains Bullish On Phreesia & Udemy; Adds Both To Conviction List (Benzinga)
Dec-14-22 11:20AM	Phreesia, Inc. (NYSE:PHR) Q3 2023 Earnings Call Transcript (Insider Monkey)
Dec-10-22 08:03AM	Phreesia Third Quarter 2023 Earnings: Beats Expectations (Simply Wall St.)
Dec-08-22 05:15PM	Phreesia (PHR) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
04:03PM	Phreesia Announces Third Quarter Fiscal 2023 Results (Business Wire)

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Gunzburg Janet	Principal Accounting Officer	May 01 '24	Sale	21.00	286	6,006	34,934	May 02 04:22 PM
Gunzburg Janet	Principal Accounting Officer	Apr 18 '24	Sale	22.85	912	20,836	35,220	Apr 19 04:24 PM
Linetsky David	SVP, Life Sciences	Apr 18 '24	Sale	22.85	269	6,146	7,087	Apr 19 04:24 PM
Indig Chaim	Chief Executive Officer	Apr 15 '24	Sale	22.86	3,392	77,532	1,222,005	Apr 17 04:07 PM
Linetsky David	SVP, Life Sciences	Apr 15 '24	Sale	22.86	2,212	50,561	204,038	Apr 17 04:13 PM
Roberts Evan	Chief Operating Officer	Apr 15 '24	Sale	22.86	2,029	46,378	754,903	Apr 17 04:13 PM
Hoffman Allison C	General Counsel & Secretary	Apr 15 '24	Sale	22.86	1,238	28,297	135,621	Apr 17 04:10 PM
Gandhi Balaji	Chief Financial Officer	Apr 15 '24	Sale	22.86	948	21,669	97,230	Apr 17 04:08 PM
VanDuyn Amy Beth	SVP, Human Resources	Apr 15 '24	Sale	22.86	685	15,657	119,010	Apr 17 04:13 PM
Gunzburg Janet	Principal Accounting Officer	Apr 10 '24	Sale	23.10	2,768	63,928	36,132	Apr 12 06:40 PM
Roberts Evan	Chief Operating Officer	Apr 09 '24	Option Exercise	2.03	23,330	47,360	756,932	Apr 10 05:18 PM
Hoffman Allison C	General Counsel & Secretary	Apr 09 '24	Sale	23.42	4,626	108,360	136,859	Apr 10 05:20 PM
VanDuyn Amy Beth	SVP, Human Resources	Apr 09 '24	Sale	23.43	3,768	88,277	119,695	Apr 10 05:19 PM
Indig Chaim	Chief Executive Officer	Apr 08 '24	Sale	22.62	12,043	272,414	1,225,397	Apr 10 05:19 PM
Gandhi Balaji	Chief Financial Officer	Apr 08 '24	Sale	22.62	7,778	175,939	98,178	Apr 10 05:19 PM
Roberts Evan	Chief Operating Officer	Apr 08 '24	Sale	22.62	7,178	162,367	733,602	Apr 10 05:18 PM
Hoffman Allison C	General Counsel & Secretary	Apr 08 '24	Sale	22.62	5,549	125,519	141,485	Apr 10 05:20 PM
Linetsky David	SVP, Life Sciences	Apr 08 '24	Sale	22.62	3,914	88,535	206,250	Apr 10 05:18 PM
VanDuyn Amy Beth	SVP, Human Resources	Apr 08 '24	Sale	22.62	3,354	75,868	123,463	Apr 10 05:19 PM
Gunzburg Janet	Principal Accounting Officer	Apr 08 '24	Sale	22.62	1,709	38,658	38,900	Apr 10 05:18 PM
Linetsky David	SVP, Life Sciences	Apr 08 '24	Sale	22.62	247	5,587	7,356	Apr 10 05:18 PM
Gandhi Balaji	Chief Financial Officer	Mar 25 '24	Sale	23.21	3,504	81,332	94,030	Mar 27 04:06 PM
Roberts Evan	Chief Operating Officer	Mar 21 '24	Sale	23.52	25,962	610,684	728,570	Mar 25 04:16 PM
Gunzburg Janet	Principal Accounting Officer	Mar 20 '24	Sale	23.66	137	3,241	38,949	Mar 21 04:11 PM
Linetsky David	SVP, Life Sciences	Mar 20 '24	Sale	23.66	30	710	7,095	Mar 21 04:11 PM
Gunzburg Janet	Principal Accounting Officer	Mar 19 '24	Sale	23.27	2,817	65,561	40,609	Apr 10 05:18 PM
Linetsky David	SVP, Life Sciences	Mar 19 '24	Sale	23.27	402	9,356	7,125	Mar 20 04:21 PM
Linetsky David	SVP, Life Sciences	Mar 18 '24	Sale	22.22	46	1,022	7,527	Mar 20 04:21 PM
Gunzburg Janet	Principal Accounting Officer	Feb 09 '24	Sale	28.00	480	13,440	39,086	Feb 13 04:58 PM
Gunzburg Janet	Principal Accounting Officer	Feb 02 '24	Sale	27.00	480	12,960	39,566	Feb 06 04:22 PM
Gunzburg Janet	Principal Accounting Officer	Feb 01 '24	Sale	25.99	328	8,525	40,046	Feb 02 06:06 PM
Indig Chaim	Chief Executive Officer	Jan 17 '24	Sale	24.12	63,931	1,542,118	1,216,479	Jan 18 04:51 PM
Roberts Evan	Chief Operating Officer	Jan 17 '24	Sale	24.12	41,081	990,939	754,532	Jan 18 04:52 PM
Linetsky David	SVP, Life Sciences	Jan 17 '24	Sale	24.12	30,659	739,544	204,059	Jan 18 04:52 PM
Davidoff Michael J.	SVP, Payer Business	Jan 17 '24	Sale	24.12	17,677	426,398	73,391	Jan 18 04:53 PM
VanDuyn Amy Beth	SVP, Human Resources	Jan 17 '24	Sale	24.12	10,213	246,354	119,695	Jan 18 04:53 PM
Gandhi Balaji	Chief Financial Officer	Jan 17 '24	Sale	24.12	9,192	221,726	97,534	Jan 18 04:53 PM
Hoffman Allison C	General Counsel & Secretary	Jan 17 '24	Sale	24.12	7,605	183,445	136,859	Jan 18 04:52 PM
Indig Chaim	Chief Executive Officer	Jan 16 '24	Sale	24.55	3,586	88,020	1,280,410	Jan 18 04:51 PM
Linetsky David	SVP, Life Sciences	Jan 16 '24	Sale	24.55	2,318	56,896	234,718	Jan 18 04:52 PM
Roberts Evan	Chief Operating Officer	Jan 16 '24	Sale	24.55	2,247	55,154	795,613	Jan 18 04:52 PM
Hoffman Allison C	General Counsel & Secretary	Jan 16 '24	Sale	24.55	1,316	32,302	144,464	Jan 18 04:52 PM
Davidoff Michael J.	SVP, Payer Business	Jan 16 '24	Sale	24.55	1,310	32,155	91,068	Jan 18 04:53 PM
Gandhi Balaji	Chief Financial Officer	Jan 16 '24	Sale	24.55	932	22,876	106,726	Jan 18 04:53 PM
VanDuyn Amy Beth	SVP, Human Resources	Jan 16 '24	Sale	24.55	738	18,115	129,908	Jan 18 04:53 PM
Gunzburg Janet	Principal Accounting Officer	Jan 12 '24	Sale	24.11	205	4,943	40,374	Feb 02 06:06 PM
Gunzburg Janet	Principal Accounting Officer	Dec 19 '23	Sale	23.72	118	2,799	40,579	Dec 20 04:14 PM
Linetsky David	SVP, Life Sciences	Dec 19 '23	Sale	23.72	25	593	7,573	Dec 20 04:13 PM
Linetsky David	SVP, Life Sciences	Dec 18 '23	Sale	23.15	234	5,418	7,598	Dec 20 04:13 PM
Gunzburg Janet	Principal Accounting Officer	Nov 01 '23	Sale	13.38	298	3,988	40,697	Nov 02 04:39 PM
Roberts Evan	Chief Operating Officer	Oct 31 '23	Option Exercise	2.03	30,000	60,900	775,860	Nov 02 04:36 PM
Indig Chaim	Chief Executive Officer	Oct 16 '23	Sale	16.61	3,295	54,727	1,241,996	Oct 17 06:08 PM
Linetsky David	SVP, Life Sciences	Oct 16 '23	Sale	16.61	2,078	34,514	215,036	Oct 17 06:11 PM
Roberts Evan	Chief Operating Officer	Oct 16 '23	Sale	16.61	1,971	32,736	745,860	Oct 17 06:14 PM
Hoffman Allison C	General Counsel & Secretary	Oct 16 '23	Sale	16.61	1,297	21,542	115,025	Oct 17 06:15 PM
Davidoff Michael J.	SVP, Payer Business	Oct 16 '23	Sale	16.61	1,198	19,898	92,378	Oct 17 06:22 PM
Gandhi Balaji	Chief Financial Officer	Oct 16 '23	Sale	16.61	861	14,300	85,658	Oct 17 06:19 PM
VanDuyn Amy Beth	SVP, Human Resources	Oct 16 '23	Sale	16.61	665	11,045	118,146	Oct 17 06:17 PM
Linetsky David	SVP, Life Sciences	Sep 18 '23	Sale	19.67	130	2,557	7,832	Sep 20 04:17 PM
Gunzburg Janet	Principal Accounting Officer	Sep 18 '23	Sale	19.79	125	2,474	40,995	Sep 20 04:23 PM
Davidoff Michael J.	SVP, Payer Business	Sep 14 '23	Sale	20.16	2,953	59,537	93,576	Sep 14 05:07 PM
Hoffman Allison C	General Counsel & Secretary	Sep 14 '23	Sale	20.17	2,210	44,566	116,322	Sep 14 05:14 PM
VanDuyn Amy Beth	SVP, Human Resources	Sep 14 '23	Sale	20.16	2,000	40,316	118,811	Sep 14 05:12 PM
Indig Chaim	Chief Executive Officer	Sep 13 '23	Sale	20.34	6,555	133,323	1,245,291	Sep 14 05:06 PM
Gandhi Balaji	Chief Financial Officer	Sep 13 '23	Sale	20.34	3,957	80,482	86,519	Sep 14 05:08 PM
Roberts Evan	Chief Operating Officer	Sep 13 '23	Sale	20.34	3,907	79,465	747,831	Sep 14 05:16 PM
Davidoff Michael J.	SVP, Payer Business	Sep 13 '23	Sale	20.34	3,606	73,343	96,529	Sep 14 05:07 PM
Hoffman Allison C	General Counsel & Secretary	Sep 13 '23	Sale	20.34	3,256	66,224	118,532	Sep 14 05:14 PM
Linetsky David	SVP, Life Sciences	Sep 13 '23	Sale	20.34	2,059	41,878	217,114	Sep 14 05:04 PM
VanDuyn Amy Beth	SVP, Human Resources	Sep 13 '23	Sale	20.34	1,826	37,139	120,811	Sep 14 05:12 PM
Gunzburg Janet	Principal Accounting Officer	Sep 13 '23	Sale	20.34	934	18,996	41,120	Sep 14 05:09 PM
Linetsky David	SVP, Life Sciences	Sep 13 '23	Sale	20.34	119	2,421	7,962	Sep 14 05:04 PM
Linetsky David	SVP, Life Sciences	Sep 12 '23	Option Exercise	6.30	11,853	74,715	219,173	Sep 14 05:04 PM
Roberts Evan	Chief Operating Officer	Sep 08 '23	Option Exercise	2.03	30,000	60,900	745,179	Sep 11 04:25 PM
Davidoff Michael J.	SVP, Payer Business	Jul 21 '23	Sale	31.75	1,075	34,131	93,576	Jul 25 04:28 PM

Open in Screener

CART

Maplebear Inc.

May 17 • 04:00PM ET

34.44

Dollar change +1.24
Percentage change 3.73	%

Consumer Cyclical • Internet Retail • USA • NASD

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

Held by: FELG PEJ FMDE IBUY PBJ ONEQ IWR IWP MVPA IWF

Index	-	P/E	-	EPS (ttm)	-6.09	Insider Own	45.89%	Shs Outstand	279.05M	Perf Week	-1.43%
Market Cap	9.12B	Forward P/E	27.09	EPS next Y	1.27	Insider Trans	6.62%	Shs Float	143.24M	Perf Month	-5.38%
Income	-1714.00M	PEG	-	EPS next Q	0.13	Inst Own	42.27%	Short Float	5.95%	Perf Quarter	28.65%
Sales	3.10B	P/S	2.94	EPS this Y	108.29%	Inst Trans	-	Short Ratio	1.92	Perf Half Y	32.97%
Book/sh	11.82	P/B	2.91	EPS next Y	23.29%	ROA	-41.47%	Short Interest	8.52M	Perf Year	-
Cash/sh	6.26	P/C	5.50	EPS next 5Y	-	ROE	-52.16%	52W Range	22.13 - 42.95	Perf YTD	46.74%
Dividend Est.	-	P/FCF	16.22	EPS past 5Y	-	ROI	-51.27%	52W High	-19.81%	Beta	-
Dividend TTM	-	Quick Ratio	3.78	Sales past 5Y	27.50%	Gross Margin	73.86%	52W Low	55.63%	ATR (14)	1.63
Dividend Ex-Date	-	Current Ratio	3.78	EPS Y/Y TTM	-1470.24%	Oper. Margin	-68.93%	RSI (14)	45.45	Volatility	5.25% 4.78%
Employees	3380	Debt/Eq	0.01	Sales Y/Y TTM	10.62%	Profit Margin	-55.24%	Recom	2.15	Target Price	41.67
Option/Short	Yes / Yes	LT Debt/Eq	0.01	EPS Q/Q	-	Payout	-	Rel Volume	1.19	Prev Close	33.20
Sales Surprise	3.26%	EPS Surprise	1937.61%	Sales Q/Q	8.04%	Earnings	May 08 AMC	Avg Volume	4.43M	Price	34.44
SMA20	-1.92%	SMA50	-4.94%	SMA200	18.07%	Trades		Volume	5,255,316	Change	3.73%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-19-24	Initiated	Loop Capital	Buy	$46
Apr-01-24	Downgrade	Fox Advisors	Overweight → Equal Weight
Mar-25-24	Initiated	Macquarie	Outperform	$42
Mar-14-24	Upgrade	Bernstein	Mkt Perform → Outperform	$30 → $43
Jan-30-24	Initiated	Morgan Stanley	Equal-Weight	$28
Jan-23-24	Downgrade	The Benchmark Company	Buy → Hold
Jan-22-24	Initiated	The Benchmark Company	Buy	$32
Jan-17-24	Upgrade	Wolfe Research	Peer Perform → Outperform	$35
Jan-09-24	Initiated	BMO Capital Markets	Market Perform	$26
Oct-23-23	Initiated	MoffettNathanson	Market Perform	$30
Oct-16-23	Initiated	Wedbush	Neutral	$28
Oct-16-23	Initiated	Stifel	Buy	$48
Oct-16-23	Initiated	Robert W. Baird	Outperform	$31
Oct-16-23	Initiated	Piper Sandler	Overweight	$36
Oct-16-23	Initiated	Oppenheimer	Outperform	$36
Oct-16-23	Initiated	JP Morgan	Overweight	$33
Oct-16-23	Initiated	JMP Securities	Mkt Outperform	$33
Oct-16-23	Initiated	Goldman	Buy	$48
Oct-16-23	Initiated	Citigroup	Buy	$34
Oct-16-23	Initiated	BofA Securities	Neutral	$30

Show Previous Ratings

May-16-24 09:35AM	Maplebear (CART) Loses -9.63% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner (Zacks)
07:16AM	Wall Street Favorites: 7 Stocks With Strong Buy Ratings for May 2024 (InvestorPlace)
May-15-24 05:23PM	Uber to Offer Airport Shuttles, Adds Costco as Partner (Bloomberg)
01:43PM	Uber Reveals Costco Partnership, Uber One Discount for College Students (Investopedia)
08:30AM	1 Wall Street Analyst Thinks Uber Stock Is Going to $90. Is It a Buy Around $67? (Motley Fool)
07:40AM	Loading…
07:40AM	Uber takes on Instacart with expanded Costco partnership (Grocery Dive)
May-13-24 02:11PM	5 Best New Stocks To Buy According To Analysts (Insider Monkey)
09:25AM	Instacart CFO to Participate in Fireside Chat Hosted by J.P. Morgan (PR Newswire)
May-10-24 06:00PM	Instacarts CFO Shuffle (The Information)
05:59PM	Analyst Report: Maplebear Inc. (Morningstar Research)
12:26PM	Maplebear Inc (CART) Q1 2024 Earnings Overview: Surpasses Revenue Expectations with Strategic ... (GuruFocus.com)
10:35AM	Uber Continues To Enjoy Robust Demand But Legal Bills Take A Toll On Its Bottom Line (Benzinga)
May-09-24 02:23PM	Warner Bros. Discovery-Disney bundle, Arm and Robinhood earnings: Morning Brief (Yahoo Finance Video)
11:21AM	Instacart (Maplebear Inc.) (NASDAQ:CART) Q1 2024 Earnings Call Transcript (Insider Monkey)
09:10AM	Q1 2024 Maplebear Inc Earnings Call (Thomson Reuters StreetEvents)
07:12AM	Loading…
07:12AM	Instacart posts strong Q1 results, names new CFO (Grocery Dive)
04:23AM	Analyst Report: Maplebear Inc. (Morningstar Research)
04:04AM	Maplebear Inc (CART) (Q1 2024) Earnings Call Transcript Highlights: Strategic Growth and Robust ... (GuruFocus.com)
12:15AM	Instacart (CART) Q1 2024 Earnings Call Transcript (Motley Fool)
May-08-24 09:56PM	CART Stock Earnings: Maplebear Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
09:52PM	Q1 2024 Uber Technologies Inc Earnings Call (Thomson Reuters StreetEvents)
07:22PM	Maplebear: Q1 Earnings Snapshot (Associated Press Finance)
05:22PM	Instacart Earnings Top Estimates but the Stock Is Slipping (Barrons.com)
05:08PM	Instacart Reports Q1 Net Income, Higher Revenue -- Shares Fall After Hours (MT Newswires)
05:06PM	Instacart forecasts upbeat current-quarter, taps Uber veteran as CFO (Reuters)
04:28PM	Instacart beats Q1 expectations, sees rise in total orders (Yahoo Finance Video)
04:06PM	Instacart Taps Uber Vet for CFO Job as Revenue Beats Estimates (Bloomberg)
04:06PM	Instacart Announces First Quarter 2024 Financial Results (PR Newswire)
02:54PM	Uber CEO Dara Khosrowshahi on Q1 results, growth outlook and Instacart partnership (CNBC TV)
01:41PM	Shopify, Uber tumble on earnings, Airbnb, Arm, Robinhood to report: Yahoo Finance (Yahoo Finance Video)
01:37PM	Loading…
01:37PM	DoorDash Seen Retaining Market Dominance Despite Uber Eats, Instacart Collaboration, Deutsche Bank Says (MT Newswires)
12:57PM	4 Key Takeaways From Uber's Earnings Call (Investopedia)
09:49AM	Instacart adds arsenal of Uber Eats restaurants to its app (Nation's Restaurant News)
08:07AM	Uber Sinks as Gross Bookings Miss Estimates, Investment Charges Drive Net Loss (Investopedia)
05:00AM	Is Costco.com Cheaper Than Instacart? You Might Be Surprised (Motley Fool)
May-07-24 04:03PM	Uber And Instacart Team Up. Rival DoorDash Stock Falls. (Investor's Business Daily)
01:08PM	Microsoft Layoffs 2024: What to Know About the Latest Bethesda Job Cuts (InvestorPlace)
01:00PM	Instacart, Uber partner for restaurant delivery (Chain Store Age)
12:51PM	Instacart-Uber Deal: What to Know as Instacart Enters Restaurant Delivery Business (InvestorPlace)
11:19AM	Uber Eats wants to grow its restaurant business with Instacart's help (Quartz)
10:25AM	Instacart partners with Uber to offer restaurant deliveries (Yahoo Finance Video)
09:53AM	Instacart, Uber Join Forces to Add Uber Eats to Instacart App (The Wall Street Journal)
09:41AM	Uber and Instacart Team Up on Restaurant Deliveries, Challenging DoorDash (Bloomberg)
09:29AM	Instacart partners with Uber to offer food delivery services to customers in US (Reuters)
09:14AM	Instacart Stock Pops on Uber Partnership (Barrons.com)
08:05AM	Uber, Instacart Partner on Restaurant Deliveries (MT Newswires)
08:00AM	Uber Eats to Power Restaurant Delivery on Instacart (Business Wire)
04:52AM	Instacart adds restaurant delivery with Uber Eats (Restaurant Dive)
May-06-24 09:00AM	ROFDA Members Select Instacart for Retail Media Network (PR Newswire)
08:03AM	Kohls to deliver same day through Instacart (Retail Dive)
May-03-24 01:36PM	Kohl's launches same-day delivery with Instacart (Chain Store Age)
May-02-24 11:17AM	Upwork Inc. (NASDAQ:UPWK) Q1 2024 Earnings Call Transcript (Insider Monkey)
09:40AM	Has Maplebear Inc. (CART) Outpaced Other Business Services Stocks This Year? (Zacks)
06:01AM	The Save Mart and Instacart expand omnichannel partnership (Retail Insight Network)
May-01-24 07:01PM	Maplebear Inc (CART) CEO Fidji Simo Sells 20,750 Shares (GuruFocus.com)
05:02PM	Maplebear Insider Sold Shares Worth $425,001, According to a Recent SEC Filing (MT Newswires)
02:03PM	Save Mart rolls out Instacart in-store, digital solutions (Chain Store Age)
12:02PM	Instacart, The Save Mart Companies Expand Omnichannel Partnership (MT Newswires)
10:57AM	Save Mart expands Instacart tie-up with smart carts, new e-commerce capabilities (Grocery Dive)
06:00AM	The Save Mart Companies Announces Expanded Partnership with Instacart (PR Newswire)
Apr-25-24 01:46PM	Seven local grocers deploy Instacart order management solution (Chain Store Age)
11:10AM	15 Most Affordable Grocery Stores In the US (Insider Monkey)
Apr-23-24 03:50PM	Amazon.com Launches New Grocery Delivery Subscription Service in US (MT Newswires) -7.40%
12:56PM	Instacart Stock Drops as Amazon Launches Grocery Delivery Service (Barrons.com)
Apr-18-24 11:49AM	Instacart taps CPG veteran for board (Grocery Dive)
Apr-17-24 09:25AM	Instacart to Report First Quarter 2024 Financial Results on May 8, 2024 (PR Newswire)
Apr-16-24 09:15AM	INSTACART APPOINTS VICTORIA DOLAN TO BOARD OF DIRECTORS (PR Newswire)
Apr-12-24 03:37PM	20 Biggest Gig Economy Companies In The World (Insider Monkey)
Apr-08-24 12:37PM	Instacart expands delivery access through major benefits provider (Grocery Dive)
Apr-05-24 04:11PM	Instacart expands integration with health plans (Chain Store Age)
Apr-03-24 03:43PM	The Hype Machine Trash Bin: 3 Overrated Stocks to Dump Immediately (InvestorPlace)
09:05AM	PubMatic Announces Instacart Ads Integration to Leverage Retail Media Data Across CTV (GlobeNewswire)
Apr-02-24 08:30PM	Instacart driver reportedly shoots actress Angie Harmon's dog (Chain Store Age)
Mar-30-24 11:25PM	17 Great Alternatives to Amazon for Shopping Online (Insider Monkey)
Mar-28-24 07:01PM	Maplebear Inc (CART) CEO Fidji Simo Sells 20,750 Shares (GuruFocus.com)
Mar-27-24 01:00PM	Instacart powers third-party integrations with developer platform (Marketing Dive)
01:00PM	Instacart opens grocery platform to third-party developers (Chain Store Age)
08:00AM	INSTACART TO POWER THE NEXT GENERATION OF INTERACTIVE FOOD EXPERIENCES WITH INTRODUCTION OF THE INSTACART DEVELOPER PLATFORM (PR Newswire)
07:21AM	Instacart wants to be everywhere, from smart fridges to New York Times Cooking (Grocery Dive)
Mar-26-24 03:41PM	Instacart, AWG expand partnership (Chain Store Age)
07:48AM	5 Highest Paid CEOs in the US and Their College Degrees (Insider Monkey)
Mar-25-24 01:14PM	Instacart and Associated Wholesale Grocers Expand Access to E-Commerce Solutions and Introduce Smart Carts to Local Independent Grocers (PR Newswire)
Mar-22-24 07:02PM	Maplebear Inc (CART) President and CEO Fidji Simo Sells 100,000 Shares (GuruFocus.com)
Mar-20-24 01:32PM	Billionaire Steve Cohen and Insiders Are Buying These 10 Stocks (Insider Monkey)
06:00AM	Instacart earns MRC accreditation as retail media competition heats up (Marketing Dive)
05:45AM	Maplebear Inc. d/b/a Instacart Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky Before March 25, 2024 to Discuss Your Rights - CART (PR Newswire)
Mar-19-24 09:00AM	Instacart Earns Media Rating Council Accreditation (PR Newswire)
Mar-13-24 11:30AM	SHAREHOLDER NOTICE: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Instacart (PR Newswire)
01:26AM	Maplebear Inc (CART) CFO Nick Giovanni Sells 10,000 Shares (GuruFocus.com)
Mar-11-24 10:15AM	Every state's unique grocery shopping habits, according to Instacart (Quartz)
Mar-08-24 11:07AM	4 Key Takeaways From Costco's Earnings Call (Investopedia)
Mar-07-24 10:08AM	10 Mid-Cap Stocks with Insider Purchases (Insider Monkey)
Mar-06-24 05:16PM	Maplebear Inc. db/a Instacart investors: Please contact the Portnoy Law Firm to recover your losses; March 25, 2024 deadline (GlobeNewswire)
04:10PM	Three new regional grocers join Instacart Storefront (Chain Store Age)
09:00AM	Instacart Announces New Group of Regional Grocers Using Instacart Storefront (PR Newswire)
08:57AM	Instacart, DoorDash link with more regional grocers on e-commerce (Grocery Dive)
Mar-05-24 04:12PM	Maplebear Stock Nears All-Time High. Instacart In Growth Mode? (Investor's Business Daily)
Mar-01-24 08:53AM	Instacarts Largest Investor Bought More Stock (Barrons.com)
Feb-28-24 10:55PM	Analyst Report: Maplebear Inc. (Morningstar Research)
Feb-27-24 04:15PM	Maplebear Inc. db/a Instacart investors: Please contact the Portnoy Law Firm to recover your losses; March 25, 2024 deadline (GlobeNewswire)

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Ramsay Alan	CHIEF ACCOUNTING OFFICER	May 01 '24	Sale	34.90	12,178	425,001	118,142	May 01 04:38 PM
Simo Fidji	PRESIDENT AND CEO	May 01 '24	Sale	35.09	3,236	113,551	2,125,301	May 01 04:08 PM
Simo Fidji	PRESIDENT AND CEO	Apr 30 '24	Sale	35.01	4,308	150,810	2,128,537	May 01 04:08 PM
Simo Fidji	PRESIDENT AND CEO	Apr 29 '24	Sale	34.93	13,206	461,345	2,132,845	May 01 04:08 PM
Fong Morgan	GENERAL COUNSEL & SECRETARY	Apr 22 '24	Sale	34.86	18,687	651,515	418,973	Apr 24 04:10 PM
Giovanni Nick	CHIEF FINANCIAL OFFICER	Apr 17 '24	Sale	36.97	10,000	369,692	576,977	Apr 19 04:14 PM
Ramsay Alan	CHIEF ACCOUNTING OFFICER	Apr 01 '24	Sale	37.20	12,113	450,658	102,092	Apr 03 04:27 PM
Simo Fidji	PRESIDENT AND CEO	Mar 26 '24	Sale	38.06	20,750	789,830	888,365	Mar 28 04:07 PM
Fong Morgan	GENERAL COUNSEL & SECRETARY	Mar 21 '24	Sale	37.62	18,689	703,103	264,379	Mar 25 04:14 PM
Simo Fidji	President and CEO	Mar 21 '24	Sale	38.09	17,539	668,004	909,115	Mar 22 04:05 PM
Simo Fidji	President and CEO	Mar 20 '24	Sale	38.07	82,461	3,139,323	926,654	Mar 22 04:05 PM
Giovanni Nick	Chief Financial Officer	Mar 12 '24	Sale	35.03	4,100	143,621	586,977	Mar 12 05:09 PM
Giovanni Nick	Chief Financial Officer	Mar 11 '24	Sale	35.00	900	31,500	591,077	Mar 12 05:09 PM
Fong Morgan	GENERAL COUNSEL & SECRETARY	Mar 08 '24	Option Exercise	6.59	40,000	263,607	381,268	Mar 12 05:06 PM
Fong Morgan	GENERAL COUNSEL & SECRETARY	Mar 08 '24	Sale	34.32	98,200	3,370,173	283,068	Mar 12 05:06 PM
Ramsay Alan	CHIEF ACCOUNTING OFFICER	Mar 08 '24	Sale	34.33	12,113	415,855	114,205	Mar 12 05:10 PM
Giovanni Nick	Chief Financial Officer	Mar 08 '24	Sale	34.31	5,000	171,564	591,977	Mar 12 05:09 PM
SC US (TTGP), LTD.	10% Owner	Feb 26 '24	Buy	29.96	2,400	71,894	2,150,331	Feb 27 07:55 PM
SC US (TTGP), LTD.	10% Owner	Feb 26 '24	Buy	29.96	2,400	71,894	2,150,331	Feb 27 07:59 PM
Gupta Ravi	Director	Feb 26 '24	Buy	29.96	2,400	71,894	2,150,331	Feb 27 07:55 PM
SC US (TTGP), LTD.	10% Owner	Feb 26 '24	Buy	29.96	2,400	71,894	2,150,331	Feb 27 07:56 PM
SC US (TTGP), LTD.	10% Owner	Feb 23 '24	Buy	29.93	135,072	4,043,286	2,147,931	Feb 27 07:56 PM
Gupta Ravi	Director	Feb 23 '24	Buy	29.93	135,072	4,043,286	2,147,931	Feb 27 07:55 PM
SC US (TTGP), LTD.	10% Owner	Feb 23 '24	Buy	29.93	135,072	4,043,286	2,147,931	Feb 27 07:59 PM
SC US (TTGP), LTD.	10% Owner	Feb 23 '24	Buy	29.93	135,072	4,043,286	2,147,931	Feb 27 07:55 PM
SC US (TTGP), LTD.	10% Owner	Feb 22 '24	Buy	29.69	438,361	13,014,643	2,012,859	Feb 22 08:06 PM
SC US (TTGP), LTD.	10% Owner	Feb 22 '24	Buy	29.69	438,361	13,014,643	2,012,859	Feb 22 08:06 PM
SC US (TTGP), LTD.	10% Owner	Feb 22 '24	Buy	29.69	438,361	13,014,643	2,012,859	Feb 22 08:04 PM
Gupta Ravi	Director	Feb 22 '24	Buy	29.69	438,361	13,014,643	2,012,859	Feb 22 08:04 PM
Gupta Ravi	Director	Feb 21 '24	Buy	28.83	545,229	15,716,712	1,581,912	Feb 22 08:04 PM
SC US (TTGP), LTD.	10% Owner	Feb 21 '24	Buy	28.83	545,229	15,716,712	1,581,912	Feb 22 08:04 PM
SC US (TTGP), LTD.	10% Owner	Feb 21 '24	Buy	28.83	545,229	15,716,712	1,581,912	Feb 22 08:06 PM
SC US (TTGP), LTD.	10% Owner	Feb 21 '24	Buy	28.83	545,229	15,716,712	1,581,912	Feb 22 08:06 PM
SC US (TTGP), LTD.	10% Owner	Feb 20 '24	Buy	27.90	1,036,683	28,924,355	1,036,683	Feb 22 08:06 PM
SC US (TTGP), LTD.	10% Owner	Feb 20 '24	Buy	27.90	1,036,683	28,924,355	1,036,683	Feb 22 08:06 PM
SC US (TTGP), LTD.	10% Owner	Feb 20 '24	Buy	27.90	1,036,683	28,924,355	1,036,683	Feb 22 08:04 PM
Gupta Ravi	Director	Feb 20 '24	Buy	27.90	1,036,683	28,924,355	1,036,683	Feb 22 08:04 PM
JORDAN JEFFREY D	Director	Feb 15 '24	Sale	26.01	760,479	19,776,953	0	Feb 16 06:06 PM
SC US (TTGP), LTD.	10% Owner	Sep 21 '23	Buy	30.00	1,000,000	30,000,000	1,000,000	Sep 22 09:27 PM
SC US (TTGP), LTD.	10% Owner	Sep 21 '23	Buy	30.00	1,000,000	30,000,000	1,000,000	Sep 22 09:27 PM
SC US (TTGP), LTD.	10% Owner	Sep 21 '23	Buy	30.00	1,000,000	30,000,000	1,000,000	Sep 22 09:26 PM
D1 Capital Partners L.P.	Director	Sep 21 '23	Buy	30.00	1,000,000	30,000,000	37,841,935	Sep 25 07:43 PM
Grosvenor Capital Management,	See Explanation of Responses	Sep 21 '23	Buy	30.00	60,000	1,800,000	60,000	Sep 25 07:57 PM
GCM Grosvenor Inc.	See Explanation of Responses	Sep 21 '23	Buy	30.00	60,000	1,800,000	60,000	Sep 25 07:59 PM
Mehta Apoorva	10% Owner	Sep 21 '23	Sale	30.00	700,000	21,000,000	23,409,751	Sep 25 07:03 PM
Grosvenor Capital Management,	See Explanation of Responses	Sep 20 '23	Sale	32.05	71	2,276	0	Sep 21 09:21 PM
Grosvenor Capital Management,	See Explanation of Responses	Sep 19 '23	Buy	30.00	6,327	189,810	6,327	Sep 21 09:21 PM
Grosvenor Capital Management,	See Explanation of Responses	Sep 19 '23	Sale	34.83	6,256	217,904	71	Sep 21 09:21 PM

Open in Screener

ACCD

Accolade Inc

May 17 • 04:00PM ET

7.48

Dollar change +0.15
Percentage change 2.05	%

Healthcare • Health Information Services • USA • NASD

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

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

Index	RUT	P/E	-	EPS (ttm)	-1.33	Insider Own	13.08%	Shs Outstand	78.07M	Perf Week	3.74%
Market Cap	586.13M	Forward P/E	-	EPS next Y	-1.08	Insider Trans	-1.37%	Shs Float	68.11M	Perf Month	-18.43%
Income	-99.81M	PEG	-	EPS next Q	-0.48	Inst Own	76.59%	Short Float	5.48%	Perf Quarter	-39.48%
Sales	414.29M	P/S	1.41	EPS this Y	7.20%	Inst Trans	1.50%	Short Ratio	5.68	Perf Half Y	-4.96%
Book/sh	5.71	P/B	1.31	EPS next Y	12.50%	ROA	-11.80%	Short Interest	3.73M	Perf Year	-30.74%
Cash/sh	3.02	P/C	2.47	EPS next 5Y	-0.90%	ROE	-21.71%	52W Range	6.33 - 15.36	Perf YTD	-37.72%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-2.85%	ROI	-14.68%	52W High	-51.30%	Beta	2.11
Dividend TTM	-	Quick Ratio	2.60	Sales past 5Y	36.31%	Gross Margin	35.38%	52W Low	18.17%	ATR (14)	0.47
Dividend Ex-Date	-	Current Ratio	2.60	EPS Y/Y TTM	79.67%	Oper. Margin	-27.42%	RSI (14)	40.12	Volatility	5.24% 5.92%
Employees	2400	Debt/Eq	0.54	Sales Y/Y TTM	14.09%	Profit Margin	-24.09%	Recom	1.76	Target Price	13.00
Option/Short	Yes / Yes	LT Debt/Eq	0.53	EPS Q/Q	77.03%	Payout	-	Rel Volume	0.81	Prev Close	7.33
Sales Surprise	0.74%	EPS Surprise	11.58%	Sales Q/Q	26.06%	Earnings	Apr 25 AMC	Avg Volume	657.04K	Price	7.48
SMA20	-5.38%	SMA50	-14.98%	SMA200	-27.37%	Trades		Volume	534,344	Change	2.05%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-26-24	Initiated	Leerink Partners	Outperform	$16
Jan-17-24	Resumed	DA Davidson	Neutral	$16 → $14
Jan-03-24	Initiated	Barclays	Equal Weight	$13
May-24-23	Upgrade	BofA Securities	Neutral → Buy	$16.50
Apr-12-23	Initiated	Stephens	Overweight	$18
Mar-23-23	Upgrade	Guggenheim	Neutral → Buy	$16
Feb-09-23	Downgrade	Jefferies	Buy → Hold	$14
Feb-02-23	Initiated	Raymond James	Outperform	$15
Sep-08-22	Resumed	Piper Sandler	Overweight	$12
Sep-07-22	Initiated	Truist	Buy	$15
Aug-12-22	Initiated	DA Davidson	Buy	$16
May-02-22	Upgrade	Wells Fargo	Underweight → Equal Weight	$6
Apr-29-22	Downgrade	SVB Leerink	Outperform → Mkt Perform	$32 → $8
Apr-29-22	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$30 → $9
Apr-29-22	Downgrade	Credit Suisse	Outperform → Neutral	$33 → $9
Apr-29-22	Downgrade	BTIG Research	Buy → Neutral
Apr-29-22	Downgrade	BofA Securities	Buy → Neutral	$45 → $9
Apr-11-22	Initiated	Wells Fargo	Underweight	$9
Apr-07-22	Initiated	Guggenheim	Neutral
Apr-01-22	Resumed	Credit Suisse	Outperform	$33

Show Previous Ratings

May-10-24 11:45AM	Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought (Motley Fool)
Apr-30-24 11:04AM	Wells Fargo Cuts Price Target on Accolade to $10 From $12, Maintains Equalweight Rating (MT Newswires) -6.84%
08:45AM	Accolade, Inc. (NASDAQ:ACCD) Q4 2024 Earnings Call Transcript (Insider Monkey)
Apr-26-24 06:32PM	10 Cathie Wood Stocks Insiders are Selling (Insider Monkey) -14.15%
12:47PM	Morgan Stanley Trims Accolade's Price Target to $12 From $13, Maintains Equal Weight Rating (MT Newswires)
06:41AM	Loading…
06:41AM	Q4 2024 Accolade Inc Earnings Call (Thomson Reuters StreetEvents)
03:38AM	Accolade Inc (ACCD) Q4 2024 Earnings Call Transcript Highlights: Record Revenue and Strategic ... (GuruFocus.com)
Apr-25-24 05:42PM	Accolade Inc (ACCD) Surpasses Revenue Expectations and Narrows Losses in Fiscal Q4 and Full ... (GuruFocus.com)
05:15PM	Accolade (ACCD) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
04:14PM	Accolade: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:03PM	Accolade Announces Results for Fiscal Fourth Quarter and Full Year 2024 (GlobeNewswire)
Apr-03-24 08:00AM	Accolade to Announce Fiscal Fourth Quarter 2024 Financial Results (GlobeNewswire)
Mar-20-24 09:00AM	Accolade Wins 2024 Artificial Intelligence Excellence Award (PR Newswire)
Mar-19-24 09:00AM	Accolade Promotes Kelsi McDonald Harris to Chief People Officer (PR Newswire)
Feb-28-24 08:00AM	Accolade To Present at Upcoming Investor Conferences (GlobeNewswire)
09:00AM	Loading…
Feb-27-24 09:00AM	Accolade Welcomes Brightline to Trusted Partner Ecosystem (PR Newswire)
Feb-23-24 05:15AM	20 Most Valuable Digital Health Companies In The US (Insider Monkey)
Feb-07-24 09:40AM	Are Business Services Stocks Lagging Accolade (ACCD) This Year? (Zacks)
Feb-05-24 09:55AM	Does Accolade (ACCD) Have the Potential to Rally 25.58% as Wall Street Analysts Expect? (Zacks)
Jan-23-24 09:00AM	Accolade Welcomes Kindbody to Trusted Partner Ecosystem (PR Newswire)
Jan-19-24 09:55AM	Wall Street Analysts Predict a 26.85% Upside in Accolade (ACCD): Here's What You Should Know (Zacks)
08:36AM	Why Accolade (ACCD) Stock Might be a Great Pick (Zacks)
Jan-11-24 09:03AM	Accolade, Inc. (NASDAQ:ACCD) Q3 2024 Earnings Call Transcript (Insider Monkey)
Jan-09-24 11:05AM	Q3 2024 Accolade Inc Earnings Call (Thomson Reuters StreetEvents) +29.00%
Jan-08-24 10:35PM	Accolade Inc (ACCD) Reports Revenue Growth and Shrinking Net Loss in Fiscal Q3 2024 (GuruFocus.com)
09:51PM	ACCD Stock Earnings: Accolade Beats EPS, Beats Revenue for Q3 2024 (InvestorPlace)
04:11PM	Accolade: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:03PM	Accolade Announces Results for Fiscal Third Quarter 2024 (GlobeNewswire)
Jan-02-24 08:00AM	Accolade To Present at Upcoming Investor Conferences (GlobeNewswire)
Jan-01-24 10:00AM	Will Accolade (ACCD) Report Negative Earnings Next Week? What You Should Know (Zacks)
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Dec-11-23 08:00AM	Accolade to Announce Fiscal Third Quarter 2024 Financial Results (GlobeNewswire)
Dec-05-23 09:40AM	Is Accolade (ACCD) Stock Outpacing Its Business Services Peers This Year? (Zacks)
Nov-27-23 08:00AM	Accolade To Present at Piper Sandler 35th Annual Healthcare Conference (GlobeNewswire)
Nov-16-23 04:03PM	Accolade Announces Repurchase of $76.5 Million of 0.50% Convertible Senior Notes Due 2026 (GlobeNewswire)
Nov-08-23 03:00PM	Accolade To Present at Stephens Annual Investment Conference (GlobeNewswire)
11:11AM	Accolade Named to 2023 Deloitte Technology Fast 500 (PR Newswire)
Nov-02-23 09:35AM	Down -31.39% in 4 Weeks, Here's Why Accolade (ACCD) Looks Ripe for a Turnaround (Zacks)
Oct-09-23 09:35AM	Here's Why Accolade (ACCD) is Poised for a Turnaround After Losing -36.43% in 4 Weeks (Zacks)
09:00AM	GLP-1 Coverage in Employer Plans Could Nearly Double in 2024 (PR Newswire)
Oct-06-23 11:31AM	Why Shares of Accolade Fell This Week (Motley Fool)
Oct-05-23 08:21AM	Accolade, Inc. (NASDAQ:ACCD) Q2 2024 Earnings Call Transcript (Insider Monkey) -13.13%
06:50AM	Q2 2024 Accolade Inc Earnings Call (Thomson Reuters StreetEvents)
Oct-04-23 05:43PM	Accolade Inc (ACCD) Reports Strong Q2 2024 Earnings, Exceeds Top and Bottom Line Guidance (GuruFocus.com)
05:25PM	Accolade (ACCD) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:15PM	Accolade: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Accolade Announces Results for Fiscal Second Quarter 2024 (GlobeNewswire)
Sep-20-23 08:00AM	Accolade to Announce Fiscal Second Quarter 2024 Financial Results (GlobeNewswire)
Sep-18-23 09:00AM	Accolade Expands Physician-Executive Leadership to Enhance Care Delivery and Improve the Healthcare Experience (PR Newswire)
Sep-13-23 09:09PM	Insider Sell: Accolade Inc President Robert Cavanaugh Sells 215 Shares (GuruFocus.com)
Sep-06-23 02:08PM	CORRECTING and REPLACING -- Accolade To Present at Upcoming Investor Conferences (GlobeNewswire)
Sep-05-23 08:00AM	Accolade To Present at Upcoming Investor Conferences (GlobeNewswire)
Sep-01-23 10:00AM	Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought (Motley Fool)
Aug-24-23 10:29AM	Cathie Wood Just Sold Shopify -- and Bought These 7 Potentially Explosive Growth Stocks (Motley Fool)
Jul-27-23 07:36AM	Accolade, Inc.'s (NASDAQ:ACCD) Intrinsic Value Is Potentially 91% Above Its Share Price (Simply Wall St.)
Jul-26-23 09:40AM	Are Business Services Stocks Lagging Accolade (ACCD) This Year? (Zacks)
Jul-10-23 07:30AM	Despite Accolade's Pullback, Insiders Still Gained US$31k (Simply Wall St.) +7.59%
Jul-02-23 09:47AM	Accolade, Inc. (NASDAQ:ACCD) Q1 2024 Earnings Call Transcript (Insider Monkey)
Jun-30-23 06:42PM	Why Accolade Stock Popped by Almost 7% Today (Motley Fool) +6.57%
10:11AM	Q1 2024 Accolade Inc Earnings Call (Thomson Reuters StreetEvents)
Jun-29-23 06:00PM	Shareholders Like What These 2 Companies Just Told Them (Motley Fool)
05:15PM	Accolade (ACCD) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
04:10PM	Accolade: Fiscal Q1 Earnings Snapshot (AP Finance)
04:03PM	Accolade Announces Results for Fiscal First Quarter 2024 (GlobeNewswire)
Jun-13-23 08:00AM	Accolade to Announce Fiscal First Quarter 2024 Financial Results (GlobeNewswire) +5.85%
Jun-08-23 02:51PM	Investors Still Waiting For A Pull Back In Accolade, Inc. (NASDAQ:ACCD) (Simply Wall St.)
Jun-07-23 09:00AM	Equip Partnership Adds Eating Disorder Support to Accolade's Trusted Partner Ecosystem (PR Newswire)
Jun-05-23 09:00AM	Report: Employees are Overwhelmed, Delaying Care at High Rates (PR Newswire)
Jun-01-23 11:04AM	Accolade To Present at Stifel 2023 Cross Sector Insight Conference (GlobeNewswire)
May-25-23 03:34AM	4 big analyst picks: NVIDIA upgraded after crushing estimates (Investing.com) -5.88%
May-24-23 12:00PM	Accolade (ACCD) Upgraded to Buy: What Does It Mean for the Stock? (Zacks) +7.49%
May-08-23 08:00AM	Accolade Announces Upcoming Investor Events (GlobeNewswire)
Apr-29-23 08:10AM	Accolade Full Year 2023 Earnings: In Line With Expectations (Simply Wall St.)
Apr-28-23 12:22PM	Q4 2023 Accolade Inc Earnings Call (Thomson Reuters StreetEvents) -15.75%
Apr-27-23 05:25PM	Accolade (ACCD) Reports Q4 Loss, Misses Revenue Estimates (Zacks)
04:32PM	Accolade: Fiscal Q4 Earnings Snapshot (AP Finance)
04:03PM	Accolade Announces Results for Fiscal Fourth Quarter and Full Year 2023 (GlobeNewswire)
Apr-24-23 04:05PM	Accolade to Webcast Analyst Day on May 8, 2023 (GlobeNewswire)
Apr-14-23 07:10AM	Accolade, Inc.'s (NASDAQ:ACCD) high institutional ownership speaks for itself as stock continues to impress, up 9.4% over last week (Simply Wall St.)
Apr-11-23 08:00AM	Accolade to Announce Fiscal Fourth Quarter 2023 Financial Results (GlobeNewswire)
Mar-29-23 05:45PM	Sprinkler (CXM) Q4 Earnings and Revenues Top Estimates (Zacks)
Mar-25-23 08:14AM	Increasing losses over year doesn't faze Accolade (NASDAQ:ACCD) investors as stock hikes 14% this past week (Simply Wall St.)
Mar-24-23 07:47AM	5 analyst picks of the day: Nike upped on Q3 beat \| Pro Recap (Investing.com)
Mar-06-23 09:00AM	Accolade Welcomes Lyra Health to Its Trusted Partner Ecosystem (PR Newswire)
Mar-05-23 08:45AM	Should You Investigate Accolade, Inc. (NASDAQ:ACCD) At US$13.30? (Simply Wall St.)
Mar-03-23 03:14PM	Accolade plans to reduce headcount, downsize office footprint (American City Business Journals) +7.52%
Feb-16-23 10:47AM	An Intrinsic Calculation For Accolade, Inc. (NASDAQ:ACCD) Suggests It's 31% Undervalued (Simply Wall St.)
08:00AM	Michael Hilton Joins Accolade Board of Directors (GlobeNewswire)
Feb-14-23 11:31AM	Cathie Wood doubles down on these 2 small-cap stocks heres why you might want to ride her coattails (TipRanks) +7.71%
Feb-02-23 12:51PM	Analyst Initiates Coverage On Accolade, Says 'Differentiated In Growing Market' (Benzinga) +8.36%
Jan-31-23 05:23AM	With stock up 14%, Insiders of Accolade, Inc. (NASDAQ:ACCD) must be wishing they had bought more last year (Simply Wall St.) +5.32%
Jan-30-23 11:00AM	Blue Shield of California Launches Virtual Blue Benefit Plan Incorporating Primary, Mental Health, and Specialty Care (PR Newswire)
Jan-13-23 12:39PM	Why Shares of Accolade Soared This Week (Motley Fool)
Jan-11-23 11:25AM	Accolade, Inc. (NASDAQ:ACCD) Q3 2023 Earnings Call Transcript (Insider Monkey) -5.76%
Jan-10-23 03:17PM	Analysts Stay Bullish On Accolade Stock, Call Q3 Earnings Better Than Expected Amid Challenging Backdrop (Benzinga) +23.39%
02:18PM	Accolade Analyst Finds Stock Attractively Valued Post Q3 Beat, T-5 Contract Win (Benzinga)
Jan-09-23 05:15PM	Accolade (ACCD) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
04:03PM	Accolade Announces Results for Fiscal Third Quarter 2023 (GlobeNewswire)
01:42PM	Dow futures trade flat, Powell speech in focus (Investing.com)
Jan-04-23 08:00AM	Accolade Announces Participation in 25th Annual Needham Growth Conference (GlobeNewswire) +6.56%
Dec-20-22 08:00AM	Accolade to Announce Fiscal Third Quarter 2023 Financial Results (GlobeNewswire)

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SINGH RAJEEV	Chief Executive Officer	May 13 '24	Sale	7.44	640	4,764	748,319	May 14 09:25 AM
Barnes Stephen H.	Chief Financial Officer	May 13 '24	Sale	7.44	214	1,593	179,072	May 14 09:30 AM
Cavanaugh Robert N	President	May 13 '24	Sale	7.44	206	1,533	172,971	May 14 09:28 AM
Eskew Richard	EVP General Counsel	May 02 '24	Sale	7.28	462	3,364	40,177	May 03 11:28 AM
McHugh Colin	Chief Accounting Officer	May 02 '24	Sale	7.28	424	3,087	37,822	May 03 11:30 AM
SINGH RAJEEV	Chief Executive Officer	Apr 18 '24	Sale	8.82	355	3,132	747,309	Apr 19 10:53 AM
Cavanaugh Robert N	President	Apr 18 '24	Sale	8.82	141	1,244	172,467	Apr 19 10:54 AM
Barnes Stephen H.	Chief Financial Officer	Apr 18 '24	Sale	8.82	109	962	178,516	Apr 19 10:56 AM
SINGH RAJEEV	Chief Executive Officer	Apr 11 '24	Sale	8.85	667	5,902	746,731	Apr 12 10:25 AM
Barnes Stephen H.	Chief Financial Officer	Apr 11 '24	Sale	8.85	265	2,345	178,211	Apr 12 10:28 AM
Cavanaugh Robert N	President	Apr 11 '24	Sale	8.85	253	2,239	172,098	Apr 12 10:36 AM
Eskew Richard	EVP General Counsel	Apr 02 '24	Sale	9.58	587	5,625	39,001	Apr 03 03:10 PM
McHugh Colin	Chief Accounting Officer	Apr 02 '24	Sale	9.58	443	4,245	37,014	Apr 03 03:08 PM
SINGH RAJEEV	Chief Executive Officer	Mar 19 '24	Sale	9.48	376	3,566	745,748	Mar 20 10:41 AM
Cavanaugh Robert N	President	Mar 19 '24	Sale	9.48	181	1,717	171,640	Mar 20 10:44 AM
Barnes Stephen H.	Chief Financial Officer	Mar 19 '24	Sale	9.48	119	1,129	177,706	Mar 20 10:46 AM
SINGH RAJEEV	Chief Executive Officer	Mar 12 '24	Sale	9.52	662	6,305	745,191	Mar 13 12:33 PM
Cavanaugh Robert N	President	Mar 12 '24	Sale	9.52	252	2,400	171,311	Mar 13 12:34 PM
Barnes Stephen H.	Chief Financial Officer	Mar 12 '24	Sale	9.52	222	2,114	177,410	Mar 13 12:36 PM
Eskew Richard	EVP General Counsel	Mar 04 '24	Sale	9.63	485	4,673	37,949	Mar 05 09:47 AM
McHugh Colin	Chief Accounting Officer	Mar 04 '24	Sale	9.63	433	4,172	36,225	Mar 05 09:49 AM
Eskew Richard	EVP General Counsel	Feb 20 '24	Sale	12.09	400	4,836	36,795	Feb 21 04:17 PM
SINGH RAJEEV	Chief Executive Officer	Feb 20 '24	Sale	11.99	386	4,627	744,203	Feb 21 04:26 PM
Cavanaugh Robert N	President	Feb 20 '24	Sale	11.99	186	2,229	170,853	Feb 21 04:24 PM
Barnes Stephen H.	Chief Financial Officer	Feb 20 '24	Sale	11.99	145	1,738	176,862	Feb 21 04:30 PM
SINGH RAJEEV	Chief Executive Officer	Feb 13 '24	Sale	13.03	705	9,185	743,656	Feb 14 08:51 AM
Barnes Stephen H.	Chief Financial Officer	Feb 13 '24	Sale	13.03	279	3,635	176,593	Feb 14 08:53 AM
Cavanaugh Robert N	President	Feb 13 '24	Sale	13.03	268	3,492	170,529	Feb 14 08:57 AM
Eskew Richard	EVP General Counsel	Feb 02 '24	Sale	11.59	562	6,514	37,195	Feb 05 03:05 PM
McHugh Colin	Chief Accounting Officer	Feb 02 '24	Sale	11.59	424	4,915	35,426	Feb 05 03:01 PM
Eskew Richard	EVP General Counsel	Jan 19 '24	Sale	11.99	400	4,796	36,119	Jan 22 02:28 PM
SINGH RAJEEV	Chief Executive Officer	Jan 17 '24	Sale	12.86	383	4,926	742,711	Jan 18 10:50 AM
Cavanaugh Robert N	President	Jan 17 '24	Sale	12.86	186	2,392	170,086	Jan 18 10:52 AM
Barnes Stephen H.	Chief Financial Officer	Jan 17 '24	Sale	12.86	146	1,878	176,102	Jan 18 10:48 AM
SINGH RAJEEV	Chief Executive Officer	Jan 11 '24	Option Exercise	4.20	21,530	90,426	763,692	Jan 12 11:29 AM
SINGH RAJEEV	Chief Executive Officer	Jan 11 '24	Sale	15.02	21,530	323,426	742,162	Jan 12 11:29 AM
SINGH RAJEEV	Chief Executive Officer	Jan 11 '24	Sale	14.74	770	11,354	742,162	Jan 12 11:27 AM
Barnes Stephen H.	Chief Financial Officer	Jan 11 '24	Sale	14.74	267	3,937	175,833	Jan 12 11:21 AM
Cavanaugh Robert N	President	Jan 11 '24	Sale	14.74	255	3,760	169,762	Jan 12 11:24 AM
SINGH RAJEEV	Chief Executive Officer	Jan 10 '24	Option Exercise	4.20	67,271	282,538	808,553	Jan 11 06:14 PM
SINGH RAJEEV	Chief Executive Officer	Jan 10 '24	Sale	15.03	67,271	1,011,352	741,282	Jan 11 06:14 PM
SINGH RAJEEV	Chief Executive Officer	Jan 09 '24	Option Exercise	4.20	36,199	152,036	741,282	Jan 11 06:14 PM
SINGH RAJEEV	Chief Executive Officer	Jan 09 '24	Sale	15.00	36,199	543,152	705,083	Jan 11 06:14 PM
Eskew Richard	EVP General Counsel	Jan 03 '24	Sale	11.40	590	6,727	36,519	Jan 04 09:05 AM
McHugh Colin	Chief Accounting Officer	Jan 03 '24	Sale	11.40	446	5,085	34,617	Jan 04 09:04 AM
Eskew Richard	EVP General Counsel	Dec 19 '23	Sale	10.76	400	4,304	35,470	Dec 20 12:49 PM
SINGH RAJEEV	Chief Executive Officer	Dec 19 '23	Sale	10.89	366	3,986	741,282	Dec 20 12:51 PM
Cavanaugh Robert N	President	Dec 19 '23	Sale	10.89	151	1,645	169,307	Dec 20 12:55 PM
Barnes Stephen H.	Chief Financial Officer	Dec 19 '23	Sale	10.89	116	1,263	175,330	Dec 20 12:57 PM
SINGH RAJEEV	Chief Executive Officer	Dec 12 '23	Sale	9.23	677	6,249	740,715	Dec 13 10:53 AM
Barnes Stephen H.	Chief Financial Officer	Dec 12 '23	Sale	9.23	226	2,086	175,031	Dec 13 10:52 AM
Cavanaugh Robert N	President	Dec 12 '23	Sale	9.23	221	2,040	168,948	Dec 13 10:49 AM
Eskew Richard	EVP General Counsel	Dec 04 '23	Sale	9.07	468	4,245	35,870	Dec 05 02:36 PM
McHugh Colin	Chief Accounting Officer	Dec 04 '23	Sale	9.07	353	3,202	33,831	Dec 05 02:34 PM
Barnes Stephen H.	Chief Financial Officer	Nov 22 '23	Option Exercise	4.20	28,000	117,600	173,713	Nov 27 10:00 AM
SINGH RAJEEV	Chief Executive Officer	Nov 17 '23	Sale	7.94	358	2,843	739,742	Nov 20 11:27 AM
Cavanaugh Robert N	President	Nov 17 '23	Sale	7.94	149	1,183	168,086	Nov 20 11:28 AM
Barnes Stephen H.	Chief Financial Officer	Nov 17 '23	Sale	7.94	114	905	145,713	Nov 20 11:23 AM
SINGH RAJEEV	Chief Executive Officer	Nov 13 '23	Sale	6.99	666	4,658	739,166	Nov 14 03:14 PM
Barnes Stephen H.	Chief Financial Officer	Nov 13 '23	Sale	6.99	223	1,560	145,413	Nov 14 03:44 PM
Cavanaugh Robert N	President	Nov 13 '23	Sale	6.99	217	1,518	167,724	Nov 14 03:21 PM
SINGH RAJEEV	Chief Executive Officer	Nov 02 '23	Option Exercise	4.20	150,000	630,000	738,183	Nov 06 12:38 PM
Eskew Richard	EVP General Counsel	Nov 02 '23	Sale	6.88	456	3,138	33,932	Nov 03 02:02 PM
McHugh Colin	Chief Accounting Officer	Nov 02 '23	Sale	6.88	345	2,374	32,952	Nov 03 02:00 PM
SINGH RAJEEV	Chief Executive Officer	Oct 17 '23	Sale	7.22	371	2,678	588,183	Oct 18 10:31 AM
Cavanaugh Robert N	President	Oct 17 '23	Sale	7.22	153	1,104	167,231	Oct 18 10:52 AM
Barnes Stephen H.	Chief Financial Officer	Oct 17 '23	Sale	7.22	118	852	144,866	Oct 18 10:54 AM
SINGH RAJEEV	Chief Executive Officer	Oct 11 '23	Sale	8.63	659	5,685	587,621	Oct 12 12:06 PM
Barnes Stephen H.	Chief Financial Officer	Oct 11 '23	Sale	8.63	220	1,898	144,569	Oct 12 12:01 PM
Cavanaugh Robert N	President	Oct 11 '23	Sale	8.63	214	1,846	166,874	Oct 12 12:03 PM
Eskew Richard	EVP General Counsel	Oct 03 '23	Sale	10.12	485	4,911	32,750	Oct 04 04:36 PM
McHugh Colin	Chief Accounting Officer	Oct 03 '23	Sale	10.12	366	3,706	32,065	Oct 04 04:34 PM
SINGH RAJEEV	Chief Executive Officer	Sep 19 '23	Sale	11.81	378	4,464	586,630	Sep 20 11:19 AM
Cavanaugh Robert N	President	Sep 19 '23	Sale	11.81	157	1,854	166,378	Sep 20 11:22 AM
Barnes Stephen H.	Chief Financial Officer	Sep 19 '23	Sale	11.81	121	1,429	144,019	Sep 20 11:21 AM
SINGH RAJEEV	Chief Executive Officer	Sep 12 '23	Sale	13.23	662	8,756	586,075	Sep 13 04:56 PM
Barnes Stephen H.	Chief Financial Officer	Sep 12 '23	Sale	13.23	221	2,923	143,726	Sep 13 04:54 PM
Cavanaugh Robert N	President	Sep 12 '23	Sale	13.23	215	2,844	166,025	Sep 13 04:57 PM
Eskew Richard	EVP General Counsel	Sep 05 '23	Sale	13.53	475	6,429	31,596	Sep 06 09:06 AM
McHugh Colin	Chief Accounting Officer	Sep 05 '23	Sale	13.53	358	4,845	31,199	Sep 06 09:04 AM
SINGH RAJEEV	Chief Executive Officer	Aug 18 '23	Sale	13.03	377	4,912	585,087	Aug 21 10:05 AM
Cavanaugh Robert N	President	Aug 18 '23	Sale	13.03	157	2,046	165,529	Aug 21 09:59 AM
Barnes Stephen H.	Chief Financial Officer	Aug 18 '23	Sale	13.03	121	1,577	143,177	Aug 21 10:07 AM
SINGH RAJEEV	Chief Executive Officer	Aug 11 '23	Sale	14.05	657	9,230	584,531	Aug 14 03:28 PM
Barnes Stephen H.	Chief Financial Officer	Aug 11 '23	Sale	14.05	223	3,133	142,883	Aug 14 03:32 PM
Cavanaugh Robert N	President	Aug 11 '23	Sale	14.05	217	3,049	165,176	Aug 14 03:30 PM
Eskew Richard	EVP General Counsel	Aug 02 '23	Sale	14.37	489	7,024	30,432	Aug 03 12:22 PM
McHugh Colin	Chief Accounting Officer	Aug 02 '23	Sale	14.37	370	5,315	30,325	Aug 03 12:20 PM
SINGH RAJEEV	Chief Executive Officer	Jul 18 '23	Sale	14.16	364	5,154	583,538	Jul 19 03:24 PM
Cavanaugh Robert N	President	Jul 18 '23	Sale	14.16	152	2,152	164,683	Jul 19 03:26 PM
Barnes Stephen H.	Chief Financial Officer	Jul 18 '23	Sale	14.16	117	1,657	142,336	Jul 19 03:29 PM
SINGH RAJEEV	Chief Executive Officer	Jul 11 '23	Sale	12.68	655	8,305	582,970	Jul 12 02:03 PM
Barnes Stephen H.	Chief Financial Officer	Jul 11 '23	Sale	12.68	222	2,815	142,039	Jul 12 01:56 PM
Cavanaugh Robert N	President	Jul 11 '23	Sale	12.68	216	2,739	164,325	Jul 12 02:00 PM
Eskew Richard	EVP General Counsel	Jul 05 '23	Sale	12.00	515	6,180	29,282	Jul 06 12:41 PM
McHugh Colin	Chief Accounting Officer	Jul 05 '23	Sale	12.00	389	4,668	29,463	Jul 06 04:02 PM
SINGH RAJEEV	Chief Executive Officer	Jun 20 '23	Sale	13.42	373	5,007	581,975	Jun 21 03:58 PM
Cavanaugh Robert N	President	Jun 20 '23	Sale	13.42	157	2,107	163,831	Jun 21 03:44 PM
Barnes Stephen H.	Chief Financial Officer	Jun 20 '23	Sale	13.42	121	1,624	141,491	Jun 21 03:56 PM
SINGH RAJEEV	Chief Executive Officer	Jun 13 '23	Sale	13.81	7,622	105,260	581,415	Jun 14 09:40 AM

Held by: VTI QQQ VO VXF VUG VOT FDN IWP IWR IWF

Index	NDX	P/E	-	EPS (ttm)	-1.07	Insider Own	28.60%	Shs Outstand	375.99M	Perf Week	2.26%
Market Cap	48.02B	Forward P/E	87.73	EPS next Y	1.34	Insider Trans	-1.94%	Shs Float	291.95M	Perf Month	-9.74%
Income	-420.00M	PEG	-	EPS next Q	-0.09	Inst Own	64.41%	Short Float	4.24%	Perf Quarter	1.22%
Sales	9.11B	P/S	5.27	EPS this Y	112.62%	Inst Trans	-0.77%	Short Ratio	3.18	Perf Half Y	23.40%
Book/sh	17.13	P/B	6.85	EPS next Y	646.99%	ROA	-3.98%	Short Interest	12.38M	Perf Year	80.05%
Cash/sh	10.98	P/C	10.69	EPS next 5Y	-	ROE	-6.21%	52W Range	62.83 - 143.34	Perf YTD	18.75%
Dividend Est.	-	P/FCF	31.59	EPS past 5Y	-16.86%	ROI	-5.61%	52W High	-18.08%	Beta	1.69
Dividend TTM	-	Quick Ratio	1.62	Sales past 5Y	113.09%	Gross Margin	40.99%	52W Low	86.90%	ATR (14)	4.29
Dividend Ex-Date	-	Current Ratio	1.62	EPS Y/Y TTM	70.00%	Oper. Margin	-5.14%	RSI (14)	41.80	Volatility	2.38% 3.47%
Employees	19300	Debt/Eq	0.08	Sales Y/Y TTM	27.24%	Profit Margin	-4.61%	Recom	1.85	Target Price	135.30
Option/Short	Yes / Yes	LT Debt/Eq	0.07	EPS Q/Q	86.25%	Payout	-	Rel Volume	0.95	Prev Close	116.16
Sales Surprise	2.30%	EPS Surprise	-83.49%	Sales Q/Q	23.49%	Earnings	May 01 AMC	Avg Volume	3.90M	Price	117.43
SMA20	-3.29%	SMA50	-9.42%	SMA200	14.68%	Trades		Volume	3,716,469	Change	1.09%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-19-24	Initiated	Loop Capital	Buy	$170
Apr-11-24	Upgrade	MoffettNathanson	Neutral → Buy	$118 → $164
Apr-04-24	Initiated	The Benchmark Company	Buy	$165
Mar-15-24	Upgrade	Piper Sandler	Underweight → Neutral	$53 → $127
Mar-04-24	Upgrade	RBC Capital Mkts	Sector Perform → Outperform	$130 → $175
Feb-22-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$135 → $145
Jan-09-24	Initiated	BMO Capital Markets	Outperform	$120
Jan-08-24	Upgrade	Jefferies	Hold → Buy	$90 → $130
Nov-16-23	Initiated	Deutsche Bank	Buy	$125
Oct-24-23	Initiated	Seaport Research Partners	Neutral
Sep-18-23	Upgrade	Mizuho	Neutral → Buy	$90 → $105
Sep-15-23	Downgrade	MoffettNathanson	Outperform → Market Perform
Sep-11-23	Upgrade	Jefferies	Underperform → Hold	$70 → $90
Aug-01-23	Reiterated	BofA Securities	Buy	$82 → $95
Jun-14-23	Downgrade	Gordon Haskett	Buy → Hold	$73 → $72
Jun-08-23	Initiated	Wells Fargo	Equal Weight	$70
Jun-06-23	Initiated	Wedbush	Neutral	$75
Apr-21-23	Initiated	ROTH MKM	Neutral	$72
Feb-21-23	Reiterated	DA Davidson	Neutral	$60 → $77
Jan-30-23	Initiated	MoffettNathanson	Outperform	$79

Show Previous Ratings

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Lee Gordon S	CHIEF ACCOUNTING OFFICER	May 13 '24	Sale	115.27	1,000	115,272	105,253	May 15 04:05 PM
Brown Shona L	Director	May 06 '24	Sale	114.37	703	80,402	69,408	May 08 04:05 PM
Adarkar Prabir	PRESIDENT AND COO	May 01 '24	Option Exercise	7.16	8,000	57,280	918,340	May 03 04:05 PM
Adarkar Prabir	PRESIDENT AND COO	May 01 '24	Sale	128.48	8,000	1,027,862	910,340	May 03 04:05 PM
Yandell Keith	CHIEF BUSINESS OFFICER	May 01 '24	Sale	128.15	3,500	448,525	151,752	May 03 04:05 PM
Inukonda Ravi	CHIEF FINANCIAL OFFICER	Apr 30 '24	Sale	130.95	7,000	916,654	384,425	May 02 04:05 PM
Xu Tony	CHIEF EXECUTIVE OFFICER	Apr 16 '24	Option Exercise	0.20	132,300	26,460	132,300	Apr 18 04:05 PM
Xu Tony	CHIEF EXECUTIVE OFFICER	Apr 16 '24	Sale	133.51	132,300	17,663,909	0	Apr 18 04:05 PM
Fang Andy	Director	Apr 12 '24	Option Exercise	0.20	66,195	13,239	102,677	Apr 15 04:05 PM
Fang Andy	Director	Apr 12 '24	Sale	138.93	66,195	9,196,587	36,482	Apr 15 04:05 PM
Fang Andy	Director	Apr 11 '24	Option Exercise	0.20	66,195	13,239	102,677	Apr 15 04:05 PM
Fang Andy	Director	Apr 11 '24	Sale	139.31	66,195	9,221,472	36,482	Apr 15 04:05 PM
Brown Shona L	Director	Apr 04 '24	Sale	141.60	700	99,120	70,111	Apr 08 04:05 PM
Adarkar Prabir	PRESIDENT AND COO	Apr 01 '24	Option Exercise	7.16	8,000	57,280	918,340	Apr 03 04:25 PM
Fang Andy	Director	Apr 01 '24	Option Exercise	0.20	67,000	13,400	103,482	Apr 03 04:26 PM
Fang Andy	Director	Apr 01 '24	Sale	138.36	67,000	9,269,921	36,482	Apr 03 04:26 PM
Adarkar Prabir	PRESIDENT AND COO	Apr 01 '24	Sale	137.91	8,000	1,103,280	910,340	Apr 03 04:25 PM
Yandell Keith	CHIEF BUSINESS OFFICER	Apr 01 '24	Sale	137.91	3,500	482,685	155,252	Apr 03 04:27 PM
Fang Andy	Director	Mar 28 '24	Option Exercise	0.20	67,000	13,400	103,482	Apr 01 04:20 PM
Fang Andy	Director	Mar 28 '24	Sale	139.09	67,000	9,318,897	36,482	Apr 01 04:20 PM
Inukonda Ravi	CHIEF FINANCIAL OFFICER	Mar 28 '24	Sale	138.98	5,000	694,895	391,425	Apr 01 04:05 PM
Xu Tony	CHIEF EXECUTIVE OFFICER	Mar 14 '24	Option Exercise	0.20	132,300	26,460	132,300	Mar 18 04:05 PM
Xu Tony	CHIEF EXECUTIVE OFFICER	Mar 14 '24	Sale	131.96	132,300	17,458,884	0	Mar 18 04:05 PM
Brown Shona L	Director	Mar 06 '24	Sale	133.09	703	93,562	70,811	Mar 08 05:12 PM
Yandell Keith	CHIEF BUSINESS OFFICER	Mar 01 '24	Sale	124.50	3,500	435,750	161,102	Mar 05 04:05 PM
Lee Gordon S	CHIEF ACCOUNTING OFFICER	Mar 01 '24	Sale	124.50	1,000	124,500	92,207	Mar 05 04:05 PM
Inukonda Ravi	CHIEF FINANCIAL OFFICER	Feb 29 '24	Sale	123.35	5,000	616,750	396,425	Mar 04 04:05 PM
Sherringham Tia	GENERAL COUNSEL AND SECRETARY	Feb 23 '24	Sale	121.54	12,923	1,570,613	166,990	Feb 27 04:08 PM
Adarkar Prabir	PRESIDENT AND COO	Feb 20 '24	Sale	112.01	18,560	2,078,853	910,340	Feb 22 04:05 PM
Inukonda Ravi	CHIEF FINANCIAL OFFICER	Feb 20 '24	Sale	112.01	13,313	1,491,199	401,425	Feb 22 04:05 PM
Sherringham Tia	GENERAL COUNSEL AND SECRETARY	Feb 20 '24	Sale	111.98	11,718	1,312,229	179,913	Feb 22 04:05 PM
Yandell Keith	CHIEF BUSINESS OFFICER	Feb 20 '24	Sale	111.99	9,748	1,091,727	169,602	Feb 22 04:06 PM
Lee Gordon S	CHIEF ACCOUNTING OFFICER	Feb 20 '24	Sale	112.01	3,731	417,923	93,207	Feb 22 04:05 PM
Fang Andy	Director	Feb 20 '24	Sale	111.99	3,704	414,828	37,265	Feb 22 04:06 PM
Tang Stanley	Director	Feb 20 '24	Sale	111.97	3,662	410,036	36,642	Feb 22 04:06 PM
Fang Andy	Director	Feb 16 '24	Option Exercise	0.20	67,000	13,400	107,969	Feb 20 04:41 PM
Fang Andy	Director	Feb 16 '24	Sale	110.57	67,000	7,408,020	40,969	Feb 20 04:41 PM
Fang Andy	Director	Feb 15 '24	Option Exercise	0.20	67,000	13,400	107,969	Feb 20 04:41 PM
Fang Andy	Director	Feb 15 '24	Sale	121.81	67,000	8,161,239	40,969	Feb 20 04:41 PM
Sherringham Tia	GENERAL COUNSEL AND SECRETARY	Feb 15 '24	Sale	123.45	2,504	309,113	191,631	Feb 20 04:42 PM
Sherringham Tia	GENERAL COUNSEL AND SECRETARY	Feb 14 '24	Sale	120.08	23,125	2,776,781	194,135	Feb 16 04:05 PM
Xu Tony	CHIEF EXECUTIVE OFFICER	Feb 12 '24	Option Exercise	0.20	132,300	26,460	132,300	Feb 14 04:00 PM
Xu Tony	CHIEF EXECUTIVE OFFICER	Feb 12 '24	Sale	119.72	132,300	15,839,012	0	Feb 14 04:00 PM
Sherringham Tia	GENERAL COUNSEL AND SECRETARY	Feb 12 '24	Sale	120.15	1,880	225,882	217,260	Feb 14 04:05 PM
Tang Stanley	Director	Feb 06 '24	Option Exercise	0.20	73,390	14,678	113,694	Feb 07 04:01 PM
Tang Stanley	Director	Feb 06 '24	Sale	109.57	73,390	8,041,519	40,304	Feb 07 04:01 PM
Brown Shona L	Director	Feb 06 '24	Sale	109.71	700	76,797	71,514	Feb 08 04:58 PM
Tang Stanley	Director	Feb 05 '24	Option Exercise	0.20	93,000	18,600	133,304	Feb 07 04:01 PM
Tang Stanley	Director	Feb 05 '24	Sale	107.92	93,000	10,036,945	40,304	Feb 07 04:01 PM
Adarkar Prabir	PRESIDENT AND COO	Feb 01 '24	Option Exercise	7.16	8,000	57,280	936,900	Feb 05 04:18 PM
Adarkar Prabir	PRESIDENT AND COO	Feb 01 '24	Sale	104.89	8,000	839,120	928,900	Feb 05 04:18 PM
Yandell Keith	CHIEF BUSINESS OFFICER	Feb 01 '24	Sale	104.89	3,500	367,115	179,350	Feb 05 04:20 PM
Inukonda Ravi	CHIEF FINANCIAL OFFICER	Jan 30 '24	Sale	109.73	5,000	548,650	414,738	Feb 01 04:08 PM
Fang Andy	Director	Jan 12 '24	Option Exercise	0.20	67,000	13,400	107,969	Jan 16 05:22 PM
Fang Andy	Director	Jan 12 '24	Sale	105.00	66,980	7,032,635	40,969	Jan 16 05:22 PM
Fang Andy	Director	Jan 11 '24	Option Exercise	0.20	67,000	13,400	107,969	Jan 16 05:22 PM
Fang Andy	Director	Jan 11 '24	Sale	104.08	67,000	6,973,246	40,969	Jan 16 05:22 PM
Xu Tony	Chief Executive Officer	Jan 10 '24	Option Exercise	0.20	132,300	26,460	132,300	Jan 12 04:01 PM
Xu Tony	Chief Executive Officer	Jan 10 '24	Sale	104.93	132,300	13,882,766	0	Jan 12 04:01 PM
Tang Stanley	Director	Jan 09 '24	Option Exercise	0.20	93,000	18,600	133,304	Jan 10 04:01 PM
Tang Stanley	Director	Jan 09 '24	Sale	100.34	93,000	9,331,391	40,304	Jan 10 04:01 PM
Tang Stanley	Director	Jan 08 '24	Option Exercise	0.20	93,000	18,600	133,304	Jan 10 04:01 PM
Tang Stanley	Director	Jan 08 '24	Sale	98.04	93,000	9,117,985	40,304	Jan 10 04:01 PM
Brown Shona L	Director	Jan 05 '24	Sale	93.54	700	65,478	72,214	Jan 09 04:05 PM
Adarkar Prabir	President and COO	Jan 02 '24	Sale	97.72	8,000	781,786	928,900	Jan 04 04:12 PM
Yandell Keith	Chief Business Officer	Jan 02 '24	Sale	97.80	3,500	342,300	182,850	Jan 04 04:12 PM
Fang Andy	Director	Dec 29 '23	Option Exercise	0.20	67,000	13,400	107,969	Jan 02 04:11 PM
Fang Andy	Director	Dec 29 '23	Sale	99.97	67,000	6,698,173	40,969	Jan 02 04:11 PM
Inukonda Ravi	Chief Financial Officer	Dec 29 '23	Sale	100.07	7,000	700,513	419,738	Jan 03 04:06 PM
Fang Andy	Director	Dec 28 '23	Option Exercise	0.20	67,000	13,400	107,969	Jan 02 04:11 PM
Fang Andy	Director	Dec 28 '23	Sale	99.80	67,000	6,686,289	40,969	Jan 02 04:11 PM
Fang Andy	Director	Dec 19 '23	Option Exercise	7.16	6,255	44,786	47,224	Dec 21 04:04 PM
Xu Tony	Chief Executive Officer	Dec 12 '23	Option Exercise	0.20	132,300	26,460	132,300	Dec 14 04:25 PM
Xu Tony	Chief Executive Officer	Dec 12 '23	Sale	101.07	132,300	13,372,144	0	Dec 14 04:25 PM
Sherringham Tia	General Counsel and Secretary	Dec 08 '23	Sale	100.02	42,423	4,243,182	219,140	Dec 12 04:02 PM
Tang Stanley	Director	Dec 06 '23	Option Exercise	0.20	93,000	18,600	133,304	Dec 07 04:09 PM
Tang Stanley	Director	Dec 06 '23	Sale	98.32	93,000	9,143,415	40,304	Dec 07 04:09 PM
Brown Shona L	Director	Dec 06 '23	Sale	98.00	703	68,894	72,914	Dec 08 04:19 PM
Tang Stanley	Director	Dec 05 '23	Option Exercise	0.20	93,000	18,600	133,304	Dec 07 04:09 PM
Tang Stanley	Director	Dec 05 '23	Sale	95.83	93,000	8,912,569	40,304	Dec 07 04:09 PM
Adarkar Prabir	President and COO	Dec 01 '23	Sale	93.05	8,000	744,400	936,900	Dec 05 04:13 PM
Yandell Keith	Chief Business Officer	Dec 01 '23	Sale	93.05	3,500	325,675	186,350	Dec 05 04:14 PM
Inukonda Ravi	Chief Financial Officer	Nov 30 '23	Sale	94.81	7,000	663,670	426,738	Dec 04 04:36 PM
Adarkar Prabir	President and COO	Nov 20 '23	Sale	95.11	17,776	1,690,649	944,900	Nov 22 04:01 PM
Inukonda Ravi	Chief Financial Officer	Nov 20 '23	Sale	95.09	12,550	1,193,437	433,738	Nov 22 04:02 PM
Sherringham Tia	General Counsel and Secretary	Nov 20 '23	Sale	95.10	12,241	1,164,156	261,563	Nov 22 04:03 PM
Yandell Keith	Chief Business Officer	Nov 20 '23	Sale	95.11	9,171	872,258	194,850	Nov 22 04:05 PM
Fang Andy	Director	Nov 20 '23	Sale	95.08	3,499	332,685	41,797	Nov 22 04:01 PM
Lee Gordon S	Chief Accounting Officer	Nov 20 '23	Sale	95.11	3,474	330,416	96,938	Nov 22 04:03 PM
Tang Stanley	Director	Nov 20 '23	Sale	95.09	3,463	329,279	40,719	Nov 22 04:04 PM
Fang Andy	Director	Nov 17 '23	Option Exercise	0.20	67,000	13,400	112,296	Nov 20 04:39 PM
Fang Andy	Director	Nov 17 '23	Sale	95.11	67,000	6,372,512	45,296	Nov 20 04:39 PM
Fang Andy	Director	Nov 16 '23	Option Exercise	0.20	67,000	13,400	112,296	Nov 20 04:39 PM
Fang Andy	Director	Nov 16 '23	Sale	94.40	67,000	6,324,867	45,296	Nov 20 04:39 PM
Xu Tony	Chief Executive Officer	Nov 15 '23	Option Exercise	0.20	132,300	26,460	132,300	Nov 17 04:08 PM
Xu Tony	Chief Executive Officer	Nov 15 '23	Sale	94.92	132,300	12,557,493	0	Nov 17 04:08 PM
Tang Stanley	Director	Nov 14 '23	Option Exercise	0.20	93,000	18,600	137,182	Nov 15 05:11 PM
Tang Stanley	Director	Nov 14 '23	Sale	92.56	93,000	8,607,905	44,182	Nov 15 05:11 PM
Tang Stanley	Director	Nov 13 '23	Option Exercise	0.20	93,000	18,600	137,182	Nov 15 05:11 PM
Tang Stanley	Director	Nov 13 '23	Sale	88.47	93,000	8,227,969	44,182	Nov 15 05:11 PM

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ACVA

ACV Auctions Inc

May 17 • 04:00PM ET

18.62

Dollar change +0.39
Percentage change 2.14	%

Consumer Cyclical • Auto & Truck Dealerships • USA • NASD

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

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

Index	RUT	P/E	-	EPS (ttm)	-0.48	Insider Own	12.74%	Shs Outstand	165.09M	Perf Week	7.69%
Market Cap	3.07B	Forward P/E	45.78	EPS next Y	0.41	Insider Trans	-15.49%	Shs Float	144.05M	Perf Month	7.63%
Income	-77.53M	PEG	-	EPS next Q	0.02	Inst Own	87.33%	Short Float	6.45%	Perf Quarter	30.30%
Sales	507.30M	P/S	6.06	EPS this Y	130.38%	Inst Trans	4.02%	Short Ratio	7.23	Perf Half Y	18.45%
Book/sh	2.78	P/B	6.69	EPS next Y	1244.45%	ROA	-7.60%	Short Interest	9.29M	Perf Year	10.44%
Cash/sh	2.07	P/C	9.00	EPS next 5Y	0.80%	ROE	-16.51%	52W Range	12.84 - 19.54	Perf YTD	22.90%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-15.18%	ROI	-12.67%	52W High	-4.71%	Beta	1.55
Dividend TTM	-	Quick Ratio	1.62	Sales past 5Y	79.89%	Gross Margin	45.40%	52W Low	45.02%	ATR (14)	0.79
Dividend Ex-Date	-	Current Ratio	1.62	EPS Y/Y TTM	16.48%	Oper. Margin	-17.16%	RSI (14)	57.03	Volatility	4.36% 4.13%
Employees	2170	Debt/Eq	0.34	Sales Y/Y TTM	15.80%	Profit Margin	-15.28%	Recom	1.46	Target Price	22.00
Option/Short	Yes / Yes	LT Debt/Eq	0.34	EPS Q/Q	-9.59%	Payout	-	Rel Volume	0.94	Prev Close	18.23
Sales Surprise	1.22%	EPS Surprise	-68.32%	Sales Q/Q	21.79%	Earnings	May 08 AMC	Avg Volume	1.29M	Price	18.62
SMA20	5.00%	SMA50	3.55%	SMA200	18.23%	Trades		Volume	1,202,378	Change	2.14%

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

Show Previous Ratings

May-16-24 04:17PM	Acv Auctions Insider Sold Shares Worth $574,925, According to a Recent SEC Filing (MT Newswires)
May-14-24 06:11AM	Q1 2024 Rand Capital Corp Earnings Call (Thomson Reuters StreetEvents)
03:02AM	Rand Capital Corp (RAND) (Q1 2024) Earnings Call Transcript Highlights: Strategic Shifts and ... (GuruFocus.com)
May-10-24 05:44PM	ACV Auctions Inc. (NASDAQ:ACVA) Q1 2024 Earnings Call Transcript (Insider Monkey)
01:00PM	ACV Auctions Inc. Reports First Quarter 2024 Results: Revenue Growth Surpasses Estimates (GuruFocus.com)
10:08AM	Loading…
May-09-24 10:08AM	Piper Sandler Adjusts Price Target on ACV Auctions to $16 From $15, Maintains Neutral Rating (MT Newswires)
09:23AM	Q1 2024 ACV Auctions Inc Earnings Call (Thomson Reuters StreetEvents)
08:41AM	B. Riley Adjusts Price Target on ACV Auctions to $24 From $23, Maintains Buy Rating (MT Newswires)
08:00AM	ACV to Participate in Upcoming Investor Conferences (GlobeNewswire)
04:02AM	ACV Auctions Inc (ACVA) Q1 2024 Earnings Call Transcript Highlights: Surpassing Expectations ... (GuruFocus.com)
May-08-24 10:56PM	ACVA Stock Earnings: ACV Auctions Misses EPS, Beats Revenue for Q1 2024 (InvestorPlace)
06:30PM	ACV Auctions (ACVA) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:55PM	ACV Auctions Inc. (ACVA) Reports Break-Even Earnings for Q1 (Zacks)
04:35PM	ACV Auctions (NASDAQ:ACVA) Posts Better-Than-Expected Sales In Q1 But Quarterly Guidance Underwhelms (StockStory)
04:05PM	ACV's Data-Driven Solutions Drive Profits and Optimize Inventory for Dealerships (GlobeNewswire)
04:05PM	Loading…
04:05PM	ACV Announces First Quarter 2024 Results (GlobeNewswire)
May-07-24 03:03AM	What To Expect From ACV Auctions's (ACVA) Q1 Earnings (StockStory)
May-06-24 09:16AM	Countdown to ACV Auctions (ACVA) Q1 Earnings: A Look at Estimates Beyond Revenue and EPS (Zacks)
Apr-26-24 07:00AM	Used-Car Sales Have Moved OnlineHeres Why Both Customers and Dealers Are Happy (The Wall Street Journal)
Apr-24-24 04:05PM	ACV to Report First Quarter 2024 Financial Results on May 8, 2024 (GlobeNewswire)
Apr-15-24 08:05AM	ACV Transportation Expands Services to Vehicles Purchased Outside of the ACV Platform (GlobeNewswire)
Apr-05-24 07:00PM	Insider Sell: COO Vikas Mehta Sells 121,741 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
Apr-04-24 01:31AM	Insider Sell: COO Vikas Mehta Sells 78,259 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
Apr-02-24 08:03AM	Does ACV Auctions (ACVA) Have the Potential to Create a Strong Competitive Moat? (Insider Monkey)
Mar-22-24 01:53AM	ACV Auctions Inc CFO William Zerella Sells 32,500 Shares (GuruFocus.com)
01:53AM	ACV Auctions Inc CEO George Chamoun Sells Over 300,000 Shares (GuruFocus.com)
Mar-20-24 08:29PM	Fuel Me Secures $18 Million in Oversubscribed Series A to Redefine Fuel Procurement as We Know It (PR Newswire)
Feb-28-24 08:00AM	ACV to Participate in The Citizens JMP Technology Conference (GlobeNewswire)
Feb-27-24 08:19AM	ACV Auctions Inc. (NASDAQ:ACVA) Q4 2023 Earnings Call Transcript (Insider Monkey) +7.14%
Feb-23-24 04:05PM	Carvana Stock Soars With Earnings Outlook Seen 'Driving The Squeeze' (Investor's Business Daily)
12:51PM	Loading…
12:51PM	Carvana Stock Drives Past Buy Point As Earnings Outlook 'Trumps' Mixed Report (Investor's Business Daily)
11:00AM	Carvana Stock Soars Above Buy Point As Earnings Outlook 'Trumps' Mixed Report (Investor's Business Daily)
Feb-22-24 05:56PM	Carvana Stock Soars As Online Used-Car Seller Guides High (Investor's Business Daily) +17.21%
05:56PM	Why ACV Auctions Stock Popped Today (Motley Fool)
04:50PM	Carvana Stock Soars After Guiding Higher Used Car Sales, Earnings In 2024 (Investor's Business Daily)
04:05PM	Carvana Stock Pops With Earnings On Deck. A Used-Car Auction Peer Soars. (Investor's Business Daily)
01:16PM	Carvana Stock Rises With Earnings On Deck. A Used-Car Auction Peer Beats And Soars. (Investor's Business Daily)
07:53AM	Q4 2023 ACV Auctions Inc Earnings Call (Thomson Reuters StreetEvents)
05:00AM	7 Unstoppable Software Stocks Set to Soar in 2024 (InvestorPlace)
Feb-21-24 06:30PM	ACV Auctions Inc. (ACVA) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
05:50PM	ACV Auctions Inc. (ACVA) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
04:05PM	ACV Auctions Announces the Settlement of Litigation Regarding AutoIMS (GlobeNewswire)
04:05PM	ACV Announces Fourth Quarter and Full-Year 2023 Results (GlobeNewswire)
Feb-19-24 09:15AM	ACV Auctions Inc. (ACVA) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures (Zacks)
Feb-09-24 01:40AM	ACV Auctions Inc CFO William Zerella Sells 32,500 Shares (GuruFocus.com)
Feb-07-24 07:09AM	Baron Discovery Fund Sold ACV Auctions (ACVA) Due to the Current Valuation (Insider Monkey)
Feb-02-24 05:00AM	3 Growth Stocks Poised for a 2024 Millionaire-Making Moonshot (InvestorPlace)
Feb-01-24 09:15AM	Impel Launches Car Buying AI and Integrates with ACV Auctions' ClearCar to Bring Enhanced Inventory Acquisition Solution to Auto Dealers (PR Newswire)
Jan-24-24 04:05PM	ACV to Report Fourth Quarter and Full Year 2023 Financial Results on February 21, 2024 (GlobeNewswire)
Jan-18-24 04:30PM	Tyler Hall Joins Signal Technologies as Chief Commercial Officer (PR Newswire)
Jan-12-24 01:03AM	ACV Auctions Inc CFO William Zerella Sells 32,500 Shares (GuruFocus.com)
Jan-11-24 08:30AM	ACV to Showcase the Future of Vehicle Sourcing and Inventory Management at the 2024 National Automobile Dealers Association Show in Las Vegas (GlobeNewswire)
Dec-17-23 04:51AM	5 Most Promising Car Stocks According to Analysts (Insider Monkey)
Dec-16-23 01:12PM	Insider Sell: CEO George Chamoun Sells 443,776 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
Dec-15-23 01:02PM	Insider Sell: CFO William Zerella Sells 17,500 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com) -5.28%
Dec-12-23 09:40AM	Is ACV Auctions (ACVA) Outperforming Other Retail-Wholesale Stocks This Year? (Zacks) -6.12%
Nov-23-23 09:40AM	Are Retail-Wholesale Stocks Lagging ACV Auctions (ACVA) This Year? (Zacks)
Nov-22-23 09:55AM	Wall Street Analysts See a 31.71% Upside in ACV Auctions Inc. (ACVA): Can the Stock Really Move This High? (Zacks)
Nov-17-23 11:22AM	ACV Panels Discuss using AI for Trusted Vehicle Valuation and Disposal Strategies at Used Car Week 2023 (GlobeNewswire)
09:04AM	Insider Sell: CFO William Zerella Sells 17,500 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
Nov-07-23 09:46AM	ACV Auctions Inc. (NASDAQ:ACVA) Q3 2023 Earnings Call Transcript (Insider Monkey)
08:30AM	ACV Announces Participation in Upcoming Investor Conferences (GlobeNewswire)
Nov-06-23 05:30PM	Compared to Estimates, ACV Auctions Inc. (ACVA) Q3 Earnings: A Look at Key Metrics (Zacks)
05:11PM	ACV Auctions Inc (ACVA) Q3 2023 Earnings: Revenue Up 13% YoY, Adjusted EBITDA Beats Guidance (GuruFocus.com)
04:01PM	ACV Announces Third Quarter 2023 Results (GlobeNewswire)
09:55AM	Wall Street Analysts Think ACV Auctions Inc. (ACVA) Could Surge 39.09%: Read This Before Placing a Bet (Zacks)
Oct-30-23 10:00AM	Will ACV Auctions Inc. (ACVA) Report Negative Earnings Next Week? What You Should Know (Zacks)
Oct-19-23 09:40AM	Are Retail-Wholesale Stocks Lagging ACV Auctions (ACVA) This Year? (Zacks)
Oct-16-23 04:05PM	ACV to Report Third Quarter 2023 Financial Results on November 6, 2023 (GlobeNewswire)
08:30AM	ACV Leverages AI to Introduce ClearCar (GlobeNewswire)
Oct-12-23 11:01PM	Insider Sell: CFO William Zerella Sells 17,500 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
Sep-29-23 09:40AM	Is ACV Auctions (ACVA) Stock Outpacing Its Retail-Wholesale Peers This Year? (Zacks)
Sep-25-23 03:48AM	ACV Auctions (ACVA) Rose on Full-Year Guidance (Insider Monkey)
Sep-15-23 07:20PM	Insider Sell: CEO George Chamoun Sells 245,474 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
Sep-14-23 07:11PM	Insider Sell: Craig Anderson Sells 15,000 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
Sep-12-23 09:40AM	Is ACV Auctions (ACVA) Outperforming Other Retail-Wholesale Stocks This Year? (Zacks)
Aug-30-23 09:00AM	ACV Prioritizes User Experience and Customer Communication Enhancements, Adding Chat to Its Robust Options (GlobeNewswire)
Aug-23-23 04:05PM	ACV Announces Participation in Upcoming Investor Conferences (GlobeNewswire)
Aug-08-23 10:48AM	Q2 2023 ACV Auctions Inc Earnings Call (Thomson Reuters StreetEvents)
09:27AM	ACV Auctions Inc. (NASDAQ:ACVA) Q2 2023 Earnings Call Transcript (Insider Monkey)
Aug-07-23 04:05PM	ACV Announces Second Quarter 2023 Results (GlobeNewswire)
Aug-05-23 12:38AM	Q2 2023 Rand Capital Corp Earnings Call (Thomson Reuters StreetEvents)
Jul-27-23 07:20AM	ACV Auctions Inc. (NASDAQ:ACVA) Shares Could Be 45% Below Their Intrinsic Value Estimate (Simply Wall St.)
Jul-17-23 04:05PM	ACV to Report Second Quarter 2023 Financial Results and Participate in the Canaccord Genuity 43rd Annual Growth Conference (GlobeNewswire)
Jul-13-23 10:00AM	Best Momentum Stocks to Buy for July 13 (Zacks)
Jun-29-23 09:40AM	Has ACV Auctions (ACVA) Outpaced Other Retail-Wholesale Stocks This Year? (Zacks)
Jun-28-23 09:05AM	When Will ACV Auctions Inc. (NASDAQ:ACVA) Become Profitable? (Simply Wall St.)
Jun-22-23 05:00AM	Zacks Industry Outlook Highlights PDD Holdings, Rover Group and ACV Auctions (Zacks)
Jun-21-23 03:54PM	3 Picks from a Strengthening E-commerce Industry (Zacks)
Jun-13-23 09:40AM	Are Retail-Wholesale Stocks Lagging ACV Auctions (ACVA) This Year? (Zacks)
Jun-08-23 09:30AM	ACVs 2023 Analyst Day Showcases Latest Data & Technology Innovations (GlobeNewswire)
May-26-23 09:40AM	Is ACV Auctions (ACVA) Stock Outpacing Its Retail-Wholesale Peers This Year? (Zacks)
May-11-23 07:02PM	Why ACV Auctions Stock Trounced the Market Today (Motley Fool) +20.42%
May-10-23 06:35PM	ACV Auctions Inc. (ACVA) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
04:05PM	ACV Announces First Quarter 2023 Results (GlobeNewswire)
02:19AM	Q1 2023 Rand Capital Corp Earnings Call (Thomson Reuters StreetEvents)
May-08-23 06:13AM	Is It Time To Consider Buying ACV Auctions Inc. (NASDAQ:ACVA)? (Simply Wall St.)
Apr-19-23 04:05PM	ACV to Report First Quarter 2023 Financial Results on May 10, 2023 (GlobeNewswire)
Apr-17-23 09:15AM	ACV Auctions Inc. (NASDAQ:ACVA) Investors Are Less Pessimistic Than Expected (Simply Wall St.)
Mar-31-23 09:13AM	ACV Reaches Milestone Of Over Three Million Vehicle Inspections and Two Million Vehicles Sold, Extending Its Data Moat and Marketplace Share Gains (GlobeNewswire)

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
ZERELLA WILLIAM	Chief Financial Officer	May 14 '24	Sale	17.69	32,500	574,925	314,151	May 16 04:14 PM
ZERELLA WILLIAM	Chief Financial Officer	Apr 16 '24	Sale	17.17	32,500	558,025	314,151	Apr 17 05:20 PM
Anderson Craig Eric	CCDSO	Apr 09 '24	Sale	18.50	7,500	138,750	194,525	Apr 11 04:09 PM
Mehta Vikas	Chief Operating Officer	Apr 04 '24	Sale	18.55	13,399	248,551	321,475	Apr 05 04:12 PM
Mehta Vikas	Chief Operating Officer	Apr 03 '24	Sale	18.40	108,342	1,993,493	321,475	Apr 05 04:12 PM
Mehta Vikas	Chief Operating Officer	Apr 02 '24	Sale	17.97	78,259	1,406,314	321,475	Apr 03 05:36 PM
Anderson Craig Eric	CCDSO	Mar 28 '24	Sale	19.07	5,000	95,350	202,797	Mar 29 04:01 PM
Chamoun George	Chief Executive Officer	Mar 21 '24	Sale	19.14	120,062	2,297,987	597,921	Mar 21 07:32 PM
Chamoun George	Chief Executive Officer	Mar 20 '24	Sale	18.73	77,198	1,445,919	597,921	Mar 21 07:32 PM
Chamoun George	Chief Executive Officer	Mar 19 '24	Sale	18.42	124,999	2,302,482	597,921	Mar 21 07:32 PM
ZERELLA WILLIAM	Chief Financial Officer	Mar 19 '24	Sale	18.40	32,500	598,000	323,286	Mar 21 07:26 PM
Hirsch Brian	Director	Mar 15 '24	Sale	17.58	3,362	59,104	0	Mar 15 05:36 PM
Hirsch Brian	Director	Mar 14 '24	Sale	17.38	102,970	1,789,619	3,362	Mar 15 05:36 PM
KAMERICK EILEEN A	Director	Mar 14 '24	Sale	17.34	12,498	216,715	0	Mar 18 05:20 PM
Hirsch Brian	Director	Mar 13 '24	Sale	17.49	1,101,807	19,270,604	0	Mar 15 05:36 PM
Hirsch Brian	Director	Mar 13 '24	Sale	17.67	61,853	1,092,943	106,332	Mar 15 05:36 PM
Hirsch Brian	Director	Mar 12 '24	Sale	17.52	79,174	1,387,128	275,452	Mar 13 07:15 PM
Hirsch Brian	Director	Mar 11 '24	Sale	17.46	24,052	419,948	295,245	Mar 13 07:15 PM
Hirsch Brian	Director	Mar 08 '24	Sale	18.31	241,455	4,421,041	301,258	Mar 08 06:15 PM
Hirsch Brian	Director	Mar 07 '24	Sale	17.96	67,072	1,204,613	361,622	Mar 08 06:15 PM
Hirsch Brian	Director	Mar 06 '24	Sale	18.24	38,763	707,037	378,390	Mar 08 06:15 PM
Mehta Vikas	Chief Operating Officer	Mar 06 '24	Sale	18.67	9,003	168,086	333,327	Mar 07 05:13 PM
Mehta Vikas	Chief Operating Officer	Mar 05 '24	Sale	18.62	333,497	6,209,714	333,327	Mar 07 05:13 PM
ZERELLA WILLIAM	Chief Financial Officer	Mar 05 '24	Sale	18.72	50,000	936,000	323,286	Mar 07 05:11 PM
Waterman Michael	Chief Sales Officer	Mar 05 '24	Sale	18.47	10,130	187,101	234,234	Mar 07 05:12 PM
Anderson Craig Eric	CCDSO	Feb 28 '24	Sale	18.00	5,000	90,000	202,797	Feb 29 05:00 PM
Mehta Vikas	Chief Operating Officer	Feb 22 '24	Sale	16.48	200,000	3,296,000	319,036	Feb 26 06:09 PM
ZERELLA WILLIAM	Chief Financial Officer	Feb 06 '24	Sale	14.07	32,500	457,275	305,579	Feb 08 05:02 PM
ZERELLA WILLIAM	Chief Financial Officer	Jan 09 '24	Sale	13.55	32,500	440,375	305,579	Jan 11 04:15 PM
Waterman Michael	Chief Sales Officer	Jan 09 '24	Sale	13.54	4,919	66,603	219,963	Jan 11 04:19 PM
Anderson Craig Eric	CCDSO	Jan 03 '24	Sale	14.43	48,297	696,926	191,526	Jan 04 06:50 PM
Anderson Craig Eric	CCDSO	Jan 02 '24	Sale	14.89	129,552	1,929,029	199,781	Jan 04 06:50 PM
Anderson Craig Eric	CCDSO	Dec 21 '23	Sale	14.97	58,883	881,479	199,413	Dec 21 06:55 PM
Anderson Craig Eric	CCDSO	Dec 20 '23	Sale	14.72	73,016	1,074,796	199,413	Dec 21 06:55 PM
Anderson Craig Eric	CCDSO	Dec 19 '23	Sale	14.86	40,252	598,145	199,413	Dec 21 06:55 PM
Chamoun George	Chief Executive Officer	Dec 15 '23	Sale	14.65	190,471	2,790,400	599,293	Dec 15 05:23 PM
Chamoun George	Chief Executive Officer	Dec 14 '23	Sale	15.29	128,691	1,967,685	599,293	Dec 15 05:23 PM
Chamoun George	Chief Executive Officer	Dec 13 '23	Sale	14.32	124,614	1,784,472	599,293	Dec 15 05:23 PM
ZERELLA WILLIAM	Chief Financial Officer	Dec 12 '23	Sale	13.70	17,500	239,750	315,296	Dec 14 04:21 PM
ZERELLA WILLIAM	Chief Financial Officer	Nov 14 '23	Sale	14.68	17,500	256,900	315,296	Nov 16 04:15 PM
ZERELLA WILLIAM	Chief Financial Officer	Oct 10 '23	Sale	15.08	17,500	263,900	315,296	Oct 12 04:16 PM
Waterman Michael	Chief Sales Officer	Oct 04 '23	Sale	14.60	5,210	76,066	228,762	Oct 05 04:35 PM
Chamoun George	Chief Executive Officer	Sep 14 '23	Sale	15.74	64,383	1,013,388	622,950	Sep 14 06:51 PM
Bessemer Venture Partners IX L	10% Owner	Sep 14 '23	Sale	15.80	39,073	617,353	1,814,592	Sep 19 06:59 PM
Chamoun George	Chief Executive Officer	Sep 13 '23	Sale	15.61	97,196	1,517,230	622,950	Sep 14 06:51 PM
Bessemer Venture Partners IX L	10% Owner	Sep 13 '23	Sale	16.07	5,549	89,172	1,853,665	Sep 15 06:10 AM
Bessemer Venture Partners IX L	10% Owner	Sep 12 '23	Sale	16.21	128,479	2,082,645	1,859,214	Sep 15 06:10 AM
Chamoun George	Chief Executive Officer	Sep 12 '23	Sale	16.21	83,895	1,359,938	622,950	Sep 14 06:51 PM
Mehta Vikas	Chief Operating Officer	Sep 12 '23	Sale	16.21	50,000	810,500	342,577	Sep 14 04:34 PM
ZERELLA WILLIAM	Chief Financial Officer	Sep 12 '23	Sale	16.21	17,500	283,675	324,432	Sep 14 06:49 PM
Anderson Craig Eric	CCDSO	Sep 12 '23	Sale	16.21	15,000	243,150	207,684	Sep 14 04:37 PM
ZERELLA WILLIAM	Chief Financial Officer	Aug 15 '23	Sale	15.73	17,500	275,275	324,432	Aug 16 05:31 PM
Castillo Kirsten	Director	Aug 11 '23	Sale	15.69	30,000	470,700	0	Aug 15 04:22 PM
Waterman Michael	Chief Sales Officer	Jul 25 '23	Sale	16.66	6,043	100,676	237,569	Jul 27 04:16 PM
Waterman Michael	Chief Sales Officer	Jul 12 '23	Sale	18.05	5,410	97,650	239,532	Jul 13 04:12 PM
ZERELLA WILLIAM	Chief Financial Officer	Jul 11 '23	Sale	17.29	17,500	302,575	324,432	Jul 13 04:15 PM
Waterman Michael	Chief Sales Officer	Jul 11 '23	Sale	17.26	5,410	93,377	241,224	Jul 13 04:12 PM
Chamoun George	Chief Executive Officer	Jun 22 '23	Sale	17.75	105,970	1,880,968	646,607	Jun 22 05:30 PM
Chamoun George	Chief Executive Officer	Jun 21 '23	Sale	17.83	101,041	1,801,561	646,607	Jun 22 05:30 PM
Chamoun George	Chief Executive Officer	Jun 20 '23	Sale	18.01	143,049	2,576,312	646,607	Jun 22 05:30 PM
ZERELLA WILLIAM	Chief Financial Officer	Jun 20 '23	Sale	17.93	17,500	313,775	333,567	Jun 22 04:30 PM
Hirsch Brian	Director	Jun 16 '23	Sale	18.00	7,373	132,714	182,647	Jun 20 04:39 PM
Bessemer Venture Partners IX L	10% Owner	Jun 15 '23	Sale	17.90	73,951	1,323,723	0	Jun 20 04:05 PM
Hirsch Brian	Director	Jun 15 '23	Sale	17.81	60,394	1,075,617	190,020	Jun 20 04:39 PM
Hirsch Brian	Director	Jun 14 '23	Sale	17.66	46,195	815,804	0	Jun 14 06:14 PM
Hirsch Brian	Director	Jun 14 '23	Sale	17.69	25,702	454,668	250,414	Jun 14 06:14 PM
Waterman Michael	Chief Sales Officer	Jun 14 '23	Sale	17.66	23,482	414,692	250,032	Jun 15 04:27 PM
Bessemer Venture Partners IX L	10% Owner	Jun 13 '23	Sale	18.09	74,552	1,348,646	74,951	Jun 13 08:08 PM
Hirsch Brian	Director	Jun 13 '23	Sale	18.02	63,322	1,141,062	0	Jun 14 06:14 PM
Hirsch Brian	Director	Jun 13 '23	Sale	18.03	56,710	1,022,481	276,116	Jun 14 06:14 PM
Mehta Vikas	Chief Operating Officer	Jun 13 '23	Sale	18.00	50,000	900,000	354,429	Jun 15 04:23 PM
Anderson Craig Eric	CCDSO	Jun 13 '23	Sale	18.00	15,000	270,000	215,956	Jun 15 04:20 PM
Hirsch Brian	Director	Jun 12 '23	Sale	18.02	84,076	1,515,050	0	Jun 14 06:14 PM
Bessemer Venture Partners IX L	10% Owner	Jun 12 '23	Sale	18.07	83,473	1,508,357	149,503	Jun 13 08:08 PM
Bessemer Venture Partners IX L	10% Owner	Jun 09 '23	Sale	18.22	92,405	1,683,619	232,976	Jun 13 08:08 PM
Bessemer Venture Partners IX L	10% Owner	Jun 08 '23	Sale	18.22	342,236	6,235,540	325,381	Jun 08 08:12 PM
Bessemer Venture Partners IX L	10% Owner	Jun 07 '23	Sale	18.12	30,338	549,725	667,617	Jun 08 08:12 PM
Bessemer Venture Partners IX L	10% Owner	Jun 06 '23	Sale	18.02	295,891	5,331,956	697,955	Jun 08 08:12 PM
KAMERICK EILEEN A	Director	May 25 '23	Sale	17.21	25,000	430,250	0	May 26 04:47 PM
Castillo Kirsten	Director	May 24 '23	Sale	17.34	36,583	634,349	0	May 26 04:48 PM

Held by: VTI VOO VO IVV VTV VOE VYM IWR RSP IWD

Index	S&P 500	P/E	-	EPS (ttm)	-11.45	Insider Own	0.28%	Shs Outstand	583.00M	Perf Week	4.98%
Market Cap	43.59B	Forward P/E	14.18	EPS next Y	5.53	Insider Trans	0.15%	Shs Float	554.70M	Perf Month	11.94%
Income	-6777.00M	PEG	-	EPS next Q	1.22	Inst Own	96.97%	Short Float	2.16%	Perf Quarter	23.11%
Sales	11.21B	P/S	3.89	EPS this Y	48.58%	Inst Trans	-2.25%	Short Ratio	2.78	Perf Half Y	43.89%
Book/sh	32.01	P/B	2.45	EPS next Y	10.39%	ROA	-12.91%	Short Interest	12.00M	Perf Year	39.98%
Cash/sh	5.98	P/C	13.09	EPS next 5Y	-0.60%	ROE	-27.73%	52W Range	46.91 - 78.14	Perf YTD	30.45%
Dividend Est.	1.56 (1.99%)	P/FCF	9.70	EPS past 5Y	-	ROI	-23.67%	52W High	0.28%	Beta	1.07
Dividend TTM	1.92 (2.45%)	Quick Ratio	1.52	Sales past 5Y	5.16%	Gross Margin	39.37%	52W Low	67.04%	ATR (14)	1.49
Dividend Ex-Date	Jun 10, 2024	Current Ratio	1.52	EPS Y/Y TTM	59.39%	Oper. Margin	21.27%	RSI (14)	73.26	Volatility	1.32% 1.91%
Employees	60000	Debt/Eq	0.63	Sales Y/Y TTM	-22.93%	Profit Margin	-60.44%	Recom	1.97	Target Price	79.76
Option/Short	Yes / Yes	LT Debt/Eq	0.59	EPS Q/Q	-87.55%	Payout	-	Rel Volume	1.08	Prev Close	77.56
Sales Surprise	0.93%	EPS Surprise	14.12%	Sales Q/Q	-29.72%	Earnings	May 06 AMC	Avg Volume	4.32M	Price	78.36
SMA20	8.54%	SMA50	9.45%	SMA200	28.00%	Trades		Volume	4,670,301	Change	1.03%

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

Show Previous Ratings

May-16-24 08:48AM	Autonomous Research Adjusts Fidelity National Information Services Price Target to $84 From $80 (MT Newswires)
May-15-24 03:56PM	Klarman's Baupost Group Buys Stake in SoundHound, Cuts Position in Warner Bros Discovery (Investopedia)
06:00AM	The most powerful woman in fintech is on the hunt for acquisitions (Fortune)
May-14-24 02:11PM	Why You Should Add Fidelity National (FIS) to Your Portfolio (Zacks)
May-13-24 05:57PM	American Express partners with Worldpay to offer greater payment choice for small businesses (Electronic Payments)
04:30PM	Loading…
04:30PM	FIS to Present at Upcoming Conference (Business Wire)
May-10-24 07:42PM	Analyst Report: Fidelity National Information Services, Inc. (Morningstar Research)
May-09-24 06:27AM	DA Davidson Adjusts Fidelity National Information Services' PT to $81 From $75, Keeps Buy Rating (MT Newswires)
06:04AM	Barclays Adjusts Price Target on Fidelity National Information Services to $85 From $83, Keeps Overweight Rating (MT Newswires)
06:02AM	Mizuho Adjusts Price Target on Fidelity National Information Services to $85 From $76, Keeps Buy Rating (MT Newswires)
May-08-24 11:35AM	Fidelity National's (FIS) Shares Up 5.5% Since Q1 Earnings Beat (Zacks)
11:33AM	Fidelity National Information's Revenue Outlook Largely Meets Expectations, Morgan Stanley Says (MT Newswires)
09:52AM	BofA Securities Adjusts Price Target on Fidelity National Information Services to $88 From $84, Maintains Buy Rating (MT Newswires)
08:13AM	TD Cowen Adjusts Fidelity National Information Services Price Target to $75 From $70 (MT Newswires)
07:43AM	Keefe, Bruyette & Woods Adjusts Price Target on Fidelity National Information Services to $85 From $82 (MT Newswires)
07:36AM	Loading…
07:36AM	Morgan Stanley Lifts Price Target on Fidelity National Information Services to $79 From $77, Keeps Overweight Rating (MT Newswires)
06:39AM	Susquehanna Adjusts Fidelity National Information Services' Price Target to $86 From $81 (MT Newswires)
06:33AM	Raymond James Adjusts Price Target on Fidelity National Information Services to $88 From $82 (MT Newswires)
01:02AM	Decoding Fidelity National Information Services Inc (FIS): A Strategic SWOT Insight (GuruFocus.com)
May-07-24 05:30PM	Fidelity National (FIS) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks) +5.48%
04:43PM	Costco Stock Nears Buy Point As Other Names From Favorite IBD Screen Hit Entries (Investor's Business Daily)
02:46PM	Tech Stocks on the Move Today: GlobalFoundries, Datadog, and More (Investopedia)
01:44PM	Top Stock Movers Now: Walt Disney, Datadog, Ferrari, and More (Investopedia)
10:26AM	Fidelity National Information Services, Inc. (NYSE:FIS) Q1 2024 Earnings Call Transcript (Insider Monkey)
08:00AM	FIS Launches Innovative New Fintech Platform Atelio by FIS (Business Wire)
07:45AM	FIS Hosts 2024 Investor Day: Outlines Strategy and Provides Medium-Term Outlook (Business Wire)
06:39AM	RBC Raises Price Target on Fidelity National Information Services to $82 From $75, Keeps Outperform Rating (MT Newswires)
05:55AM	Jefferies Adjusts Price Target on Fidelity National Information Services to $75 From $70, Keeps Hold Rating (MT Newswires)
05:55AM	RBC Adjusts Price Target on Fidelity National Information Services to $82 From $75, Keeps Outperform Rating (MT Newswires)
05:55AM	Evercore ISI Adjusts Price Target on Fidelity National Information Services to $80 From $75, Keeps In Line Rating (MT Newswires)
05:49AM	Loading…
05:49AM	Baird Adjusts Price Target on Fidelity National Information Services to $82 From $78, Keeps Neutral Rating (MT Newswires)
05:49AM	Wolfe Adjusts Price Target on Fidelity National Information Services to $85 From $80, Keeps Outperform Rating (MT Newswires)
05:39AM	Q1 2024 Fidelity National Information Services Inc Earnings Call (Thomson Reuters StreetEvents)
03:08AM	Fidelity National Information Services Inc (FIS) (Q1 2024) Earnings Call Transcript Highlights: ... (GuruFocus.com)
May-06-24 08:59PM	FIS Stock Earnings: Fidelity National Info Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
05:31PM	Fidelity National Information Services Inc (FIS) Reports First Quarter 2024 Earnings: Exceeds ... (GuruFocus.com)
05:25PM	Analyst Report: Fidelity National Information Services, Inc. (Morningstar Research)
05:15PM	FIS raises annual profit forecast on strong consumer spending (Reuters)
05:15PM	Fidelity National Information Services (FIS) Tops Q1 Earnings and Revenue Estimates (Zacks)
04:25PM	Fidelity National Information Services Q1 Adjusted Earnings, Revenue Increase; 2024 EPS Outlook Boosted (MT Newswires)
04:12PM	Fidelity National: Q1 Earnings Snapshot (Associated Press Finance)
04:00PM	FIS Reports Strong First Quarter 2024 Results and Increases Full-Year Adjusted EPS Outlook (Business Wire)
May-04-24 10:11AM	14 Best Financial Sector Dividend Stocks To Invest In (Insider Monkey)
May-03-24 12:41PM	Why Earnings Season Could Be Great for Fidelity National Information Services (FIS) (Zacks)
May-02-24 12:26PM	20 Fastest Growing Fintech Companies In 2024 (Insider Monkey)
May-01-24 01:27PM	Is Fidelity (FIS) Stock Worth Buying Ahead of Q1 Earnings? (Zacks)
09:15AM	Unlocking Q1 Potential of Fidelity National (FIS): Exploring Wall Street Estimates for Key Metrics (Zacks)
Apr-30-24 09:40AM	Are Investors Undervaluing Fidelity National Information Services (FIS) Right Now? (Zacks)
08:26AM	Evercore ISI Adjusts Price Target on Fidelity National Information Services to $75 From $62 (MT Newswires)
Apr-25-24 04:30PM	FIS Announces Quarterly Dividend (Business Wire)
Apr-18-24 04:30PM	FIS to Report First Quarter 2024 Results on May 6, 2024; Will Host Investor Conference on May 7, 2024 (Business Wire)
10:02AM	Fidelity National Information Services (FIS) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
08:00AM	FIS Named as One of the Most Trustworthy Companies in America for Second Consecutive Year (Business Wire)
Mar-28-24 03:22PM	13 High Growth Value Stocks to Invest in According to Seth Klarman (Insider Monkey)
Mar-27-24 11:30AM	Why Is Fidelity National (FIS) Up 7.9% Since Last Earnings Report? (Zacks)
08:00AM	FIS Recognized as a Digital World-Class Vendor by the Hackett Group (Business Wire)
Mar-25-24 09:50AM	Fidelity (FIS) Rides on Recurring Revenues, Digitization (Zacks)
Mar-20-24 08:10PM	Analyst Report: Fidelity National Information Services, Inc. (Morningstar Research)
Mar-19-24 06:15PM	Fidelity National Information Services (FIS) Laps the Stock Market: Here's Why (Zacks)
Mar-18-24 09:40AM	Is Fidelity National Information Services (FIS) Stock Outpacing Its Business Services Peers This Year? (Zacks)
08:00AM	FIS Offers Greater Card Fraud Detection through New Artificial Intelligence Collaboration (Business Wire)
Mar-17-24 11:43AM	5 Best Diversified Bank Stocks to Invest In (Insider Monkey)
Mar-13-24 06:15PM	Fidelity National Information Services (FIS) Falls More Steeply Than Broader Market: What Investors Need to Know (Zacks)
Mar-07-24 06:15PM	Fidelity National Information Services (FIS) Stock Sinks As Market Gains: Here's Why (Zacks)
09:30AM	Brokers Suggest Investing in Fidelity National (FIS): Read This Before Placing a Bet (Zacks)
09:00AM	FIS to Present at Upcoming Conference (Business Wire)
Mar-06-24 05:08AM	Fidelity National Information Services Inc's Dividend Analysis (GuruFocus.com)
Mar-05-24 08:49AM	FIS Announces Upsizing and Results of its Senior Note Tender Offers (Business Wire)
08:00AM	FIS Invites the Next Generation of Banking and Payments Innovators to Apply for its 2024 Accelerator Program (Business Wire)
Mar-04-24 01:07PM	FIS Announces Pricing Terms of its Senior Note Tender Offers (Business Wire)
Mar-01-24 06:15PM	Here's Why Fidelity National Information Services (FIS) Gained But Lagged the Market Today (Zacks)
Feb-29-24 09:51AM	Snowflake downgraded and upgraded: Wall Street's top analyst calls (The Fly)
09:40AM	Is Fidelity National Information Services (FIS) Outperforming Other Business Services Stocks This Year? (Zacks)
01:57AM	16 Best Future Stocks For The Long Term (Insider Monkey)
Feb-28-24 11:05AM	Fidelity National Information Services, Inc. (NYSE:FIS) Q4 2023 Earnings Call Transcript (Insider Monkey)
04:36AM	16 Best Financial Stocks To Buy According to Hedge Funds (Insider Monkey)
12:03AM	Decoding Fidelity National Information Services Inc (FIS): A Strategic SWOT Insight (GuruFocus.com)
Feb-27-24 09:51AM	Roku downgraded, Seagate initiated: Wall Street's top analyst calls (The Fly)
04:26AM	FIS Announces $2.25 Billion Senior Note Tender Offers for Certain Outstanding Senior Notes (Business Wire)
Feb-26-24 10:57PM	Q4 2023 Fidelity National Information Services Inc Earnings Call (Thomson Reuters StreetEvents)
12:41PM	Fidelity National (FIS) Q4 Earnings Miss on High Interest Costs (Zacks)
11:55AM	Analyst Report: Fidelity National Information Services, Inc. (Morningstar Research)
09:30AM	Fidelity National (FIS) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
08:30AM	FIS posts lower profit on weaker consumer spending volumes (Reuters)
08:15AM	Fidelity National Information Services (FIS) Q4 Earnings and Revenues Miss Estimates (Zacks)
07:40AM	FIS Issues FY24 Guidance; Announces $500 Mln Increase To Share Repurchase (RTT News)
07:32AM	Fidelity National Information Services Inc (FIS) Announces Full-Year 2023 Results and Raises ... (GuruFocus.com)
07:21AM	Fidelity National: Q4 Earnings Snapshot (Associated Press Finance)
07:00AM	FIS Reports Full-Year 2023 Results, Introduces 2024 Outlook, Raises Future Forward Expectations and Announces $500 Million Increase to Share Repurchase Goal (Business Wire)
Feb-21-24 09:59AM	Will Fidelity National (FIS) Q4 Earnings Witness Lower Profits? (Zacks)
09:15AM	What Analyst Projections for Key Metrics Reveal About Fidelity National (FIS) Q4 Earnings (Zacks)
Feb-20-24 06:15PM	Fidelity National Information Services (FIS) Registers a Bigger Fall Than the Market: Important Facts to Note (Zacks)
Feb-19-24 04:33PM	Looming Layoffs? 3 Companies That May Be the Next to Drop the Axe. (InvestorPlace)
Feb-17-24 03:44AM	Should You Add Fidelity National Information Services (FIS)? (Insider Monkey)
Feb-14-24 08:00AM	FIS Widens Access to Open Banking Through Collaboration With Banked (Business Wire)
Feb-13-24 05:13AM	Fidelity National Information Services (FIS): A Triple-Crown Loser (Insider Monkey)
Feb-12-24 06:15PM	Fidelity National Information Services (FIS) Gains As Market Dips: What You Should Know (Zacks)
Feb-08-24 08:00AM	FIS Drives Secure Open Banking for Financial Institutions and Consumers (Business Wire)
Feb-05-24 06:15PM	Fidelity National Information Services (FIS) Sees a More Significant Dip Than Broader Market: Some Facts to Know (Zacks)
Feb-01-24 06:56AM	FIS to Report Fourth Quarter 2023 Results on February 26, 2024 (Business Wire)

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Bhathena Firdaus	Chief Technology Officer	Apr 22 '24	Option Exercise	0.00	12,995	0	12,995	Apr 23 04:25 PM
Goldstein Jeffrey A	Director	Apr 15 '24	Buy	72.37	775	56,087	9,052	Apr 17 04:54 PM
Williams Lenore D	CEVP, Chief People Officer	Mar 29 '24	Option Exercise	0.00	6,988	0	45,837	Apr 02 04:58 PM
Thompson Christopher A	Chief Accounting Officer	Mar 15 '24	Option Exercise	68.22	3,125	213,188	21,394	Mar 19 05:07 PM
Williams Lenore D	CEVP, Chief People Officer	Feb 28 '24	Option Exercise	0.00	9,859	0	40,145	Mar 01 04:15 PM
Ferris Stephanie	CEO and President	Feb 28 '24	Option Exercise	0.00	27,692	0	106,629	Mar 01 04:20 PM
Tsai Caroline	CEVP CLO and Corp Affairs	Feb 28 '24	Option Exercise	0.00	10,909	0	10,827	Mar 01 04:18 PM
ADREAN LEE	Director	Jan 23 '24	Option Exercise	0.00	1,015	0	11,769	Jan 24 06:03 PM
Benjamin Mark D	Director	Jan 23 '24	Option Exercise	0.00	1,015	0	1,015	Jan 24 06:02 PM
Goldstein Jeffrey A	Director	Jan 17 '24	Buy	60.32	899	54,228	8,277	Jan 18 04:27 PM
Alemany Ellen R	Director	Jan 17 '24	Buy	60.32	735	44,335	35,333	Jan 18 04:29 PM
Gileadi Ido	Chief Operating Officer	Nov 02 '23	Option Exercise	0.00	484	0	52,554	Nov 03 04:21 PM
Goldstein Jeffrey A	Director	Oct 17 '23	Buy	53.00	1,045	55,385	7,378	Oct 19 04:26 PM
Alemany Ellen R	Director	Oct 17 '23	Buy	53.00	855	45,315	4,598	Oct 19 04:29 PM
Goldstein Jeffrey A	Director	Jul 17 '23	Buy	58.82	929	54,644	6,333	Jul 19 04:37 PM
Alemany Ellen R	Director	Jul 17 '23	Buy	58.82	760	44,703	3,743	Jul 19 04:39 PM
Hoag Erik D	CEVP Chief Financial Officer	Jun 20 '23	Sale	54.15	3,451	186,872	19,887	Jun 21 04:16 PM
D'Silva Vijay	Director	May 25 '23	Option Exercise	0.00	2,139	0	4,875	May 26 04:54 PM
LAMNECK KENNETH T	Director	May 25 '23	Option Exercise	0.00	2,139	0	4,911	May 26 04:42 PM
Stallings James B JR	Director	May 25 '23	Option Exercise	0.00	2,139	0	17,731	May 26 04:28 PM

Open in Screener

RELY

Remitly Global Inc

May 17 • 04:00PM ET

14.24

Dollar change +0.04
Percentage change 0.28	%

Technology • Software - Infrastructure • USA • NASD

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

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

Index	RUT	P/E	-	EPS (ttm)	-0.60	Insider Own	28.25%	Shs Outstand	188.44M	Perf Week	-0.63%
Market Cap	2.74B	Forward P/E	18.45	EPS next Y	0.77	Insider Trans	-0.86%	Shs Float	138.66M	Perf Month	-23.44%
Income	-110.61M	PEG	-	EPS next Q	0.10	Inst Own	56.80%	Short Float	5.37%	Perf Quarter	-22.52%
Sales	1.01B	P/S	2.72	EPS this Y	284.83%	Inst Trans	12.15%	Short Ratio	4.65	Perf Half Y	-36.20%
Book/sh	2.86	P/B	4.98	EPS next Y	86.64%	ROA	-12.33%	Short Interest	7.45M	Perf Year	-24.74%
Cash/sh	1.50	P/C	9.51	EPS next 5Y	-	ROE	-21.17%	52W Range	13.60 - 27.95	Perf YTD	-26.67%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-13.65%	ROI	-15.70%	52W High	-49.05%	Beta	0.13
Dividend TTM	-	Quick Ratio	-	Sales past 5Y	67.12%	Gross Margin	56.08%	52W Low	4.71%	ATR (14)	0.65
Dividend Ex-Date	-	Current Ratio	-	EPS Y/Y TTM	14.43%	Oper. Margin	-10.15%	RSI (14)	21.14	Volatility	2.58% 4.07%
Employees	2700	Debt/Eq	0.30	Sales Y/Y TTM	39.94%	Profit Margin	-10.96%	Recom	1.45	Target Price	22.30
Option/Short	Yes / Yes	LT Debt/Eq	0.28	EPS Q/Q	31.35%	Payout	-	Rel Volume	2.00	Prev Close	14.20
Sales Surprise	-1.77%	EPS Surprise	41.46%	Sales Q/Q	32.01%	Earnings	May 01 AMC	Avg Volume	1.60M	Price	14.24
SMA20	-12.38%	SMA50	-23.72%	SMA200	-32.09%	Trades		Volume	3,203,593	Change	0.28%

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

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

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Yoakum Rene	EVP, Customer and Culture	May 15 '24	Option Exercise	1.70	15,000	25,500	96,137	May 17 04:57 PM
Yoakum Rene	EVP, Customer and Culture	May 15 '24	Sale	14.24	15,000	213,530	81,137	May 17 04:57 PM
Oppenheimer Matthew B.	Chief Executive Officer	May 14 '24	Sale	14.24	10,416	148,324	4,636,357	May 15 04:20 PM
Oppenheimer Matthew B.	Chief Executive Officer	May 13 '24	Sale	14.32	10,416	149,157	4,646,773	May 15 04:20 PM
Oppenheimer Matthew B.	Chief Executive Officer	Apr 25 '24	Sale	17.94	10,416	186,863	4,657,189	Apr 26 04:40 PM
Oppenheimer Matthew B.	Chief Executive Officer	Apr 24 '24	Sale	18.36	10,416	191,238	4,667,605	Apr 26 04:40 PM
Yoakum Rene	EVP, Customer and Culture	Apr 15 '24	Option Exercise	1.70	15,000	25,500	96,137	Apr 17 04:10 PM
Yoakum Rene	EVP, Customer and Culture	Apr 15 '24	Sale	18.67	15,000	280,120	81,137	Apr 17 04:10 PM
Hug Joshua	Chief Operating Officer	Apr 10 '24	Sale	20.30	20,000	406,042	3,873,631	Apr 11 04:02 PM
Hug Joshua	Chief Operating Officer	Apr 09 '24	Sale	21.03	20,000	420,630	3,893,631	Apr 11 04:02 PM
Hug Joshua	Chief Operating Officer	Apr 04 '24	Sale	20.69	20,000	413,790	3,913,631	Apr 05 04:55 PM
Hug Joshua	Chief Operating Officer	Apr 03 '24	Sale	20.42	20,000	408,488	3,933,631	Apr 05 04:55 PM
Hug Joshua	Chief Operating Officer	Mar 28 '24	Sale	20.98	20,000	419,528	3,953,631	Apr 01 04:07 PM
Hug Joshua	Chief Operating Officer	Mar 27 '24	Sale	20.78	20,000	415,518	3,973,631	Apr 01 04:07 PM
Hug Joshua	Chief Operating Officer	Mar 20 '24	Sale	20.56	20,000	411,262	3,993,631	Mar 21 04:04 PM
Hug Joshua	Chief Operating Officer	Mar 19 '24	Sale	20.00	41,716	834,224	4,013,631	Mar 21 04:04 PM
Yoakum Rene	EVP, Customer and Culture	Mar 15 '24	Option Exercise	1.70	15,000	25,500	96,137	Mar 19 04:01 PM
Yoakum Rene	EVP, Customer and Culture	Mar 15 '24	Sale	20.08	15,000	301,173	81,137	Mar 19 04:01 PM
Oppenheimer Matthew B.	Chief Executive Officer	Mar 13 '24	Sale	20.63	10,416	214,861	4,678,021	Mar 14 04:01 PM
Oppenheimer Matthew B.	Chief Executive Officer	Mar 12 '24	Sale	20.54	10,416	213,898	4,688,437	Mar 14 04:01 PM
Sinha Ankur	Chief Technology Officer	Mar 08 '24	Sale	21.00	1,112	23,352	247,699	Mar 12 08:45 PM
Sinha Ankur	Chief Technology Officer	Mar 06 '24	Sale	21.04	32,826	690,633	248,811	Mar 08 04:02 PM
Sharma Pankaj	Chief Business Officer	Mar 05 '24	Sale	20.34	2,000	40,680	124,019	Mar 07 04:08 PM
Munipalli Hemanth	Chief Financial Officer	Feb 29 '24	Sale	20.64	6,164	127,197	144,329	Mar 01 04:08 PM
Yoakum Rene	EVP, Customer and Culture	Feb 15 '24	Option Exercise	1.70	15,000	25,500	74,928	Feb 16 04:29 PM
Yoakum Rene	EVP, Customer and Culture	Feb 15 '24	Sale	18.37	15,000	275,613	59,928	Feb 16 04:29 PM
Oppenheimer Matthew B.	Chief Executive Officer	Feb 06 '24	Sale	17.92	10,416	186,630	4,698,853	Feb 07 04:18 PM
Oppenheimer Matthew B.	Chief Executive Officer	Feb 05 '24	Sale	18.03	10,416	187,760	4,709,269	Feb 07 04:18 PM
Oppenheimer Matthew B.	Chief Executive Officer	Jan 24 '24	Sale	16.36	10,416	170,390	4,719,685	Jan 25 04:22 PM
Oppenheimer Matthew B.	Chief Executive Officer	Jan 23 '24	Sale	16.27	10,416	169,517	4,730,101	Jan 25 04:22 PM
Yoakum Rene	EVP, Customer and Culture	Jan 16 '24	Option Exercise	1.70	15,000	25,500	74,928	Jan 18 04:33 PM
Yoakum Rene	EVP, Customer and Culture	Jan 16 '24	Sale	17.89	15,000	268,341	59,928	Jan 18 04:33 PM
Yoakum Rene	EVP, Customer and Culture	Dec 15 '23	Option Exercise	1.70	15,000	25,500	74,928	Dec 18 05:38 PM
Yoakum Rene	EVP, Customer and Culture	Dec 15 '23	Sale	18.11	15,000	271,671	59,928	Dec 18 05:38 PM
Chung Bora	Director	Dec 08 '23	Sale	19.06	11,051	210,662	80,000	Dec 12 04:17 PM
Oppenheimer Matthew B.	Chief Executive Officer	Dec 07 '23	Sale	18.99	10,416	197,834	4,740,517	Dec 08 07:34 PM
Oppenheimer Matthew B.	Chief Executive Officer	Dec 06 '23	Sale	19.89	10,416	207,122	4,750,933	Dec 08 07:34 PM
Munipalli Hemanth	Chief Financial Officer	Nov 28 '23	Sale	21.67	4,973	107,765	112,917	Nov 29 06:44 PM
Hug Joshua	Chief Operating Officer	Nov 27 '23	Sale	21.90	17,667	386,929	4,053,631	Nov 28 09:11 PM
Yoakum Rene	EVP, Customer and Culture	Nov 15 '23	Option Exercise	1.70	15,000	25,500	57,994	Nov 17 04:17 PM
Yoakum Rene	EVP, Customer and Culture	Nov 15 '23	Sale	22.45	15,000	336,795	42,994	Nov 17 04:17 PM
Oppenheimer Matthew B.	Chief Executive Officer	Nov 14 '23	Sale	21.89	10,416	228,000	4,761,349	Nov 15 05:06 PM
Sinha Ankur	Chief Technology Officer	Nov 13 '23	Sale	20.84	51,000	1,063,044	194,939	Nov 15 05:07 PM
Oppenheimer Matthew B.	Chief Executive Officer	Nov 13 '23	Sale	20.75	10,432	216,484	4,771,765	Nov 15 05:06 PM
MORRIS NIGEL W	Director	Nov 06 '23	Buy	19.81	50,000	990,665	1,800,213	Nov 07 08:06 AM
MORRIS NIGEL W	Director	Nov 03 '23	Buy	19.27	250,000	4,818,509	1,750,213	Nov 06 07:36 AM
Yoakum Rene	EVP, Customer and Culture	Oct 16 '23	Option Exercise	1.70	15,000	25,500	57,994	Oct 18 04:32 PM
Yoakum Rene	EVP, Customer and Culture	Oct 16 '23	Sale	26.83	15,000	402,438	42,994	Oct 18 04:32 PM
Yoakum Rene	EVP, Customer and Culture	Sep 15 '23	Option Exercise	1.70	15,000	25,500	57,994	Sep 19 07:11 PM
Yoakum Rene	EVP, Customer and Culture	Sep 15 '23	Sale	25.61	15,000	384,202	42,994	Sep 19 07:11 PM
Munipalli Hemanth	Chief Financial Officer	Aug 30 '23	Sale	24.72	31,622	781,696	87,137	Aug 31 05:50 PM
Sinha Ankur	Chief Technology Officer	Aug 29 '23	Sale	25.34	6,126	155,207	245,939	Aug 31 05:58 PM
Hug Joshua	Chief Operating Officer	Aug 28 '23	Sale	24.67	22,267	549,309	4,053,631	Aug 29 07:33 PM
Yoakum Rene	EVP, Customer and Culture	Aug 15 '23	Option Exercise	1.70	15,000	25,500	37,927	Aug 17 05:43 PM
Yoakum Rene	EVP, Customer and Culture	Aug 15 '23	Sale	23.46	15,000	351,844	22,927	Aug 17 05:43 PM
Hug Joshua	Chief Operating Officer	Jul 24 '23	Sale	20.11	47,365	952,662	4,053,631	Jul 26 07:28 PM
Yoakum Rene	EVP, Customer and Culture	Jul 17 '23	Option Exercise	1.70	15,000	25,500	37,927	Jul 19 05:29 PM
Yoakum Rene	EVP, Customer and Culture	Jul 17 '23	Sale	19.71	15,000	295,576	22,927	Jul 19 05:29 PM
Hug Joshua	Chief Operating Officer	Jul 14 '23	Sale	20.00	17,111	342,229	4,100,996	Jul 18 04:57 PM
Yoakum Rene	EVP, Customer and Culture	Jun 13 '23	Option Exercise	1.70	15,000	25,500	37,927	Jun 15 08:33 PM
Hug Joshua	Chief Operating Officer	Jun 13 '23	Sale	20.00	31,667	633,362	4,118,107	Jun 15 07:04 PM
Yoakum Rene	EVP, Customer and Culture	Jun 13 '23	Sale	19.96	15,000	299,336	22,927	Jun 15 08:33 PM
Hug Joshua	Chief Operating Officer	Jun 07 '23	Sale	20.00	1,959	39,189	4,149,774	Jun 08 07:21 PM
Hug Joshua	Chief Operating Officer	Jun 06 '23	Sale	20.00	1,898	37,960	4,151,733	Jun 08 07:21 PM
Hug Joshua	Chief Operating Officer	May 30 '23	Sale	17.28	18,434	318,499	4,153,631	Jun 01 05:44 PM

Open in Screener

AUGX

Augmedix Inc

May 17 • 04:00PM ET

1.21

Dollar change -0.02
Percentage change -1.63	%

Healthcare • Health Information Services • USA • NASD

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

Held by: VTI VXF WISE IWC

Index	-	P/E	-	EPS (ttm)	-0.43	Insider Own	10.23%	Shs Outstand	48.61M	Perf Week	-45.62%
Market Cap	59.25M	Forward P/E	-	EPS next Y	-0.47	Insider Trans	26.69%	Shs Float	43.96M	Perf Month	-59.80%
Income	-20.43M	PEG	-	EPS next Q	-0.13	Inst Own	81.23%	Short Float	3.84%	Perf Quarter	-74.15%
Sales	48.70M	P/S	1.22	EPS this Y	-22.73%	Inst Trans	0.68%	Short Ratio	2.70	Perf Half Y	-77.72%
Book/sh	0.36	P/B	3.32	EPS next Y	13.89%	ROA	-44.11%	Short Interest	1.69M	Perf Year	-68.89%
Cash/sh	0.76	P/C	1.58	EPS next 5Y	-	ROE	-280.04%	52W Range	0.99 - 6.25	Perf YTD	-79.32%
Dividend Est.	-	P/FCF	-	EPS past 5Y	62.58%	ROI	-59.25%	52W High	-80.64%	Beta	0.22
Dividend TTM	-	Quick Ratio	2.04	Sales past 5Y	33.97%	Gross Margin	48.22%	52W Low	22.78%	ATR (14)	0.25
Dividend Ex-Date	-	Current Ratio	2.04	EPS Y/Y TTM	32.87%	Oper. Margin	-41.25%	RSI (14)	17.75	Volatility	12.62% 8.47%
Employees	1430	Debt/Eq	1.44	Sales Y/Y TTM	45.04%	Profit Margin	-41.95%	Recom	1.67	Target Price	4.98
Option/Short	Yes / Yes	LT Debt/Eq	0.94	EPS Q/Q	12.31%	Payout	-	Rel Volume	1.62	Prev Close	1.23
Sales Surprise	0.82%	EPS Surprise	7.69%	Sales Q/Q	39.91%	Earnings	May 13 AMC	Avg Volume	625.11K	Price	1.21
SMA20	-51.02%	SMA50	-62.88%	SMA200	-73.42%	Trades		Volume	1,015,345	Change	-1.63%

Date	Action	Analyst	Rating Change	Price Target Change
May-14-24	Downgrade	Maxim Group	Buy → Hold	$5
May-14-24	Downgrade	Evercore ISI	Outperform → In-line	$5 → $1.50
Apr-03-24	Resumed	B. Riley Securities	Buy	$5.50
Dec-15-23	Initiated	Evercore ISI	In-line	$6

May-14-24 12:21PM	Q1 2024 Augmedix Inc Earnings Call (Thomson Reuters StreetEvents) -51.07%
09:19AM	Maxim Downgrades Augmedix to Hold From Buy (MT Newswires)
08:34AM	Why Is Augmedix (AUGX) Stock Down 41% Today? (InvestorPlace)
07:34AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Tuesday (InvestorPlace)
03:05AM	Augmedix Inc (AUGX) Q1 2024 Earnings Call Transcript Highlights: Navigating Growth Amidst Challenges (GuruFocus.com)
08:55PM	Loading…
May-13-24 08:55PM	AUGX Stock Earnings: Augmedix Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace) +5.17%
04:03PM	Augmedix Delivers 40% Revenue Growth for First Quarter of 2024 (GlobeNewswire)
May-03-24 07:00AM	Augmedix to Participate in Upcoming Investor Conferences in May and June 2024 (GlobeNewswire)
Apr-30-24 07:00AM	Augmedix to Announce First Quarter 2024 Financial Results on May 13, 2024 (GlobeNewswire)
Apr-25-24 04:05PM	Augmedix Awarded on Newsweek's World's Best Digital Health Companies 2024 List (GlobeNewswire)
Apr-24-24 07:00AM	Augmedix Launches Industry's First Fully-Automated, GenAI-Powered, Medical Documentation Product for Emergency Departments (GlobeNewswire)
Apr-19-24 06:00AM	3 Penny Stocks That Could Make a Big Comeback by the End of Q2 (InvestorPlace)
Apr-12-24 02:05AM	Insider Sell: Augmedix Inc's (AUGX) Chief Strategy Officer Ian Shakil Sells 92,787 Shares (GuruFocus.com)
Apr-10-24 01:51AM	Augmedix Inc (AUGX) Chief Strategy Officer Ian Shakil Sells 89,167 Shares (GuruFocus.com) -5.17%
Apr-09-24 07:00AM	Augmedix Integrates with Andor Health to Revolutionize Ambient Clinical Documentation for Ambulatory Virtual Care (GlobeNewswire)
02:42AM	Loading…
Apr-05-24 02:42AM	Augmedix Inc (AUGX) Chief Strategy Officer Ian Shakil Sells 109,961 Shares (GuruFocus.com)
Apr-04-24 07:00AM	Augmedix and SADA Forge Partnership to Scale Ambient Documentation and Structured Data Products to Health Systems Nationwide (GlobeNewswire)
01:56AM	Augmedix Inc (AUGX) Chief Strategy Officer Ian Shakil Sells 97,441 Shares (GuruFocus.com)
Apr-02-24 08:35AM	Should You Invest in Augmedix (AUGX)? (Insider Monkey)
Mar-20-24 10:13AM	Augmedix, Inc. (NASDAQ:AUGX) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-19-24 06:41AM	Q4 2023 Augmedix Inc Earnings Call (Thomson Reuters StreetEvents) +18.92%
Mar-18-24 08:53PM	AUGX Stock Earnings: Augmedix Beats EPS, Beats Revenue for Q4 2023 (InvestorPlace)
05:31PM	Augmedix Inc (AUGX) Reports Strong Revenue Growth and Margin Expansion in Q4 and Full Year 2023 (GuruFocus.com)
04:01PM	Augmedix Delivers 45% Revenue Growth and Expanded Gross Margins for Fourth Quarter of 2023 (GlobeNewswire)
Mar-14-24 07:04AM	10 Stocks George Soros and Insiders Are Crazy About (Insider Monkey)
Mar-12-24 07:00AM	Augmedix Announces New Positive Data and Enhancements to Its Ambient AI Product, Augmedix Go (GlobeNewswire)
Mar-08-24 07:00AM	Augmedix to Announce Fourth Quarter and Full Year 2023 Financial Results on March 18, 2024 (GlobeNewswire)
Feb-27-24 07:00AM	Augmedix to Participate in Citizens JMP Technology Conference (GlobeNewswire)
Feb-13-24 07:00AM	Augmedix Names Tomer Levy as New Senior Vice President of Engineering (GlobeNewswire)
Jan-22-24 04:15PM	Maxim Group LLC to Host the 2024 Healthcare IT Virtual Conference on Wednesday, January 24th & Thursday, January 25th at 9:00 A.M. ET (GlobeNewswire)
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Jan-16-24 07:00AM	Augmedix Announces Participation in Maxim Group Virtual Healthcare IT Investor Conference (GlobeNewswire)
Jan-05-24 08:00AM	Augmedix Exits Calendar 2023 with Expected $51 Million in Annual Recurring Revenue (GlobeNewswire)
Dec-22-23 07:00AM	7 Micro-Cap Stocks for Risk-Tolerant Investors to Buy in 2024 (InvestorPlace)
Dec-13-23 10:29AM	Augmedix Partners with Google Cloud to Bring Medically-Tuned AI Technology to Ambient Documentation (PR Newswire)
Nov-21-23 07:00AM	Augmedix Announces Closing of Public Offering of Common Stock, Including Additional Investments from HCA Healthcare and Redmile Group (GlobeNewswire)
Nov-16-23 08:51AM	Why Is Augmedix (AUGX) Stock Down 27% Today? (InvestorPlace) -17.31%
12:15AM	Augmedix Announces Pricing of Upsized Public Offering of 6,250,000 Shares of Common Stock (GlobeNewswire)
Nov-15-23 04:02PM	Augmedix Announces Proposed Public Offering of 5,500,000 Shares of Common Stock (GlobeNewswire)
Nov-10-23 09:55AM	How Much Upside is Left in Augmedix, Inc. (AUGX)? Wall Street Analysts Think 36.67% (Zacks)
08:50AM	Augmedix, Inc. (AUGX) is on the Move, Here's Why the Trend Could be Sustainable (Zacks)
Nov-07-23 09:55AM	Augmedix, Inc. (NASDAQ:AUGX) Q3 2023 Earnings Call Transcript (Insider Monkey) +13.19%
Nov-06-23 05:10PM	Augmedix Inc (AUGX) Reports 50% Revenue Growth and Expanded Gross Margins in Q3 2023 (GuruFocus.com) -6.57%
04:02PM	Augmedix Delivers 50% Revenue Growth and Expanded Gross Margins for Third Quarter of 2023 (GlobeNewswire)
Oct-30-23 07:00AM	Augmedix to Announce Third Quarter 2023 Financial Results and Host Investor Conference Call on November 6, 2023 (GlobeNewswire)
Oct-20-23 08:02AM	Definitive Healthcare Corp. (DH) Soars 7.1%: Is Further Upside Left in the Stock? (Zacks) -5.02%
Oct-12-23 07:59AM	Augmedix, Inc. (AUGX) Soars 7.6%: Is Further Upside Left in the Stock? (Zacks) -7.37%
Oct-09-23 08:50AM	Augmedix, Inc. (AUGX) is on the Move, Here's Why the Trend Could be Sustainable (Zacks)
Oct-05-23 07:15AM	Ellipsis Health and Augmedix to Partner to Bring Automated Mental Health Screenings to Patient Visits (PR Newswire)
07:00AM	Augmedix Forging Strategic Partnerships for an Open Network of Digital Health Solutions (GlobeNewswire)
Sep-27-23 07:00AM	Augmedix Announces New AI Medical Documentation Product, Augmedix Go, a Clinician-Controlled Mobile App (GlobeNewswire)
Sep-25-23 07:54AM	Zacks.com featured highlights include Lifeway Foods, Augmedix and Clearwater Analytics (Zacks)
Sep-22-23 06:39AM	3 Best Breakout Stocks to Buy Now for Solid Returns (Zacks)
Sep-21-23 08:50AM	Augmedix, Inc. (AUGX) is on the Move, Here's Why the Trend Could be Sustainable (Zacks)
07:00AM	Augmedix Announces Inaugural AI Advisory Council Members (GlobeNewswire)
Sep-20-23 07:22AM	Zacks Industry Outlook Highlights P3 Health Partners, Talkspace and Augmedix (Zacks)
Sep-12-23 09:40AM	Are Medical Stocks Lagging Augmedix (AUGX) This Year? (Zacks)
Sep-06-23 07:00AM	Augmedix Announces Expanding Coverage in Behavioral Health Field for Acute and Ambulatory Care Settings (GlobeNewswire)
Sep-05-23 08:50AM	Recent Price Trend in Augmedix, Inc. (AUGX) is Your Friend, Here's Why (Zacks)
Sep-04-23 09:55AM	Can Augmedix, Inc. (AUGX) Climb 36.06% to Reach the Level Wall Street Analysts Expect? (Zacks)
Aug-24-23 09:40AM	Is Artivion (AORT) Outperforming Other Medical Stocks This Year? (Zacks) -9.23%
07:00AM	Augmedix Achieves HITRUST Certification to Further Mitigate Risk in Third-Party Privacy, Security and Compliance (GlobeNewswire)
Aug-18-23 07:00AM	Augmedix Announces Participation in Upcoming Investor Conferences in September 2023 (GlobeNewswire) +6.91%
Aug-16-23 09:55AM	Wall Street Analysts See a 32.11% Upside in Augmedix, Inc. (AUGX): Can the Stock Really Move This High? (Zacks)
08:50AM	Augmedix, Inc. (AUGX) Is a Great Choice for 'Trend' Investors, Here's Why (Zacks)
Aug-09-23 09:25AM	Augmedix, Inc. (NASDAQ:AUGX) Q2 2023 Earnings Call Transcript (Insider Monkey) -5.54%
Aug-08-23 03:27PM	Why Shares of Augmedix Are Climbing on Tuesday (Motley Fool) +19.66%
Aug-07-23 05:50PM	Augmedix, Inc. (AUGX) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:02PM	Augmedix Delivers 47% Revenue Growth and Expanded Gross Margins for Second Quarter of 2023 (GlobeNewswire)
Jul-28-23 07:00AM	Augmedix to Announce Second Quarter 2023 Financial Results and Host Investor Conference Call on August 7, 2023 (GlobeNewswire)
Jul-12-23 08:29AM	Oceania Cruises Curates a Collection of Enticing Mediterranean Sojourns Sailing to Cosmopolitan Cities and Undiscovered Gems (PR Newswire)
Jul-10-23 08:42AM	Zacks Industry Outlook Highlights Definitive Healthcare, Clover Health and Augmedix (Zacks) -7.68%
Jul-07-23 11:04AM	3 Medical Info Systems Stocks to Consider From a Prospering Industry (Zacks)
Jun-29-23 08:50AM	Here's Why Momentum in Augmedix, Inc. (AUGX) Should Keep going (Zacks)
Jun-16-23 09:40AM	Is Augmedix (AUGX) Stock Outpacing Its Medical Peers This Year? (Zacks)
Jun-14-23 07:05AM	Augmedix Extends Term Loan Facility and Finalizes Terms for Equity Line of Credit (GlobeNewswire)
Jun-12-23 07:00AM	Augmedix Establishes AI Advisory Council to Guide the Companys Continued Development of High Standard, Responsible Product Development (GlobeNewswire) +9.20%
May-31-23 09:40AM	Is Augmedix (AUGX) Outperforming Other Medical Stocks This Year? (Zacks)
May-19-23 08:24AM	Augmedix Announces Participation in Upcoming Investor Conferences (GlobeNewswire)
May-12-23 08:15AM	Augmedix, Inc. (AUGX) Reports Q1 Loss, Tops Revenue Estimates (Zacks) -19.14%
07:00AM	Augmedix Delivers Continued Sales Momentum; Reports First Quarter 2023 Financial Results (GlobeNewswire)
May-08-23 07:00AM	Augmedix to Announce First Quarter 2023 Financial Results and Host Investor Conference Call on May 12, 2023 (GlobeNewswire)
May-05-23 01:34PM	3 Must-Watch Wearable Tech Stocks as the Industry Booms (InvestorPlace) +15.62%
Apr-28-23 06:47PM	Dlocal, Augmedix See Activist Investor Action (Barrons.com)
06:47PM	Dlocal and Augmedix Stock See Action From Activist Investors (Barrons.com)
Apr-20-23 06:31AM	Augmedix Announces Partnership with HCA Healthcare to Accelerate the Development of AI-enabled Ambient Documentation (GlobeNewswire) +88.89%
06:30AM	Augmedix Secures Strategic Financing from HCA Healthcare and Redmile Group (GlobeNewswire)
Mar-29-23 07:27AM	Augmedix, Inc. (NASDAQ:AUGX) Q4 2022 Earnings Call Transcript (Insider Monkey)
Mar-27-23 07:00AM	Augmedix Reports Strong Commercial Traction and Sales Momentum; Reports Fourth Quarter and Full Year 2022 Financial Results (GlobeNewswire) +14.67%
Mar-16-23 07:00AM	Augmedix to Announce Fourth Quarter and Full-Year 2022 Financial Results and Host Conference Call on March 27, 2023 (GlobeNewswire)
Mar-07-23 07:00AM	Augmedix Announces Participation in Oppenheimers 33rd Annual Healthcare Conference (GlobeNewswire)
Mar-01-23 08:00AM	Augmedix Names Rod OReilly as Non-Executive Chairman of the Board of Directors (GlobeNewswire)
Feb-16-23 07:00AM	Augmedix Announces Participation in Winter Wonderland Best Ideas Investor Conference (GlobeNewswire)
Jan-18-23 04:05PM	Augmedix Announces Participation in Maxim Group Healthcare IT Investor Conference on January 25 (GlobeNewswire)
Jan-09-23 07:00AM	Augmedix Exits Calendar 2022 with Expected $35 Million in Annual Recurring Revenue (GlobeNewswire)
Dec-25-22 12:07PM	Augmedix, Inc. (NASDAQ:AUGX) Q3 2022 Earnings Call Transcript (Insider Monkey)
Nov-23-22 04:05PM	Augmedix to Attend the Benchmark 2022 Discovery One-on-One Investor Conference (GlobeNewswire) +6.25%
Nov-16-22 08:00AM	Augmedix Announces Partnership with Veterinary Specialty Center to Support Emergency Veterinary and Specialty Care (GlobeNewswire) -8.82%
Nov-14-22 04:05PM	Augmedix Reports Third Quarter 2022 Financial Results (GlobeNewswire)
Nov-07-22 08:00AM	Augmedix to Report Third Quarter 2022 Financial Results on November 14, 2022 (GlobeNewswire) -5.26%
Oct-04-22 08:00AM	Augmedix Partners with Kirby Medical Center to Significantly Reduce Documentation Burden for Physicians and Improve Patient Experiences (GlobeNewswire) -8.57%

Augmedix, Inc. engages in the development of software that converts natural clinician-patient conversations into medical documentation. It offers live support including referrals, orders, and reminders that allow clinicians to focus on patient care. The company was founded by Ian Shakil in 2012 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Krakaris Emmanuel	PRESIDENT, CEO, AND SECRETARY	May 15 '24	Sale	1.19	3,528	4,198	58,898	May 17 09:00 PM
Breber Sandra	CHIEF OPERATING OFFICER	May 15 '24	Sale	1.19	2,354	2,801	16,396	May 17 09:00 PM
Ginocchio Paul	CHIEF FINANCIAL OFFICER	May 15 '24	Sale	1.19	2,354	2,801	131,896	May 17 09:00 PM
Chatterjee Saurav	CHIEF TECHNOLOGY OFFICER	May 15 '24	Sale	1.19	1,767	2,103	2,921	May 17 09:00 PM
Hawkins Jonathan	CHIEF REVENUE OFFICER	May 15 '24	Sale	1.19	1,767	2,103	2,921	May 17 09:00 PM
Shakil Ian	CHIEF STRATEGY OFFICER	May 15 '24	Sale	1.19	1,387	1,651	5,363	May 17 09:00 PM
Shakil Ian	CHIEF STRATEGY OFFICER	Apr 15 '24	Option Exercise	0.86	500	430	3,500	Apr 16 09:07 PM
Shakil Ian	CHIEF STRATEGY OFFICER	Apr 15 '24	Sale	3.80	500	1,900	3,000	Apr 16 09:07 PM
Shakil Ian	CHIEF STRATEGY OFFICER	Apr 12 '24	Option Exercise	0.86	19,544	16,808	22,544	Apr 15 09:15 PM
Shakil Ian	CHIEF STRATEGY OFFICER	Apr 12 '24	Sale	3.82	19,544	74,590	3,000	Apr 15 09:15 PM
Shakil Ian	CHIEF STRATEGY OFFICER	Apr 11 '24	Option Exercise	0.86	24,778	21,309	27,778	Apr 11 08:30 PM
Shakil Ian	CHIEF STRATEGY OFFICER	Apr 11 '24	Sale	3.93	24,778	97,477	3,000	Apr 11 08:30 PM
Shakil Ian	CHIEF STRATEGY OFFICER	Apr 10 '24	Option Exercise	0.86	36,467	31,362	39,467	Apr 11 08:30 PM
Shakil Ian	CHIEF STRATEGY OFFICER	Apr 10 '24	Sale	3.87	36,467	141,288	3,000	Apr 11 08:30 PM
Shakil Ian	CHIEF STRATEGY OFFICER	Apr 09 '24	Option Exercise	0.76	31,542	23,968	34,542	Apr 11 08:30 PM
Shakil Ian	CHIEF STRATEGY OFFICER	Apr 09 '24	Sale	4.14	31,542	130,521	3,000	Apr 11 08:30 PM
Shakil Ian	CHIEF STRATEGY OFFICER	Apr 08 '24	Option Exercise	0.64	28,563	18,280	40,780	Apr 09 08:49 PM
Shakil Ian	CHIEF STRATEGY OFFICER	Apr 08 '24	Sale	3.97	37,780	149,968	3,000	Apr 09 08:49 PM
Shakil Ian	CHIEF STRATEGY OFFICER	Apr 05 '24	Sale	4.03	51,387	207,233	12,217	Apr 09 08:49 PM
Shakil Ian	CHIEF STRATEGY OFFICER	Apr 04 '24	Sale	4.15	64,055	265,854	31,610	Apr 04 08:30 PM
Shakil Ian	CHIEF STRATEGY OFFICER	Apr 03 '24	Sale	4.11	45,906	188,600	95,665	Apr 04 08:30 PM
Shakil Ian	CHIEF STRATEGY OFFICER	Apr 02 '24	Sale	3.89	38,463	149,725	141,571	Apr 03 09:30 PM
Shakil Ian	CHIEF STRATEGY OFFICER	Apr 01 '24	Option Exercise	0.64	51,346	32,861	239,012	Apr 03 09:30 PM
Shakil Ian	CHIEF STRATEGY OFFICER	Apr 01 '24	Sale	3.91	58,978	230,384	180,034	Apr 03 09:30 PM
Shakil Ian	CHIEF STRATEGY OFFICER	Mar 28 '24	Sale	4.06	31,994	129,851	187,666	Apr 01 08:28 PM
Ginocchio Paul	CHIEF FINANCIAL OFFICER	Nov 22 '23	Buy	4.85	10,000	48,500	128,000	Nov 27 07:00 AM
Redmile Group, LLC	Director	Nov 20 '23	Buy	4.00	750,000	3,000,000	16,404,017	Nov 22 04:15 PM
Redmile Group, LLC	Director	Nov 20 '23	Buy	4.00	750,000	3,000,000	9,446,146	Nov 22 04:15 PM
Traylor Margie L.	Director	Jun 14 '23	Buy	4.51	26,530	119,649	47,331	Jun 16 05:50 PM

Open in Screener

FI

Fiserv, Inc.

May 17 • 04:00PM ET

152.71

Dollar change -0.13
Percentage change -0.09	%

Technology • Information Technology Services • USA • NYSE

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

Held by: VTI VOO IVV VUG VTV JEPI IWD VFH USMV RSP

Index	S&P 500	P/E	28.59	EPS (ttm)	5.34	Insider Own	0.80%	Shs Outstand	594.00M	Perf Week	-0.98%
Market Cap	89.35B	Forward P/E	15.09	EPS next Y	10.12	Insider Trans	-8.71%	Shs Float	580.44M	Perf Month	3.95%
Income	3.24B	PEG	1.84	EPS next Q	2.10	Inst Own	92.53%	Short Float	1.46%	Perf Quarter	3.15%
Sales	19.43B	P/S	4.60	EPS this Y	15.85%	Inst Trans	-0.55%	Short Ratio	3.36	Perf Half Y	21.93%
Book/sh	49.15	P/B	3.11	EPS next Y	16.20%	ROA	3.83%	Short Interest	8.46M	Perf Year	27.59%
Cash/sh	2.07	P/C	73.60	EPS next 5Y	15.54%	ROE	11.01%	52W Range	109.11 - 159.99	Perf YTD	14.96%
Dividend Est.	-	P/FCF	25.40	EPS past 5Y	11.66%	ROI	6.16%	52W High	-4.55%	Beta	0.93
Dividend TTM	-	Quick Ratio	1.06	Sales past 5Y	29.39%	Gross Margin	60.55%	52W Low	39.95%	ATR (14)	2.44
Dividend Ex-Date	-	Current Ratio	1.06	EPS Y/Y TTM	41.14%	Oper. Margin	26.22%	RSI (14)	50.16	Volatility	1.44% 1.67%
Employees	42000	Debt/Eq	0.85	Sales Y/Y TTM	7.07%	Profit Margin	16.68%	Recom	1.59	Target Price	173.29
Option/Short	Yes / Yes	LT Debt/Eq	0.82	EPS Q/Q	38.56%	Payout	0.00%	Rel Volume	1.21	Prev Close	152.84
Sales Surprise	-0.51%	EPS Surprise	5.12%	Sales Q/Q	7.39%	Earnings	Apr 23 BMO	Avg Volume	2.52M	Price	152.71
SMA20	0.17%	SMA50	-0.29%	SMA200	13.55%	Trades		Volume	3,047,271	Change	-0.09%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-11-24	Upgrade	Oppenheimer	Perform → Outperform	$168
Jan-10-24	Upgrade	Exane BNP Paribas	Neutral → Outperform
Jan-08-24	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$180
Dec-05-23	Initiated	BMO Capital Markets	Outperform	$152
Oct-20-23	Resumed	UBS	Buy	$140
Oct-12-23	Initiated	Seaport Research Partners	Neutral
Oct-06-23	Initiated	TD Cowen	Outperform	$136
Oct-02-23	Initiated	Monness Crespi & Hardt	Neutral
Jun-23-23	Initiated	B. Riley Securities	Buy	$148
Jan-09-23	Downgrade	Wells Fargo	Equal Weight → Underweight	$106 → $101
Oct-12-22	Downgrade	Atlantic Equities	Overweight → Neutral	$130 → $105
Aug-11-22	Upgrade	Evercore ISI	In-line → Outperform
Jul-14-22	Downgrade	Wells Fargo	Overweight → Equal Weight	$123 → $97
May-18-22	Initiated	Goldman	Neutral	$108
May-03-22	Initiated	Loop Capital	Buy	$125
Apr-12-22	Downgrade	Cowen	Outperform → Market Perform	$144 → $126
Apr-06-22	Initiated	Stephens	Equal-Weight	$110
Apr-05-22	Initiated	Wells Fargo	Overweight	$122
Jan-14-22	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
Jan-12-22	Downgrade	Jefferies	Buy → Hold	$120 → $115

Show Previous Ratings

May-16-24 08:30AM	Fiserv University Offers Role-Specific Learning, Technology Optimization Training and Consulting to Financial Institutions (Business Wire)
May-14-24 09:40AM	Here's Why Fiserv (FI) is a Strong Value Stock (Zacks)
May-13-24 10:40AM	Fiserv to Present at Upcoming Investor Conferences (Business Wire)
May-12-24 05:23PM	20 Largest Publicly Traded Financial Companies in the US (Insider Monkey)
May-11-24 06:14AM	3 Blue-Chip Tech Stocks Attracting Institutional Investor Attention (InvestorPlace)
05:57PM	Loading…
May-08-24 05:57PM	Consumers cash in on gift cards and loyalty programmes (Electronic Payments)
08:30AM	WaFd Bank to Streamline Payments for Small Businesses with CashFlow Central from Fiserv (Business Wire)
May-07-24 06:00AM	The 7 Best Fintech Stocks to Buy in May 2024 (InvestorPlace)
May-03-24 07:17PM	Fiserv Small Business Index for April: sales at retail and service businesses up; discretionary spend down (Electronic Payments)
08:30AM	Fiserv Small Business Index for April 2024: Sales at Retail and Service Businesses Grow, Discretionary Spend Slows (Business Wire)
May-02-24 12:26PM	20 Fastest Growing Fintech Companies In 2024 (Insider Monkey)
Apr-26-24 12:22PM	Autonomous Research Adjusts Fiserv Price Target to $169 From $172 (MT Newswires)
Apr-25-24 12:24PM	BNP Paribas Exane Raises Fiserv's Price Target to $172 From $170, Outperform Rating Maintained (MT Newswires)
09:40AM	Why Fiserv (FI) is a Top Value Stock for the Long-Term (Zacks)
Apr-24-24 08:42AM	--Wolfe Adjusts Price Target on Fiserv to $175 From $165 (MT Newswires)
08:41AM	Loading…
08:41AM	Fiserv, Inc. (NYSE:FI) Q1 2024 Earnings Call Transcript (Insider Monkey)
07:13AM	--Evercore ISI Adjusts Fiserv Price Target to $200 From $185 (MT Newswires)
03:01AM	Fiserv Inc (FI) (Q1 2024) Earnings Call Transcript Highlights: Strong Growth and Expanding Margins (GuruFocus.com)
Apr-23-24 02:14PM	--B. Riley Raises Fiserv Price Target to $180 from $176 (MT Newswires)
01:38PM	Consumers spending and showing resilience, says Fiserv's Frank Bisignano (CNBC TV)
12:27PM	Fiserv (FI) Q1 Earnings Surpass Estimates, Revenues Miss (Zacks)
11:53AM	FI Stock Earnings: Fiserv Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
11:37AM	Analyst Report: Fiserv, Inc. (Morningstar Research)
11:22AM	Update: Fiserv Q1 Adjusted Earnings, Revenue Up; Raises 2024 Adjusted EPS Guidance; Shares Rise (MT Newswires)
10:40AM	Update: Wedbush Raises Fiserv's Price Target to $160 From $150 After 'Strong' Q1 Results, Keeps Outperform Rating (MT Newswires)
09:30AM	Here's What Key Metrics Tell Us About Fiserv (FI) Q1 Earnings (Zacks)
07:38AM	Fiserv Q1 Adjusted Earnings, Revenue Up; Raises 2024 Adjusted EPS Guidance (MT Newswires)
07:33AM	Fiserv Raises 2024 Adj. Earnings Outlook (RTT News)
07:13AM	Fiserv: Q1 Earnings Snapshot (Associated Press Finance)
07:01AM	Fiserv Reports First Quarter 2024 Results (Business Wire)
08:30AM	Loading…
Apr-22-24 08:30AM	Genesis Bank and Fiserv Announce Genesis For Good Catalyst Empowerment Grant Program (Business Wire)
Apr-19-24 08:36AM	Why Fiserv (FI) Might Surprise This Earnings Season (Zacks)
Apr-18-24 12:08PM	Fiserv (FI) to Report Q1 Earnings: What's in the Offing? (Zacks)
09:15AM	Gear Up for Fiserv (FI) Q1 Earnings: Wall Street Estimates for Key Metrics (Zacks)
Apr-17-24 05:47PM	Fiserv Meets Growing Appetite for Self-Service Technology in the Restaurant Industry with Launch of Clover Kiosk (Business Wire)
02:53PM	Fiserv Corporate Social Responsibility Report Highlights Progress on Commitment to Sustainable Business (Business Wire)
12:10PM	Why Fiserv (FI) Could Beat Earnings Estimates Again (Zacks)
10:56AM	Will Fiserv (FI) Continue Its Impressive Long-Term Track Record? (Insider Monkey)
08:53AM	Mitek Systems, Inc. (NASDAQ:MITK) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-16-24 10:00AM	Fiserv (FI) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
04:13AM	14 Best 52-Week High Stocks To Invest In Now (Insider Monkey)
Apr-09-24 12:43PM	Fiserv to Release First Quarter Earnings Results on April 23, 2024 (Business Wire)
Apr-08-24 07:54AM	What Makes Fiserv (FI) an Attractive Investment? (Insider Monkey)
Apr-04-24 08:30AM	Fiserv Small Business Index for March 2024: Seasonal Factors Impact Small Business Sales as Spring Arrives (Business Wire)
Mar-26-24 02:10PM	Fiserv Named One of Americas Most Innovative Companies by Fortune for Second Consecutive Year (Business Wire)
10:00AM	Here's Why Investors Should Retain Fiserv (FI) Stock for Now (Zacks)
Mar-18-24 04:02PM	Shift4 Tumbles On Report CEO Rejects Buyout Offers As Too Low (Investor's Business Daily)
Mar-17-24 11:43AM	5 Best Diversified Bank Stocks to Invest In (Insider Monkey)
Mar-14-24 04:55PM	Analyst Report: Fiserv, Inc. (Morningstar Research)
Mar-13-24 09:40AM	Here's Why Fiserv (FI) is a Strong Value Stock (Zacks)
06:50AM	Fiserv Appoints Ajei Gopal to Board of Directors (Business Wire)
Mar-07-24 11:31AM	Why Is Fiserv (FI) Up 5.6% Since Last Earnings Report? (Zacks)
08:01AM	Fiserv to Present at Upcoming Investor Conferences (Business Wire)
Mar-04-24 09:14PM	Fiserv Index: Small business sales increased in February (Chain Store Age)
11:50AM	Fiserv CEO: The consumer is back and spending as we predicted (CNBC TV)
09:05AM	Fiserv Unveils New Global Headquarters in Downtown Milwaukee (Business Wire)
08:30AM	Fiserv Small Business Index for February 2024: Small Business Sales Leap on Strong Consumer Spending (Business Wire)
Feb-29-24 01:57AM	16 Best Future Stocks For The Long Term (Insider Monkey)
Feb-28-24 03:19PM	How Shift4 CEO's Voting Power Holds Key To Company Being Bought (Investor's Business Daily)
03:12PM	Shift4 Pops On Report That Fiserv, Amadeus To Make Competing Bids (Investor's Business Daily)
02:08PM	Exclusive-Fiserv, Amadeus vie to acquire Shift4 Payments, sources say (Reuters)
Feb-27-24 07:30AM	ZSuite Tech Accelerates Access to Escrow Innovation for Financial Institutions Via AppMarket from Fiserv (PR Newswire)
Feb-23-24 12:01AM	Decoding Fiserv Inc (FI): A Strategic SWOT Insight (GuruFocus.com)
Feb-22-24 12:40PM	Fiserv to Present at Upcoming Investor Conferences (Business Wire)
09:40AM	Why Fiserv (FI) is a Top Value Stock for the Long-Term (Zacks)
Feb-20-24 08:53AM	Genesis Bank and Fiserv Partner to Strengthen Small Businesses in Local Communities (Business Wire)
08:30AM	Genesis Bank Partners With Fiserv to Support Businesses in Low- and Moderate-Income Communities (Business Wire)
07:00AM	Empowering Lenders: Scienaptic AI Integrates with Loan Director from Fiserv to Redefine Credit Decisioning (Business Wire)
Feb-19-24 06:50AM	Fiserv Appoints Lance Fritz to Board of Directors (Business Wire)
Feb-17-24 12:30AM	Fiserv (FI) Gained 18% In Q4 (Insider Monkey)
Feb-14-24 07:00AM	Fiserv Expands In-Person Bill Payment Network to NCR Atleos ATMs (Business Wire)
Feb-13-24 09:50AM	Here's Why Fiserv (FI) is a Strong Momentum Stock (Zacks)
Feb-07-24 09:43AM	Fiserv, Inc. (NYSE:FI) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-06-24 11:41PM	Q4 2023 Fiserv Inc Earnings Call (Thomson Reuters StreetEvents)
12:48PM	Fiserv CEO: We are focused on how we use AI to help our clients run their businesses better (CNBC TV)
11:31AM	Analyst Report: Fiserv, Inc. (Morningstar Research)
10:55AM	Fiserv's (FI) Q4 Earnings Surpass Estimates, Revenues Miss (Zacks)
09:30AM	Fiserv (FI) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
08:15AM	Fiserv (FI) Beats Q4 Earnings Estimates (Zacks)
07:22AM	Fiserv: Q4 Earnings Snapshot (Associated Press Finance)
07:01AM	Fiserv Reports Fourth Quarter and Full Year 2023 Results (Business Wire)
Feb-05-24 08:58AM	Is a Surprise Coming for Fiserv (FI) This Earnings Season? (Zacks)
08:30AM	Fiserv Small Business Index for January 2024: Consumer Spending Steady to Start New Year (Business Wire)
Feb-01-24 09:15AM	Gear Up for Fiserv (FI) Q4 Earnings: Wall Street Estimates for Key Metrics (Zacks)
09:00AM	BentoBox Introduces the BentoBox Marketing & Commerce Platform, An All-In-One Restaurant Commerce Engine (PR Newswire)
Jan-31-24 01:35PM	Fiserv Earns Fortune Worlds Most Admired Companies Distinction (Business Wire)
08:17AM	Fiserv (FI) to Report Q4 Earnings: What's in the Offing? (Zacks)
Jan-30-24 10:00AM	Fiserv (FI) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Jan-22-24 08:30AM	uChoose Rewards Members Can Now Pay with Points at the Pump at bp and Amoco Stations (Business Wire)
08:01AM	Fiserv to Release Fourth Quarter and Full Year Earnings Results on February 6, 2024 (Business Wire)
Jan-17-24 10:45AM	Fiserv Stock Joins Rank Of Stocks With 95-Plus Composite Rating (Investor's Business Daily)
Jan-15-24 09:50AM	Why Fiserv (FI) is a Top Momentum Stock for the Long-Term (Zacks)
Jan-09-24 11:42AM	Fiserv CEO on new monthly index based on small business activity (CNBC TV)
11:10AM	Fiserv Launches First-of-its-Kind Index to Measure U.S. Small Business Performance at National, State, and Industry Levels (Business Wire)
Jan-05-24 06:20AM	Fintech Frontiers: 7 Innovative Stocks Reshaping Finance in 2024 (InvestorPlace)
Jan-04-24 05:53PM	The road ahead for new PayPal CEO Alex Chriss (Yahoo Finance Video)
10:24AM	Here's Why Fiserv (FI) Stock is an Attractive Pick Right Now (Zacks)
Dec-30-23 12:43AM	Fiserv Inc EVP, Head of GBS Suzan Kereere Sells 1,633 Shares (GuruFocus.com)
Dec-28-23 05:02PM	Fiserv Inc CFO Robert Hau Sells 188,088 Shares (GuruFocus.com)
Dec-27-23 10:42AM	First Solar to sell up to $700 million in IRA tax credits to Fiserv (Reuters)

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Chiarello Guy	Chief Operating Officer	May 15 '24	Option Exercise	52.81	24,000	1,267,440	187,699	May 17 04:20 PM
Chiarello Guy	Chief Operating Officer	May 15 '24	Sale	154.56	24,000	3,709,358	163,699	May 17 04:20 PM
Simons Doyle	Director	Apr 30 '24	Option Exercise	29.95	7,096	212,525	114,212	May 01 04:10 PM
Chiarello Guy	Chief Operating Officer	Apr 15 '24	Option Exercise	46.97	23,929	1,123,945	187,628	Apr 16 04:52 PM
Chiarello Guy	Chief Operating Officer	Apr 15 '24	Sale	151.79	23,929	3,632,143	163,699	Apr 16 04:52 PM
Chiarello Guy	Chief Operating Officer	Mar 20 '24	Option Exercise	52.81	63,646	3,361,145	227,345	Mar 21 04:40 PM
Chiarello Guy	Chief Operating Officer	Mar 20 '24	Sale	154.00	63,646	9,801,484	163,699	Mar 21 04:40 PM
Chiarello Guy	Chief Operating Officer	Mar 15 '24	Option Exercise	46.97	24,000	1,127,280	187,699	Mar 18 04:17 PM
Chiarello Guy	Chief Operating Officer	Mar 15 '24	Sale	149.53	24,000	3,588,623	163,699	Mar 18 04:17 PM
Bisignano Frank	Chairman, President and CEO	Feb 23 '24	Option Exercise	50.28	573,766	28,849,200	3,403,074	Feb 27 04:46 PM
MILLER HEIDI	Director	Feb 07 '24	Option Exercise	41.75	47,929	2,001,036	75,773	Feb 09 04:27 PM
Kereere Suzan	EVP, Head of GBS	Dec 27 '23	Sale	132.88	1,633	216,993	47,792	Dec 28 06:50 PM
Hau Robert W.	Chief Financial Officer	Dec 26 '23	Option Exercise	49.21	188,088	9,255,810	321,579	Dec 27 04:19 PM
Hau Robert W.	Chief Financial Officer	Dec 26 '23	Sale	132.77	188,088	24,972,444	133,491	Dec 27 04:19 PM
Foskett Christopher M	Vice Chairman	Dec 13 '23	Option Exercise	41.75	25,429	1,061,661	123,094	Dec 14 04:50 PM
Foskett Christopher M	Vice Chairman	Dec 13 '23	Sale	135.00	25,429	3,432,915	97,665	Dec 14 04:50 PM
Chiarello Guy	Chief Operating Officer	Dec 12 '23	Option Exercise	52.81	80,000	4,224,800	226,856	Dec 13 04:15 PM
Chiarello Guy	Chief Operating Officer	Dec 12 '23	Sale	134.07	80,000	10,725,600	146,856	Dec 13 04:15 PM
Chiarello Guy	Chief Operating Officer	Dec 01 '23	Sale	129.91	6,750	876,892	146,856	Dec 04 04:12 PM
Best Kenneth	Chief Accounting Officer	Nov 28 '23	Sale	127.50	9,138	1,165,095	30,691	Nov 29 04:50 PM
Chiarello Guy	Chief Operating Officer	Nov 01 '23	Sale	113.90	6,750	768,825	153,606	Nov 02 04:23 PM
Chiarello Guy	Chief Operating Officer	Oct 02 '23	Sale	112.17	6,750	757,148	160,356	Oct 03 04:11 PM
Chiarello Guy	Chief Operating Officer	Sep 01 '23	Sale	121.92	6,750	822,960	167,106	Sep 05 04:30 PM
Chiarello Guy	Chief Operating Officer	Aug 01 '23	Sale	125.75	6,750	848,812	173,856	Aug 02 05:25 PM
Chiarello Guy	Chief Operating Officer	Jul 05 '23	Sale	124.58	6,750	840,915	180,606	Jul 06 04:30 PM

Held by: VTI VB VBR VBK VXF SCHA FYC SCHB FAD ISCV

Index	-	P/E	53.90	EPS (ttm)	0.07	Insider Own	53.36%	Shs Outstand	405.00M	Perf Week	7.65%
Market Cap	1.55B	Forward P/E	19.31	EPS next Y	0.20	Insider Trans	-1.04%	Shs Float	190.55M	Perf Month	-0.52%
Income	30.10M	PEG	-	EPS next Q	0.04	Inst Own	42.37%	Short Float	1.59%	Perf Quarter	-14.03%
Sales	903.19M	P/S	1.72	EPS this Y	252.68%	Inst Trans	95.79%	Short Ratio	6.45	Perf Half Y	-13.64%
Book/sh	1.57	P/B	2.42	EPS next Y	11.60%	ROA	1.19%	Short Interest	3.02M	Perf Year	-38.21%
Cash/sh	0.34	P/C	11.19	EPS next 5Y	-	ROE	4.99%	52W Range	3.41 - 7.35	Perf YTD	-27.62%
Dividend Est.	-	P/FCF	24.62	EPS past 5Y	-	ROI	1.46%	52W High	-48.30%	Beta	2.11
Dividend TTM	-	Quick Ratio	0.86	Sales past 5Y	-0.07%	Gross Margin	64.53%	52W Low	11.44%	ATR (14)	0.20
Dividend Ex-Date	-	Current Ratio	0.86	EPS Y/Y TTM	132.31%	Oper. Margin	18.92%	RSI (14)	46.82	Volatility	4.59% 4.75%
Employees	1700	Debt/Eq	2.23	Sales Y/Y TTM	29.47%	Profit Margin	3.33%	Recom	1.86	Target Price	6.03
Option/Short	Yes / Yes	LT Debt/Eq	2.22	EPS Q/Q	390.91%	Payout	0.00%	Rel Volume	0.74	Prev Close	3.80
Sales Surprise	-1.48%	EPS Surprise	-8.81%	Sales Q/Q	-5.67%	Earnings	May 09 AMC	Avg Volume	468.58K	Price	3.80
SMA20	-1.23%	SMA50	-8.49%	SMA200	-19.68%	Trades		Volume	348,012	Change	0.00%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-03-23	Downgrade	Redburn Atlantic	Overweight → Neutral	$6
Aug-16-23	Upgrade	Imperial Capital	In-line → Outperform	$5.75
May-08-23	Initiated	JP Morgan	Neutral	$6
Apr-28-23	Initiated	Imperial Capital	In-line	$6.25
Dec-22-22	Initiated	Wedbush	Outperform	$6
Nov-23-22	Upgrade	Redburn	Neutral → Buy
Nov-15-22	Upgrade	Citigroup	Neutral → Buy	$33 → $8
Oct-11-22	Upgrade	The Benchmark Company	Hold → Buy	$9
Sep-29-22	Initiated	Goldman	Neutral	$8
Sep-20-22	Initiated	Macquarie	Neutral	$8.25
Aug-17-22	Initiated	Citigroup	Neutral	$33
Aug-11-22	Downgrade	The Benchmark Company	Buy → Hold

Show Previous Ratings

May-15-24 06:30AM	3 Unbeatable Stocks to Ride the AI Wave Long-Term (InvestorPlace)
May-09-24 04:07PM	Getty Images Reports First Quarter 2024 Results (GlobeNewswire)
Apr-30-24 08:59AM	Nearly 90% of Consumers Want Transparency on AI Images finds Getty Images Report (GlobeNewswire) -6.60%
Apr-29-24 08:57AM	Getty Images Selected as Official Photographer of 2024 Met Gala (GlobeNewswire)
Apr-24-24 09:00AM	Getty Images to Capture Breathtaking Visuals From Across The Olympic Games Paris 2024 (GlobeNewswire)
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Apr-22-24 09:36AM	Getty Images to Release First Quarter 2024 Financial Results on May 9, 2024 (GlobeNewswire)
Apr-04-24 01:27PM	Getty Images (GETY) Boosts Creator Community With Latest Event (Zacks)
Apr-03-24 08:56AM	Getty Images Unveils ?reate By Getty Images Series to Foster Creative Excellence and Expertise (GlobeNewswire)
Apr-02-24 06:00AM	Getty Images Acquires Motorsport Images, a Specialist Motorsport Archive (GlobeNewswire)
Mar-27-24 08:56AM	Getty Images and United Football League Sign Multi-Year Renewal of Photography Partnership (GlobeNewswire) +7.04%
Mar-21-24 08:19AM	Jim Cramer Thinks AI Revolution Can Boost These 10 Stocks (Insider Monkey)
Mar-15-24 01:55PM	Getty Images Holdings, Inc. (NYSE:GETY) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-14-24 04:07PM	Getty Images Reports Fourth Quarter and Full Year 2023 Results (GlobeNewswire) -8.04%
Mar-13-24 08:57AM	Getty Images and iStock Transform Visual Content Discovery with Innovative AI-powered Search Experience (GlobeNewswire) +12.90%
Feb-29-24 03:57PM	15 Highest Paying Countries for Photographers (Insider Monkey)
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09:28AM	Jim Cramer's 10 New Stock Picks for March 2024 (Insider Monkey)
Feb-26-24 08:59AM	Getty Images to Release Fourth Quarter and Full Year 2023 Financial Results on March 14, 2024 (GlobeNewswire)
Feb-06-24 08:57AM	Getty Images Announced as Official Photographer of 2024 Fall/Winter NYFW: The Shows (GlobeNewswire)
Feb-01-24 08:58AM	$20,000 Awarded to Visionary Creators Transforming Representation in the Disability Community (GlobeNewswire)
Jan-31-24 08:57AM	Getty Images Announced as Official Photographer of the 66th GRAMMY Awards (GlobeNewswire)
Jan-08-24 11:30AM	Getty Images Launches Generative AI by iStock for Small Businesses, Designers and Marketers (GlobeNewswire)
Dec-28-23 08:57AM	Getty Images Announced as an Official Photo Distribution and Licensing Provider of the College Football Playoff (GlobeNewswire)
Dec-14-23 08:57AM	iStock Predicts Top Marketing Trends to Watch in 2024 (GlobeNewswire)
Dec-12-23 08:57AM	Getty Images Signs Esteemed Entertainment Contributor Eric Charbonneau (GlobeNewswire) -6.47%
Dec-07-23 08:57AM	Getty Images and the International Olympic Committee Sign Renewal Agreement (GlobeNewswire)
Dec-06-23 08:56AM	Getty Images and BBC Studios partner on platform enabling unprecedented access to BBC archive video (GlobeNewswire)
Nov-29-23 08:57AM	Getty Images, Crown + Conquer and Android Launch Third Annual Editorial Entertainment Photography Internship (GlobeNewswire)
Nov-16-23 08:57AM	Getty Images: 2023 Year In Review (GlobeNewswire)
Nov-14-23 04:07PM	Getty Images Reports Third Quarter 2023 Results (GlobeNewswire) +7.71%
09:00AM	Omnicom Receives First-Mover Access to Generative AI by Getty Images (PR Newswire)
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Oct-31-23 09:07AM	WARRANT HOLDERS WIN $51 MILLION IN SUIT AGAINST GETTY IMAGES FOR INTERFERENCE WITH THE EXERCISE OF THEIR WARRANTS (PR Newswire)
Oct-30-23 08:57AM	Getty Images and Verizon Shift the Lens on Disability Representation with $20,000 Creative Grant (GlobeNewswire)
Oct-26-23 08:57AM	Getty Images to Release Third Quarter 2023 Financial Results on November 14, 2023 (GlobeNewswire)
Oct-25-23 08:57PM	New Research from Getty Images Shows that Visual Representation of Asian Communities in APAC Advertising Remains Stereotypical (GlobeNewswire)
Oct-19-23 08:58AM	From Prep to Prosper: iStock Reveals How SMBs Can Conquer the Holiday Hustle (GlobeNewswire) -8.32%
Oct-06-23 08:57AM	Jackson State University and Getty Images celebrate the storied history of the HBCU's homecoming with new photography exhibit (GlobeNewswire)
Oct-05-23 08:55AM	Getty Images Named Authorized Photographic Agency of the ICC Men's Cricket World Cup 2023 (GlobeNewswire)
Oct-03-23 09:54AM	HP Inc. upgraded, Airbnb downgraded: Wall Street's top analyst calls (The Fly) -12.34%
Oct-02-23 11:27AM	Denny's Awards Outstanding Students with Inaugural Stipend Through Its Hungry for Education Scholarship Program (GlobeNewswire)
Sep-28-23 08:57AM	Getty Images Renewed as Official Photographic Partner of Major League Baseball (GlobeNewswire)
Sep-25-23 05:06PM	Getty Images partnering with Nvidia over AI image generator (Yahoo Finance Video)
08:58AM	Getty Images Launches Commercially Safe Generative AI Offering (GlobeNewswire)
Sep-14-23 04:01PM	Strong Dollar Cuts Into Companies Overseas Revenue (The Wall Street Journal) +7.02%
Aug-30-23 08:57AM	Getty Images to Participate at the Citi 2023 Global Technology Conference (GlobeNewswire)
Aug-29-23 08:57AM	Getty Images Announced as Official Photographer of 2024 Spring/Summer NYFW: The Shows (GlobeNewswire)
Aug-23-23 08:57AM	Getty Images and Dove Support Inclusive Visual Stories of Womens Health Through #ShowUs Grant (GlobeNewswire)
Aug-22-23 08:57AM	Global Travelers Speak: New iStock Research Unveils Crucial Factors Shaping Travelers Purchasing Decisions Worldwide (GlobeNewswire)
Aug-15-23 12:31PM	Getty Images Posts a Loss and Cuts Its Outlook as Hollywood Strikes Impact Revenue (Investopedia) -6.59%
10:20AM	Getty Images stock sinks on slashed outlook, earnings miss (Yahoo Finance Video)
Aug-14-23 04:07PM	Getty Images Reports Preliminary Second Quarter 2023 Results (GlobeNewswire)
Aug-09-23 08:57AM	Leading Media Organizations Call for Global AI Policy to Protect Editorial Integrity (GlobeNewswire)
Jul-26-23 08:57AM	Getty Images to Release Second Quarter 2023 Financial Results on August 14, 2023 (GlobeNewswire)
Jul-12-23 08:57AM	U.S. Soccer Announces New Multi-Year Joint Photography Partnership with Getty Images and International Sports Images (GlobeNewswire)
Jul-11-23 09:12AM	Visualizing Equality: iStock's Study Reveals Low Female Representation in Sports Visuals (GlobeNewswire)
Jun-20-23 09:30AM	Hiki and Getty Images Campaign Combats Visual Stereotypes of the Autistic Community (PR Newswire)
Jun-14-23 08:57AM	Getty Images and Dove Elevate Visual Representation of Womens Health Through #ShowUs Grant (GlobeNewswire)
Jun-13-23 08:56AM	iStock Tips for Avoiding Tokenistic and Stereotypical Representation of the LGBTQ+ Community (GlobeNewswire) -6.64%
Jun-01-23 07:57AM	Getty Images and iStock Empower Emerging Creatives Through New Accelerator Program (GlobeNewswire)
May-16-23 08:57AM	From Isolation to Connection: 5 Tips for SMBs to Thrive in the New Era of Wellness (GlobeNewswire)
May-11-23 05:42PM	Stocks moving in after-hours: News Corp, Getty (Yahoo Finance)
05:01PM	Stocks moving in after hours: News Corp., Getty Images (Yahoo Finance Video)
04:07PM	Getty Images Reports First Quarter 2023 Results (GlobeNewswire)
May-10-23 01:47PM	From Storytelling to Sales: New Study Shows Why Video is the Ultimate Tool for Marketers in 2023 (GlobeNewswire)
08:00AM	Getty Images Holdings, Inc. Announces Amended and Upsized $150 Million Revolving Credit Facility (GlobeNewswire)
May-03-23 08:57AM	Surviving and Thriving: Strategies for Small Business Success in the Post-Pandemic World (GlobeNewswire)
Apr-26-23 08:59AM	Getty Images to Release First Quarter 2023 Financial Results on May 11, 2023 (GlobeNewswire)
Apr-25-23 04:10PM	Getty Images Response to Unsolicited, Non-Binding, Highly Conditional Proposal from Trillium Capital LLC (GlobeNewswire)
Apr-24-23 05:43PM	Getty Images Shares Soar on Buyout Offer (Investopedia) +31.03%
03:56PM	Getty Images stock soars on proposed acquisition from Trillium Capital (Yahoo Finance Video)
12:02PM	Getty Images Stock Surges on Buyout Bid. Why the Offer Is No Sure Thing. (Barrons.com)
09:50AM	Getty Images stock surges on Trillium Capital buyout proposal (Yahoo Finance Video)
08:30AM	TRILLIUM CAPITAL ISSSUES PROPOSAL TO ACQUIRE GETTY IMAGES FOR $10 PER SHARE (PR Newswire)
Apr-17-23 07:00AM	TRILLIUM CAPITAL OUTLINES PATH FOR REVENUE GROWTH FOR GETTY (PR Newswire)
Apr-14-23 07:00AM	TRILLIUM CAPITAL REQUESTS SEAT ON GETTY IMAGES BOARD OF DIRECTORS (PR Newswire)
Apr-13-23 07:00AM	TRILLIUM CAPITAL PROPOSES GETTY IMAGES HIRE INVESTMENT BANKING FIRM (PR Newswire)
Apr-11-23 07:00AM	TRILLIUM CAPITAL ISSUES OPEN LETTER TO GETTY IMAGES BOARD (PR Newswire)
Apr-07-23 02:48PM	Unlocking Human Creativity with AI: How Artificial Intelligence Will Transform the Creative Process (Yahoo Finance Video)
Apr-06-23 08:00AM	Getty Images and Sky News Renew Exclusive Global Partnership (GlobeNewswire) +8.19%
Mar-16-23 10:08AM	Billionaire David Rubenstein Loaded Up on These 2 Beaten-Down Stocks Heres Why They Could Bounce Back (TipRanks)
Mar-13-23 04:05PM	Getty Images Reports Fourth Quarter and Full Year 2022 Results (GlobeNewswire)
Mar-07-23 08:06AM	Candy Digital and Getty Images Partner to Release First Ever Digital Archival Collectibles Showcasing Rare Imagery of 1970s Music Icons (GlobeNewswire)
Feb-22-23 08:00AM	Getty Images to Release Fourth Quarter and Full Year 2022 Financial Results on March 13, 2023 (GlobeNewswire) +6.98%
Feb-09-23 07:58AM	New iStock Research Revealed, Despite Economic Uncertainty, 6 out of 10 are Excited About a Tech-Enabled Future (GlobeNewswire)
Dec-12-22 08:57AM	iStock Unveils Visual Marketing Trends for 2023 (GlobeNewswire)
Nov-30-22 03:32AM	Musk urges Apple to publish list of 'censorship actions' as spat deepens - live updates (The Telegraph)
Nov-21-22 08:57AM	Getty Images: 2022 Year in Review (GlobeNewswire)
Nov-17-22 08:03AM	Getty Images and BAFTA announce new Official House Photography Partnership (GlobeNewswire)
Nov-15-22 01:28PM	SeeHer and Getty Images Launch Second Edition of Imagery Toolkit to Diversify Representation of Women and Girls (Business Wire) -15.93%
09:49AM	Getty Images stock sinks on revenue miss (Yahoo Finance Video)
08:04AM	Getty Images and BBC Studios Renew Five Year Global Representation Partnership (GlobeNewswire)
08:00AM	Getty Images to Participate at the 2nd Annual Needham Consumer Tech / E-Commerce Virtual Conference (GlobeNewswire)
Nov-14-22 04:06PM	Getty Images Reports Third Quarter 2022 Results (GlobeNewswire) +31.26%
Oct-27-22 08:00AM	iStock: Three Tips to Help SMBs Future-Proof Marketing In A Time Of Recession (GlobeNewswire)
Oct-25-22 08:58AM	BRIA Partners with Getty Images to Transform Visual Content Through Responsible AI (GlobeNewswire)
08:00AM	Getty Images to Release Third Quarter 2022 Financial Results on November 14, 2022 (GlobeNewswire)
Oct-19-22 08:00AM	Getty Images and GLAAD Challenge Global Creatives to Break Visual Stereotypes Faced by the LGBTQ+ Community (GlobeNewswire)
Oct-10-22 09:00AM	iStock Research Reveals Gen Z and Millennials Care Less About Job Security, 1 in 3 just Want Better Work-Life Balance (GlobeNewswire)
Oct-05-22 08:57AM	Unsplash launches Unsplash+, a new unlimited subscription offering exclusive content (GlobeNewswire)
Sep-27-22 08:13AM	10 classic interior design looks that are always in fashion (Yahoo Finance UK)
Sep-19-22 09:00AM	Getty Images Announces Redemption of Outstanding Warrants (GlobeNewswire)

Getty Images Holdings, Inc. operates as a visual content creator and marketplace. It offers creative and editorial content solutions through its brands Getty Images, iStock, and Unsplash. The company was founded by Mark Harris Getty on March 14, 1995 and is headquartered in Seattle, WA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Chu Chinh	Director	Apr 29 '24	Sale	4.00	3,937	15,763	8,430,000	Apr 30 04:30 PM
Chu Chinh	Director	Apr 26 '24	Sale	4.01	5,201	20,836	8,433,937	Apr 30 04:30 PM
Chu Chinh	Director	Apr 24 '24	Sale	4.01	7,700	30,915	8,439,138	Apr 25 04:30 PM
Chu Chinh	Director	Apr 23 '24	Sale	4.02	14,027	56,445	8,446,838	Apr 25 04:30 PM
Chu Chinh	Director	Apr 12 '24	Sale	4.01	1,544	6,195	8,460,865	Apr 15 04:30 PM
Chu Chinh	Director	Apr 11 '24	Sale	4.04	38,488	155,484	8,462,409	Apr 15 04:30 PM
Chu Chinh	Director	Apr 09 '24	Sale	4.03	39,122	157,556	8,500,897	Apr 11 05:08 PM
Chu Chinh	Director	Apr 08 '24	Sale	4.00	10,121	40,507	8,540,019	Apr 09 04:30 PM
Chu Chinh	Director	Apr 05 '24	Sale	4.01	14,707	58,996	8,550,140	Apr 09 04:30 PM
Chu Chinh	Director	Apr 04 '24	Sale	4.09	43,378	177,221	8,564,847	Apr 05 04:30 PM
Chu Chinh	Director	Apr 03 '24	Sale	4.11	88,573	364,239	8,608,225	Apr 05 04:30 PM
Chu Chinh	Director	Apr 02 '24	Sale	4.02	28,027	112,702	8,696,798	Apr 03 04:30 PM
Chu Chinh	Director	Apr 01 '24	Sale	4.08	94,000	383,576	8,724,825	Apr 03 04:30 PM
Chu Chinh	Director	Mar 28 '24	Sale	4.14	92,029	381,083	8,818,825	Apr 01 05:04 PM
KLEIN JONATHAN D	Director	Mar 27 '24	Option Exercise	2.81	143,212	402,633	3,899,817	Mar 29 04:30 PM
Chu Chinh	Director	Mar 27 '24	Sale	4.19	213,811	896,082	8,910,854	Mar 28 04:30 PM
Chu Chinh	Director	Mar 26 '24	Sale	4.04	66,184	267,708	9,124,665	Mar 28 04:30 PM
Peters Craig Warren	Chief Executive Officer	Mar 25 '24	Sale	4.41	155,515	685,821	1,244,048	Mar 27 04:30 PM
Chu Chinh	Director	Mar 25 '24	Sale	4.14	117,739	487,534	9,190,849	Mar 26 04:30 PM
Kellough Kjelti Wilkes	General Counsel	Mar 25 '24	Sale	4.41	38,996	171,972	255,023	Mar 27 04:30 PM
Farhall Grant	Chief Product Officer	Mar 25 '24	Sale	4.41	38,996	171,972	242,926	Mar 27 04:30 PM
Leyden Jennifer	Chief Financial Officer	Mar 25 '24	Sale	4.41	36,544	161,159	264,678	Mar 27 04:30 PM
Foca Gene	Chief Marketing Officer	Mar 25 '24	Sale	4.41	29,289	129,164	430,973	Mar 27 04:30 PM
Mainardis Kenneth Arrigo	Senior Vice President	Mar 25 '24	Sale	4.41	28,946	127,652	220,494	Mar 27 04:30 PM
Mikael Cho	Senior Vice President	Mar 25 '24	Sale	4.41	27,073	119,392	117,194	Mar 27 04:30 PM
Orlowsky Peter	Senior Vice President	Mar 25 '24	Sale	4.41	20,467	90,259	191,405	Mar 27 04:30 PM
Gandert Nathaniel	Chief Technology Officer	Mar 25 '24	Sale	4.41	19,785	87,252	482,809	Mar 27 04:30 PM
Mikael Cho	Senior Vice President	Mar 25 '24	Sale	4.41	13,538	59,703	99,850	Mar 27 04:30 PM
Vaughan Elizabeth Anne	Chief People Officer	Mar 25 '24	Sale	4.41	12,368	54,543	240,224	Mar 27 04:30 PM
Teaster Michael	Chief of Staff	Mar 25 '24	Sale	4.41	6,186	27,280	230,227	Mar 27 04:30 PM
Chu Chinh	Director	Mar 22 '24	Sale	4.39	95,924	420,771	9,308,588	Mar 26 04:30 PM
Chu Chinh	Director	Mar 21 '24	Sale	4.81	193,670	930,836	9,404,512	Mar 22 05:14 PM
Hoel Chris	Chief Accounting Officer	Mar 20 '24	Option Exercise	3.13	32,663	102,235	86,289	Mar 22 04:30 PM
Orlowsky Peter	Senior Vice President	Mar 20 '24	Option Exercise	1.96	12,596	24,688	234,451	Mar 22 04:30 PM
Chu Chinh	Director	Mar 20 '24	Sale	4.95	238,520	1,179,529	9,598,182	Mar 22 05:14 PM
Leyden Jennifer	Chief Financial Officer	Mar 20 '24	Sale	4.96	37,448	185,742	301,222	Mar 22 04:30 PM
Hoel Chris	Chief Accounting Officer	Mar 20 '24	Sale	5.00	32,663	163,315	53,626	Mar 22 04:30 PM
Mikael Cho	Senior Vice President	Mar 20 '24	Sale	4.98	31,621	157,473	144,267	Mar 22 04:30 PM
Orlowsky Peter	Senior Vice President	Mar 20 '24	Sale	4.96	22,579	111,992	211,872	Mar 22 04:30 PM
Mainardis Kenneth Arrigo	Senior Vice President	Mar 20 '24	Sale	5.00	12,120	60,600	249,440	Mar 22 04:30 PM
Hoel Chris	Chief Accounting Officer	Mar 18 '24	Option Exercise	3.13	500	1,565	54,126	Mar 20 04:30 PM
Mainardis Kenneth Arrigo	Senior Vice President	Mar 18 '24	Sale	4.64	33,177	153,941	261,560	Mar 20 04:30 PM
Mikael Cho	Senior Vice President	Mar 18 '24	Sale	4.60	16,963	78,030	113,388	Mar 20 04:30 PM
Mikael Cho	Senior Vice President	Mar 18 '24	Sale	4.59	16,963	77,860	175,888	Mar 20 04:30 PM
Hoel Chris	Chief Accounting Officer	Mar 18 '24	Sale	5.02	500	2,510	53,626	Mar 20 04:30 PM
Weston Daine Marc	Senior VP, Ecommerce	Mar 11 '24	Sale	4.78	861	4,116	100,764	Mar 13 04:30 PM
Hoel Chris	Chief Accounting Officer	Mar 11 '24	Sale	4.78	652	3,117	53,626	Mar 13 04:30 PM
Peters Craig Warren	Chief Executive Officer	Dec 21 '23	Option Exercise	2.74	76,986	210,942	1,297,155	Dec 26 05:01 PM
Peters Craig Warren	Chief Executive Officer	Dec 21 '23	Sale	5.20	76,986	400,327	1,220,169	Dec 26 05:01 PM
Peters Craig Warren	Chief Executive Officer	Dec 20 '23	Option Exercise	2.74	31,219	85,540	1,251,388	Dec 21 04:42 PM
Peters Craig Warren	Chief Executive Officer	Dec 20 '23	Sale	5.06	31,219	157,968	1,220,169	Dec 21 04:42 PM
Peters Craig Warren	Chief Executive Officer	Dec 19 '23	Option Exercise	2.74	26,593	72,865	1,246,762	Dec 21 04:42 PM
Peters Craig Warren	Chief Executive Officer	Dec 19 '23	Sale	5.00	26,593	132,965	1,220,169	Dec 21 04:42 PM
Orlowsky Peter	Senior Vice President	Dec 14 '23	Option Exercise	1.96	5,468	10,717	204,281	Dec 15 04:30 PM
Orlowsky Peter	Senior Vice President	Dec 14 '23	Sale	5.03	5,468	27,504	198,813	Dec 15 04:30 PM
Orlowsky Peter	Senior Vice President	Dec 13 '23	Option Exercise	1.96	32,472	63,645	231,285	Dec 14 04:30 PM
Orlowsky Peter	Senior Vice President	Dec 13 '23	Sale	5.03	32,472	163,334	198,813	Dec 14 04:30 PM
Orlowsky Peter	Senior Vice President	Dec 12 '23	Option Exercise	1.96	6,683	13,099	205,496	Dec 14 04:30 PM
Orlowsky Peter	Senior Vice President	Dec 12 '23	Sale	5.04	6,683	33,682	198,813	Dec 14 04:30 PM
Weston Daine Marc	Senior VP, Ecommerce	Dec 08 '23	Sale	5.33	848	4,520	102,232	Dec 12 04:30 PM
Hoel Chris	Chief Accounting Officer	Dec 08 '23	Sale	5.33	528	2,814	48,048	Dec 12 04:30 PM
Peters Craig Warren	Chief Executive Officer	Nov 30 '23	Option Exercise	2.74	1,400	3,836	1,221,569	Dec 04 04:30 PM
Orlowsky Peter	Senior Vice President	Nov 30 '23	Option Exercise	1.96	1,500	2,940	200,313	Dec 04 04:30 PM
Orlowsky Peter	Senior Vice President	Nov 30 '23	Sale	5.00	1,500	7,500	198,813	Dec 04 04:30 PM
Peters Craig Warren	Chief Executive Officer	Nov 30 '23	Sale	5.00	1,400	7,000	1,220,169	Dec 04 04:30 PM
Orlowsky Peter	Senior Vice President	Nov 29 '23	Option Exercise	1.96	181	355	198,994	Nov 30 04:30 PM
Orlowsky Peter	Senior Vice President	Nov 29 '23	Sale	5.00	181	905	198,813	Nov 30 04:30 PM
Peters Craig Warren	Chief Executive Officer	Nov 28 '23	Option Exercise	2.74	3,802	10,417	1,223,971	Nov 30 04:30 PM
Orlowsky Peter	Senior Vice President	Nov 28 '23	Option Exercise	1.96	3,696	7,244	202,509	Nov 30 04:30 PM
Peters Craig Warren	Chief Executive Officer	Nov 28 '23	Sale	5.02	3,802	19,086	1,220,169	Nov 30 04:30 PM
Orlowsky Peter	Senior Vice President	Nov 28 '23	Sale	5.02	3,696	18,554	198,813	Nov 30 04:30 PM
Hoel Chris	Chief Accounting Officer	Nov 27 '23	Option Exercise	3.13	62,865	196,767	111,441	Nov 29 04:30 PM
Hoel Chris	Chief Accounting Officer	Nov 27 '23	Sale	5.05	62,865	317,468	48,576	Nov 29 04:30 PM
Peters Craig Warren	Chief Executive Officer	Oct 18 '23	Option Exercise	2.74	46,275	126,794	1,121,210	Oct 19 04:30 PM
Peters Craig Warren	Chief Executive Officer	Oct 18 '23	Sale	5.36	46,275	248,034	1,074,935	Oct 19 04:30 PM
Peters Craig Warren	Chief Executive Officer	Oct 17 '23	Option Exercise	2.74	23,725	65,007	1,098,660	Oct 19 04:30 PM
Peters Craig Warren	Chief Executive Officer	Oct 17 '23	Sale	5.62	23,725	133,334	1,074,935	Oct 19 04:30 PM
Vaughan Elizabeth Anne	Chief People Officer	Oct 03 '23	Option Exercise	2.74	50,000	137,000	246,464	Oct 05 04:30 PM
Foca Gene	Chief Marketing Officer	Oct 03 '23	Option Exercise	2.74	50,000	137,000	385,956	Oct 05 04:30 PM
Orlowsky Peter	Senior Vice President	Oct 03 '23	Option Exercise	1.96	25,000	49,000	202,272	Oct 05 04:30 PM
Foca Gene	Chief Marketing Officer	Oct 03 '23	Sale	5.60	50,000	280,000	335,956	Oct 05 04:30 PM
Vaughan Elizabeth Anne	Chief People Officer	Oct 03 '23	Sale	5.60	50,000	280,000	196,464	Oct 05 04:30 PM
Orlowsky Peter	Senior Vice President	Oct 03 '23	Sale	5.54	25,000	138,500	177,272	Oct 05 04:30 PM
Mikael Cho	Senior Vice President	Sep 20 '23	Option Exercise	3.33	437,901	1,458,210	534,326	Sep 21 04:52 PM
Peters Craig Warren	Chief Executive Officer	Sep 20 '23	Option Exercise	2.74	47,450	130,013	1,122,385	Sep 21 04:50 PM
Saunders Andrew James	Senior Vice President	Sep 20 '23	Option Exercise	3.13	5,446	17,046	133,039	Sep 21 04:51 PM
Mikael Cho	Senior Vice President	Sep 20 '23	Sale	6.52	437,901	2,856,090	96,425	Sep 21 04:52 PM
Peters Craig Warren	Chief Executive Officer	Sep 20 '23	Sale	6.53	47,450	309,766	1,074,935	Sep 21 04:50 PM
Saunders Andrew James	Senior Vice President	Sep 20 '23	Sale	7.20	5,446	39,211	127,593	Sep 21 04:51 PM
Mikael Cho	Senior Vice President	Sep 19 '23	Option Exercise	3.33	200,915	669,047	297,340	Sep 21 04:52 PM
Peters Craig Warren	Chief Executive Officer	Sep 19 '23	Option Exercise	2.74	200,683	549,871	1,275,618	Sep 21 04:50 PM
Foca Gene	Chief Marketing Officer	Sep 19 '23	Option Exercise	2.74	200,000	548,000	535,956	Sep 21 04:51 PM
Mikael Cho	Senior Vice President	Sep 19 '23	Option Exercise	3.33	124,813	415,627	283,738	Sep 21 04:52 PM
Saunders Andrew James	Senior Vice President	Sep 19 '23	Option Exercise	3.13	94,554	295,954	222,147	Sep 21 04:51 PM
Vaughan Elizabeth Anne	Chief People Officer	Sep 19 '23	Option Exercise	2.74	100,000	274,000	296,464	Sep 21 05:02 PM
Farhall Grant	Chief Product Officer	Sep 19 '23	Option Exercise	3.13	25,241	79,004	266,201	Sep 21 05:03 PM
Mainardis Kenneth Arrigo	Senior Vice President	Sep 19 '23	Option Exercise	3.13	23,249	72,769	251,633	Sep 21 05:01 PM
Orlowsky Peter	Senior Vice President	Sep 19 '23	Option Exercise	1.96	12,350	24,206	189,622	Sep 21 04:52 PM
Mikael Cho	Senior Vice President	Sep 19 '23	Sale	7.14	200,915	1,434,533	96,425	Sep 21 04:52 PM
Peters Craig Warren	Chief Executive Officer	Sep 19 '23	Sale	7.14	200,683	1,432,877	1,074,935	Sep 21 04:50 PM

Open in Screener

SQSP

Squarespace Inc

May 17 • 04:00PM ET

43.81

Dollar change +0.56
Percentage change 1.29	%

Technology • Software - Infrastructure • USA • NYSE

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

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

Index	RUT	P/E	-	EPS (ttm)	-0.06	Insider Own	55.83%	Shs Outstand	88.55M	Perf Week	14.72%
Market Cap	6.02B	Forward P/E	37.90	EPS next Y	1.16	Insider Trans	-15.14%	Shs Float	60.98M	Perf Month	26.11%
Income	-7.44M	PEG	-	EPS next Q	0.20	Inst Own	38.10%	Short Float	6.41%	Perf Quarter	38.64%
Sales	1.06B	P/S	5.70	EPS this Y	2.61%	Inst Trans	-0.81%	Short Ratio	3.44	Perf Half Y	43.92%
Book/sh	-1.94	P/B	-	EPS next Y	51.22%	ROA	-0.87%	Short Interest	3.91M	Perf Year	54.92%
Cash/sh	2.38	P/C	18.37	EPS next 5Y	11.20%	ROE	-	52W Range	26.70 - 43.36	Perf YTD	32.72%
Dividend Est.	-	P/FCF	25.63	EPS past 5Y	59.30%	ROI	-2.24%	52W High	1.04%	Beta	0.62
Dividend TTM	-	Quick Ratio	0.70	Sales past 5Y	20.43%	Gross Margin	75.93%	52W Low	64.08%	ATR (14)	1.16
Dividend Ex-Date	-	Current Ratio	0.70	EPS Y/Y TTM	95.35%	Oper. Margin	6.38%	RSI (14)	78.30	Volatility	0.61% 2.58%
Employees	1749	Debt/Eq	-	Sales Y/Y TTM	17.88%	Profit Margin	-0.70%	Recom	2.47	Target Price	43.62
Option/Short	Yes / Yes	LT Debt/Eq	-	EPS Q/Q	-72.97%	Payout	-	Rel Volume	1.69	Prev Close	43.25
Sales Surprise	1.74%	EPS Surprise	-100.00%	Sales Q/Q	18.61%	Earnings	May 07 BMO	Avg Volume	1.14M	Price	43.81
SMA20	17.61%	SMA50	21.91%	SMA200	38.04%	Trades		Volume	1,917,359	Change	1.29%

Date	Action	Analyst	Rating Change	Price Target Change
May-10-24	Upgrade	Mizuho	Neutral → Buy	$34 → $50
Mar-27-24	Resumed	Raymond James	Outperform	$40
Mar-04-24	Upgrade	Robert W. Baird	Neutral → Outperform	$30 → $39
Jan-24-24	Upgrade	JMP Securities	Mkt Perform → Mkt Outperform	$40
Oct-24-23	Initiated	Seaport Research Partners	Buy	$35
Sep-26-23	Resumed	BofA Securities	Buy	$35
Sep-22-23	Initiated	UBS	Buy	$40
Aug-09-23	Reiterated	Mizuho	Neutral	$28 → $32
Aug-09-23	Reiterated	Goldman	Neutral	$30 → $34
Aug-09-23	Reiterated	Barclays	Equal Weight	$29 → $33
Jul-27-23	Initiated	DA Davidson	Buy	$40
Jun-28-23	Initiated	B. Riley Securities	Buy	$40
May-10-23	Reiterated	RBC Capital Mkts	Sector Perform	$26 → $30
May-10-23	Reiterated	Mizuho	Neutral	$26 → $28
May-10-23	Reiterated	Goldman	Neutral	$27 → $30
May-10-23	Reiterated	Credit Suisse	Neutral	$28 → $30
May-10-23	Reiterated	Barclays	Equal Weight	$28 → $30
Apr-25-23	Upgrade	Citigroup	Neutral → Buy	$30 → $40
Apr-11-23	Initiated	Robert W. Baird	Neutral	$34
Jan-20-23	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight

Show Previous Ratings

May-16-24 07:45AM	Squarespace Shareholders Seeking More Money Should Contact Julie & Holleman Regarding Sale Permira (PR Newswire)
May-15-24 08:38AM	SHAREHOLDER INVESTIGATION ALERT Investigation of the Permira Buyout of Squarespace Inc SQSP by Leading Law Firm BFA LLP Investors Urged to Contact the Firm (Newsfile)
07:20AM	Seaport Global Downgrades Squarespace to Neutral From Buy (MT Newswires)
03:26AM	Squarespace Insider Sold Shares Worth $4,315,000, According to a Recent SEC Filing (MT Newswires)
02:42AM	Insider Sale: Chief Product Officer Paul Gubbay Sells 2,500 Shares of Squarespace Inc (SQSP) (GuruFocus.com)
02:42AM	Loading…
02:42AM	Director Jonathan Klein Sells 100,000 Shares of Squarespace Inc (SQSP) (GuruFocus.com)
May-14-24 10:17AM	UBS Downgrades Squarespace to Neutral From Buy, Raises Price Target to $44 From $43 (MT Newswires)
May-13-24 09:04PM	SQUARESPACE, INC. (SQSP) ACQUISITION ALERT: Is Permira's Offer of $44 Per SQSP Share a Fair Deal? Bleichmar Fonti & Auld LLP is Currently Investigating the Acquisition (Newsfile) +13.25%
05:08PM	Private Credit Trio Extends $2.7 Billion Squarespace Funding (Bloomberg)
01:59PM	Stocks to Watch Monday: GameStop, AMC, Incyte, Kraft Heinz (The Wall Street Journal)
01:53PM	Squarespace going private in $6.9 billion deal with Permira (Quartz)
01:23PM	Airline strike threat as pilots reject £200,000 pay deal (The Telegraph)
01:23PM	Squarespace to Go Private in $6.6 Billion Permira Takeover (The Wall Street Journal)
01:23PM	Squarespace Intends to Go Private in $6.6 Billion Permira Takeover (The Wall Street Journal)
12:47PM	Top Stock Movers Now: GameStop, Intel, Uber, and More (Investopedia)
12:41PM	Loading…
12:41PM	Incyte, Squarespace rise; Chimera Investment, Amazon fall, Monday, 5/13/2024 (Associated Press Finance)
12:27PM	Top Midday Stories: Return of 'Roaring Kitty' Lifts GameStop Shares; Intel, Apollo Near Deal on Ireland Plant; BHP Latest Offer Rejected by Anglo American; Squarespace Acquired by Permira; Amazon Autonomous Driving Under Probe (MT Newswires)
12:23PM	Tech Stocks on the Move Today: Squarespace, Arm, and More (Investopedia)
12:21PM	Why Is Squarespace (SQSP) Stock Rocketing Higher Today (StockStory)
11:39AM	Analyst Report: Squarespace, Inc. (Morningstar Research)
11:25AM	Squarespace to Go Private in Years Second Biggest LBO (Bloomberg)
11:17AM	Blast From the Past: Former Meme KOSS Stock Soars on Roaring Kitty News (InvestorPlace)
10:55AM	The $11 Billion Reason Intel (INTC) Stock Is Up Today (InvestorPlace)
10:39AM	Johnson & Johnson Is Officially Getting Out of Kenvue (KVUE) Stock (InvestorPlace)
10:20AM	Squarespace (SQSP) Stock Climbs 13% on $6.9 Billion Deal to Go Private (InvestorPlace)
10:19AM	Squarespace Stock Pops. Its Being Taken Private in $6.9 Billion Deal. (Barrons.com)
10:14AM	Squarespace Stock Jumps as PE Firm Permira Buys It for $6.9B (Investopedia)
10:02AM	Squarespace stock pops 13% because it's going private (Quartz)
09:32AM	Baird Downgrades Squarespace to Neutral From Outperform, Trims Price Target to $44 From $45 (MT Newswires)
09:17AM	Sector Update: Tech Stocks Advance Pre-Bell Monday (MT Newswires)
08:49AM	Loading…
08:49AM	Sector Update: Tech (MT Newswires)
08:42AM	Squarespace to Be Taken Private by Permira in $6.9 Billion Cash Deal (MT Newswires)
08:18AM	Software company Squarespace being taken private by Permira in $6.9 billion deal (Associated Press Finance)
08:14AM	Update: Squarespace Shares Rise Pre-Bell Amid $6.90 Billion Go-Private Deal With Permira (MT Newswires)
07:04AM	Squarespace to go private in all-cash deal valued at $6.9 bln (Reuters)
07:00AM	Squarespace to Go Private in $6.9B All-Cash Transaction with Permira (PR Newswire)
May-08-24 03:55PM	Squarespace, Inc. (NYSE:SQSP) Q1 2024 Earnings Call Transcript (Insider Monkey)
10:12AM	Piper Sandler Adjusts Price Target on Squarespace to $45 From $40, Keeps Overweight Rating (MT Newswires)
09:51AM	Piper Sandler Adjusts Price Target on Squarespace to $45 From $40, Maintains Overweight Rating (MT Newswires)
03:18AM	Squarespace Inc (SQSP) Q1 2024 Earnings Call Transcript Highlights: Robust Growth and Strategic ... (GuruFocus.com)
May-07-24 05:04PM	Analyst Report: Squarespace, Inc. (Morningstar Research)
10:54AM	SQSP Stock Earnings: Squarespace Beats Revenue for Q1 2024 (InvestorPlace)
09:30AM	Squarespace (SQSP) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
07:32AM	Squarespace Inc (SQSP) Q1 2024 Earnings: Meets Revenue Expectations, Posts Marginal Profit (GuruFocus.com)
07:15AM	Squarespace (SQSP) Reports Break-Even Earnings for Q1 (Zacks)
06:19AM	Squarespace (NYSE:SQSP) Posts Better-Than-Expected Sales In Q1, Provides Optimistic Full-Year Guidance (StockStory)
06:08AM	Squarespace Announces First Quarter 2024 Financial Results (PR Newswire)
May-06-24 03:05AM	Squarespace (SQSP) Reports Q1: Everything You Need To Know Ahead Of Earnings (StockStory)
Apr-30-24 04:37PM	Squarespace Insider Sold Shares Worth $2,398,606, According to a Recent SEC Filing (MT Newswires)
Apr-15-24 12:21PM	Spotting Winners: BigCommerce (NASDAQ:BIGC) And E-commerce Software Stocks In Q4 (StockStory)
Apr-12-24 07:00PM	Director Jonathan Klein Sells 47,247 Shares of Squarespace Inc (SQSP) (GuruFocus.com)
Apr-11-24 04:54AM	Q4 Rundown: VeriSign (NASDAQ:VRSN) Vs Other E-commerce Software Stocks (StockStory)
Apr-09-24 04:04PM	Squarespace to Announce First Quarter 2024 Financial Results on May 7, 2024 (PR Newswire)
05:03AM	Spotting Winners: Shopify (NYSE:SHOP) And E-commerce Software Stocks In Q4 (StockStory)
Apr-08-24 07:01PM	Director Jonathan Klein Sells Shares of Squarespace Inc (SQSP) (GuruFocus.com)
Apr-04-24 06:00PM	Squarespace (SQSP) Stock Moves -0.66%: What You Should Know (Zacks)
04:49AM	Q4 Earnings Highlights: Wix (NASDAQ:WIX) Vs The Rest Of The E-commerce Software Stocks (StockStory)
Apr-01-24 07:25AM	Q4 E-commerce Software Earnings Review: First Prize Goes to Squarespace (NYSE:SQSP) (StockStory)
Mar-29-24 07:45AM	Spotting Winners: GoDaddy (NYSE:GDDY) And E-commerce Software Stocks In Q4 (StockStory)
Mar-26-24 06:00PM	Here's Why Squarespace (SQSP) Fell More Than Broader Market (Zacks)
Mar-25-24 07:01PM	Insider Sell: CFO Nathan Gooden Sells 5,129 Shares of Squarespace Inc (SQSP) (GuruFocus.com)
Mar-22-24 03:25PM	Corporate Insiders are Dumping These 11 Tech Stocks (Insider Monkey)
Mar-20-24 08:29PM	Fuel Me Secures $18 Million in Oversubscribed Series A to Redefine Fuel Procurement as We Know It (PR Newswire)
06:00PM	Squarespace (SQSP) Stock Falls Amid Market Uptick: What Investors Need to Know (Zacks)
Mar-05-24 11:28PM	Chief Product Officer Paul Gubbay Sells 10,000 Shares of Squarespace Inc (SQSP) (GuruFocus.com)
Feb-29-24 11:40AM	Squarespace, Inc. (NYSE:SQSP) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-28-24 10:17PM	Analyst Report: Squarespace, Inc. (Morningstar Research)
10:16PM	Q4 2023 Squarespace Inc Earnings Call (Thomson Reuters StreetEvents)
09:30AM	Compared to Estimates, Squarespace (SQSP) Q4 Earnings: A Look at Key Metrics (Zacks)
06:32AM	Squarespace Inc (SQSP) Surpasses $1 Billion in Revenue, Announces Share Repurchase Program (GuruFocus.com)
06:27AM	Squarespace: Q4 Earnings Snapshot (Associated Press Finance)
06:15AM	Squarespace (NYSE:SQSP) Surprises With Q4 Sales, Outlook For Next Year Is Optimistic (StockStory)
06:08AM	Squarespace Announces Fourth Quarter and Full Year 2023 Financial Results and $500 Million Share Repurchase Authorization (PR Newswire)
Feb-27-24 03:22PM	Oppenheimer's Ari Wald shares bullish sentiment on Squarespace (CNBC TV)
02:00AM	Squarespace (SQSP) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
Feb-26-24 06:57PM	Analyst Report: Squarespace, Inc. (Morningstar Research)
Feb-23-24 11:24PM	Squarespace Inc CFO Nathan Gooden Sells 5,129 Shares (GuruFocus.com)
09:15AM	Ahead of Squarespace (SQSP) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics (Zacks)
Feb-22-24 04:08PM	Squarespace to Participate at the Morgan Stanley Technology, Media & Telecom Conference (PR Newswire)
Feb-21-24 05:50PM	Squarespace (SQSP) Stock Sinks As Market Gains: What You Should Know (Zacks)
Feb-15-24 05:50PM	Squarespace (SQSP) Increases Yet Falls Behind Market: What Investors Need to Know (Zacks)
Feb-12-24 04:14PM	Three-Stock Lunch: DoorDash, Uber and Squarespace (CNBC TV)
Feb-08-24 05:50PM	Squarespace (SQSP) Stock Sinks As Market Gains: What You Should Know (Zacks)
Feb-07-24 09:02AM	Hello Down There: Squarespace Teams Up with Martin Scorsese for its 2024 Super Bowl Campaign (PR Newswire)
Feb-02-24 05:50PM	Squarespace (SQSP) Rises But Trails Market: What Investors Should Know (Zacks)
Feb-01-24 06:00PM	Squarespace (SQSP) Ascends But Remains Behind Market: Some Facts to Note (Zacks)
Jan-26-24 02:27AM	Q3 Rundown: VeriSign (NASDAQ:VRSN) Vs Other E-commerce Software Stocks (StockStory)
Jan-25-24 06:00PM	Squarespace (SQSP) Stock Drops Despite Market Gains: Important Facts to Note (Zacks)
08:42AM	10 Stocks Receiving a Massive Vote of Approval From Wall Street Analysts (Insider Monkey)
Jan-23-24 05:06AM	Reflecting On E-commerce Software Stocks Q3 Earnings: Wix (NASDAQ:WIX) (StockStory)
Jan-22-24 04:04PM	Squarespace to Announce Fourth Quarter and Fiscal Year 2023 Financial Results on February 28, 2024 (PR Newswire)
Jan-19-24 06:00PM	Squarespace (SQSP) Surpasses Market Returns: Some Facts Worth Knowing (Zacks)
Jan-17-24 12:53PM	Tock Launches Multi-Experience Tables to Enhance Restaurant Offerings (Exec Edge)
Jan-10-24 06:00PM	Squarespace (SQSP) Laps the Stock Market: Here's Why (Zacks)
04:02AM	E-commerce Software Stocks Q3 Teardown: Squarespace (NYSE:SQSP) Vs The Rest (StockStory)
Jan-09-24 04:53AM	Q3 E-commerce Software Earnings Review: First Prize Goes to Shopify (NYSE:SHOP) (StockStory)
Jan-08-24 10:15AM	E-commerce Software Stocks Q3 Recap: Benchmarking BigCommerce (NASDAQ:BIGC) (StockStory)
Jan-03-24 07:06PM	Analyst Report: Squarespace, Inc. (Morningstar Research)
Dec-27-23 07:00PM	Analyst Report: Squarespace, Inc. (Morningstar Research)
Dec-24-23 09:01AM	Squarespace Inc CFO Nathan Gooden Sells 9,635 Shares (GuruFocus.com)

Squarespace, Inc. operates as a digital publishing and e-commerce software platform. The firm serves the bloggers, artists, restaurants, and musicians. The company was founded by Anthony Casalena in 2003 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
KLEIN JONATHAN D	Director	May 13 '24	Sale	43.15	100,000	4,315,000	504,133	May 14 06:00 PM
Gubbay Paul	Chief Product Officer	May 13 '24	Sale	43.21	2,500	108,025	41,186	May 14 05:50 PM
Casalena Anthony	Chief Executive Officer	May 10 '24	Sale	37.91	107,946	4,092,139	2,598,389	May 13 04:45 PM
Casalena Anthony	Chief Executive Officer	May 09 '24	Sale	36.87	66,983	2,469,482	2,706,335	May 13 04:45 PM
Casalena Anthony	Chief Executive Officer	Apr 29 '24	Sale	35.62	27,240	970,289	2,773,318	Apr 30 04:18 PM
Casalena Anthony	Chief Executive Officer	Apr 26 '24	Sale	35.54	40,189	1,428,317	2,800,558	Apr 30 04:18 PM
Casalena Anthony	Chief Executive Officer	Apr 16 '24	Sale	35.53	36,360	1,291,871	2,840,747	Apr 17 04:47 PM
Casalena Anthony	Chief Executive Officer	Apr 15 '24	Sale	35.57	45,389	1,614,675	2,877,107	Apr 17 04:47 PM
Gubbay Paul	Chief Product Officer	Apr 12 '24	Sale	36.81	2,500	92,025	43,686	Apr 16 04:27 PM
KLEIN JONATHAN D	Director	Apr 11 '24	Sale	37.65	47,247	1,778,850	604,133	Apr 12 04:30 PM
KLEIN JONATHAN D	Director	Apr 08 '24	Sale	37.50	700	26,250	651,380	Apr 08 04:56 PM
KLEIN JONATHAN D	Director	Apr 04 '24	Sale	37.52	2,053	77,029	652,080	Apr 08 04:56 PM
Casalena Anthony	Chief Executive Officer	Apr 03 '24	Sale	36.50	30,576	1,116,024	2,922,496	Apr 04 04:41 PM
Casalena Anthony	Chief Executive Officer	Apr 02 '24	Sale	36.24	51,878	1,880,059	2,953,072	Apr 04 04:41 PM
Gooden Nathan	Chief Financial Officer	Mar 21 '24	Sale	35.07	5,129	179,874	61,374	Mar 25 05:02 PM
Casalena Anthony	Chief Executive Officer	Mar 20 '24	Sale	34.27	94,013	3,222,054	3,004,950	Mar 21 04:08 PM
Casalena Anthony	Chief Executive Officer	Mar 19 '24	Sale	34.25	100,228	3,432,977	3,098,963	Mar 21 04:08 PM
O'Connor Courtenay	General Counsel and Secretary	Mar 14 '24	Sale	32.02	20,622	660,316	44,189	Mar 18 04:47 PM
Casalena Anthony	Chief Executive Officer	Mar 07 '24	Sale	32.02	80,202	2,568,406	3,199,191	Mar 08 04:51 PM
Casalena Anthony	Chief Executive Officer	Mar 06 '24	Sale	31.46	51,278	1,613,206	3,279,393	Mar 08 04:51 PM
Gubbay Paul	Chief Product Officer	Mar 04 '24	Sale	32.75	10,000	327,500	46,186	Mar 05 05:05 PM
Casalena Anthony	Chief Executive Officer	Feb 23 '24	Sale	32.13	57,608	1,851,149	3,330,671	Feb 26 04:14 PM
Casalena Anthony	Chief Executive Officer	Feb 22 '24	Sale	31.83	67,230	2,139,931	3,388,279	Feb 26 04:14 PM
Gooden Nathan	Chief Financial Officer	Feb 22 '24	Sale	31.85	5,129	163,359	66,503	Feb 23 04:22 PM
Gubbay Paul	Chief Product Officer	Feb 21 '24	Option Exercise	0.00	12,699	0	63,004	Feb 22 05:48 PM
Gooden Nathan	Chief Financial Officer	Feb 21 '24	Option Exercise	0.00	24,527	0	84,154	Feb 22 05:44 PM
O'Connor Courtenay	General Counsel and Secretary	Feb 21 '24	Option Exercise	0.00	12,987	0	71,993	Feb 22 05:39 PM
O'Connor Courtenay	General Counsel and Secretary	Feb 20 '24	Option Exercise	0.00	35,768	0	74,152	Feb 22 05:39 PM
Gooden Nathan	Chief Financial Officer	Feb 20 '24	Option Exercise	0.00	32,350	0	71,462	Feb 22 05:44 PM
Gubbay Paul	Chief Product Officer	Feb 20 '24	Option Exercise	0.00	29,711	0	62,747	Feb 22 05:48 PM
Casalena Anthony	Chief Executive Officer	Feb 09 '24	Sale	32.40	39,587	1,282,619	3,455,509	Feb 12 04:49 PM
Casalena Anthony	Chief Executive Officer	Feb 08 '24	Sale	31.90	26,800	854,806	3,495,096	Feb 12 04:49 PM
Casalena Anthony	Chief Executive Officer	Jan 29 '24	Sale	32.36	66,420	2,149,351	3,521,896	Jan 30 04:32 PM
Casalena Anthony	Chief Executive Officer	Jan 26 '24	Sale	32.71	59,935	1,960,474	3,588,316	Jan 30 04:32 PM
Casalena Anthony	Chief Executive Officer	Jan 16 '24	Sale	31.64	43,539	1,377,574	3,648,251	Jan 17 06:34 PM
Casalena Anthony	Chief Executive Officer	Jan 12 '24	Sale	32.11	36,349	1,167,166	3,691,790	Jan 17 06:34 PM
Casalena Anthony	Chief Executive Officer	Jan 02 '24	Sale	31.70	40,835	1,294,470	3,728,139	Jan 03 04:22 PM
Casalena Anthony	Chief Executive Officer	Dec 29 '23	Sale	33.25	22,949	763,054	3,768,974	Jan 03 04:22 PM
Gooden Nathan	Chief Financial Officer	Dec 21 '23	Sale	30.01	9,635	289,146	39,112	Dec 22 04:28 PM
Gooden Nathan	Chief Financial Officer	Dec 20 '23	Sale	30.02	9,621	288,822	48,747	Dec 21 04:21 PM
Gooden Nathan	Chief Financial Officer	Dec 19 '23	Sale	30.00	300	9,000	58,368	Dec 21 04:21 PM
Casalena Anthony	Chief Executive Officer	Dec 18 '23	Sale	28.98	32,184	932,692	3,791,923	Dec 19 07:14 PM
Casalena Anthony	Chief Executive Officer	Dec 15 '23	Sale	28.57	67,352	1,924,247	3,824,107	Dec 19 07:14 PM
Gooden Nathan	Chief Financial Officer	Dec 14 '23	Sale	28.71	19,555	561,424	58,668	Dec 15 04:21 PM
Casalena Anthony	Chief Executive Officer	Dec 05 '23	Sale	28.24	45,435	1,283,084	3,891,459	Dec 06 05:02 PM
Casalena Anthony	Chief Executive Officer	Dec 04 '23	Sale	28.55	45,029	1,285,578	3,936,894	Dec 06 05:02 PM
Casalena Anthony	Chief Executive Officer	Nov 27 '23	Sale	28.08	41,711	1,171,245	3,981,923	Nov 28 04:29 PM
Casalena Anthony	Chief Executive Officer	Nov 24 '23	Sale	28.27	22,172	626,802	4,023,634	Nov 28 04:29 PM
O'Connor Courtenay	General Counsel and Secretary	Nov 24 '23	Sale	28.27	1,566	44,271	38,384	Nov 27 04:40 PM
Gubbay Paul	Chief Product Officer	Nov 20 '23	Option Exercise	0.00	4,122	0	35,316	Nov 22 04:13 PM
O'Connor Courtenay	General Counsel and Secretary	Nov 20 '23	Option Exercise	0.00	3,504	0	41,888	Nov 22 04:13 PM
Gooden Nathan	Chief Financial Officer	Nov 20 '23	Option Exercise	0.00	150,970	0	150,970	Nov 22 04:13 PM
General Atlantic (SQRS) LP	Director	Nov 20 '23	Sale	29.50	6,000,000	177,000,000	10,627,824	Nov 20 05:41 PM
GENERAL ATLANTIC, L.P.	Director	Nov 20 '23	Sale	29.50	6,000,000	177,000,000	10,627,824	Nov 20 05:40 PM
Casalena Anthony	Chief Executive Officer	Oct 31 '23	Sale	28.39	18,630	528,906	4,127,970	Nov 01 04:56 PM
Casalena Anthony	Chief Executive Officer	Oct 30 '23	Sale	28.33	42,013	1,190,228	4,146,600	Nov 01 04:56 PM
Casalena Anthony	Chief Executive Officer	Oct 18 '23	Sale	29.80	21,193	631,551	4,188,613	Oct 19 05:28 PM
Casalena Anthony	Chief Executive Officer	Oct 17 '23	Sale	30.16	19,780	596,565	4,209,806	Oct 19 05:28 PM
Casalena Anthony	Chief Executive Officer	Oct 05 '23	Sale	28.74	26,705	767,502	4,229,586	Oct 06 04:43 PM
Casalena Anthony	Chief Executive Officer	Oct 04 '23	Sale	28.57	21,679	619,369	4,256,291	Oct 06 04:43 PM
Casalena Anthony	Chief Executive Officer	Sep 22 '23	Sale	28.70	71,720	2,058,364	4,277,970	Sep 25 07:51 PM
Casalena Anthony	Chief Executive Officer	Sep 21 '23	Sale	28.02	11,189	313,516	4,349,690	Sep 25 07:51 PM
General Atlantic (SQRS) LP	Director	Sep 15 '23	Sale	27.84	5,750,000	160,080,000	16,627,824	Sep 19 03:40 PM
GENERAL ATLANTIC, L.P.	Director	Sep 15 '23	Sale	27.84	5,750,000	160,080,000	16,627,824	Sep 19 03:39 PM
Casalena Anthony	Chief Executive Officer	Sep 11 '23	Sale	31.36	18,813	589,976	4,360,879	Sep 13 06:26 PM
Casalena Anthony	Chief Executive Officer	Sep 08 '23	Sale	32.27	14,688	473,982	4,379,692	Sep 11 04:55 PM
Casalena Anthony	Chief Executive Officer	Aug 28 '23	Sale	29.11	30,910	899,790	4,394,380	Aug 29 06:19 PM
Casalena Anthony	Chief Executive Officer	Aug 25 '23	Sale	29.07	42,220	1,227,335	4,425,290	Aug 28 04:45 PM
O'Connor Courtenay	General Counsel and Secretary	Aug 24 '23	Sale	29.18	1,749	51,036	38,384	Aug 25 04:22 PM
Gubbay Paul	Chief Product Officer	Aug 21 '23	Option Exercise	0.00	20,861	0	41,224	Aug 23 06:17 PM
O'Connor Courtenay	General Counsel and Secretary	Aug 21 '23	Option Exercise	0.00	3,504	0	41,888	Aug 23 06:03 PM
Gubbay Paul	Chief Product Officer	Aug 21 '23	Sale	30.34	4,876	147,938	20,363	Aug 22 04:39 PM
Casalena Anthony	Chief Executive Officer	Aug 15 '23	Sale	30.57	22,900	700,053	4,467,510	Aug 15 05:56 PM
Casalena Anthony	Chief Executive Officer	Aug 14 '23	Sale	31.07	32,998	1,025,248	4,490,410	Aug 15 05:56 PM
Casalena Anthony	Chief Executive Officer	Aug 02 '23	Sale	32.32	46,081	1,489,338	4,523,408	Aug 03 06:06 PM
Casalena Anthony	Chief Executive Officer	Aug 01 '23	Sale	32.88	52,546	1,727,712	4,569,489	Aug 02 04:26 PM
Casalena Anthony	Chief Executive Officer	Jul 20 '23	Sale	31.15	8,040	250,446	4,622,035	Jul 21 04:57 PM
Casalena Anthony	Chief Executive Officer	Jul 19 '23	Sale	31.37	42,036	1,318,797	4,630,075	Jul 21 04:57 PM
Casalena Anthony	Chief Executive Officer	Jul 07 '23	Sale	31.05	50,481	1,567,435	4,672,211	Jul 10 04:36 PM
Casalena Anthony	Chief Executive Officer	Jul 06 '23	Sale	30.81	57,483	1,771,051	4,722,692	Jul 10 04:36 PM
Casalena Anthony	Chief Executive Officer	Jun 23 '23	Sale	29.09	39,003	1,134,597	4,780,175	Jun 23 05:18 PM
Casalena Anthony	Chief Executive Officer	Jun 22 '23	Sale	29.91	37,515	1,122,074	4,819,178	Jun 23 05:18 PM
KLEIN JONATHAN D	Director	Jun 16 '23	Sale	33.60	50,000	1,680,159	654,133	Jun 20 04:38 PM
Gubbay Paul	Chief Product Officer	Jun 15 '23	Sale	30.21	10,124	305,846	25,239	Jun 16 04:50 PM
O'Connor Courtenay	General Counsel and Secretary	Jun 15 '23	Sale	31.26	6,825	213,350	31,391	Jun 16 04:49 PM
O'Connor Courtenay	General Counsel and Secretary	Jun 14 '23	Sale	30.55	2,091	63,880	38,216	Jun 16 04:49 PM
Casalena Anthony	Chief Executive Officer	Jun 09 '23	Sale	29.69	38,965	1,156,871	4,856,693	Jun 12 04:33 PM
Casalena Anthony	Chief Executive Officer	Jun 08 '23	Sale	30.13	34,517	1,039,997	4,895,658	Jun 12 04:33 PM
LEVY ANTON J	Director	Jun 02 '23	Option Exercise	0.00	12,451	0	16,751	Jun 05 05:21 PM
Landsman Liza	Director	Jun 02 '23	Option Exercise	0.00	12,451	0	34,337	Jun 05 05:49 PM
FLEISHER MICHAEL D	Director	Jun 02 '23	Option Exercise	0.00	12,451	0	66,854	Jun 05 05:47 PM
Montgomery Neela	Director	Jun 02 '23	Option Exercise	0.00	9,659	0	9,659	Jun 05 06:00 PM
KLEIN JONATHAN D	Director	Jun 02 '23	Option Exercise	0.00	12,451	0	704,133	Jun 05 06:01 PM
Braccia Andrew	Director	Jun 02 '23	Option Exercise	0.00	12,451	0	16,751	Jun 05 06:01 PM
O'Connor Courtenay	General Counsel and Secretary	May 22 '23	Option Exercise	0.00	3,504	0	41,720	May 24 04:04 PM
Gubbay Paul	Chief Product Officer	May 22 '23	Option Exercise	0.00	4,122	0	37,025	May 24 04:04 PM

Open in Screener

PAYO

Payoneer Global Inc

May 17 • 04:00PM ET

5.87

Dollar change +0.01
Percentage change 0.17	%

Technology • Software - Infrastructure • USA • NASD

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

Held by: IJR VTI IWM VB VXF VBK IWO IJR IJS SCHA

Index	RUT	P/E	19.65	EPS (ttm)	0.30	Insider Own	23.25%	Shs Outstand	357.59M	Perf Week	0.51%
Market Cap	2.19B	Forward P/E	19.16	EPS next Y	0.31	Insider Trans	-2.78%	Shs Float	287.58M	Perf Month	21.03%
Income	114.37M	PEG	-	EPS next Q	0.05	Inst Own	62.99%	Short Float	4.36%	Perf Quarter	8.50%
Sales	867.27M	P/S	2.53	EPS this Y	-7.29%	Inst Trans	1.61%	Short Ratio	4.73	Perf Half Y	2.98%
Book/sh	1.86	P/B	3.16	EPS next Y	37.70%	ROA	1.76%	Short Interest	12.53M	Perf Year	31.32%
Cash/sh	1.59	P/C	3.68	EPS next 5Y	-	ROE	18.47%	52W Range	4.02 - 6.48	Perf YTD	12.67%
Dividend Est.	-	P/FCF	11.74	EPS past 5Y	-	ROI	16.51%	52W High	-9.41%	Beta	0.84
Dividend TTM	-	Quick Ratio	1.09	Sales past 5Y	26.58%	Gross Margin	81.87%	52W Low	46.02%	ATR (14)	0.18
Dividend Ex-Date	-	Current Ratio	1.09	EPS Y/Y TTM	556.18%	Oper. Margin	15.28%	RSI (14)	73.34	Volatility	2.38% 3.23%
Employees	2167	Debt/Eq	0.06	Sales Y/Y TTM	27.04%	Profit Margin	13.19%	Recom	1.00	Target Price	7.50
Option/Short	Yes / Yes	LT Debt/Eq	0.05	EPS Q/Q	275.00%	Payout	0.00%	Rel Volume	0.85	Prev Close	5.86
Sales Surprise	7.84%	EPS Surprise	48.98%	Sales Q/Q	18.84%	Earnings	May 08 BMO	Avg Volume	2.65M	Price	5.87
SMA20	10.62%	SMA50	18.50%	SMA200	10.07%	Trades		Volume	2,243,604	Change	0.17%

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

Show Previous Ratings

May-17-24 03:01AM	Director Avi Zeevi Sells 26,264 Shares of Payoneer Global Inc (PAYO) (GuruFocus.com)
May-16-24 06:05AM	3 Cheap Software Stocks to Buy Now: May 2024 (InvestorPlace)
May-15-24 12:00PM	Payoneer Global Inc. (PAYO) is a Great Momentum Stock: Should You Buy? (Zacks)
May-14-24 12:20PM	Surging Earnings Estimates Signal Upside for Payoneer Global (PAYO) Stock (Zacks)
May-10-24 07:02PM	Insider Sale: Director Avi Zeevi Sells 94,342 Shares of Payoneer Global Inc (PAYO) (GuruFocus.com)
10:43AM	Loading…
May-09-24 10:43AM	Payoneer Global Inc. (NASDAQ:PAYO) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-08-24 08:40AM	Payoneer Global Inc. (PAYO) Q1 Earnings and Revenues Top Estimates (Zacks) +12.64%
07:30AM	Payoneer Reports First Quarter 2024 Financial Results (Business Wire)
May-03-24 04:22PM	3 Cheap Tech Stocks You'll Regret Not Buying in 2024 (InvestorPlace)
May-02-24 12:26PM	20 Fastest Growing Fintech Companies In 2024 (Insider Monkey)
Apr-24-24 10:00AM	Payoneer to Report First Quarter 2024 Results on May 8, 2024 (Business Wire)
Mar-28-24 12:06PM	12 Best Stocks to Buy in Falling Markets According to Analysts (Insider Monkey)
Mar-01-24 09:44AM	Payoneer Global Inc. (NASDAQ:PAYO) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-29-24 01:00PM	Payoneer to Participate in a Fireside Chat at the Wolfe Research FinTech Forum (Business Wire) +8.72%
Feb-28-24 07:53AM	Payoneer Global Inc (PAYO) Reports Robust Revenue Growth and Profitability Expansion for FY 2023 (GuruFocus.com) -19.60%
07:30AM	Loading…
07:30AM	Payoneer Reports Fourth Quarter and Full Year 2023 Financial Results (Business Wire)
Feb-14-24 02:03PM	Fintech currently 'a stock picker's sector,' analyst says (Yahoo Finance Video) +6.31%
10:00AM	Payoneer to Report Fourth Quarter and Full Year 2023 Results on February 28, 2024 (Business Wire)
Feb-13-24 03:05AM	Payoneer Global Inc CFO Beatrice Ordonez Sells 91,458 Shares (GuruFocus.com)
Dec-20-23 08:00AM	Payoneer Introduces New Product Features to Propel Small Business Growth (Business Wire)
Dec-01-23 12:00PM	Payoneer to Participate in a Virtual Fireside Chat with William Blair on December 12, 2023 (Business Wire)
Nov-09-23 04:38PM	Payoneer Global Inc. (NASDAQ:PAYO) Q3 2023 Earnings Call Transcript (Insider Monkey) -5.54%
Nov-08-23 07:30AM	Payoneer Reports Third Quarter 2023 Financial Results (Business Wire)
Oct-25-23 03:00PM	Payoneer and Etsy partner to make it easier for sellers in emerging markets to get paid (Business Wire) -5.79%
10:00AM	Payoneer to Report Third Quarter 2023 Results on November 8, 2023 (Business Wire)
Sep-19-23 03:02PM	Director Avi Zeevi Sells 150,000 Shares of Payoneer Global Inc (PAYO) (GuruFocus.com)
08:00AM	Payoneer and Airbnb Expand Long-Term Relationship to Allow Hosts in Additional Countries to Get Paid in Local Currency (Business Wire)
Aug-17-23 12:00PM	Payoneer to Participate in the Goldman Sachs Communacopia + Technology Conference (Business Wire)
12:00PM	Payoneer to Hold Its Inaugural Investor Day on September 21, 2023 (Business Wire)
Aug-15-23 03:00PM	Payoneer Singapore Secures Major Payment Institution License to Empower SMEs (Business Wire)
07:30AM	Loading…
Aug-08-23 07:30AM	Payoneer Reports Second Quarter 2023 Financial Results (Business Wire) +11.44%
Aug-03-23 08:00AM	Payoneer Adds Capabilities With Acquisition of Data Platform, Spott (Business Wire)
Jul-26-23 08:00AM	Payoneer Releases Inaugural Global Impact Report (Business Wire)
Jul-19-23 06:00AM	SMBs Driving Globalization as the Ticket for Growth, New Research From Payoneer Shows (Business Wire)
Jul-11-23 08:00AM	Payoneer to Announce Second Quarter 2023 Results on August 8, 2023 (Business Wire)
Jun-21-23 08:00PM	PAYO: What does Argus have to say about PAYO? (Argus Research)
Jun-15-23 08:00AM	Globalization and development in the harsh conditions of war: Resilient Ukrainian SMBs are seeking growth (Business Wire)
May-16-23 04:15PM	Payoneer to Present at the William Blair Annual Growth Stock Conference (Business Wire)
May-09-23 08:00AM	Payoneer Reports First Quarter 2023 Financial Results (Business Wire) -8.99%
Apr-26-23 08:00PM	PAYO: Lowering target price to $6.00 (Argus Research)
Apr-20-23 03:30AM	Payoneer Collaborates with Zoho to Provide a Seamless Payment Experience to their Customer Base (Business Wire)
Mar-22-23 10:00PM	Rising Cost of Living Is Driving Collaborative Growth Opportunities for SMBs and Freelancers, Survey Shows (PR Newswire)
Mar-21-23 04:30PM	Sharda Caro del Castillo, Global Fintech and Payments Leader, Joins Payoneers Board of Directors (Business Wire)
07:00AM	Rising Cost of Living Is Driving Collaborative Growth Opportunities for SMBs and Freelancers, Survey Shows (Business Wire)
Mar-06-23 08:34AM	Resilient Entrepreneurs Recognized for Global Impact in Seventh Annual Payoneer Entrepreneurship Awards (Business Wire)
Mar-01-23 04:15PM	Payoneer to Participate in the Wolfe FinTech Forum (Business Wire) +13.79%
Feb-28-23 04:06PM	Payoneers Board of Directors Appoints John Caplan as CEO Effective March 1 (Business Wire)
04:05PM	Payoneer Reports Fourth Quarter and Full Year 2022 Financial Results (Business Wire)
Feb-17-23 03:00AM	Payoneer receives UK E-Money license from Financial Conduct Authority (Business Wire)
Feb-15-23 08:00AM	Salt Security Appoints Gilad Gruber as Senior Vice President of Engineering (PR Newswire) +5.55%
Jan-31-23 09:45AM	Payoneer Global Inc. to Announce Fourth Quarter and Full Year 2022 Results on February 28, 2023 (Business Wire)
Jan-30-23 09:15AM	Payoneer Strengthens Organization With New Executive Hires (Business Wire)
Jan-20-23 05:53AM	Investing in Payoneer Global (NASDAQ:PAYO) a year ago would have delivered you a 11% gain (Simply Wall St.)
Jan-18-23 09:15AM	Payoneer Announces CFO Transition and Provides Update on 2022 Financial Results (Business Wire)
Jan-10-23 11:12AM	Alibaba.com Announces Recipients of 2022 Manifest Grants Program, Commits US $750,000 to 50 Innovative American Small Businesses (PR Newswire)
Dec-15-22 08:00PM	Payoneer receives in-principle regulatory approval in Singapore (PR Newswire)
Nov-24-22 04:55AM	UK Businesses Preparing for Sales to Get Worse Before They Get Better, Survey Shows (Business Wire)
Nov-09-22 04:05PM	Payoneer Announces Third Quarter 2022 Financial Results (Business Wire)
Oct-31-22 12:00PM	Payoneer to Present at Upcoming Investor Conferences (Business Wire)
Oct-24-22 08:00AM	Payoneer and WooCommerce Partner to Simplify Checkout for Todays Global Seller (Business Wire)
Oct-12-22 09:45AM	Payoneer Global Inc. to Announce Third Quarter 2022 Results on November 9, 2022 (Business Wire)
Oct-07-22 08:00AM	Businesses in Ukraine Remain Resilient and Open for International Clients, Survey Shows (Business Wire)
Oct-06-22 06:59PM	Targa Resources Set to Join S&P 500; Lantheus Holdings to Join S&P MidCap 400; Payoneer Global to Join S&P SmallCap 600 (PR Newswire)
Oct-04-22 07:00AM	Alibaba.com Announces Expansion of Manifest Grants Program; Notable U.S.-Based Partners Include Indiegogo, Payoneer, and Black Entrepreneurs Day (PR Newswire) +6.95%
Sep-22-22 08:00AM	Payoneer Hires Assaf Ronen as Chief Platform Officer to Lead Newly-Established Platform Division (Business Wire)
Aug-30-22 08:00AM	Walmart Invites Canadian E-commerce Companies To Expand on Its U.S. Online Marketplace (PR Newswire)
Aug-14-22 08:33AM	Payoneer Global Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next (Simply Wall St.)
Aug-12-22 12:46PM	Payoneer Global Stock Jumps Over 20% After a Stellar Quarter (Barrons.com) +17.96%
05:38AM	Rivian, Illumina, Toast, and More Stock Market Movers Friday (Barrons.com)
Aug-11-22 04:05PM	Payoneer Announces Second Quarter 2022 Financial Results (Business Wire)
Aug-04-22 08:00AM	Naver Z Chooses Payoneer to Pay Content Creators Globally (Business Wire)
Jul-12-22 08:00AM	Payoneer Expands Tax Suite with 1042 Forms for US businesses (Business Wire)
Jul-06-22 01:05PM	Even after rising 9.5% this past week, Payoneer Global (NASDAQ:PAYO) shareholders are still down 56% over the past year (Simply Wall St.)
Jul-05-22 04:05PM	Payoneer Global Inc. to Announce Second Quarter 2022 Results on August 11, 2022 (Business Wire) +10.30%
Jun-29-22 03:00AM	Linnworks To Simplify Cross Border Payments With Payoneer Partnership (Business Wire)
Jun-28-22 08:00AM	Payoneer Partners With EC21 to Grow Korean SMBs Globally (Business Wire)
Jun-07-22 09:00AM	Payoneer and Fiserv Collaborate to Streamline Cross-Border Payouts for Businesses (Business Wire)
Jun-06-22 11:10AM	Calculating The Intrinsic Value Of Payoneer Global Inc. (NASDAQ:PAYO) (Simply Wall St.)
Jun-01-22 09:00AM	Digital Goods Platform SEAGM Chooses Payoneer to Open Marketplace Access to More Cross-Border Sellers (Business Wire)
May-25-22 09:00AM	Payoneer Appoints John Caplan as Co-CEO (Business Wire)
May-13-22 08:30AM	Payoneer to Present at Upcoming Investor Conferences (Business Wire) +31.39%
May-12-22 04:05PM	Payoneer Announces First Quarter 2022 Financial Results (Business Wire)
May-10-22 09:00AM	Payoneer Announces Launch of Payoneer Checkout (Business Wire) -8.35%
Apr-14-22 08:30AM	Payoneer Global Inc. to Announce First Quarter 2022 Results on May 12, 2022 (Business Wire)
Mar-08-22 08:00AM	Female Pioneers Lead the Way in Sixth Annual Payoneer Entrepreneurship Awards (Business Wire)
Mar-03-22 04:05PM	Payoneer Announces Fourth Quarter and Full Year 2021 Financial Results (Business Wire) -6.19%
Feb-28-22 08:30AM	Payoneer to Present at Upcoming Investor Conferences (Business Wire)
Feb-01-22 08:30AM	Payoneer Global Inc. to Announce Fourth Quarter and Full Year 2021 Results on March 3, 2022 (Business Wire)
Jan-31-22 08:00AM	Payoneer Study Finds Freelance Workers Benefited from Surge in Demand and Increased Pay Amidst Ongoing Pandemic (Business Wire) +12.26%
Jan-03-22 08:30AM	Payoneer Announces Participation in Needhams 24th Annual Virtual Growth Conference (Business Wire)
Dec-27-21 08:47AM	Payoneer Global (NASDAQ:PAYO) adds US$115m to market cap in the past 7 days, though investors from a year ago are still down 33% (Simply Wall St.)
Dec-15-21 08:00AM	Awin Streamlines and Expands Global Payments with Payoneer (Business Wire)
Dec-11-21 05:38AM	Prudential Jennison Small Co Fund, Inc. Buys Ryan Specialty Group Holdings Inc, Bridge ... (GuruFocus.com)
Dec-07-21 08:00AM	Payoneer to Offer Working Capital to Walmarts Marketplace Sellers (Business Wire)
Nov-29-21 12:54PM	Betsy Cohens FTAC Ventures Eyes $300 Million for Debut Fund (Bloomberg)
Nov-24-21 04:05PM	Payoneer Announces Participation at the Stephens Investment Conference (Business Wire)
Nov-10-21 04:05PM	Payoneer Announces Third Quarter 2021 Financial Results (Business Wire)
Nov-09-21 04:05PM	Payoneer Announces Participation in Citis 2021 FinTech Conference (Business Wire)
Nov-04-21 05:00AM	Payoneer for Aggregators Partnership Program Launches (Business Wire)
Oct-26-21 06:21PM	Payoneer partners with Coupang (Yahoo Finance Video)

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Zeevi Avi	Director	May 15 '24	Sale	5.90	2,471	14,580	427,584	May 16 08:29 PM
Zeevi Avi	Director	May 14 '24	Sale	5.90	23,793	140,433	430,055	May 16 08:29 PM
Zeevi Avi	Director	May 10 '24	Sale	5.90	29,354	173,247	453,848	May 13 05:00 PM
Zeevi Avi	Director	May 09 '24	Sale	5.91	10,116	59,741	483,202	May 10 04:52 PM
Zeevi Avi	Director	May 08 '24	Sale	5.90	84,226	497,169	493,318	May 10 04:52 PM
Galit Scott H.	Director	May 07 '24	Sale	5.23	12,221	63,968	2,451,171	May 07 07:29 PM
Galit Scott H.	Director	Apr 10 '24	Sale	4.85	191,283	928,067	2,476,139	Apr 11 07:30 PM
Galit Scott H.	Director	Apr 09 '24	Sale	4.86	310,000	1,505,360	2,667,422	Apr 10 07:37 PM
Galit Scott H.	Director	Apr 08 '24	Sale	4.87	244,662	1,191,846	2,977,422	Apr 10 07:37 PM
Galit Scott H.	Director	Apr 01 '24	Option Exercise	1.41	94,103	132,685	3,222,084	Apr 03 06:52 PM
Galit Scott H.	Director	Mar 26 '24	Option Exercise	0.62	355,717	220,545	3,483,698	Mar 27 07:48 PM
Galit Scott H.	Director	Mar 26 '24	Sale	4.71	355,717	1,675,605	3,127,981	Mar 27 07:48 PM
Galit Scott H.	Director	Mar 25 '24	Option Exercise	0.62	291,625	180,808	3,419,606	Mar 27 07:48 PM
Galit Scott H.	Director	Mar 25 '24	Sale	4.66	291,625	1,359,264	3,127,981	Mar 27 07:48 PM
Galit Scott H.	Director	Mar 12 '24	Option Exercise	0.62	340,120	210,874	3,468,101	Mar 13 05:18 PM
Galit Scott H.	Director	Mar 12 '24	Sale	4.51	340,120	1,532,513	3,127,981	Mar 13 05:18 PM
Galit Scott H.	Director	Mar 11 '24	Option Exercise	0.62	307,222	190,478	3,435,203	Mar 13 05:18 PM
Galit Scott H.	Director	Mar 11 '24	Sale	4.57	307,222	1,402,991	3,127,981	Mar 13 05:18 PM
Galit Scott H.	Director	Mar 04 '24	Sale	4.64	14,073	65,307	3,127,981	Mar 06 04:52 PM
Goldman Tsafi	Chief Legal & Reg Ofcr	Feb 23 '24	Sale	5.45	6,118	33,366	858,332	Feb 26 06:27 PM
Galit Scott H.	Director	Feb 20 '24	Sale	5.39	16,697	89,935	3,156,731	Feb 21 06:03 PM
Goldman Tsafi	Chief Legal & Regulatory Ofcr	Feb 15 '24	Sale	5.43	61,464	333,565	870,832	Feb 20 05:50 PM
Ordonez Beatrice	Chief Financial Officer	Feb 09 '24	Sale	5.00	91,458	457,555	2,032,028	Feb 12 04:46 PM
Ordonez Beatrice	Chief Financial Officer	Feb 08 '24	Sale	5.00	3,142	15,710	2,123,486	Feb 09 05:17 PM
Galit Scott H.	Director	Feb 06 '24	Sale	4.88	12,447	60,787	3,190,571	Feb 07 05:52 PM
Ordonez Beatrice	Chief Financial Officer	Jan 23 '24	Sale	5.00	400	2,000	2,126,628	Jan 24 06:00 PM
Galit Scott H.	Director	Jan 04 '24	Option Exercise	0.62	484,111	300,149	3,215,540	Jan 05 04:06 PM
Kraft Arnon	Chief Operating Officer	Dec 12 '23	Sale	5.32	39,723	211,414	729,371	Dec 13 06:40 PM
Galit Scott H.	Director	Dec 05 '23	Sale	5.06	14,073	71,195	2,741,429	Dec 06 05:07 PM
Goldman Tsafi	Chief Legal & Regulatory Ofcr	Nov 27 '23	Sale	5.31	6,118	32,512	714,368	Nov 29 07:43 PM
Galit Scott H.	Director	Nov 21 '23	Sale	5.39	16,564	89,268	2,770,179	Nov 21 06:11 PM
Kraft Arnon	Chief Operating Officer	Nov 13 '23	Sale	5.41	66,688	360,915	769,094	Nov 15 04:34 PM
Galit Scott H.	Director	Nov 06 '23	Sale	5.58	12,222	68,152	1,245,969	Nov 07 06:29 PM
Zeevi Avi	Director	Sep 15 '23	Sale	6.20	150,000	929,340	577,544	Sep 18 04:46 PM
Goldman Tsafi	Chief Legal & Regulatory Ofcr	Sep 14 '23	Sale	6.19	35,375	218,918	730,468	Sep 18 04:44 PM
Galit Scott H.	Director	Sep 05 '23	Sale	6.17	14,073	86,806	1,270,938	Sep 06 05:07 PM
Galit Scott H.	Director	Aug 22 '23	Sale	5.90	16,564	97,683	1,299,688	Aug 24 08:37 PM
Zeevi Avi	Director	Aug 11 '23	Sale	5.84	150,000	876,285	727,544	Aug 15 05:07 PM
Galit Scott H.	Director	Aug 11 '23	Sale	5.84	12,222	71,403	1,333,528	Aug 15 05:09 PM

Open in Screener

ALIT

Alight Inc.

May 17 • 04:00PM ET

8.05

Dollar change +0.07
Percentage change 0.88	%

Technology • Software - Application • USA • NYSE

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

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

Index	RUT	P/E	-	EPS (ttm)	-0.61	Insider Own	22.85%	Shs Outstand	510.89M	Perf Week	4.95%
Market Cap	4.43B	Forward P/E	9.75	EPS next Y	0.83	Insider Trans	-0.47%	Shs Float	450.93M	Perf Month	-10.65%
Income	-312.00M	PEG	-	EPS next Q	0.11	Inst Own	86.29%	Short Float	4.37%	Perf Quarter	-15.88%
Sales	3.14B	P/S	1.41	EPS this Y	1.71%	Inst Trans	-0.56%	Short Ratio	3.21	Perf Half Y	8.34%
Book/sh	8.22	P/B	0.98	EPS next Y	14.36%	ROA	-2.93%	Short Interest	19.72M	Perf Year	-5.52%
Cash/sh	0.92	P/C	8.76	EPS next 5Y	10.30%	ROE	-7.01%	52W Range	6.33 - 10.38	Perf YTD	-5.63%
Dividend Est.	-	P/FCF	16.85	EPS past 5Y	-	ROI	-4.23%	52W High	-22.45%	Beta	0.88
Dividend TTM	-	Quick Ratio	1.56	Sales past 5Y	7.73%	Gross Margin	23.42%	52W Low	27.17%	ATR (14)	0.32
Dividend Ex-Date	-	Current Ratio	1.56	EPS Y/Y TTM	-146.51%	Oper. Margin	4.40%	RSI (14)	38.55	Volatility	4.01% 3.32%
Employees	18000	Debt/Eq	0.65	Sales Y/Y TTM	-3.09%	Profit Margin	-9.94%	Recom	1.00	Target Price	11.44
Option/Short	Yes / Yes	LT Debt/Eq	0.63	EPS Q/Q	-48.60%	Payout	-	Rel Volume	1.00	Prev Close	7.98
Sales Surprise	-1.91%	EPS Surprise	6.21%	Sales Q/Q	-32.73%	Earnings	May 08 BMO	Avg Volume	6.15M	Price	8.05
SMA20	-6.93%	SMA50	-11.19%	SMA200	-2.28%	Trades		Volume	6,176,738	Change	0.88%

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

Show Previous Ratings

May-13-24 05:15PM	Alight to Participate in the 52nd Annual J.P. Morgan Global Technology, Media and Communications Conference (Business Wire)
May-09-24 03:16PM	Alight, Inc. (NYSE:ALIT) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:14AM	Alight Inc (ALIT) Q1 2024 Earnings Call Transcript Highlights: Strategic Moves and Robust ... (GuruFocus.com)
12:34AM	Q1 2024 Alight Inc Earnings Call (Thomson Reuters StreetEvents)
May-08-24 05:07PM	Alight, Inc. (ALIT) Beats Q1 Earnings Estimates (Revised) (Zacks) -16.25%
12:55PM	Loading…
12:55PM	ALIT Stock Earnings: Alight Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace)
09:12AM	Alight Inc (ALIT) Q1 2024 Earnings: Mixed Results Amid Strategic Shifts (GuruFocus.com)
08:55AM	Alight, Inc. (ALIT) Misses Q1 Earnings and Revenue Estimates (Zacks)
07:45AM	Alight Reports First Quarter 2024 Results (Business Wire)
07:44AM	Alight Announces Executive Leadership Changes (Business Wire)
May-07-24 11:43AM	16 Best US Stocks To Invest In Under $10 (Insider Monkey)
08:36AM	Why Alight (ALIT) Might Surprise This Earnings Season (Zacks)
May-06-24 08:00AM	Alight Names Two New Independent Directors, Dave Guilmette and Coretha Rushing, to its Board of Directors (Business Wire)
May-01-24 04:05PM	Alight to Announce First Quarter 2024 Results (Business Wire)
Apr-26-24 12:10PM	Why Alight (ALIT) Could Beat Earnings Estimates Again (Zacks)
09:40AM	Loading…
Apr-23-24 09:40AM	Is Alight (ALIT) Stock Outpacing Its Computer and Technology Peers This Year? (Zacks)
Apr-12-24 01:39AM	Alight Inc CEO Stephan Scholl Sells 83,016 Shares (GuruFocus.com)
Apr-11-24 01:30AM	Alight Inc CEO Stephan Scholl Sells 106,500 Shares (GuruFocus.com)
Apr-04-24 08:28AM	Fortune Media and Great Place to Work Recognize Alight as a 100 Best Companies to Work For in 2024 (Business Wire)
Mar-28-24 07:00AM	Alights Latest Release of Alight Worklife to Unlock Value for Organizations and Their People (Business Wire)
Mar-22-24 02:44AM	Alight (ALIT) Soars 14.0%: Is Further Upside Left in the Stock? (Zacks)
01:29AM	Alight Inc (ALIT) CEO Stephan Scholl Sells 428,574 Shares (GuruFocus.com)
Mar-21-24 10:41AM	Alight, Inc. (ALIT) Hits Fresh High: Is There Still Room to Run? (Zacks)
Mar-20-24 11:28AM	Alight Stock Jumps. Its Selling a Business Unit for $1.2 Billion and Buying Back Shares. (Barrons.com) +14.03%
10:43AM	Alight to sell payroll and professional service business for up to $1.2 billion (Reuters)
09:16AM	Alight Announces Agreement to Sell Payroll and Professional Services Business for up to $1.2 Billion (Business Wire)
Mar-14-24 07:00AM	Alight Announces New Integration of Leaves With Other Benefits (Business Wire)
Mar-07-24 08:49AM	Greenlight Capital Re, Ltd. (NASDAQ:GLRE) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-04-24 08:15AM	Alight Expands Partnership With SAP, Advancing Payroll Systems With Move From On-premise to the Cloud (Business Wire)
Mar-03-24 11:31PM	5 Best Single Digit Stocks To Invest In (Insider Monkey)
07:30AM	Loading…
Mar-01-24 07:30AM	Alight to Present at Upcoming Investor Conferences (Business Wire)
Feb-28-24 12:00PM	Alight, Inc. (ALIT) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
09:55AM	Does Alight, Inc. (ALIT) Have the Potential to Rally 30.92% as Wall Street Analysts Expect? (Zacks)
Feb-23-24 07:17PM	Peabody Energy, Alight, and More Stocks See Activist Investor Action (Barrons.com)
Feb-22-24 01:55PM	Hedge Fund and Insider Trading News: Bill Ackman, Starboard Value, Citadel LLC, Rokos Capital Management, Pantera Capital, Regeneron Pharmaceuticals, Inc. (REGN), and More (Insider Monkey)
10:42AM	Alight, Inc. (NYSE:ALIT) Q4 2023 Earnings Call Transcript (Insider Monkey)
06:00AM	Alight Confirms Receipt of Director Nominations from Starboard Value (Business Wire)
Feb-21-24 10:58PM	Q4 2023 Alight Inc Earnings Call (Thomson Reuters StreetEvents)
08:55AM	Alight, Inc. (ALIT) Q4 Earnings Surpass Estimates (Zacks)
08:12AM	Alight Inc (ALIT) Reports Mixed 2023 Financial Results Amidst Strategic Portfolio Review (GuruFocus.com)
07:40AM	Alight Reports Fourth Quarter and Full Year 2023 Results (Business Wire)
Feb-19-24 08:30AM	Alight study reveals half of companies committed payroll errors during the last five years (Business Wire)
Feb-15-24 08:30AM	Alight unveils Alight LumenAITM, its next-generation AI engine powering Alight Worklife (Business Wire)
Feb-07-24 08:00AM	Alight to Announce Fourth Quarter and Full Year 2023 Results (Business Wire)
Jan-25-24 04:52AM	What Makes Alight (ALIT) a Worthy Investment? (Insider Monkey)
Jan-18-24 11:02AM	Larry Robbins' Glenview Capital Management Expands Grip on Alight Inc Holding (GuruFocus.com)
11:02AM	Larry Robbins' Firm Expands Grip on Alight Inc Holding (GuruFocus.com)
Jan-11-24 07:00AM	Alight named a Leader in Everest Groups Global Multi-Country Payroll (MCP) Solutions PEAK Matrix 2023 (Business Wire)
Jan-09-24 07:00AM	Alight and CirrusMD team up to deliver physician-led virtual primary care on Alight Worklife (GlobeNewswire)
Dec-12-23 06:35AM	Tech Stocks Are Poised to Soar Amid Digital Transformation, According to Canaccord Here Are 2 Names With at Least 40% Upside Potential (TipRanks)
Dec-11-23 08:00AM	Alight Names Siobhan Nolan Mangini to Board of Directors (Business Wire)
Dec-06-23 04:30PM	Healthcare Open Enrollment Trends Point to Integration of AI Tools and Increased Digital Engagement (Business Wire)
04:54AM	Alight (ALIT) Declined on Lower-Than-Expected New Customer Bookings (Insider Monkey)
Nov-30-23 04:30PM	Alight named a Leader in Everest Groups Multi-Process HRO (MPHRO) Services 2023 PEAK Matrix Assessment (Business Wire)
Nov-09-23 08:00AM	Alight to Present at Upcoming Investor Conferences (Business Wire)
Nov-06-23 09:58PM	Polen Capital on Alight (ALIT): 'We Believe the Business Remains Healthy' (Insider Monkey)
Nov-02-23 06:44PM	Alight, Inc. (NYSE:ALIT) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-01-23 03:48PM	Why Alight Stock Is Jumping Today (Motley Fool) +10.54%
09:18AM	Alight Inc (ALIT) Reports 8.4% Revenue Growth and 26% BPaaS Bookings Growth in Q3 2023 (GuruFocus.com)
07:30AM	Alight Reports Third Quarter Results (Business Wire)
Oct-12-23 04:05PM	Alight to Release Third Quarter 2023 Results (Business Wire)
Oct-11-23 07:30AM	Alight introduces Alight Employee Onboarding to enhance the new hire experience (Business Wire)
Oct-10-23 01:47PM	Hedge Fund and Insider Trading News: Dmitry Balyasny, Paul Tudor Jones, Dan Niles, Crispin Odey, Caius Capital, Alameda Research, Howard Hughes Holdings Inc (HHH), Alight Inc (ALIT), and More (Insider Monkey)
Sep-27-23 10:00AM	Alight and Socially Determined Sign a Multi-year Agreement to Transform Employee Wellbeing Through Comprehensive Social Risk Data and Analytics (Business Wire)
Sep-19-23 09:00AM	Alight Study Reveals Employee Wellbeing Has Plateaued and Trust in Employer Efforts Has Eroded (Business Wire)
Sep-14-23 09:00AM	Alight Enhances LeavePro Enterprise Software With New Automation Capabilities for a Better, Faster Client Experience (Business Wire)
Aug-30-23 04:05PM	Alight to Participate in the Citi Global Technology Conference (Business Wire)
Aug-22-23 04:05PM	Alight Announces Closing of Secondary Offering (Business Wire)
Aug-16-23 04:28PM	Alight Announces Secondary Offering (Business Wire)
Aug-14-23 07:20AM	Should You Invest in Alight (ALIT)? (Insider Monkey)
Aug-02-23 02:28PM	Alight, Inc. (NYSE:ALIT) Q2 2023 Earnings Call Transcript (Insider Monkey) -11.67%
08:22AM	Q2 2023 Alight Inc Earnings Call (Thomson Reuters StreetEvents)
07:25AM	U.S. stocks are falling as debt rating cut sours the mood (Investing.com)
Aug-01-23 06:55PM	Alight, Inc. (ALIT) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
04:10PM	Alight Reports Second Quarter Results (Business Wire)
Jul-31-23 12:25PM	Alight Expands Engagement Experience With Latest Release of Alight Worklife® (Business Wire)
Jul-13-23 12:01PM	Larry Robbins Net Worth, Performance and Portfolio (Insider Monkey)
Jul-11-23 04:05PM	Alight to Release Second Quarter 2023 Results (Business Wire)
Jun-29-23 09:00AM	Alight Publishes Study Revealing European Nations are Challenged by Complicated Payroll Processes (Business Wire)
Jun-27-23 04:11PM	Green Light to Own Tech: Daniel Ives Sees Tech Stocks Heating Up in 2H Here Are His Top Picks (TipRanks)
Jun-20-23 03:58AM	Analysts Say These 3 Stocks Are Their Top Picks for the Rest of 2023 (TipRanks)
Jun-15-23 02:34PM	Alight Enhances Employees Ability to Find High-Quality Healthcare Providers Through Alight Worklife® (Business Wire)
04:00AM	Alight Expands Global Employee Benefits to Help Organisations Maximise Wellbeing Programmes (Business Wire)
Jun-09-23 06:54AM	Alight, Inc. (NYSE:ALIT): Are Analysts Optimistic? (Simply Wall St.)
Jun-08-23 02:02PM	Alight launches new behavioral health navigation services, aimed at supporting individuals and families with complex or severe needs (Business Wire)
Jun-07-23 08:02AM	Alight Names Gregory George, Leading Human Capital Management Expert to Role of Chief Commercial Officer (Business Wire)
May-15-23 04:05PM	Alight Holds Investor Day and Introduces Mid-Term Targets (Business Wire)
May-11-23 01:01PM	Alight Releases 2023 Global Impact Report Detailing ESG Performance and Progress (Business Wire)
May-10-23 10:00AM	Alight ranked as a top U.S. defined contribution record keeper by Pensions & Investments (Business Wire)
01:24AM	Q1 2023 Alight Inc Earnings Call (Thomson Reuters StreetEvents)
May-09-23 07:55AM	Alight, Inc. (ALIT) Q1 Earnings and Revenues Top Estimates (Zacks) -5.86%
06:30AM	Alight Reports First Quarter Results (Business Wire)
May-08-23 07:20AM	Despite shrinking by US$219m in the past week, Alight (NYSE:ALIT) shareholders are still up 11% over 1 year (Simply Wall St.)
May-03-23 10:04AM	S&P 500 to hit 3,500: J.P. Morgan warns of 15% drop by summer here are 2 stocks to help protect you from the pain (TipRanks)
Apr-28-23 02:24AM	What Makes Alight (ALIT) a Strong Investment? (Insider Monkey)
Apr-27-23 04:05PM	Trupanion Appoints Paulette Dodson and Betsy McLaughlin to Board of Directors (GlobeNewswire)
Apr-18-23 08:00AM	Alight to Host Investor Day and Release First Quarter 2023 Results (Business Wire)
Mar-31-23 06:46AM	Alight, Inc. (NYSE:ALIT) insider upped their holding by 9.3% earlier this year (Simply Wall St.)
Mar-15-23 06:30AM	Alight Names Kausik Rajgopal to Board of Directors (Business Wire)
Mar-06-23 04:05PM	Alight Announces Closing of Upsized Secondary Offering of Common Stock and Full Exercise of Over-Allotment Option (Business Wire)

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Scholl Stephan	Chief Executive Officer	Apr 09 '24	Sale	9.53	23,484	223,889	8,091,699	Apr 10 06:19 PM
Scholl Stephan	Chief Executive Officer	Apr 08 '24	Sale	95.10	83,016	7,894,988	8,115,183	Apr 10 06:19 PM
Rooney Katie J.	See Remarks	Apr 02 '24	Sale	9.48	2,777	26,325	2,924,537	Apr 02 06:45 PM
Rooney Katie J.	See Remarks	Apr 01 '24	Sale	9.70	2,777	26,944	2,927,314	Apr 02 06:45 PM
Scholl Stephan	Chief Executive Officer	Mar 20 '24	Sale	9.81	428,574	4,203,368	8,198,199	Mar 21 06:43 PM
Tulsiani Dinesh V	Chief Strategy Officer	Mar 20 '24	Sale	10.00	2,498	24,980	746,169	Mar 21 06:37 PM
Rooney Katie J.	See remarks	Mar 07 '24	Sale	9.09	5,454	49,588	2,958,240	Mar 08 05:39 PM
Rooney Katie J.	See remarks	Mar 06 '24	Sale	8.95	26,164	234,225	2,963,694	Mar 08 05:39 PM
Rooney Katie J.	See remarks	Feb 06 '24	Sale	9.06	9,576	86,778	2,989,858	Feb 07 05:12 PM
Rooney Katie J.	See remarks	Feb 05 '24	Sale	9.00	7,100	63,932	2,999,434	Feb 07 05:12 PM
Massey Richard N	Director	Oct 05 '23	Buy	6.45	50,000	322,490	1,370,169	Oct 10 07:30 AM
Blackstone Holdings I/II GP L.	10% Owner	Aug 22 '23	Sale	7.98	14,704,603	117,342,732	43,602	Aug 22 05:46 PM
Blackstone Management Associat	10% Owner	Aug 22 '23	Sale	7.98	14,704,603	117,342,732	43,602	Aug 22 05:44 PM
BX Tempo ML Holdco 1 L.P.	10% Owner	Aug 22 '23	Sale	7.98	14,704,603	117,342,732	43,602	Aug 22 05:42 PM

Open in Screener

RMNI

Rimini Street Inc.

May 17 • 04:00PM ET

2.42

Dollar change +0.06
Percentage change 2.54	%

Technology • Software - Application • USA • NASD

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

Held by: VTI IWM VGT VXF MGMT IWO VTWO DFAS EES DEEP

Index	RUT	P/E	9.97	EPS (ttm)	0.24	Insider Own	49.27%	Shs Outstand	89.59M	Perf Week	3.64%
Market Cap	218.79M	Forward P/E	7.01	EPS next Y	0.34	Insider Trans	-0.46%	Shs Float	45.87M	Perf Month	-16.41%
Income	21.74M	PEG	0.66	EPS next Q	0.09	Inst Own	40.64%	Short Float	8.10%	Perf Quarter	-24.61%
Sales	432.73M	P/S	0.51	EPS this Y	-39.78%	Inst Trans	2.67%	Short Ratio	14.05	Perf Half Y	-21.94%
Book/sh	-0.40	P/B	-	EPS next Y	6.15%	ROA	6.04%	Short Interest	3.72M	Perf Year	-39.04%
Cash/sh	1.43	P/C	1.69	EPS next 5Y	15.00%	ROE	-	52W Range	2.01 - 5.32	Perf YTD	-25.99%
Dividend Est.	-	P/FCF	28.94	EPS past 5Y	-	ROI	67.33%	52W High	-54.51%	Beta	1.25
Dividend TTM	-	Quick Ratio	0.79	Sales past 5Y	11.30%	Gross Margin	61.62%	52W Low	20.70%	ATR (14)	0.11
Dividend Ex-Date	-	Current Ratio	0.79	EPS Y/Y TTM	40466.67%	Oper. Margin	10.73%	RSI (14)	36.17	Volatility	3.75% 3.92%
Employees	2120	Debt/Eq	-	Sales Y/Y TTM	3.71%	Profit Margin	5.02%	Recom	1.67	Target Price	3.88
Option/Short	Yes / Yes	LT Debt/Eq	-	EPS Q/Q	-77.09%	Payout	0.00%	Rel Volume	1.36	Prev Close	2.36
Sales Surprise	0.20%	EPS Surprise	-31.12%	Sales Q/Q	1.17%	Earnings	May 02 BMO	Avg Volume	264.41K	Price	2.42
SMA20	-6.36%	SMA50	-16.15%	SMA200	-13.87%	Trades		Volume	358,325	Change	2.54%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-27-23	Downgrade	Craig Hallum	Buy → Hold	$10 → $3
Mar-03-22	Upgrade	Alliance Global Partners	Neutral → Buy	$10.50 → $8.50
Jan-19-22	Upgrade	ROTH Capital	Neutral → Buy	$8
Nov-04-21	Downgrade	Cowen	Outperform → Market Perform	$13.50 → $10
Nov-04-21	Downgrade	Alliance Global Partners	Buy → Neutral	$10 → $10.50
May-11-21	Downgrade	ROTH Capital	Buy → Neutral
Mar-04-21	Reiterated	The Benchmark Company	Buy	$10 → $13
Oct-02-20	Initiated	Craig Hallum	Buy	$5
Jul-28-20	Initiated	The Benchmark Company	Buy	$10
Dec-19-18	Initiated	ROTH Capital	Buy

May-15-24 09:00AM	Pacific Healthcare Group Selects Rimini Street to Extend the Life and Value of its Highly Customized, On-Premises Oracle Environment (Business Wire)
May-08-24 04:30PM	Rimini Street Earns Four 2024 Top Rated Awards from TrustRadius in the Services Category (Business Wire)
May-06-24 10:19AM	Rimini Street, Inc. (NASDAQ:RMNI) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-03-24 04:18AM	Rimini Street Inc (RMNI) Q1 2024 Earnings Call Transcript Highlights: Navigating Challenges and ... (GuruFocus.com)
May-02-24 08:48AM	Rimini Street Inc (RMNI) Q1 2024 Earnings: Narrowly Misses EPS Estimates, Reveals Modest ... (GuruFocus.com) -5.43%
08:15AM	Loading…
08:15AM	Rimini Street (RMNI) Lags Q1 Earnings and Revenue Estimates (Zacks)
07:05AM	Rimini Street Announces Fiscal First Quarter 2024 Financial and Operating Results (Business Wire)
Apr-25-24 12:00PM	Rimini Street (RMNI) Upgraded to Strong Buy: What Does It Mean for the Stock? (Zacks)
Apr-24-24 12:50PM	Rimini Street Appoints Steve Hershkowitz as Chief Revenue Officer (Business Wire)
Apr-18-24 09:00AM	Rimini Street Honored with Two Prestigious Stevie 2024 Awards in the Category of Customer Service (Business Wire)
Apr-13-24 05:00PM	3 Must-Own Stocks to Buy for Under $5 Before They Blast Off (InvestorPlace)
Apr-10-24 09:00AM	Rimini Street Appoints Martyn Hoogakker as GVP & General Manager for EMEA Region (Business Wire)
Apr-09-24 08:23AM	Looking for the Next Google? Buy These 7 Tech Penny Stocks (InvestorPlace)
Apr-03-24 04:00PM	Rimini Street to Report First Quarter 2024 Financial Results on May 2, 2024 (Business Wire)
Mar-26-24 08:34AM	5 Best Affordable Tech Stocks To Buy According to Analysts (Insider Monkey)
09:40AM	Loading…
Mar-22-24 09:40AM	Is Rimini Street (RMNI) Stock Undervalued Right Now? (Zacks)
Mar-21-24 09:00AM	New Oracle Database Survey Shows Customers Satisfied with Current Releases but Concerned with Cost, Effort, and Upgrades Required to Maintain and Support (Business Wire)
Mar-13-24 12:20PM	Earnings Estimates Rising for Rimini Street (RMNI): Will It Gain? (Zacks)
Mar-07-24 06:26AM	11 Best Aviation Stocks To Buy According To Analysts (Insider Monkey)
Mar-06-24 09:40AM	Is Rimini Street (RMNI) a Great Value Stock Right Now? (Zacks)
Mar-04-24 09:13AM	Rimini Street, Inc. (NASDAQ:RMNI) Q4 2023 Earnings Call Transcript (Insider Monkey) -10.63%
Feb-28-24 07:37AM	Rimini Street Inc (RMNI) Reports Growth in Revenue and Net Income for Q4 and Full Year 2023 (GuruFocus.com)
07:05AM	Rimini Street Announces Fiscal Fourth Quarter and Annual 2023 Financial and Operating Results (Business Wire)
Feb-27-24 09:00AM	Rimini Street Launches Rimini Custom to Expand its Award-Winning Services to a Broader Scope of Enterprise Software (Business Wire)
Feb-22-24 05:46PM	Rimini Street Korea Ranked 8th in Nation by Best Workplaces Korea and Awarded Best Workplaces for Parents and Most Respected CEO (Business Wire)
Feb-15-24 09:00AM	Rimini Street Selects London for 2024 50,000 RMNI LOVE Charitable Grant Program (Business Wire)
Feb-09-24 09:00AM	Rimini Street to Report Fourth Quarter and Fiscal Year 2023 Financial Results on February 28, 2024 (Business Wire)
Feb-01-24 09:00AM	Rimini Street Appoints Gertrude Van Horn as CIO (Business Wire)
Jan-24-24 09:00AM	Rimini Street Japan Celebrates 10 Years of Extraordinary Client Service and Regional Success (Business Wire)
Jan-10-24 09:00AM	Rimini Street Earns Prestigious Great Place to Work Certifications for Second Consecutive Year in France, UK, and USA (Business Wire)
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Dec-20-23 09:00AM	Rimini Street is Recognized with Great Place to Work Certifications in Singapore and Japan, and Ranked Top 50 of Indias Best Workplaces in IT & IT-BPM Category (Business Wire)
Dec-16-23 05:16PM	11 Best Fundamentally Strong Penny Stocks To Invest In (Insider Monkey)
Dec-13-23 09:00AM	santec Leverages Rimini Consult to Comprehensively Restructure its SAP Systems in Support of Major Corporate Restructuring (Business Wire)
Dec-05-23 09:00AM	CIOs and CTOs Across Australia and New Zealand Struggle Balancing IT Modernization Efforts with Business Growth and Profitability, According to New Survey (Business Wire)
Nov-29-23 09:00AM	Rimini ONE Helps MYOB Achieve System Reliability and Operational Efficiency (Business Wire)
Nov-15-23 09:00AM	Pacific Textiles Chooses Rimini Support for Faster, More Comprehensive Coverage and Care of SAP S/4HANA System (Business Wire)
Nov-08-23 09:23PM	Rimini Street (RMNI) is Declining on a Litigation Ruling (Insider Monkey)
Nov-02-23 12:33PM	Rimini Street, Inc. (NASDAQ:RMNI) Q3 2023 Earnings Call Transcript (Insider Monkey) +15.83%
Nov-01-23 09:39AM	Rimini Street Inc (RMNI) Reports 5.4% Revenue Growth in Q3 2023 (GuruFocus.com) +10.60%
07:05AM	Rimini Street Announces Fiscal Third Quarter 2023 Financial and Operating Results (Business Wire)
Oct-26-23 09:00AM	CIOs and CTOs Struggle with Multiple Vendor-Based Support and Services Model, According to New Survey (Business Wire)
Oct-18-23 09:00AM	Rimini Street Announces Support, Managed and Consulting Services for Salesforce ClickSoftware to Extend Life and Value of Client Deployments Beyond December 31, 2023 End-of-Life Deadline (Business Wire)
Oct-17-23 09:00AM	Rimini Street Expands its Salesforce Solutions to Include Rimini Consult for Salesforce (Business Wire)
Oct-16-23 09:00AM	Rimini Street to Report Third Quarter 2023 Financial Results on November 1, 2023 (Business Wire) +5.97%
Sep-20-23 09:00AM	Rimini Street Presenting at Gartner® IT Symposium/Xpo Events Across the Globe (Business Wire)
Sep-14-23 09:00AM	Rimini Street India Once Again Recognized with Great Place to Work© Certification (Business Wire)
Sep-06-23 09:00AM	CIOs and CTOs Fight to Regain Control of Their IT Roadmap from Software Vendors, According to New Survey (Business Wire)
Aug-31-23 09:00AM	Rimini Street Announces Rimini Support for SAP Industry Solutions, Maximizing Value and Extending the Lifespan of Critical Systems (Business Wire)
Aug-17-23 09:00AM	Rimini Street Recognized with Great Place to Work® Certification in Australia and UKs Best Workplace for Women Award (Business Wire)
Aug-10-23 09:00AM	Rimini Street Reaffirms Guarantee of 15 Additional Years of Support and Managed Services for SAP ECC and S/4HANA On-Premises Clients, Providing Maximum ROI and Enabling Innovation Without Forced Migrations to S/4HANA Cloud (Business Wire)
Aug-02-23 07:05AM	Rimini Street Announces Fiscal Second Quarter 2023 Financial and Operating Results (Business Wire) -5.71%
Jul-26-23 09:00AM	Rimini Street Announces Expansion and General Availability of Rimini Manage Services for SAP Cloud Products (Business Wire) -9.55%
Jul-25-23 09:55AM	Rimini Street Statement on U.S. Federal Court Ruling (Business Wire) -35.89%
Jul-18-23 09:00AM	University of Auckland Leverages Rimini ONE to Support, Manage, Protect and Extend the Life of its Oracle Application Investments (Business Wire)
Jul-17-23 04:05PM	Rimini Street to Report Second Quarter 2023 Financial Results on August 2, 2023 (Business Wire)
Jul-12-23 09:00AM	Rimini Street Foundation Celebrates its 500th Charitable Donation (Business Wire)
Jul-05-23 09:00AM	Rimini Support Enables Gachon University Gil Medical Center to Advance its Digital Transformation Projects and Continue to Serve the Community as a Trailblazer Hospital (Business Wire)
Jun-28-23 09:00AM	Rimini Street Releases Free Savings Calculators for Oracle and SAP Software that Can Help Identify Hidden Savings Opportunities in Minutes (Business Wire)
Jun-22-23 01:15PM	Rimini Street Advises that Oracle Database Licensees Using Releases Less Than 19c Not Receiving Oracle Premier Support, Despite Paying Full, Expensive Oracle Maintenance Fees (Business Wire)
Jun-14-23 09:00AM	Rimini Consult Demand and Accolades Continue to Grow as Services for Oracle, SAP, Salesforce, Databases and Other Enterprise Software Successfully Enable and Accelerate Innovation for Clients (Business Wire)
Jun-07-23 09:00AM	Rimini Streets Street Smart and Street Light Executive Series Strives to Bring Together Thousands of Global CXOs, IT and Finance Leaders into a Unique Community of Peer Learning, Networking and Sharing of Ideas (Business Wire)
May-31-23 09:00AM	Rimini Street Announces the 2023 RMNI LOVE $50,000 Grant Program Winners (Business Wire)
May-24-23 09:00AM	HCX Technology Partners Chooses Rimini Support for its 60,000 Oracle PeopleSoft Licenses (Business Wire)
May-18-23 09:00AM	Rimini Street Korea is Again Named a Great Place to Work® (Business Wire)
May-11-23 09:00AM	Rimini Street Honored by Clients and Industry with Multiple Service and Leadership Awards in Recognition of its Commitment to Delivering "Extraordinary" (Business Wire)
May-03-23 04:05PM	Rimini Street Announces Fiscal First Quarter 2023 Financial and Operating Results (Business Wire) -5.46%
Apr-26-23 09:00AM	Rimini Street Celebrates Its Commitment to Quality and Information Security Processes and 10 Years of Flawless ISO-27001 and ISO-9001 Audits (Business Wire)
Apr-20-23 09:00AM	Rimini Street Announces Upcoming Spring 2023 Investor Conference Schedule (Business Wire)
Apr-18-23 09:00AM	Rimini Street to Report First Quarter 2023 Financial Results on May 3, 2023 (Business Wire)
Apr-04-23 09:00AM	Rimini Street Expands Scope of Rimini Support for Daekyo to Include Both Oracle and SAP Products Based on Proven Business Impact and Outcomes (Business Wire)
Mar-28-23 09:00AM	GE Lighting, a Savant Company, Switches from SAP ChaRM to Rimini Watch for Change Management, Achieves Operational Efficiency and Uses Savings to Fund Innovation Projects (Business Wire) -6.00%
Mar-22-23 09:00AM	Rimini Street Formally Launches Rimini ONE, an End-to-End Outsourcing Solution for Enterprise Applications, Databases and Technology Software (Business Wire)
Mar-15-23 09:01AM	Rimini Street Earns 2023 Top Workplaces USA Award from Energage (Business Wire)
Mar-07-23 09:01AM	Clifford Hallam Healthcare Selects Rimini Consult Professional Services to Accelerate Business Targets Through Improved SAP System Operations (Business Wire)
07:52AM	Rimini Street, Inc. (NASDAQ:RMNI) Q4 2022 Earnings Call Transcript (Insider Monkey)
Mar-01-23 04:05PM	Rimini Street Announces Fiscal Fourth Quarter and Annual 2022 Financial and Operational Results (Business Wire)
03:27PM	Rimini Street Launches Rimini Consult to Help Organizations Optimize, Evolve and Transform Their Enterprise Software (Business Wire)
09:01AM	Rimini Street Launches Rimini Watch to Help Organizations Ensure High Performance and Business Continuity for their Enterprise Software (Business Wire)
Feb-22-23 09:01AM	Rimini Street India Celebrates 10-Year Anniversary as an Employer of Choice in Region (Business Wire)
Feb-15-23 09:01AM	Rimini Street Selects Tokyo for 2023 $50,000 RMNI LOVE Charitable Grant Program (Business Wire)
Feb-06-23 09:01AM	Rimini Street to Report Fourth Quarter and Fiscal Year 2022 Financial Results on March 1, 2023 (Business Wire)
Feb-01-23 09:01AM	Rimini Street Announces Global Adoption of a Four-Day Workweek Model (Business Wire) +9.78%
Jan-27-23 07:06AM	Will Rimini Street (RMNI) Bounce Back? (Insider Monkey)
Jan-24-23 09:01AM	Tanita Switches to Rimini Street Support for SAP, Enabling Critical Investments to Drive Innovation, Competitive Advantage and Growth (Business Wire)
Jan-18-23 09:01AM	Independent Survey of More Than 1,000 CXO Respondents Across UK, Ireland, Nordics and the GCC Show Continued Plan for Digital Transformation Investments in 2023 (Business Wire)
Jan-10-23 05:32PM	Las Vegas software service provider Rimini Street lists Pleasanton office for sublease (American City Business Journals)
Jan-04-23 09:01AM	Rimini Street to Present at the 25th Annual Needham Growth Conference (Business Wire)
Dec-19-22 09:01AM	Kooksoondang Switches to Rimini Street Support for SAP to Achieve Savings, Better ERP Support and Greater Funding for Innovation (Business Wire)
Dec-13-22 09:01AM	Officeworks Leverages Rimini Connect for Browsers to Maintain Business-Critical Customer Support and Avoid Costly, Disruptive SAP Software Upgrade (Business Wire)
Dec-06-22 09:01AM	Rimini Street Launches Rimini Connect to Help Organizations Future-Proof and Solve Continuously Evolving and Growing Integration and Interoperability Challenges (Business Wire)
Dec-01-22 09:01AM	Rimini Street Named a Supplier for UK G-Cloud 13 Framework for all its Application, Database, Managed and Professional Services (Business Wire)
Nov-22-22 09:01AM	Rimini Street Celebrates Additional Great Place to Work® Certifications Across EMEA and Japan (Business Wire)
Nov-14-22 10:20AM	Heres Why Greystone Capital Exited its Position in Rimini Street (RMNI) (Insider Monkey) -5.66%
Nov-08-22 09:01AM	Taeyoung E&C Selects Rimini Street to Replace Expensive and Low Value Vendor Support for its Mission-Critical Oracle ERP and Database Systems (Business Wire)
Nov-02-22 04:01PM	Rimini Street Announces Fiscal Third Quarter 2022 Financial and Operating Results (Business Wire)
Oct-26-22 09:36AM	Should You Invest in Rimini Street (RMNI) for the Long-Term? (Insider Monkey)
Oct-19-22 10:05AM	Rimini Street Support for Oracle Enables Southern Cross Electrical Engineering to Fund and Staff Expansion of Its Business Services (Business Wire)
09:05AM	Rimini Street to Report Third Quarter 2022 Financial Results on November 2, 2022 (Business Wire)
Oct-13-22 09:55AM	3 Top Tech Stocks Under $20 a Share (Motley Fool)
Oct-05-22 05:09PM	300 Rimini Street Employees Will Gather in Las Vegas to Handmake 500 Fleece Blankets for Local Foster Children, Shelter Pets, and Homeless Youth (Business Wire)

Rimini Street, Inc. engages in the provision of enterprise software support products and services. It offers global tax, legal, and regulatory update, security support, proactive support, advanced technology, license advisory and onboarding and archiving services. The company was founded by Seth A. Ravin and Thomas C. Shay on September 8, 2005 and is headquartered in Las Vegas, NV.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Ravin Seth A.	President, CEO & Chairman	Apr 08 '24	Sale	2.98	82,071	244,325	425,955	Apr 08 07:39 PM
Perica Michael L.	EVP & Chief Financial Officer	Apr 08 '24	Sale	2.98	30,588	91,060	141,517	Apr 08 07:38 PM
Rowe David W.	EVP, Glob.Transform.&CPO	Apr 08 '24	Sale	2.98	10,888	32,414	385,941	Apr 08 07:40 PM
Lyskawa Nancy	EVP & Chief Client Officer	Apr 08 '24	Sale	2.98	8,772	26,114	123,531	Apr 08 07:40 PM
Maddock Kevin	EVP,ChiefRecurringRev.Officer	Apr 08 '24	Sale	2.98	8,210	24,441	107,231	Apr 08 07:39 PM
Perica Michael L.	EVP & Chief Financial Officer	Apr 08 '24	Sale	2.93	3,412	9,997	146,439	Apr 10 04:42 PM
Perica Michael L.	EVP & Chief Financial Officer	Apr 06 '24	Option Exercise	0.00	8,334	0	149,851	Apr 10 04:42 PM
Rowe David W.	EVP, Glob.Transform.&CPO	Apr 03 '24	Option Exercise	0.00	27,121	0	396,829	Apr 05 08:33 PM
Maddock Kevin	EVP,ChiefRecurringRev.Officer	Apr 03 '24	Option Exercise	0.00	20,455	0	115,441	Apr 05 08:31 PM
Lyskawa Nancy	EVP & Chief Client Officer	Apr 03 '24	Option Exercise	0.00	27,121	0	132,303	Apr 05 08:32 PM
Ravin Seth A.	President, CEO & Chairman	Apr 03 '24	Option Exercise	0.00	268,443	0	508,026	Apr 05 08:32 PM
Perica Michael L.	EVP & Chief Financial Officer	Apr 03 '24	Option Exercise	0.00	68,191	0	172,105	Apr 05 08:31 PM
Perica Michael L.	EVP & Chief Financial Officer	Mar 05 '24	Sale	2.85	3,129	8,904	103,914	Mar 05 06:34 PM
Rowe David W.	EVP, Glob.Transform.&CPO	Mar 05 '24	Sale	2.85	2,803	7,976	369,708	Mar 05 06:37 PM
Maddock Kevin	EVP,ChiefRecurringRev.Officer	Mar 05 '24	Sale	2.85	2,803	7,976	94,986	Mar 05 06:32 PM
Lyskawa Nancy	EVP & Chief Client Officer	Mar 05 '24	Sale	2.85	2,356	6,704	105,182	Mar 05 06:28 PM
Ravin Seth A.	President, CEO & Chairman	Mar 05 '24	Sale	2.85	2,205	6,275	239,583	Mar 05 06:39 PM
Maddock Kevin	EVP,ChiefRecurringRev.Officer	Mar 03 '24	Option Exercise	0.00	6,666	0	97,789	Mar 05 06:32 PM
Lyskawa Nancy	EVP & Chief Client Officer	Mar 03 '24	Option Exercise	0.00	6,666	0	107,538	Mar 05 06:28 PM
Rowe David W.	EVP, Glob.Transform.&CPO	Mar 03 '24	Option Exercise	0.00	6,666	0	372,511	Mar 05 06:37 PM
Perica Michael L.	EVP & Chief Financial Officer	Mar 03 '24	Option Exercise	0.00	6,666	0	107,043	Mar 05 06:34 PM
Ravin Seth A.	President, CEO & Chairman	Mar 03 '24	Option Exercise	0.00	6,666	0	241,788	Mar 05 06:39 PM
Maddock Kevin	EVP,ChiefRecurringRev.Officer	Feb 23 '24	Option Exercise	0.00	8,334	0	94,533	Feb 27 06:52 PM
Perica Michael L.	EVP & Chief Financial Officer	Feb 23 '24	Option Exercise	0.00	8,334	0	104,184	Feb 27 06:58 PM
Lyskawa Nancy	EVP & Chief Client Officer	Feb 23 '24	Option Exercise	0.00	8,334	0	103,744	Feb 27 06:49 PM
Rowe David W.	EVP, Glob.Transform.&CPO	Feb 23 '24	Option Exercise	0.00	8,334	0	369,255	Feb 27 07:00 PM
Perica Michael L.	EVP & Chief Financial Officer	Feb 23 '24	Sale	3.13	3,807	11,920	100,377	Feb 27 06:58 PM
Maddock Kevin	EVP,ChiefRecurringRev.Officer	Feb 23 '24	Sale	3.13	3,410	10,677	91,123	Feb 27 06:52 PM
Rowe David W.	EVP, Glob.Transform.&CPO	Feb 23 '24	Sale	3.13	3,410	10,677	365,845	Feb 27 07:00 PM
Lyskawa Nancy	EVP & Chief Client Officer	Feb 23 '24	Sale	3.13	2,872	8,993	100,872	Feb 27 06:49 PM
Perica Michael L.	EVP & Chief Financial Officer	Feb 05 '24	Sale	3.20	7,803	24,938	95,850	Feb 06 06:19 PM
Maddock Kevin	EVP,ChiefRecurringRev.Officer	Feb 05 '24	Sale	3.20	5,593	17,875	86,199	Feb 06 06:10 PM
Lyskawa Nancy	EVP & Chief Client Officer	Feb 05 '24	Sale	3.20	4,704	15,034	95,410	Feb 06 06:09 PM
Rowe David W.	EVP, Glob.Transform.&CPO	Feb 05 '24	Sale	3.20	3,498	11,180	360,921	Feb 06 06:15 PM
Lyskawa Nancy	EVP & Chief Client Officer	Feb 03 '24	Option Exercise	0.00	13,333	0	100,114	Feb 06 06:09 PM
Maddock Kevin	EVP,ChiefRecurringRev.Officer	Feb 03 '24	Option Exercise	0.00	13,333	0	91,792	Feb 06 06:10 PM
Rowe David W.	EVP, Glob.Transform.&CPO	Feb 03 '24	Option Exercise	0.00	8,333	0	364,419	Feb 06 06:15 PM
Perica Michael L.	EVP & Chief Financial Officer	Feb 03 '24	Option Exercise	0.00	16,666	0	103,653	Feb 06 06:19 PM
Ravin Seth A.	President, CEO & Chairman	Dec 13 '23	Option Exercise	0.00	33,333	0	244,603	Dec 15 04:07 PM
Perica Michael L.	EVP & Chief Financial Officer	Dec 13 '23	Option Exercise	0.00	8,333	0	89,194	Dec 15 04:03 PM
Ravin Seth A.	President, CEO & Chairman	Dec 13 '23	Sale	3.26	9,481	30,908	235,122	Dec 15 04:07 PM
Perica Michael L.	EVP & Chief Financial Officer	Dec 13 '23	Sale	3.26	2,207	7,195	86,987	Dec 15 04:03 PM
Perica Michael L.	EVP & Chief Financial Officer	Oct 02 '23	Option Exercise	0.00	33,334	0	94,562	Oct 03 06:05 PM
Perica Michael L.	EVP & Chief Financial Officer	Oct 02 '23	Sale	2.09	13,701	28,649	80,861	Oct 03 06:05 PM
Salaets Steven	EVP & CIO	Aug 04 '23	Option Exercise	0.00	33,334	0	196,507	Aug 08 06:58 PM
Rowe David W.	EVP, Glob.Transform.&CPO	Aug 04 '23	Option Exercise	0.00	33,334	0	367,535	Aug 08 07:10 PM
Maddock Kevin	EVP,ChiefRecurringRev.Officer	Aug 04 '23	Option Exercise	0.00	16,668	0	84,188	Aug 08 07:14 PM
Lyskawa Nancy	EVP & Chief Client Officer	Aug 04 '23	Option Exercise	0.00	16,668	0	91,539	Aug 08 07:13 PM
Rowe David W.	EVP, Glob.Transform.&CPO	Aug 04 '23	Sale	2.56	11,449	29,287	356,086	Aug 08 07:10 PM
Salaets Steven	EVP & CIO	Aug 04 '23	Sale	2.56	8,064	20,628	188,443	Aug 08 06:58 PM
Maddock Kevin	EVP,ChiefRecurringRev.Officer	Aug 04 '23	Sale	2.56	5,729	14,655	78,459	Aug 08 07:14 PM
Lyskawa Nancy	EVP & Chief Client Officer	Aug 04 '23	Sale	2.56	4,758	12,171	86,781	Aug 08 07:13 PM
Perica Michael L.	EVP & Chief Financial Officer	Aug 03 '23	Option Exercise	0.00	5,000	0	63,283	Aug 07 07:26 PM
Perica Michael L.	EVP & Chief Financial Officer	Aug 03 '23	Sale	2.47	2,055	5,072	61,228	Aug 07 07:26 PM
Maddock Kevin	EVP,ChiefRecurringRev.Officer	Aug 02 '23	Option Exercise	0.00	3,333	0	68,793	Aug 04 04:21 PM
Lyskawa Nancy	EVP & Chief Client Officer	Aug 02 '23	Option Exercise	0.00	1,666	0	75,399	Aug 04 04:16 PM
Maddock Kevin	EVP,ChiefRecurringRev.Officer	Aug 02 '23	Sale	2.44	1,273	3,100	67,520	Aug 04 04:21 PM
Lyskawa Nancy	EVP & Chief Client Officer	Aug 02 '23	Sale	2.44	528	1,286	74,871	Aug 04 04:16 PM
Perica Michael L.	EVP & Chief Financial Officer	Jul 20 '23	Sale	5.11	5,556	28,387	58,283	Jul 24 06:45 PM
Perica Michael L.	EVP & Chief Financial Officer	Jul 06 '23	Sale	4.73	5,556	26,274	63,839	Jul 07 04:32 PM
Perica Michael L.	EVP & Chief Financial Officer	Jun 29 '23	Sale	4.50	5,556	25,002	69,395	Jun 30 04:22 PM
Perica Michael L.	EVP & Chief Financial Officer	Jun 08 '23	Sale	4.50	5,556	25,002	74,951	Jun 08 07:41 PM
Murray Robin P.	Director	Jun 06 '23	Option Exercise	0.00	45,918	0	167,481	Jun 08 06:18 PM
Snyder Jay G	Director	Jun 06 '23	Option Exercise	0.00	45,918	0	120,505	Jun 08 07:20 PM
ACOSTA JACK L	Director	Jun 06 '23	Option Exercise	0.00	45,918	0	168,481	Jun 08 06:35 PM
MCCALLUM KATRINKA	Director	Jun 06 '23	Option Exercise	0.00	15,307	0	30,614	Jun 08 06:30 PM
CAPELLI STEVEN M	Director	Jun 06 '23	Option Exercise	0.00	45,918	0	167,481	Jun 08 07:01 PM
Ravin Seth A.	President, CEO & Chairman	Jun 04 '23	Sale	4.28	21,234	90,882	211,270	Jun 06 06:31 PM
Ravin Seth A.	President, CEO & Chairman	Jun 03 '23	Option Exercise	0.00	77,356	0	232,504	Jun 06 06:31 PM

Held by: VTI IWM VXF IWN SCHA VTWO IWC IWO SCHB VTWV

Index	RUT	P/E	-	EPS (ttm)	-0.39	Insider Own	19.96%	Shs Outstand	121.68M	Perf Week	15.75%
Market Cap	197.54M	Forward P/E	-	EPS next Y	-0.23	Insider Trans	-0.98%	Shs Float	107.55M	Perf Month	18.55%
Income	-45.59M	PEG	-	EPS next Q	-0.08	Inst Own	35.88%	Short Float	7.28%	Perf Quarter	-13.02%
Sales	133.23M	P/S	1.48	EPS this Y	97.44%	Inst Trans	169.14%	Short Ratio	8.77	Perf Half Y	79.27%
Book/sh	0.81	P/B	1.82	EPS next Y	-904.44%	ROA	-11.41%	Short Interest	7.83M	Perf Year	-30.33%
Cash/sh	0.33	P/C	4.44	EPS next 5Y	-	ROE	-36.98%	52W Range	0.65 - 4.51	Perf YTD	28.95%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-16.00%	52W High	-67.37%	Beta	0.47
Dividend TTM	-	Quick Ratio	1.04	Sales past 5Y	17.94%	Gross Margin	61.53%	52W Low	126.15%	ATR (14)	0.13
Dividend Ex-Date	-	Current Ratio	1.04	EPS Y/Y TTM	82.43%	Oper. Margin	-43.36%	RSI (14)	57.40	Volatility	11.10% 9.05%
Employees	680	Debt/Eq	1.72	Sales Y/Y TTM	44.74%	Profit Margin	-34.22%	Recom	1.67	Target Price	3.22
Option/Short	Yes / Yes	LT Debt/Eq	1.69	EPS Q/Q	339.30%	Payout	-	Rel Volume	0.50	Prev Close	1.49
Sales Surprise	3.27%	EPS Surprise	436.36%	Sales Q/Q	1.85%	Earnings	May 09 BMO	Avg Volume	893.00K	Price	1.47
SMA20	10.48%	SMA50	4.69%	SMA200	-7.85%	Trades		Volume	442,404	Change	-1.34%

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

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Oct-27-23 07:01AM	Worlds Leading Defense and Aerospace Companies Choose FiscalNote for Global Policy Monitoring, Tracking, News, and Expert Analysis (Business Wire)
Oct-23-23 10:33AM	FiscalNote Expands EU Tracking Capabilities With AI-Powered EU Parliament Transcripts and Stakeholder Coverage of All Parliament Members (Business Wire) -18.24%
Sep-12-23 07:01AM	FiscalNote Launches Dynamic Dashboard in Expansion of Its AI-Powered Risk Connector (Business Wire) +5.50%
Sep-07-23 07:01AM	FiscalNote Expands Coverage of Global Policy Monitoring and Analysis of Over 80 Countries for the Most Comprehensive Solution in the Marketplace (Business Wire)
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Sep-05-23 10:01AM	FiscalNote to Present at Upcoming Investor Conferences (Business Wire) -9.38%
Aug-15-23 12:47PM	FiscalNote Celebrates 10-Year Anniversary and First Year as a Public Company With Opening Bell Ringing Ceremony at New York Stock Exchange (Business Wire)
Aug-09-23 07:15AM	FiscalNote Announces Further Expansion of Its Global Public Sector Leadership and Coverage by Unveiling Wide Range of New Customer Agreements (Business Wire) -22.61%
07:01AM	FiscalNote Announces Second Quarter 2023 Financial Results with Q2 Revenue Growth of 21% Year-over-Year (Business Wire)
Aug-08-23 07:01AM	FiscalNote Launches "FiscalNoteGPT", a Generative AI System Built Specifically for the Policy and Regulatory Industry (Business Wire) +7.81%
Aug-04-23 07:01AM	FiscalNote to Participate at the Oppenheimer 26th Annual Technology, Internet & Communications Conference (Business Wire)
Jul-31-23 07:01AM	FiscalNote to Report Second Quarter Financial Results on Wednesday, August 9, 2023 (Business Wire)
Jul-26-23 01:30PM	Northland Capital Markets Institutional Investor Conference (ACCESSWIRE)
Jul-20-23 10:17AM	FiscalNote Announces Partnership With Koreas Ministry of Foreign Affairs to Provide AI-Powered Policy and Data Intelligence, Legislative and Regulatory Monitoring, and Global Issues Management (Business Wire)
Jun-29-23 07:01AM	FiscalNotes CEO Tim Hwang Named as an EY Entrepreneur Of The Year® 2023 Mid-Atlantic Award Winner (Business Wire)
Jun-27-23 12:46PM	FiscalNote Releases Second Annual Corporate Sustainability Overview for FY2022 (Business Wire) +6.92%
Jun-22-23 07:01AM	FiscalNote Launches AI-Powered Risk Connector For Anticipating and Managing Operational Risks (Business Wire)
Jun-20-23 07:01AM	FiscalNote Set to Join Russell 3000® Index (Business Wire) +14.00%
May-23-23 01:01PM	FiscalNote Collaborates with Microsoft to Build Plugin for New AI-powered Bing (Business Wire) -9.58%
May-11-23 10:31AM	FiscalNote to Participate at Upcoming Investor Conferences (Business Wire) -6.53%
06:00AM	Oppenheimer & Co. Inc. Hosts 8th Annual Emerging Growth Conference, Connecting Investors with Small-cap Disruptors and Innovators (PR Newswire)
May-10-23 02:01PM	FiscalNote Selected by Google as Launch Partner for Integration With Bard by Google (Business Wire) +23.60%
07:01AM	FiscalNote Announces First Quarter 2023 Financial Results with 21% Revenue Growth Year-over-Year (Business Wire)
May-09-23 07:01AM	Global Media Companies and News Organizations Choose FiscalNote for Policy and Political Intelligence and Critical Insights to Augment Reporting (Business Wire)
May-08-23 07:01AM	FiscalNote Announces Continued Growth of Global Intellectual Property Portfolio With Award of Three New AI-Related Patents (Business Wire)
May-01-23 04:01PM	FiscalNote to Report First Quarter Financial Results on Wednesday, May 10, 2023 (Business Wire)
Apr-27-23 11:58AM	FiscalNote Selected as Inaugural Launch Partner for Databricks Marketplace, Expanding Access and Exposure to its Unique and Powerful Proprietary Data Sets (Business Wire) +7.78%
Apr-19-23 07:01AM	FiscalNotes VoterVoice Launches Enhanced AI Functionality and Integrations With OpenAIs ChatGPT to Revolutionize Use of AI in Lobbying and Advocacy Industry (Business Wire) -5.22%
Apr-13-23 12:08PM	FiscalNote Announces Continued AI Innovation and Momentum with Receipt of 13th Patent From U.S. Patent Office (Business Wire) +10.34%
Apr-10-23 06:00AM	FiscalNote to Participate in Fireside Chat at The SHARE & NYSE Event (Business Wire) +5.66%
Mar-28-23 07:00AM	FiscalNote Announces Fourth Quarter and Full Year 2022 Financial Results; Provides Outlook for FY 2023 (Business Wire) +11.11%
Mar-27-23 07:01AM	FiscalNote Announces Major New Customer Agreements with International Governments, Embassies, Agencies, Parliaments, and Ministries Across the Global Public Sector (Business Wire) +17.65%
Mar-23-23 01:01PM	FiscalNote Selected by OpenAI for Collaboration As Inaugural Launch Partner for OpenAIs ChatGPT Plug-in (Business Wire) +75.00%
Mar-20-23 07:01AM	FiscalNote Announces Partnership With Enterprise IT and Cloud Leader Peraton To Tackle Rising Challenges and Adverse Impacts of Global Disinformation (Business Wire) -6.00%
Mar-15-23 07:01AM	FiscalNote Selected by Georgia Legislature, Lieutenant Governor, and Dekalb County Board Commissioners to Enhance Constituent Engagements and Communications (Business Wire) -9.83%
Mar-13-23 11:16AM	FiscalNote to Participate at the 35th Annual ROTH Conference (Business Wire) -10.40%
Mar-03-23 11:07AM	FiscalNote to Report Fourth Quarter and Full Year 2022 Financial Results on March 28, 2023 (Business Wire)
Mar-01-23 07:01AM	FiscalNote Announces Preliminary FY 2022 Results With Expected GAAP Revenue at the Top End of Its Guidance Range (Business Wire) -10.21%
Feb-27-23 09:01AM	CQ and Roll Calls Bill Clark Receives Six Individual Awards for Still Photography in White House News Photographers Associations Eyes of History Contest (Business Wire)
Feb-23-23 12:56PM	FiscalNote Announces Access to Oxford Analytica Daily Brief on Bloomberg Terminal (Business Wire)
Feb-09-23 07:01AM	Leading Nonprofits, Advocacy Organizations, and Trade Associations on K Street Leverage FiscalNotes Portfolio of Solutions for Policy and Political Intelligence, Issue Tracking and Monitoring, and Critical Insights to Deliver Action and Results (Business Wire)
Feb-07-23 07:01AM	The AI State of the Union Experience: FiscalNote Combines Proprietary Datasets & AI With OpenAI Platform to Transform Analysis of Presidential State of the Union Addresses, Building on Its Decade-Long Track Record of AI-Driven Solutions & Expertise (Business Wire)
Jan-27-23 07:01AM	FiscalNote Announces Acquisition of Dragonfly, a Leading Geopolitical Data and Security Intelligence Company for Business Risk Decision-Makers at Blue-Chip Organizations Around the World (Business Wire)
Jan-09-23 07:01AM	Fiscalnote Appoints Will Wilkinson as General Manager, Geopolitical & Market Intelligence (Business Wire) +7.34%
Jan-05-23 07:01AM	FiscalNote to Present at the 25th Annual Needham Growth Conference on January 10, 2023 (Business Wire)
Jan-03-23 07:01AM	FiscalNote Appoints Richard Henderson as Chief Revenue Officer to Drive Next Phase of Companys Global Sales Growth and Customer Expansion (Business Wire)
Dec-21-22 11:48AM	FiscalNote Announces Landmark Collaboration With National Assembly of the Republic of Korea to Provide AI-Powered Policy Intelligence, Legislative and Regulatory Tracking, and Issues Management (Business Wire)
Dec-08-22 07:00AM	Major Healthcare Companies, Trade Associations, and Non-profits Turn to FiscalNote for Policy Monitoring, Actionable Solutions, and Risk Mitigation (Business Wire)
Nov-29-22 07:00AM	FiscalNote Announces Plans to Integrate AI-Powered Congressional Transcripts Into Fireside SaaS Platform (Business Wire)
Nov-28-22 07:00AM	FiscalNote Announces Relaunch of Its Platform - Delivering New Features and Enhancements Enabling Government Affairs, Advocacy, and Risk Professionals to Optimize Policy and Stakeholder Management (Business Wire) +7.89%
Nov-14-22 07:01AM	FiscalNote Announces Expansion of Global Commercial Customer Base (Business Wire) +10.70%
07:00AM	FiscalNote Announces Third Quarter 2022 Financial Results (Business Wire)
Nov-04-22 07:00AM	FiscalNote to Report Third Quarter 2022 Financial Results (Business Wire)
Nov-01-22 07:00AM	FiscalNote Announces Inaugural Overview of Its 2021 Sustainability & Social Impact Efforts (Business Wire)
Oct-31-22 07:00AM	FiscalNote Introduces EU Issue Tracker Services and Upgrades Industry-Leading EUIT Platform to Enhance Customer Results and Grow EU Business (Business Wire)
Oct-19-22 07:00AM	FiscalNote ESG Solutions Equilibrium and Work Management Platform Leader Asana Announce Integration for Decarbonization and ESG Workflow Management (Business Wire)
Oct-18-22 07:00AM	FiscalNote ESG Solutions Unveils ESG360TM Benchmarking and Risk Intelligence Platform (Business Wire)
Oct-14-22 07:01AM	FiscalNotes Oxford Analytica Announces Return of Internationally Acclaimed Global Horizons Conference (Business Wire)
Oct-10-22 07:00AM	FiscalNote Announces Continued Momentum and Growth Trajectory Through Expansion of U.S. Public Sector Customer Base (Business Wire)
Oct-06-22 08:30AM	Runway Growth Finance Corp. Provides Third Quarter 2022 Portfolio Update (GlobeNewswire) -8.60%
Oct-03-22 07:00AM	FiscalNote Acquires DT-Global Business (Business Wire)
Sep-29-22 08:01AM	FiscalNote Files Amendment to Its Previously Filed Form S-1 Registration Statement (Business Wire)
Sep-27-22 01:06PM	FiscalNotes Curate Announces Expansion of State & Local Coverage to Over 4,000 School Boards and Hundreds of State Boards Across the Nation (Business Wire) -5.52%
Sep-15-22 11:50AM	FiscalNotes Curate Wins Global Award for "Best Data Innovation in a SaaS Product" (Business Wire)
Sep-14-22 01:42PM	FiscalNote ESG Solutions Equilibrium Wins Global Award for "Best SaaS Product for CSR/Sustainability" (Business Wire)
Sep-07-22 07:00AM	FiscalNote Appoints Sara Buda Vice President, Investor Relations (Business Wire)
Sep-02-22 02:57PM	FiscalNote to Present at Upcoming Investor Conferences (Business Wire)
Aug-25-22 01:14PM	FISCALNOTE ANNOUNCES STRATEGIC PARTNERSHIP WITH SOUTH KOREA CONSUMER FINANCE LEADER SHINHAN CARD (PR Newswire)
Aug-17-22 06:46PM	FiscalNote CEO & Co-Founder Tim Hwang Visits Seoul, Korea (PR Newswire)
Aug-15-22 04:15PM	FiscalNote Announces Second Quarter 2022 Financial Results (PR Newswire)
Aug-08-22 08:38AM	We Think FiscalNote Holdings (NYSE:NOTE) Needs To Drive Business Growth Carefully (Simply Wall St.) +15.16%
08:00AM	FiscalNote to Report Second Quarter 2022 Financial Results (PR Newswire)
Aug-04-22 03:07PM	FISCALNOTE CELEBRATES PUBLIC COMPANY DEBUT WITH OPENING BELL RINGING CEREMONY AT NEW YORK STOCK EXCHANGE (PR Newswire) +11.60%
Aug-01-22 08:00AM	FISCALNOTE COMPLETES ACQUISITION OF AICEL TECHNOLOGIES (PR Newswire)
Jul-29-22 04:15PM	Duddell Street Acquisition Corp. and FiscalNote Complete Business Combination (PR Newswire) -11.36%

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Aman Todd	SVP, General Counsel & Sec.	May 15 '24	Sale	1.48	532	789	42,286	May 17 04:21 PM
Resnik Josh	President and COO	May 07 '24	Sale	1.21	999	1,209	454,692	May 09 04:36 PM
Slabaugh Jon	CFO and SVP, Corp. Dev.	May 07 '24	Sale	1.21	987	1,194	139,390	May 09 04:41 PM
Aman Todd	SVP, General Counsel & Sec.	May 07 '24	Sale	1.21	858	1,038	42,818	May 09 04:31 PM
Donnell Paul	Chief Accounting Officer	May 07 '24	Sale	1.21	560	678	25,806	May 09 04:32 PM
Hwang Tim	Chairman, CEO and Director	May 01 '24	Sale	1.33	30,168	40,087	2,747,400	May 03 04:22 PM
Resnik Josh	President and COO	Apr 30 '24	Sale	1.36	3,751	5,105	455,691	May 02 04:14 PM
Resnik Josh	President and COO	Apr 08 '24	Sale	1.39	938	1,302	459,442	Apr 10 04:23 PM
Slabaugh Jon	CFO and SVP, Corp. Dev.	Apr 08 '24	Sale	1.39	928	1,288	140,377	Apr 10 04:23 PM
Donnell Paul	Chief Accounting Officer	Apr 05 '24	Sale	1.33	500	667	26,366	Apr 09 04:11 PM
Henderson Richard	Chief Revenue Officer	Apr 03 '24	Sale	1.22	3,349	4,083	90,819	Apr 05 04:46 PM
Hwang Tim	Chairman, CEO and Director	Apr 01 '24	Sale	1.19	31,431	37,393	2,777,568	Apr 03 05:21 PM
Resnik Josh	President and COO	Apr 01 '24	Sale	1.19	3,943	4,691	460,380	Apr 03 05:22 PM
Yao Gerald	CSO and Director	Mar 18 '24	Sale	1.80	4,000	7,200	82,283	Mar 20 04:28 PM
Resnik Josh	President and COO	Mar 07 '24	Sale	2.19	875	1,916	464,323	Mar 12 07:56 AM
Slabaugh Jon	CFO and SVP, Corp. Dev.	Mar 07 '24	Sale	2.19	866	1,897	141,305	Mar 12 07:56 AM
Hwang Tim	Chairman, CEO and Director	Mar 01 '24	Sale	1.82	29,284	53,250	2,808,999	Mar 05 06:52 PM
Resnik Josh	President and COO	Feb 29 '24	Sale	1.63	3,810	6,194	465,198	Mar 04 05:23 PM
Aman Todd	SVP, General Counsel & Sec.	Feb 15 '24	Sale	1.51	517	783	43,676	Feb 20 05:57 PM
Aman Todd	SVP, General Counsel & Sec.	Feb 07 '24	Sale	1.49	3,052	4,553	44,193	Feb 09 06:16 PM
Donnell Paul	Chief Accounting Officer	Feb 07 '24	Sale	1.49	1,994	2,975	26,866	Feb 09 06:16 PM
Resnik Josh	President and COO	Feb 07 '24	Sale	1.49	891	1,329	469,008	Feb 09 06:17 PM
Slabaugh Jon	CFO and SVP, Corp. Dev.	Feb 07 '24	Sale	1.49	881	1,314	142,171	Feb 09 06:17 PM
Hwang Tim	Chairman, CEO and Director	Feb 01 '24	Sale	1.39	30,131	41,945	2,838,283	Mar 05 06:52 PM
Resnik Josh	President and COO	Jan 31 '24	Sale	1.27	3,670	4,655	469,899	Feb 02 06:06 PM
Resnik Josh	President and COO	Jan 08 '24	Sale	1.03	957	986	466,663	Jan 10 05:47 PM
Slabaugh Jon	CFO and SVP, Corp. Dev.	Jan 08 '24	Sale	1.03	945	974	143,052	Jan 10 05:47 PM
Henderson Richard	Chief Revenue Officer	Jan 05 '24	Sale	1.08	13,332	14,372	94,168	Jan 09 07:25 PM
Donnell Paul	Chief Accounting Officer	Jan 05 '24	Sale	1.08	474	511	28,860	Jan 09 07:23 PM
Hwang Tim	Chairman, CEO and Director	Jan 02 '24	Sale	1.01	35,882	36,409	2,868,414	Jan 04 08:34 PM
Resnik Josh	President and COO	Jan 02 '24	Sale	1.01	3,884	3,941	467,620	Jan 04 08:40 PM
Nilsson Keith	Director	Dec 15 '23	Buy	0.57	6,345,702	3,617,050	4,752,782	Dec 18 04:05 PM
Nilsson Keith	Director	Dec 15 '23	Sale	0.57	6,345,702	3,617,050	0	Dec 18 04:05 PM
Slabaugh Jon	See Remarks	Dec 07 '23	Sale	1.23	3,752	4,619	143,997	Dec 11 05:15 PM
Resnik Josh	See Remarks	Dec 07 '23	Sale	1.23	782	963	471,504	Dec 11 05:15 PM
Hwang Tim	See Remarks	Dec 01 '23	Sale	1.07	43,132	45,996	2,904,296	Dec 05 04:30 PM
Resnik Josh	See Remarks	Nov 30 '23	Sale	0.97	3,400	3,305	472,286	Dec 04 05:00 PM
Aman Todd	See Remarks	Nov 15 '23	Sale	0.87	413	361	42,777	Nov 17 04:05 PM
Slabaugh Jon	See Remarks	Nov 07 '23	Sale	1.37	3,968	5,428	147,749	Nov 09 04:15 PM
Resnik Josh	See Remarks	Nov 07 '23	Sale	1.37	828	1,133	475,686	Nov 09 04:15 PM
Resnik Josh	See Remarks	Oct 31 '23	Sale	1.30	3,301	4,308	476,514	Nov 02 04:15 PM
Slabaugh Jon	See Remarks	Oct 10 '23	Sale	1.95	4,177	8,158	151,717	Oct 12 08:40 PM
Resnik Josh	See Remarks	Oct 10 '23	Sale	1.95	871	1,701	479,815	Oct 12 08:40 PM
Donnell Paul	Chief Accounting Officer	Oct 05 '23	Sale	2.10	2,062	4,330	29,334	Oct 10 05:23 PM
Resnik Josh	See Remarks	Oct 02 '23	Sale	1.89	3,353	6,347	480,686	Oct 04 04:25 PM
Slabaugh Jon	See Remarks	Sep 07 '23	Sale	2.02	3,744	7,544	155,894	Sep 11 07:50 PM
Resnik Josh	See Remarks	Sep 07 '23	Sale	2.02	780	1,572	484,039	Sep 11 07:45 PM
Hwang Tim	See Remarks	Sep 01 '23	Sale	2.10	46,247	97,211	3,034,206	Sep 06 04:15 PM
Hwang Tim	See Remarks	Aug 31 '23	Sale	2.19	65,504	143,631	3,080,453	Sep 01 04:15 PM
Nilsson Keith	Director	Aug 31 '23	Sale	2.14	6,579	14,102	0	Sep 01 04:15 PM
Resnik Josh	See Remarks	Aug 31 '23	Sale	2.14	3,345	7,158	484,819	Sep 05 04:15 PM
Hwang Tim	See Remarks	Aug 30 '23	Sale	2.30	112,348	258,221	3,145,957	Sep 01 04:15 PM
Hwang Tim	See Remarks	Aug 29 '23	Sale	2.25	64,724	145,849	3,258,305	Aug 30 04:15 PM
Hwang Tim	See Remarks	Aug 28 '23	Sale	2.32	332,424	771,523	3,323,029	Aug 30 04:15 PM
Aman Todd	See Remarks	Aug 21 '23	Sale	2.81	1,810	5,092	43,190	Aug 22 04:15 PM
McChrystal Stanley A	Director	Aug 11 '23	Buy	2.42	8,000	19,360	271,595	Aug 11 04:10 PM
Yiu Conrad	Director	Jun 13 '23	Buy	3.00	55,000	165,000	1,511,985	Jun 15 04:05 PM

Open in Screener

XMTR

Xometry Inc

May 17 • 04:00PM ET

16.23

Dollar change +0.76
Percentage change 4.91	%

Industrials • Specialty Industrial Machinery • USA • NASD

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

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

Index	RUT	P/E	-	EPS (ttm)	-1.37	Insider Own	16.96%	Shs Outstand	45.49M	Perf Week	-0.43%
Market Cap	792.02M	Forward P/E	61.49	EPS next Y	0.26	Insider Trans	-0.88%	Shs Float	40.52M	Perf Month	1.12%
Income	-65.74M	PEG	-	EPS next Q	-0.10	Inst Own	89.80%	Short Float	9.63%	Perf Quarter	-49.39%
Sales	480.77M	P/S	1.65	EPS this Y	39.28%	Inst Trans	-4.02%	Short Ratio	4.91	Perf Half Y	-14.67%
Book/sh	6.58	P/B	2.47	EPS next Y	208.68%	ROA	-9.28%	Short Interest	3.90M	Perf Year	-7.99%
Cash/sh	5.20	P/C	3.12	EPS next 5Y	-	ROE	-19.29%	52W Range	13.57 - 38.74	Perf YTD	-54.80%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-19.14%	ROI	-10.74%	52W High	-58.10%	Beta	0.58
Dividend TTM	-	Quick Ratio	4.27	Sales past 5Y	56.69%	Gross Margin	36.62%	52W Low	19.60%	ATR (14)	1.16
Dividend Ex-Date	-	Current Ratio	4.31	EPS Y/Y TTM	12.88%	Oper. Margin	-14.40%	RSI (14)	44.10	Volatility	7.09% 6.89%
Employees	992	Debt/Eq	0.93	Sales Y/Y TTM	19.38%	Profit Margin	-13.67%	Recom	1.62	Target Price	24.57
Option/Short	Yes / Yes	LT Debt/Eq	0.91	EPS Q/Q	11.08%	Payout	-	Rel Volume	1.42	Prev Close	15.47
Sales Surprise	2.31%	EPS Surprise	10.31%	Sales Q/Q	16.49%	Earnings	May 09 BMO	Avg Volume	794.90K	Price	16.23
SMA20	-3.67%	SMA50	-5.16%	SMA200	-24.89%	Trades		Volume	1,127,808	Change	4.91%

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

Show Previous Ratings

May-15-24 05:47PM	Xometry Appoints Sabir Dutt as Chief Sales Officer (MT Newswires)
04:01PM	Xometry Appoints Subir Dutt As Chief Sales Officer (GlobeNewswire)
May-14-24 08:30AM	Xometry to Participate in Upcoming Investor Conferences (GlobeNewswire)
May-10-24 04:45PM	Xometry, Inc. (NASDAQ:XMTR) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-09-24 11:54AM	XMTR Stock Earnings: Xometry Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
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08:25AM	Xometry (XMTR) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
07:25AM	Xometry: Q1 Earnings Snapshot (Associated Press Finance)
07:02AM	Xometry Reports First Quarter 2024 Results (GlobeNewswire)
Apr-30-24 07:07AM	3 3D Printing Stocks With the Potential to Make You an Overnight Millionaire (InvestorPlace)
Apr-28-24 04:45AM	Got $1,000? These Hot Growth Stocks Are Screaming Buys Right Now. (Motley Fool)
Apr-23-24 08:01AM	Xometry to Announce First Quarter 2024 Financial Results on May 9, 2024 (GlobeNewswire) +7.62%
Apr-17-24 04:15AM	Investors Are Chasing the Biggest Names in Artificial Intelligence. But These 2 Lesser-Known Companies Are AI Stocks to Buy Now. (Motley Fool)
Apr-16-24 08:40AM	Manufacturing CEOs Say 2024 Presidential Election Will Be 'Pivotal,' New 'American Manufacturing Resilience' Survey From Zogby Strategies and Xometry Reveals (GlobeNewswire)
Mar-28-24 08:01AM	Xometry Introduces Enhanced Teamspace Collaboration Features To Further Expedite Order Management On Its AI-Powered Marketplace (GlobeNewswire)
Mar-21-24 08:33AM	Xometry Europe Expands Finishing Options On Its AI-Driven Marketplace, Introduces The Xometry.Pro Knowledge Hub, And Launches A New Local-Language Czech Website (GlobeNewswire)
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Mar-07-24 05:06AM	Here's Why Xometry (XMTR) Outperformed in Q4 (Insider Monkey)
Mar-01-24 09:05AM	Xometry, Inc. (NASDAQ:XMTR) Q4 2023 Earnings Call Transcript (Insider Monkey) -7.98%
12:30AM	Q4 2023 Xometry Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-29-24 09:33AM	Xometry Names Yelps James Miln as CFO (The Wall Street Journal) -35.00%
08:15AM	Xometry (XMTR) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
07:33AM	Xometry Inc (XMTR) Reports Strong Revenue Growth Amid Marketplace Expansion (GuruFocus.com)
07:28AM	Xometry: Q4 Earnings Snapshot (Associated Press Finance)
07:05AM	Xometry Reports Fourth Quarter and Full Year 2023 Results (GlobeNewswire)
07:03AM	Xometry Appoints James Miln as New Chief Financial Officer (GlobeNewswire)
Feb-28-24 12:40AM	Xometry (XMTR) Shares Strongly Appreciated in Q4 (Insider Monkey)
Feb-27-24 10:33AM	Xometry (XMTR) Gears Up to Post Q4 Earnings: What to Expect (Zacks)
Feb-22-24 08:05AM	Xometry to Participate in JMP Securities Technology Conference (GlobeNewswire)
Feb-21-24 08:04AM	Women Are More Likely To Find Career Satisfaction In Manufacturing Than Their Male Counterparts, Fourth-Annual Survey From Women in Manufacturing And Xometry Finds (GlobeNewswire) -5.85%
Feb-13-24 01:06PM	PRIMECAP Management Bolsters Stake in Xometry Inc (GuruFocus.com) -8.74%
08:01AM	Xometry to Announce Fourth Quarter and Full Year 2023 Financial Results On February 29, 2024 (GlobeNewswire)
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Jan-17-24 04:44AM	Here's Why Madison Small Cap Fund Sold Xometry (XMTR) (Insider Monkey)
Jan-11-24 08:31AM	Election 2024: Spotlight on Manufacturing Primary Voters In Iowa, New Hampshire, South Carolina, Nevada And Michigan Weigh In On AI, Robotics And Automation In New Xometry, Zogby Strategies Poll (GlobeNewswire)
Jan-06-24 09:01AM	Xometry Inc CFO James Rallo Sells 4,404 Shares (GuruFocus.com)
Dec-26-23 07:33AM	Xometry CEO Randy Altschuler on manufacturing's AI renaissance and reshoring trends (CNBC TV) +5.36%
Dec-24-23 07:15AM	This Promising AI Stock Is Up Over 100% in the Last 2 Months and Still Has Long-Term Multibagger Potential (Motley Fool)
Dec-22-23 11:01AM	Xometry Inc CFO James Rallo Sells 5,000 Shares (GuruFocus.com)
Dec-19-23 08:22AM	Manufacturing CEOs Are Stepping Into 2024 Embracing AI, Accelerating Reshoring And Investing In High-Tech Talent (GlobeNewswire)
Dec-15-23 06:54AM	Bull Of The Day: Xometry (XMTR) (Zacks)
Dec-14-23 08:06AM	Auto Execs Expect Higher Revenue In 2024 But 84% Are Worried About Production Timelines And Waning Consumer Demand For Electric Vehicles, According To Xometry's Driving Progress: The 2024 Automotive Manufacturing Industry Survey (GlobeNewswire) +14.06%
Dec-12-23 04:08PM	Xometry and Howard University Announce Continuation Of 'Game-Changing' Xometry Scholars Program (GlobeNewswire)
Dec-05-23 08:43AM	Xometry Updates Process Recommender To Its AI-Powered Instant Quoting Engine (GlobeNewswire)
Dec-04-23 04:05PM	Fabio Rosati Appointed Chair of Xometry's Board Of Directors (GlobeNewswire)
Dec-02-23 03:04AM	Insider Sell Alert: CFO James Rallo Sells 5,000 Shares of Xometry Inc (XMTR) (GuruFocus.com)
Nov-14-23 05:08PM	EVENTIDE ASSET MANAGEMENT, LLC Bolsters Position in Xometry Inc (GuruFocus.com) +12.93%
05:41AM	Market Strategists Say the Best Investment Opportunities Now Are in Small-Cap Stocks. 5 Stocks to Buy if They're Right. (Motley Fool)
Nov-13-23 08:03AM	Xometry to Participate in 2023 RBC Capital Markets Global Technology, Internet, Media And Telecommunications Conference (GlobeNewswire)
Nov-11-23 09:43AM	Xometry, Inc. (NASDAQ:XMTR) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-09-23 08:27AM	Xometry Inc (XMTR) Reports Q3 2023 Earnings: Marketplace Growth Drives Revenue Increase (GuruFocus.com)
07:49AM	Xometry: Q3 Earnings Snapshot (Associated Press Finance)
07:04AM	Xometry Reports Third Quarter 2023 Results (GlobeNewswire)
07:02AM	Xometry Leverages Google Cloud To Accelerate The Digitization Of Manufacturing Globally (GlobeNewswire)
Oct-25-23 02:42PM	REPEAT - The Vast Majority Of Manufacturing CEOs Say AI Is Delivering Strong ROI As Reshoring Continues To Accelerate, According To Latest Quarterly 'American Manufacturing Resilience' Poll With Forbes, Xometry And John Zogby Strategies (GlobeNewswire) -7.46%
07:30AM	The Vast Majority Of Manufacturing CEOs Say AI Is Delivering Strong ROI As Reshoring Continues To Accelerate, According To Latest Quarterly 'American Manufacturing Resilience' Poll With Forbes, Xometry And John Zogby Strategies (GlobeNewswire)
Oct-24-23 07:48AM	Xometry Integrates Teamspace Collaboration Tool Into Its AI-Powered Marketplace (GlobeNewswire)
Oct-23-23 07:48AM	Xometry to Announce Third Quarter 2023 Financial Results On Nov. 9, 2023 (GlobeNewswire)
Sep-20-23 07:53AM	Xometrys Thomas Introduces Build America, Buy America Category On Its Popular Thomasnet.com Sourcing Platform (GlobeNewswire)
Sep-16-23 01:01AM	Insider Sell: Peter Goguen Sells 4,250 Shares of Xometry Inc (GuruFocus.com)
Sep-13-23 08:13AM	Xometrys Thomas Expands Self-Serve Listing Categories On Its Popular Thomasnet.com Platform (GlobeNewswire) -7.45%
Aug-31-23 08:17AM	Xometry to Participate in Upcoming Investor Conferences (GlobeNewswire)
Aug-14-23 08:05AM	Xometry Adds New Dashboard Collaboration Tool To Its AI-Powered Marketplace (GlobeNewswire)
Aug-10-23 01:34AM	Q2 2023 Xometry Inc Earnings Call (Thomson Reuters StreetEvents)
Aug-09-23 08:50AM	Xometry (XMTR) Reports Q2 Loss, Tops Revenue Estimates (Zacks) +5.42%
07:41AM	Xometry: Q2 Earnings Snapshot (Associated Press Finance)
07:01AM	Xometry Reports Second Quarter 2023 Results (GlobeNewswire)
Aug-08-23 08:32AM	Why Xometry (XMTR) Might Surprise This Earnings Season (Zacks)
Aug-01-23 08:11AM	Medical Device Manufacturers Rapidly Reshoring Operations To Strengthen Their Domestic Supply Chains, According To Xometrys 2023 Medical Industry Survey (GlobeNewswire)
Jul-12-23 08:54AM	Xometry to Announce Second Quarter 2023 Financial Results on August 9, 2023 (GlobeNewswire)
Jul-11-23 10:30AM	The past year for Xometry (NASDAQ:XMTR) investors has not been profitable (Simply Wall St.) +12.48%
Jul-10-23 08:14AM	Xometry Further Expands Offerings On Its AI-Powered Marketplace (GlobeNewswire) +6.88%
Jun-29-23 04:52AM	Should You Hold Xometry (XMTR)? (Insider Monkey)
Jun-20-23 08:02AM	80% Of CEOs To Deploy AI Within Two Years, According To Latest American Manufacturing Resurgence Poll By Xometry In Partnership With Forbes and Zogby Strategies (GlobeNewswire)
May-19-23 02:43PM	Goldman Sachs Says Small-Cap Stocks Are Attractively Valued at Current Levels; Here Are 2 Names the Banking Giant Likes (TipRanks)
May-18-23 08:28AM	Xometry to Participate in Upcoming Investor Conferences (GlobeNewswire)
May-10-23 02:28PM	Why Xometry Stock Skyrocketed Today (Motley Fool) +39.91%
08:35AM	Xometry (XMTR) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
07:32AM	Xometry: Q1 Earnings Snapshot (AP Finance)
07:02AM	Xometry Reports First Quarter 2023 Results (GlobeNewswire)
May-09-23 04:25AM	Will Xometry (XMTR) be Able to Improve its Margins? (Insider Monkey)
Apr-20-23 09:17AM	Women Who Graduate from STEM Programs Are More Than 2X Likely As Men To Pursue A Career In Manufacturing (GlobeNewswire)
Apr-19-23 08:12AM	Xometry to Announce First Quarter 2023 Financial Results on May 10, 2023 (GlobeNewswire)
Apr-17-23 08:14AM	American Manufacturing Resurgence: Reshoring Accelerates Significantly And Manufacturing Becomes A Digital-First Industry As CEOs Invest In Emerging Technologies Like Artificial Intelligence (AI), Robotics And More (GlobeNewswire)
Apr-13-23 11:32AM	Chart Industries (GTLS) Surges 12.1%: Is This an Indication of Further Gains? (Zacks)
Apr-10-23 08:44AM	Xometry, Inc. (NASDAQ:XMTR): Are Analysts Optimistic? (Simply Wall St.) +10.00%
Apr-08-23 07:03AM	Worried About Elon's AI Pause? 3 Top Stocks You Can Buy That Wouldn't Be Impacted (Motley Fool)
Mar-30-23 04:07PM	The Xometry Instant Quoting Engine® Adds Significant New Features (GlobeNewswire)
08:07AM	Xometry Brings Instant Quoting To Alibaba Groups 1688.com On-Demand Manufacturing Services (GlobeNewswire)
Mar-29-23 05:35AM	This Stock Reminds Me of Airbnb and Etsy, but Almost Nobody Knows About It (Motley Fool)
Mar-14-23 06:36AM	Is There An Opportunity With Xometry, Inc.'s (NASDAQ:XMTR) 29% Undervaluation? (Simply Wall St.)
Mar-13-23 03:05PM	Xometry To Participate In The Loop Capital Markets 2023 Investor Conference (GlobeNewswire)
Mar-07-23 09:29AM	Xometry, Inc. (NASDAQ:XMTR) Q4 2022 Earnings Call Transcript (Insider Monkey)
Mar-03-23 12:45AM	Xometry Launches In Turkey With The Acquisition Of Tridi, Turkeys Leading On-Demand Manufacturing Marketplace (GlobeNewswire)
Mar-02-23 11:37AM	13 High Growth Consumer Stocks To Buy (Insider Monkey)
Mar-01-23 10:42PM	Q4 2022 Xometry Inc Earnings Call (Thomson Reuters StreetEvents) -39.49%
12:43PM	Why Xometry Stock Is Falling Today (Motley Fool)
08:45AM	Xometry (XMTR) Reports Q4 Loss, Misses Revenue Estimates (Zacks)
07:11AM	Xometry Reports Fourth Quarter and Full Year 2022 Results (GlobeNewswire)
Feb-27-23 07:50AM	Xometry (XMTR) Stock Declined as Management Lowered Guidance (Insider Monkey)
Feb-21-23 07:35AM	Ingersoll Rand (IR) Q4 Earnings and Revenues Surpass Estimates (Zacks) -8.80%
Feb-15-23 08:15AM	Xometry to Announce Fourth Quarter and Full Year 2022 Financial Results on March 1, 2023 (GlobeNewswire)
Feb-14-23 03:04PM	10 Tech Stocks To Sell Now According to Cathie Wood (Insider Monkey)

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Goguen Peter	Chief Operating Officer	Apr 04 '24	Sale	18.13	940	17,040	196,271	Apr 05 04:32 PM
Leibel Matthew	Chief Technology Officer	Apr 04 '24	Sale	18.12	360	6,523	75,176	Apr 05 04:35 PM
Goguen Peter	Chief Operating Officer	Mar 20 '24	Sale	17.61	3,943	69,425	197,211	Mar 20 04:59 PM
Weymouth Katharine	Director	Mar 04 '24	Buy	16.86	500	8,428	22,555	Mar 05 04:39 PM
Rallo James M	Chief Financial Officer	Feb 20 '24	Option Exercise	3.65	5,000	18,250	49,381	Feb 21 05:10 PM
Rallo James M	Chief Financial Officer	Feb 20 '24	Sale	30.85	5,000	154,270	44,381	Feb 21 05:10 PM
Rollins Emily	Director	Jan 26 '24	Option Exercise	12.32	1,000	12,320	11,770	Jan 29 05:31 PM
Rollins Emily	Director	Jan 26 '24	Sale	32.39	1,000	32,394	10,770	Jan 29 05:31 PM
Rallo James M	Chief Financial Officer	Jan 22 '24	Option Exercise	3.65	5,000	18,250	49,381	Jan 23 04:43 PM
Rallo James M	Chief Financial Officer	Jan 22 '24	Sale	33.02	5,000	165,110	44,381	Jan 23 04:43 PM
Rallo James M	Chief Financial Officer	Jan 03 '24	Sale	33.76	4,404	148,671	44,381	Jan 05 04:12 PM
CRONIN BILL	Chief Revenue Officer	Jan 03 '24	Sale	35.52	2,279	80,943	141,460	Jan 05 04:12 PM
Leibel Matthew	Chief Technology Officer	Jan 03 '24	Sale	33.78	361	12,193	50,916	Jan 05 04:11 PM
Rollins Emily	Director	Dec 29 '23	Option Exercise	12.32	1,000	12,320	11,770	Jan 02 04:52 PM
Rollins Emily	Director	Dec 29 '23	Sale	36.83	1,000	36,834	10,770	Jan 02 04:52 PM
Rallo James M	Chief Financial Officer	Dec 20 '23	Option Exercise	3.65	5,000	18,250	53,785	Dec 21 04:19 PM
Leibel Matthew	Chief Technology Officer	Dec 20 '23	Option Exercise	3.65	3,311	12,085	51,277	Dec 21 04:27 PM
Rallo James M	Chief Financial Officer	Dec 20 '23	Sale	32.30	5,000	161,507	48,785	Dec 21 04:19 PM
Rollins Emily	Director	Dec 01 '23	Option Exercise	12.32	1,000	12,320	11,770	Dec 05 04:07 PM
Rollins Emily	Director	Dec 01 '23	Sale	25.04	1,000	25,038	10,770	Dec 05 04:07 PM
Rallo James M	Chief Financial Officer	Nov 30 '23	Option Exercise	3.65	5,000	18,250	53,785	Dec 01 04:18 PM
Goguen Peter	Chief Operating Officer	Nov 30 '23	Sale	24.38	14,333	349,484	174,482	Dec 01 04:16 PM
Rallo James M	Chief Financial Officer	Nov 30 '23	Sale	23.65	5,000	118,250	48,785	Dec 01 04:18 PM
Leibel Matthew	Chief Technology Officer	Nov 16 '23	Sale	17.53	24,116	422,855	47,966	Nov 20 04:26 PM
Goguen Peter	Chief Operating Officer	Oct 24 '23	Sale	16.04	298	4,779	188,815	Oct 26 07:41 PM
Leibel Matthew	Chief Technology Officer	Oct 03 '23	Sale	16.54	360	5,954	72,082	Oct 04 04:33 PM
CRONIN BILL	Chief Revenue Officer	Oct 03 '23	Sale	16.54	350	5,787	143,739	Oct 04 04:33 PM
Goguen Peter	Chief Operating Officer	Sep 14 '23	Sale	18.47	4,250	78,509	189,113	Sep 15 04:22 PM
HORNIG GEORGE	Director	Aug 31 '23	Sale	16.73	25,000	418,298	37,384	Sep 01 04:13 PM
Weymouth Katharine	Director	Aug 11 '23	Buy	16.41	1,200	19,692	17,383	Aug 15 04:58 PM
HORNIG GEORGE	Director	Aug 11 '23	Sale	16.58	25,000	414,400	62,384	Aug 15 04:57 PM
Leibel Matthew	Chief Technology Officer	Jul 05 '23	Sale	20.01	361	7,225	72,442	Jul 06 05:13 PM
Goguen Peter	Chief Operating Officer	Jun 13 '23	Sale	24.50	7,000	171,500	193,363	Jun 15 05:21 PM

Open in Screener

FLYW

Flywire Corp

May 17 • 04:00PM ET

16.60

Dollar change -0.18
Percentage change -1.07	%

Technology • Software - Infrastructure • USA • NASD

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

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

Index	RUT	P/E	-	EPS (ttm)	-0.10	Insider Own	5.11%	Shs Outstand	120.70M	Perf Week	-5.63%
Market Cap	2.06B	Forward P/E	70.14	EPS next Y	0.24	Insider Trans	-5.46%	Shs Float	117.85M	Perf Month	-20.65%
Income	-11.10M	PEG	-	EPS next Q	-0.10	Inst Own	93.24%	Short Float	5.99%	Perf Quarter	-27.42%
Sales	422.84M	P/S	4.88	EPS this Y	106.60%	Inst Trans	6.22%	Short Ratio	4.01	Perf Half Y	-26.35%
Book/sh	6.42	P/B	2.59	EPS next Y	5025.99%	ROA	-1.37%	Short Interest	7.06M	Perf Year	-44.09%
Cash/sh	4.98	P/C	3.33	EPS next 5Y	-	ROE	-1.72%	52W Range	15.77 - 35.80	Perf YTD	-28.29%
Dividend Est.	-	P/FCF	33.36	EPS past 5Y	21.75%	ROI	-1.39%	52W High	-53.63%	Beta	0.98
Dividend TTM	-	Quick Ratio	4.05	Sales past 5Y	43.66%	Gross Margin	59.00%	52W Low	5.26%	ATR (14)	0.94
Dividend Ex-Date	-	Current Ratio	4.05	EPS Y/Y TTM	67.29%	Oper. Margin	-5.01%	RSI (14)	23.70	Volatility	3.93% 4.11%
Employees	1200	Debt/Eq	0.00	Sales Y/Y TTM	32.48%	Profit Margin	-2.63%	Recom	1.22	Target Price	27.53
Option/Short	Yes / Yes	LT Debt/Eq	0.00	EPS Q/Q	-50.30%	Payout	-	Rel Volume	0.45	Prev Close	16.78
Sales Surprise	2.21%	EPS Surprise	-77.30%	Sales Q/Q	20.93%	Earnings	May 07 AMC	Avg Volume	1.76M	Price	16.60
SMA20	-14.51%	SMA50	-25.19%	SMA200	-34.35%	Trades		Volume	794,228	Change	-1.07%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-01-24	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$27 → $30
Feb-06-24	Initiated	Deutsche Bank	Buy	$27
Jan-29-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$27
Jan-23-24	Initiated	Oppenheimer	Outperform	$25
Dec-18-23	Downgrade	JP Morgan	Overweight → Neutral	$29
Oct-31-23	Resumed	Wells Fargo	Overweight	$35
Oct-20-23	Resumed	UBS	Buy	$36
Oct-12-23	Initiated	Seaport Research Partners	Buy	$40
Sep-28-23	Initiated	BTIG Research	Buy	$37
Jun-23-23	Initiated	B. Riley Securities	Buy	$38
Jan-23-23	Initiated	Morgan Stanley	Equal-Weight	$26
Oct-24-22	Initiated	Loop Capital	Buy	$25
Sep-23-22	Initiated	Truist	Buy	$36
Jul-14-22	Upgrade	Goldman	Neutral → Buy	$26 → $30
Jun-10-22	Initiated	Stephens	Overweight	$24
Apr-13-22	Initiated	SMBC Nikko	Outperform	$40
Apr-05-22	Initiated	Wells Fargo	Overweight	$41
Feb-01-22	Upgrade	Raymond James	Outperform → Strong Buy	$48 → $39
Dec-10-21	Initiated	Goldman	Neutral	$47
Jun-21-21	Initiated	Wolfe Research	Outperform	$40

Show Previous Ratings

May-14-24 04:06PM	Flywire improves efficiency and cash flow for higher education institutions with expanded availability of third-party invoicing solution (GlobeNewswire)
May-11-24 12:07PM	Flywire Corporation (NASDAQ:FLYW) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-10-24 08:30AM	Flywire to Attend Upcoming Investor Conferences (GlobeNewswire)
May-09-24 10:27AM	Goldman Sachs Adjusts Price Target on Flywire to $25 From $32, Maintains Buy Rating (MT Newswires)
May-08-24 06:16PM	Why Flywire Stock Got Grounded Today (Motley Fool) -16.07%
12:22PM	Loading…
12:22PM	Flywire (FLYW) Stock Trades Down, Here Is Why (StockStory)
12:09PM	Wells Fargo Adjusts Flywire's Price Target to $25 From $30, Maintains Overweight Rating (MT Newswires)
10:22AM	UBS Adjusts Price Target on Flywire to $26 From $34, Maintains Buy Rating (MT Newswires)
09:37AM	B. Riley Lowers Price Target on Flywire to $30 From $38, Maintains Buy Rating (MT Newswires)
09:09AM	Deutsche Bank Cuts Flywire's Price Target to $25 From $35, Maintains Buy Rating (MT Newswires)
08:44AM	Q1 2024 Flywire Corp Earnings Call (Thomson Reuters StreetEvents)
08:42AM	Oppenheimer Adjusts Flywire Price Target to $31 From $33, Maintains Outperform Rating (MT Newswires)
07:52AM	Morgan Stanley Cuts Price Target on Flywire to $20 From $30, Keeps Equalweight Rating (MT Newswires)
07:31AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday (InvestorPlace)
06:50AM	Flywire Q1 Net Loss Widens, Revenue Increases; Lowers 2024 Revenue Guidance, Shares Fall (MT Newswires)
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04:10AM	Flywire Corp (FLYW) Q1 2024 Earnings Call Transcript Highlights: Robust Growth Amidst Market ... (GuruFocus.com)
May-07-24 11:15PM	Flywire (FLYW) Q1 2024 Earnings Call Transcript (Motley Fool)
05:39PM	Flywire Corp (FLYW) Q1 2024 Earnings: Revenue Surpasses Estimates Amidst Net Loss Expansion (GuruFocus.com)
04:43PM	Flywire (NASDAQ:FLYW) Beats Q1 Sales Targets But Stock Drops 14.9% (StockStory)
04:05PM	Flywire Reports First Quarter 2024 Financial Results (GlobeNewswire)
May-06-24 11:12AM	Wells Fargo Cuts Price Target on Flywire to $30 From $35, Maintains Overweight Rating (MT Newswires)
03:12AM	Flywire Earnings: What To Look For From FLYW (StockStory)
May-02-24 07:37PM	20 Beautiful Places in the World Ruined by Overtourism (Insider Monkey)
Apr-30-24 10:01AM	Flyware (FLYW) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release (Zacks)
Apr-24-24 07:00PM	25 Big Budget Film Locations to Visit in the World (Insider Monkey)
Apr-18-24 10:00AM	Flywire Named Title Sponsor for Major League Table Tennis Championship Weekend at Loyola University's Gentile Arena (PR Newswire)
Apr-16-24 04:05PM	Flywire to Announce First Quarter 2024 Results on May 7, 2024 (GlobeNewswire)
Apr-15-24 04:25PM	3 Fintech Stocks Set to Deliver Triple-Digit Gains by 2025 (InvestorPlace)
04:03AM	Q4 Earnings Roundup: Zuora (NYSE:ZUO) And The Rest Of The Finance and HR Software Segment (StockStory)
Apr-09-24 09:35AM	Down -9.57% in 4 Weeks, Here's Why Flyware (FLYW) Looks Ripe for a Turnaround (Zacks)
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Mar-26-24 09:00AM	Flywire survey: Luxury travelers planning to spend more on vacations and take longer trips compared to last year (GlobeNewswire)
Mar-21-24 09:00AM	Flywire Partners with VTEX to Deliver Integrated Payment Experience to Higher Education Institutions across Latin America (GlobeNewswire)
06:45AM	Flywire Corporation (FLYW) Declined by 28% in Q4 (Insider Monkey)
Mar-20-24 09:55AM	Does Flywire Corporation (FLYW) Have the Potential to Rally 44.29% as Wall Street Analysts Expect? (Zacks)
Mar-14-24 07:02PM	Director Phillip Riese Sells 75,000 Shares of Flywire Corp (FLYW) (GuruFocus.com)
Mar-13-24 01:27AM	Director Phillip Riese Sells 50,000 Shares of Flywire Corp (FLYW) (GuruFocus.com)
Mar-04-24 12:20PM	Can Flyware (FLYW) Run Higher on Rising Earnings Estimates? (Zacks)
09:55AM	Wall Street Analysts Predict a 26.41% Upside in Flyware (FLYW): Here's What You Should Know (Zacks)
Mar-01-24 09:40AM	Is Flywire Corporation (FLYW) Stock Outpacing Its Business Services Peers This Year? (Zacks)
Feb-29-24 09:00AM	Flywire to Attend Upcoming Investor Conferences (GlobeNewswire)
Feb-28-24 12:13PM	Why Flywire (FLYW) Stock Is Up Today (StockStory) +17.66%
09:59AM	Q4 2023 Flywire Corp Earnings Call (Thomson Reuters StreetEvents)
09:17AM	Flywire Corporation (NASDAQ:FLYW) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-27-24 10:30PM	Flywire (FLYW) Q4 2023 Earnings Call Transcript (Motley Fool)
05:12PM	Flywire Corp (FLYW) Reports Strong Revenue Growth Amidst Regulatory Challenges (GuruFocus.com)
04:21PM	Flywire (NASDAQ:FLYW) Beats Q4 Sales Targets, Stock Jumps 20.4% (StockStory)
04:05PM	Flywire Reports Fourth Quarter and Fiscal-Year 2023 Financial Results (GlobeNewswire)
08:42AM	Flywire Corporation (FLYW) Stock Fell on Q3 Revenue Miss (Insider Monkey)
Feb-26-24 02:01AM	Flywire (FLYW) Q4 Earnings Report Preview: What To Look For (StockStory)
Feb-22-24 07:00AM	Cosmin Pitigoi to Join Flywire as Chief Financial Officer (GlobeNewswire)
Feb-06-24 08:00AM	Flywire Partners with State Bank of India (SBI) to Digitize Education Payments from India (GlobeNewswire)
Jan-30-24 04:05PM	Flywire to Announce Fourth Quarter and Full Year 2023 Results on February 27, 2024 (GlobeNewswire)
Jan-29-24 11:03AM	Hershey, Colgate-Palmolive, Flywire: Trending tickers (Yahoo Finance Video)
Jan-25-24 03:38AM	Q3 Earnings Highs And Lows: Flywire (NASDAQ:FLYW) Vs The Rest Of The Finance and HR Software Stocks (StockStory)
Jan-11-24 04:20AM	Marqeta (NASDAQ:MQ): Strongest Q3 Results from the Finance and HR Software Group (StockStory)
Jan-08-24 02:48PM	7 Small-Cap Stocks to Best Position Your Portfolio for a Strong 2024 (InvestorPlace)
10:06AM	Finance and HR Software Stocks Q3 Highlights: Workday (NASDAQ:WDAY) (StockStory)
Jan-03-24 11:45AM	5 Best Growth Stocks Under $25 (Insider Monkey) -5.71%
Dec-05-23 09:00AM	Flywire survey: Experiential travel drives strong growth for global travel providers (GlobeNewswire)
Nov-28-23 09:00AM	Flywire research: Under pressure to control costs and maximize revenue, healthcare CFOs prioritize patient payments (GlobeNewswire)
02:01AM	Zuora (ZUO) Q3 Earnings: What To Expect (StockStory)
Nov-13-23 11:34AM	Flywire Corporation (NASDAQ:FLYW) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-10-23 09:31AM	Flywire to Attend Upcoming Investor Conferences (GlobeNewswire)
Nov-09-23 09:01PM	A Sector at a Crossroads: Wells Fargo Predicts at Least 60% Upside for These 2 Beaten-Down Fintech Stocks (TipRanks) -5.27%
Nov-08-23 09:26AM	Why Flywire (FLYW) Stock Is Trading Lower Today (StockStory) -25.29%
Nov-07-23 11:45PM	Flywire (FLYW) Q3 2023 Earnings Call Transcript (Motley Fool)
04:58PM	Flywire Corp (FLYW) Posts Strong Revenue Growth in Q3 2023, Raises Full-Year Outlook (GuruFocus.com)
04:23PM	Flywire's (NASDAQ:FLYW) Q3 Sales Top Estimates But Stock Drops 14.4% (StockStory)
04:06PM	Flywire Reports Third Quarter 2023 Financial Results (GlobeNewswire)
04:05PM	Flywire Acquires StudyLink to Accelerate Expansion in the Australian Higher Education Market (GlobeNewswire)
Nov-06-23 02:03AM	Earnings To Watch: Flywire (FLYW) Reports Q3 Results Tomorrow (StockStory)
Oct-19-23 08:00AM	Flywire to Announce Third Quarter 2023 Results on November 7, 2023 (GlobeNewswire)
Oct-12-23 09:49AM	Target upgraded, Beyond Meat downgraded: Wall Street's top analyst calls (The Fly) -6.09%
Oct-11-23 06:13AM	Q2 Earnings Highlights: BlackLine (NASDAQ:BL) Vs The Rest Of The Finance and HR Software Stocks (StockStory)
Sep-27-23 10:00AM	FranConnect Appoints Austen Asadorian as Chief Revenue Officer (PR Newswire)
Sep-26-23 09:00AM	Flywire Global Education Survey: Payments Are a Path to Better Student Outcomes (GlobeNewswire)
Sep-20-23 08:45AM	Flywire appoints Gretchen Howard to its Board of Directors (GlobeNewswire)
Sep-07-23 04:05PM	Flywire to Participate in Autonomous Future of Commerce Virtual Symposium (GlobeNewswire)
Aug-18-23 03:01PM	Flywire Stock Sees Relative Strength Rating Jump To 91 (Investor's Business Daily)
Aug-09-23 10:14PM	Flywire Announces Pricing of Follow-On Offering (GlobeNewswire) +6.22%
04:41PM	Flywire Launches Proposed Follow-On Offering (GlobeNewswire)
12:05PM	Q2 2023 Flywire Corp Earnings Call (Thomson Reuters StreetEvents)
02:30AM	Flywire (FLYW) Q2 2023 Earnings Call Transcript (Motley Fool)
Aug-08-23 06:05PM	FMR LLC Boosts Stake in Flywire Corp (GuruFocus.com)
04:08PM	Flywire Reports Second Quarter 2023 Financial Results (GlobeNewswire)
Aug-01-23 10:00AM	FranConnect Transforms Franchise Payment Process with Expanded Availability of Sign-to-Pay Solution (PR Newswire)
Jul-14-23 05:30AM	WeChat Pay, Flywire make Chinese students' overseas tuition payments 'as easy as sending a chat' (South China Morning Post)
Jul-13-23 09:00AM	Flywire Partners with Tencent Financial Technology to Streamline Global Tuition Payments from China (GlobeNewswire) +5.66%
Jul-05-23 09:00AM	Flywire to Announce Second Quarter 2023 Results on August 8, 2023 (GlobeNewswire)
Jun-28-23 02:26PM	Flywire Corporation's (NASDAQ:FLYW) institutional investors lost 4.8% over the past week but have profited from longer-term gains (Simply Wall St.)
Jun-06-23 09:00AM	Flywire Partners with DISCO to Digitize International Education Payments in Japan (GlobeNewswire)
Jun-01-23 10:56AM	Investing in Flywire (NASDAQ:FLYW) a year ago would have delivered you a 54% gain (Simply Wall St.)
May-25-23 08:41PM	More Rate Hikes Are Coming: Here Are 2 Stocks Goldman Sachs Likes in This Market Environment (TipRanks)
May-16-23 09:00AM	Flywire Survey: Education IT Leaders are Critical to Creating a Positive Student Experience (GlobeNewswire) -5.61%
May-13-23 08:00AM	S&P 500 Medtech Play DexCom Leads Five Stocks Near Buy Points (Investor's Business Daily)
May-10-23 04:54PM	Flywire, IBD Stock Of The Day, Surges After First-Quarter Earnings (Investor's Business Daily)
04:30AM	Flywire (FLYW) Q1 2023 Earnings Call Transcript (Motley Fool)
May-09-23 04:05PM	Flywire Reports First Quarter 2023 Financial Results (GlobeNewswire)
May-05-23 10:20AM	Investors Appear Satisfied With Flywire Corporation's (NASDAQ:FLYW) Prospects (Simply Wall St.)
May-03-23 09:00AM	Flywire to Attend Upcoming Investor Conferences (GlobeNewswire)

Flywire Corp. is a payments enablement and software company. The firm engages in providing vertical-specific software and payments technology to embed within the existing accounts receivable (AR) workflows for clients across the education, healthcare, travel vertical markets, and business-to-business (B2B) industries. It also integrates with enterprise resource planning (ERP) systems, such as NetSuite, which allows organizations to optimize the payment experience of customers. The company was founded by Marcaide Marchite Iker in July 2009 and is headquartered in Boston, MA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Butterfield Peter	General Counsel and CCO	May 10 '24	Option Exercise	0.35	84,452	29,812	282,585	May 14 04:11 PM
King David R.	Chief Technology Officer	May 08 '24	Option Exercise	3.95	7,500	29,625	625,566	May 10 04:10 PM
Massaro Michael	Chief Executive Officer	May 03 '24	Option Exercise	0.35	107,538	37,638	1,763,211	May 07 08:19 AM
Massaro Michael	Chief Executive Officer	Apr 03 '24	Sale	24.07	13,043	314,005	1,655,673	Apr 05 04:12 PM
Massaro Michael	Chief Executive Officer	Apr 03 '24	Sale	24.07	4,892	117,773	307,548	Apr 05 04:12 PM
Massaro Michael	Chief Executive Officer	Mar 20 '24	Sale	25.06	16,828	421,651	1,668,716	Mar 21 07:08 PM
Massaro Michael	Chief Executive Officer	Mar 20 '24	Sale	25.06	6,311	158,132	312,440	Mar 21 07:08 PM
Massaro Michael	Chief Executive Officer	Mar 19 '24	Sale	25.11	49,844	1,251,822	1,685,544	Mar 21 07:08 PM
Massaro Michael	Chief Executive Officer	Mar 19 '24	Sale	25.11	18,689	469,370	318,751	Mar 21 07:08 PM
Riese Phillip John	Director	Mar 13 '24	Sale	26.21	25,000	655,138	207,037	Mar 14 04:11 PM
Riese Phillip John	Director	Mar 12 '24	Sale	26.41	50,000	1,320,665	232,037	Mar 14 04:11 PM
Riese Phillip John	Director	Mar 11 '24	Sale	26.37	50,000	1,318,269	282,037	Mar 12 04:29 PM
Riese Phillip John	Director	Mar 08 '24	Option Exercise	0.20	240,000	48,000	332,037	Mar 12 04:29 PM
Butterfield Peter	General Counsel and CCO	Mar 08 '24	Sale	26.63	15,720	418,587	198,133	Mar 12 04:28 PM
Massaro Michael	Chief Executive Officer	Mar 05 '24	Sale	27.18	7,644	207,726	1,735,388	Mar 06 06:37 PM
Orgel Rob	President and COO	Mar 05 '24	Sale	27.18	3,822	103,863	464,463	Mar 06 06:49 PM
King David R.	Chief Technology Officer	Mar 05 '24	Sale	27.18	3,502	95,167	618,066	Mar 06 06:40 PM
Butterfield Peter	General Counsel and CCO	Mar 05 '24	Sale	27.18	825	22,419	213,853	Mar 06 06:38 PM
Massaro Michael	Chief Executive Officer	Mar 04 '24	Sale	27.30	28,822	786,841	1,743,032	Mar 06 06:37 PM
Orgel Rob	President and COO	Mar 04 '24	Sale	27.30	17,150	468,195	468,285	Mar 06 06:49 PM
King David R.	Chief Technology Officer	Mar 04 '24	Sale	27.30	9,366	255,692	621,568	Mar 06 06:40 PM
Butterfield Peter	General Counsel and CCO	Mar 04 '24	Sale	27.30	4,730	129,129	214,678	Mar 06 06:38 PM
Butterfield Peter	General Counsel and CCO	Feb 28 '24	Option Exercise	3.95	4,500	17,760	147,213	Mar 01 04:35 PM
Butterfield Peter	General Counsel and CCO	Feb 28 '24	Sale	31.16	4,500	140,205	142,713	Mar 01 04:35 PM
Ellis Michael G	Chief Financial Officer	Feb 15 '24	Option Exercise	3.95	3,500	13,825	340,818	Feb 16 04:28 PM
Ellis Michael G	Chief Financial Officer	Feb 15 '24	Sale	20.83	3,500	72,905	337,318	Feb 16 04:28 PM
Ellis Michael G	Chief Financial Officer	Jan 16 '24	Option Exercise	3.95	3,500	13,825	340,818	Jan 18 04:12 PM
Ellis Michael G	Chief Financial Officer	Jan 16 '24	Sale	20.31	3,500	71,085	337,318	Jan 18 04:12 PM
King David R.	Chief Technology Officer	Jan 03 '24	Option Exercise	3.95	17,156	67,766	490,326	Jan 05 04:16 PM
Massaro Michael	Chief Executive Officer	Dec 14 '23	Option Exercise	2.62	953,557	2,497,125	1,842,451	Dec 15 04:34 PM
Orgel Rob	President and COO	Dec 08 '23	Option Exercise	3.30	30,272	99,898	286,862	Dec 12 04:50 PM
Butterfield Peter	General Counsel and CCO	Dec 08 '23	Option Exercise	3.95	125	493	144,493	Dec 12 04:18 PM
Butterfield Peter	General Counsel and CCO	Dec 08 '23	Sale	21.78	2,161	47,075	142,332	Dec 12 04:18 PM
Ellis Michael G	Chief Financial Officer	Dec 06 '23	Sale	23.16	3,394	78,605	337,004	Dec 07 04:15 PM
Massaro Michael	Chief Executive Officer	Dec 05 '23	Sale	23.40	7,679	179,704	947,970	Dec 07 04:22 PM
Orgel Rob	President and COO	Dec 05 '23	Sale	23.40	3,839	89,840	256,590	Dec 07 04:28 PM
King David R.	Chief Technology Officer	Dec 05 '23	Sale	23.40	3,518	82,328	473,170	Dec 07 04:26 PM
Ellis Michael G	Chief Financial Officer	Dec 05 '23	Sale	23.40	2,232	52,233	340,398	Dec 07 04:15 PM
Butterfield Peter	General Counsel and CCO	Dec 05 '23	Sale	23.40	1,339	31,335	144,368	Dec 07 04:16 PM
Ellis Michael G	Chief Financial Officer	Dec 01 '23	Option Exercise	3.95	5,000	19,750	347,630	Dec 05 04:17 PM
Ellis Michael G	Chief Financial Officer	Dec 01 '23	Sale	24.00	5,000	120,000	342,630	Dec 05 04:17 PM
King David R.	Chief Technology Officer	Nov 16 '23	Option Exercise	3.95	15,000	59,250	476,688	Nov 20 04:21 PM
Ellis Michael G	Chief Financial Officer	Nov 15 '23	Option Exercise	3.95	5,000	19,750	347,630	Nov 17 04:29 PM
Ellis Michael G	Chief Financial Officer	Nov 15 '23	Sale	22.47	5,000	112,350	342,630	Nov 17 04:29 PM
King David R.	Chief Technology Officer	Nov 14 '23	Option Exercise	3.95	7,888	31,158	461,688	Nov 15 06:42 PM
King David R.	Chief Technology Officer	Nov 13 '23	Option Exercise	3.95	15,681	61,940	453,800	Nov 15 06:42 PM
Ellis Michael G	Chief Financial Officer	Nov 09 '23	Option Exercise	0.35	101,729	35,941	342,630	Nov 13 05:41 PM
King David R.	Chief Technology Officer	Oct 27 '23	Option Exercise	3.95	9,900	39,105	438,119	Oct 31 05:30 PM
Butterfield Peter	General Counsel and CCO	Oct 18 '23	Option Exercise	3.95	11,232	44,328	157,377	Oct 19 04:11 PM
Butterfield Peter	General Counsel and CCO	Oct 18 '23	Sale	28.60	11,232	321,233	146,145	Oct 19 04:11 PM
Massaro Michael	Chief Executive Officer	Oct 18 '23	Sale	29.03	10,749	311,994	955,649	Oct 19 04:11 PM
Massaro Michael	Chief Executive Officer	Oct 17 '23	Sale	29.00	11,457	332,199	966,398	Oct 19 04:11 PM
Ellis Michael G	Chief Financial Officer	Oct 13 '23	Option Exercise	3.95	10,000	39,500	250,719	Oct 17 04:18 PM
Ellis Michael G	Chief Financial Officer	Oct 13 '23	Sale	28.47	10,000	284,700	240,719	Oct 17 04:18 PM
Massaro Michael	Chief Executive Officer	Oct 05 '23	Sale	29.76	11,457	340,919	977,855	Oct 06 04:12 PM
Massaro Michael	Chief Executive Officer	Oct 04 '23	Sale	29.43	11,457	337,127	989,312	Oct 06 04:12 PM
Massaro Michael	Chief Executive Officer	Sep 19 '23	Sale	30.20	11,457	346,004	1,000,769	Sep 20 04:11 PM
Massaro Michael	Chief Executive Officer	Sep 18 '23	Sale	30.93	11,457	354,331	1,012,226	Sep 20 04:11 PM
Ellis Michael G	Chief Financial Officer	Sep 15 '23	Option Exercise	3.95	6,500	25,675	247,219	Sep 19 04:18 PM
Ellis Michael G	Chief Financial Officer	Sep 15 '23	Sale	31.30	6,500	203,450	240,719	Sep 19 04:18 PM
Orgel Rob	President and COO	Sep 06 '23	Option Exercise	3.30	35,000	115,500	299,434	Sep 07 04:20 PM
Orgel Rob	President and COO	Sep 06 '23	Sale	33.12	39,005	1,292,033	260,429	Sep 07 04:20 PM
Massaro Michael	Chief Executive Officer	Sep 06 '23	Sale	33.40	11,457	382,695	1,023,683	Sep 07 04:22 PM
Ellis Michael G	Chief Financial Officer	Sep 06 '23	Sale	33.54	3,375	113,198	240,719	Sep 07 04:20 PM
Butterfield Peter	General Counsel and CCO	Sep 05 '23	Option Exercise	3.95	9,207	36,336	157,377	Sep 07 04:20 PM
Massaro Michael	Chief Executive Officer	Sep 05 '23	Sale	33.79	19,199	648,736	1,035,140	Sep 07 04:22 PM
Butterfield Peter	General Counsel and CCO	Sep 05 '23	Sale	33.72	12,583	424,325	146,145	Sep 07 04:20 PM
Orgel Rob	President and COO	Sep 05 '23	Sale	33.78	3,871	130,778	264,434	Sep 07 04:20 PM
King David R.	Chief Technology Officer	Sep 05 '23	Sale	33.75	3,548	119,738	428,219	Sep 07 04:21 PM
Ellis Michael G	Chief Financial Officer	Sep 05 '23	Sale	33.75	2,251	75,967	244,094	Sep 07 04:20 PM
Massaro Michael	Chief Executive Officer	Aug 30 '23	Sale	32.99	11,457	377,919	1,054,339	Aug 31 04:12 PM
Massaro Michael	Chief Executive Officer	Aug 29 '23	Sale	31.95	11,457	366,016	1,065,796	Aug 31 04:12 PM
Butterfield Peter	General Counsel and CCO	Aug 21 '23	Option Exercise	0.35	40,000	14,120	149,521	Aug 22 04:10 PM
Butterfield Peter	General Counsel and CCO	Aug 18 '23	Option Exercise	3.95	11,232	44,328	120,753	Aug 22 04:10 PM
Butterfield Peter	General Counsel and CCO	Aug 18 '23	Sale	31.04	11,232	348,589	109,521	Aug 22 04:10 PM
Massaro Michael	Chief Executive Officer	Aug 18 '23	Sale	30.27	11,457	346,809	1,077,253	Aug 21 04:10 PM
Massaro Michael	Chief Executive Officer	Aug 17 '23	Sale	30.70	11,457	351,769	1,088,710	Aug 21 04:10 PM
Ellis Michael G	Chief Financial Officer	Aug 15 '23	Option Exercise	3.95	75,000	296,250	321,345	Aug 17 04:12 PM
Ellis Michael G	Chief Financial Officer	Aug 15 '23	Sale	30.29	75,000	2,271,668	246,345	Aug 17 04:12 PM
King David R.	Chief Technology Officer	Aug 09 '23	Sale	35.55	2,450	87,097	276,204	Aug 11 04:16 PM
Massaro Michael	Chief Executive Officer	Aug 01 '23	Option Exercise	3.28	35,750	117,260	1,100,167	Aug 03 04:21 PM
Riese Phillip John	Director	Jul 27 '23	Option Exercise	0.18	70,096	12,617	92,037	Jul 28 04:17 PM
Butterfield Peter	General Counsel and CCO	Jul 18 '23	Option Exercise	3.95	7,862	31,028	120,753	Jul 20 04:27 PM
Butterfield Peter	General Counsel and CCO	Jul 18 '23	Sale	33.21	11,232	372,977	109,521	Jul 20 04:27 PM
King David R.	Chief Technology Officer	Jul 17 '23	Sale	33.55	50,000	1,677,290	278,654	Jul 19 04:14 PM
Massaro Michael	Chief Executive Officer	Jul 13 '23	Sale	30.96	11,457	354,670	1,063,373	Jul 14 04:14 PM
Ellis Michael G	Chief Financial Officer	Jul 12 '23	Option Exercise	3.28	12,000	39,319	238,459	Jul 14 04:09 PM
Ellis Michael G	Chief Financial Officer	Jul 12 '23	Sale	30.26	12,000	363,170	226,459	Jul 14 04:09 PM
Massaro Michael	Chief Executive Officer	Jul 12 '23	Sale	29.84	11,457	341,920	1,074,830	Jul 14 04:14 PM
Orgel Rob	President and COO	Jul 05 '23	Option Exercise	3.95	15,000	59,250	286,940	Jul 07 04:51 PM
Orgel Rob	President and COO	Jul 05 '23	Sale	29.67	19,065	565,684	267,875	Jul 07 04:51 PM
Massaro Michael	Chief Executive Officer	Jul 05 '23	Sale	29.93	11,457	342,914	1,093,909	Jul 06 04:13 PM
Massaro Michael	Chief Executive Officer	Jul 03 '23	Sale	30.92	11,457	354,303	1,105,366	Jul 06 04:13 PM
Harris Matthew C	Director	Jun 16 '23	Sale	31.16	242,386	7,552,737	0	Jun 16 06:44 PM
Massaro Michael	Chief Executive Officer	Jun 14 '23	Sale	31.26	11,457	358,199	1,116,823	Jun 15 04:22 PM
King David R.	Chief Technology Officer	Jun 13 '23	Sale	32.53	47,804	1,554,897	328,654	Jun 15 04:29 PM
Massaro Michael	Chief Executive Officer	Jun 13 '23	Sale	32.31	11,457	370,221	1,128,280	Jun 15 04:22 PM
Ellis Michael G	Chief Financial Officer	Jun 12 '23	Option Exercise	3.28	7,807	25,580	239,891	Jun 14 07:10 PM
Ellis Michael G	Chief Financial Officer	Jun 12 '23	Sale	32.17	12,000	386,045	227,891	Jun 14 07:10 PM
King David R.	Chief Technology Officer	Jun 12 '23	Sale	32.51	1,200	39,011	376,458	Jun 13 04:15 PM

Open in Screener

ETSY

Etsy Inc

May 17 • 04:00PM ET

63.97

Dollar change -0.12
Percentage change -0.19	%

Consumer Cyclical • Internet Retail • USA • NASD

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

Held by: MOAT VTI VOO VB VBK RSP COWZ IVV IWR SCHM

Index	S&P 500	P/E	29.17	EPS (ttm)	2.19	Insider Own	0.87%	Shs Outstand	119.07M	Perf Week	3.31%
Market Cap	7.48B	Forward P/E	22.61	EPS next Y	2.83	Insider Trans	-6.24%	Shs Float	115.92M	Perf Month	-5.00%
Income	296.04M	PEG	1.59	EPS next Q	0.45	Inst Own	105.28%	Short Float	13.08%	Perf Quarter	-16.46%
Sales	2.75B	P/S	2.72	EPS this Y	11.71%	Inst Trans	-3.64%	Short Ratio	4.04	Perf Half Y	-10.83%
Book/sh	-4.99	P/B	-	EPS next Y	13.08%	ROA	11.85%	Short Interest	15.16M	Perf Year	-32.66%
Cash/sh	8.93	P/C	7.17	EPS next 5Y	18.30%	ROE	-1224.50%	52W Range	56.60 - 102.81	Perf YTD	-21.07%
Dividend Est.	-	P/FCF	11.01	EPS past 5Y	29.72%	ROI	16.45%	52W High	-37.78%	Beta	1.98
Dividend TTM	-	Quick Ratio	2.49	Sales past 5Y	39.73%	Gross Margin	70.41%	52W Low	13.02%	ATR (14)	2.43
Dividend Ex-Date	-	Current Ratio	2.49	EPS Y/Y TTM	143.96%	Oper. Margin	13.36%	RSI (14)	46.76	Volatility	2.63% 3.31%
Employees	2420	Debt/Eq	-	Sales Y/Y TTM	4.78%	Profit Margin	10.75%	Recom	2.62	Target Price	69.71
Option/Short	Yes / Yes	LT Debt/Eq	-	EPS Q/Q	-10.38%	Payout	0.00%	Rel Volume	0.55	Prev Close	64.09
Sales Surprise	0.04%	EPS Surprise	-0.58%	Sales Q/Q	0.79%	Earnings	May 01 AMC	Avg Volume	3.75M	Price	63.97
SMA20	-1.39%	SMA50	-3.84%	SMA200	-9.49%	Trades		Volume	2,048,233	Change	-0.19%

Date	Action	Analyst	Rating Change	Price Target Change
May-02-24	Downgrade	Loop Capital	Hold → Sell	$70 → $50
May-02-24	Downgrade	JMP Securities	Mkt Outperform → Mkt Perform
Apr-18-24	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$65 → $55
Feb-22-24	Reiterated	BTIG Research	Buy	$90 → $87
Jan-10-24	Downgrade	Goldman	Buy → Neutral	$84 → $80
Dec-14-23	Reiterated	Wolfe Research	Outperform	$76 → $100
Dec-14-23	Reiterated	Wedbush	Neutral	$60 → $90
Dec-08-23	Initiated	B. Riley Securities	Buy	$100
Dec-05-23	Reiterated	Truist	Buy	$82 → $87
Oct-31-23	Resumed	UBS	Neutral	$105 → $75
Oct-25-23	Downgrade	Citigroup	Buy → Neutral	$114 → $67
Oct-17-23	Initiated	Stifel	Hold	$64
Oct-02-23	Initiated	Wedbush	Neutral
Sep-27-23	Reiterated	Wells Fargo	Underweight	$70 → $60
Sep-26-23	Reiterated	Evercore ISI	Outperform	$105 → $85
Sep-14-23	Upgrade	Wolfe Research	Peer Perform → Outperform	$100
Aug-03-23	Downgrade	Bernstein	Outperform → Mkt Perform	$120 → $105
Jul-19-23	Reiterated	UBS	Neutral	$120 → $105
Jul-17-23	Reiterated	Goldman	Buy	$130 → $110
Jun-30-23	Reiterated	BTIG Research	Buy	$130 → $108

Show Previous Ratings

Today 05:24PM	NYPD is Investigating Death of Brooklyn Accessories Designer (WWD)
04:11AM	Is It Time to Sell Etsy? Here Are 2 Better Stocks to Buy Now (Motley Fool)
May-17-24 03:00PM	Byte-Sized AI: DHL Gets New Virtual Assistant; Etsy Talks AI/ML in Earnings, Klarna Ramps Up Gen AI Adoption (Sourcing Journal)
May-15-24 06:00AM	3 Tech Stocks to Sell in May Before They Crash & Burn (InvestorPlace)
May-14-24 04:05PM	Etsy to Participate in Upcoming Investor Conferences (PR Newswire)
09:00AM	Loading…
09:00AM	Etsy, Inc. (ETSY) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
May-12-24 05:22AM	Got $1,000? 2 Explosive Growth Stocks to Buy Without Hesitation Right Now (Motley Fool)
03:04AM	Is This Beaten-Down Stock a Millionaire Maker? (Motley Fool)
May-10-24 09:08AM	Tim Holley Joins MyFitnessPal as Chief Product Officer (PR Newswire)
May-09-24 10:43AM	Payoneer Global Inc. (NASDAQ:PAYO) Q1 2024 Earnings Call Transcript (Insider Monkey)
05:51AM	3 Must-Know Facts About Etsy Before You Buy the Stock (Motley Fool)
May-07-24 08:24PM	20 Best Business Ideas According To Reddit (Insider Monkey)
11:58AM	The consumer upsides for small businesses on online markets (Yahoo Finance Video)
06:45AM	Is Etsy Going to $50? 1 Wall Street Analyst Thinks So (Motley Fool)
05:50AM	Have $500? 3 Absurdly Cheap Stocks Long-Term Investors Should Buy Right Now (Motley Fool)
05:05PM	Loading…
May-06-24 05:05PM	Best English-Learning Courses Online: 10 Free or Cheap Alternatives (Insider Monkey)
12:41PM	Is It Time To Throw in the Towel on Etsy Stock? (Motley Fool)
06:39AM	Jefferies Adjusts Price Target on Etsy to $45 From $50, Keeps Underperform Rating (MT Newswires)
06:33AM	Evercore ISI Adjusts Price Target on Etsy to $80 From $90, Keeps Outperform Rating (MT Newswires)
May-04-24 06:47AM	Stock Market Crash Warning: Don't Get Caught Holding These 3 Stocks (InvestorPlace)
May-03-24 11:32AM	Evercore ISI Adjusts Price Target on Etsy to $90 From $80 (MT Newswires)
09:38AM	Why Etsy Stock Slumped This Week (Motley Fool)
07:00AM	Online Marketplaces Like eBay, Etsy Are Counting on AI to Supercharge Shopping (The Wall Street Journal)
May-02-24 05:23PM	S&P 500 Gains and Losses Today: Etsy Drops Amid Sluggish Discretionary Spending (Investopedia) -15.06%
04:27PM	These Stocks Are Moving the Most Today: Carvana, Fastly, Peloton, Wayfair, Qualcomm, Moderna, Howmet, Apple, Qorvo, and More (Barrons.com)
03:44PM	Etsy stock plunges 15% amid growing competition with Shein and Temu (Quartz)
02:34PM	Why Etsy Stock Took a Dive Today (Motley Fool)
01:56PM	Analyst Report: Etsy, Inc. (Morningstar Research)
01:47PM	Sector Update: Consumer Stocks Advance in Afternoon Trading (MT Newswires)
12:57PM	Why Etsy (ETSY) Shares Are Plunging Today (StockStory)
12:55PM	Loading…
12:55PM	Etsy, Inc. (NASDAQ:ETSY) Q1 2024 Earnings Call Transcript (Insider Monkey)
12:43PM	Top Stock Movers Now: Moderna, Wayfair, Peloton Interactive, and More (Investopedia)
12:20PM	Etsy Stock Dives as Retailer Warns of 'Challenging Environment' for Consumer Spending (Investopedia)
12:12PM	Stocks to Watch Thursday: Carvana, NIO, Qualcomm, Peloton (The Wall Street Journal)
12:02PM	EBay, Etsy's Q1 earnings are signaling weaknesses in consumer (Yahoo Finance Video)
11:56AM	Etsy Stock Is Headed to Its Lowest Level in 4 Years. What Wall Street Thinks About Earnings. (Barrons.com)
11:21AM	UBS Adjusts Price Target on Etsy to $70 From $72, Maintains Neutral Rating (MT Newswires)
11:15AM	Etsy Stock Sinks As 'Squeezed' Consumers Weigh On Sales (Investor's Business Daily)
11:02AM	Etsy stock falls on slowing sales and consumer spending (Yahoo Finance Video)
10:32AM	Citigroup Adjusts Price Target on Etsy to $62 From $72 (MT Newswires)
10:32AM	Goldman Sachs Adjusts Price Target on Etsy to $70 From $80 (MT Newswires)
10:01AM	Evercore ISI Adjusts Price Target on Etsy to $80 From $90 (MT Newswires)
09:57AM	Morgan Stanley Adjusts Price Target on Etsy to $52 From $55 (MT Newswires)
09:56AM	Bernstein Adjusts Price Target on Etsy to $60 From $65 (MT Newswires)
09:56AM	Wolfe Research Adjusts Price Target on Etsy to $71 From $90 (MT Newswires)
09:42AM	Guggenheim Adjusts Etsy's Price Target to $80 From $95 (MT Newswires)
09:41AM	Canaccord Genuity Adjusts Etsy's Price Target to $105 From $125 (MT Newswires)
09:10AM	Oppenheimer Adjusts Etsy Price Target to $75 From $80, Maintains Outperform Rating (MT Newswires)
09:08AM	Raymond James Adjusts Price Target on Etsy to $72 From $87 (MT Newswires)
09:04AM	B. Riley Securities Lowers Etsy's PT to $83 From $91, Keeps Buy Rating (MT Newswires)
09:02AM	US STOCKS-Wall St set to open higher as Fed allays rate-hike concerns (Reuters)
08:59AM	MoffettNathanson Adjusts Price Target on Etsy to $65 From $110 (MT Newswires)
08:58AM	Needham Adjusts Price Target on Etsy to $75 From $95 (MT Newswires)
08:41AM	Sector Update: Consumer (MT Newswires)
08:34AM	Truist Lowers Etsy's PT to $75 From $85 After In Line Q1 Results, Notes 'Light' Outlook on Cyclical Headwinds; Keeps Buy Rating (MT Newswires)
08:06AM	Morgan Stanley Lowers Price Target on Etsy to $52 From $55, Keeps Underweight Rating (MT Newswires)
07:45AM	Q1 2024 ETSY Inc Earnings Call (Thomson Reuters StreetEvents)
07:37AM	Deutsche Bank Cuts Price Target on Etsy to $60 From $65 (MT Newswires)
07:37AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Thursday (InvestorPlace)
07:27AM	US STOCKS-Futures rise as Fed allays rate-hike worries (Reuters)
07:24AM	Wedbush Cuts Etsy's Price Target to $65 From $70, Neutral Rating Kept (MT Newswires)
07:14AM	Loop Capital Downgrades Etsy to Sell From Hold, Cuts Price Target to $50 From $70 (MT Newswires)
06:58AM	Wells Fargo Adjusts Price Target on Etsy to $58 From $60 (MT Newswires)
06:50AM	BTIG Adjusts Price Target on Etsy to $78 From $87 (MT Newswires)
03:44AM	Etsy Inc (ETSY) Q1 2024 Earnings Call Transcript Highlights: Navigating Challenges with ... (GuruFocus.com)
03:39AM	Etsy Q1 Earnings Decline, Revenue Rises (MT Newswires)
May-01-24 10:28PM	Analyst Report: Etsy, Inc. (Morningstar Research)
08:56PM	ETSY Stock Earnings: Etsy Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace)
06:14PM	Etsy Is Worried About a Weaker Consumer. The Stock Tumbles After Earnings Report. (Barrons.com)
05:47PM	Etsy Inc (ETSY) Q1 2024 Earnings: Revenue Slightly Surpasses Estimates Amidst Challenges (GuruFocus.com)
05:30PM	Here's What Key Metrics Tell Us About Etsy (ETSY) Q1 Earnings (Zacks)
05:20PM	Etsy (ETSY) Q1 Earnings and Revenues Lag Estimates (Zacks)
04:35PM	Etsy misses first-quarter sales, profit estimates on lower discretionary demand (Reuters)
04:31PM	Etsy stock falling on Q1 earnings miss, cites macro headwinds (Yahoo Finance Video)
04:17PM	Etsy: Q1 Earnings Snapshot (Associated Press Finance)
04:10PM	Etsy (NASDAQ:ETSY) Reports Q1 In Line With Expectations But Stock Drops 15.5% (StockStory)
04:05PM	Etsy, Inc. Reports First Quarter 2024 Results (PR Newswire)
12:21PM	Fed stays on pause, Qualcomm, Etsy, Zillow report: Yahoo Finance (Yahoo Finance Video)
Apr-30-24 01:52PM	Alphabet Inc. (NASDAQ:GOOG) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-29-24 03:47PM	30 Small Business Ideas for Teens (Insider Monkey)
09:16AM	Curious about Etsy (ETSY) Q1 Performance? Explore Wall Street Estimates for Key Metrics (Zacks)
07:51AM	Oppenheimer Adjusts Etsy Price Target to $80 From $95 (MT Newswires)
07:23AM	Tesla surges on China win, investors brace for huge week: Yahoo Finance (Yahoo Finance Video)
Apr-25-24 06:15PM	Why the Market Dipped But Etsy (ETSY) Gained Today (Zacks)
06:07PM	10 Best E-Commerce Stocks To Buy According to Analysts (Insider Monkey)
Apr-24-24 12:30PM	Etsy Likely to See In-Line Q1 Results, Risk to Q2 Gross Merchandise Sales Guidance, Wedbush Says (MT Newswires)
10:01AM	Analysts Estimate Etsy (ETSY) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-23-24 09:45AM	Why Etsy (ETSY) is a Top Growth Stock for the Long-Term (Zacks)
Apr-22-24 02:38AM	Online Marketplace Stocks Q4 Teardown: Etsy (NASDAQ:ETSY) Vs The Rest (StockStory)
Apr-21-24 09:21AM	21 Small Business Ideas for Kids (Insider Monkey)
Apr-20-24 09:00AM	1 Wall Street Analyst Thinks Etsy Stock Is Going to $55. Is It a Sell Around $67? (Motley Fool)
Apr-18-24 04:11PM	EBay Stock Rises As Analyst Turns Bullish On Generative AI Potential (Investor's Business Daily)
10:20AM	Why eBay Stock Is a Buy and Etsy Stays on the Shelf, According to Morgan Stanley (Barrons.com)
07:39AM	Morgan Stanley Flips From EBays Biggest Bear to Top Bull on AI (Bloomberg)
Apr-17-24 06:15PM	Etsy (ETSY) Suffers a Larger Drop Than the General Market: Key Insights (Zacks)
04:05PM	Etsy to Announce First Quarter 2024 Financial Results on May 1, 2024 (PR Newswire)
Apr-12-24 06:24PM	30 Unique Business Ideas for Women (Insider Monkey)
03:37PM	20 Biggest Gig Economy Companies In The World (Insider Monkey)
09:00AM	Here's Why This Magnificent Growth Stock Is a Smart Buy Right Now (Motley Fool)
Apr-11-24 06:15PM	Etsy (ETSY) Outperforms Broader Market: What You Need to Know (Zacks)

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Daniel Nicholas	CHIEF PRODUCT OFFICER	May 01 '24	Sale	69.61	750	52,211	18,932	May 03 04:10 PM
Buckley Merilee	CHIEF ACCOUNTING OFFICER	Apr 03 '24	Sale	65.04	1,671	108,682	2,827	Apr 03 05:20 PM
Daniel Nicholas	CHIEF PRODUCT OFFICER	Apr 01 '24	Option Exercise	0.00	12,284	0	25,422	Apr 03 04:49 PM
Buckley Merilee	CHIEF ACCOUNTING OFFICER	Apr 01 '24	Option Exercise	0.00	2,616	0	5,443	Apr 03 05:20 PM
Stretch Colin	CHIEF LEGAL OFFICER	Apr 01 '24	Option Exercise	0.00	9,125	0	9,125	Apr 03 05:00 PM
Silverman Josh	PRESIDENT & CEO	Apr 01 '24	Option Exercise	0.00	59,724	0	82,864	Apr 03 04:58 PM
Nadal Toni Thompson	CHIEF HUMAN RESOURCES OFFICER	Apr 01 '24	Option Exercise	0.00	2,261	0	2,853	Apr 03 04:56 PM
MOSKOWITZ RAINA	CHIEF OPERATING OFFICER	Apr 01 '24	Option Exercise	0.00	15,992	0	44,200	Apr 03 04:55 PM
Kumar Rachana	CHIEF TECHNOLOGY OFFICER	Apr 01 '24	Option Exercise	0.00	8,390	0	23,207	Apr 03 04:54 PM
Glaser Rachel C	CHIEF FINANCIAL OFFICER	Apr 01 '24	Option Exercise	0.00	21,345	0	85,686	Apr 03 04:52 PM
Daniel Nicholas	CHIEF PRODUCT OFFICER	Apr 01 '24	Sale	66.01	750	49,504	19,682	Apr 03 04:49 PM
Nadal Toni Thompson	CHIEF HUMAN RESOURCES OFFICER	Mar 01 '24	Option Exercise	0.00	1,012	0	1,012	Mar 05 04:21 PM
Silverman Josh	PRESIDENT & CEO	Feb 27 '24	Option Exercise	10.62	63,047	669,559	86,187	Feb 29 04:38 PM
Silverman Josh	PRESIDENT & CEO	Feb 27 '24	Sale	72.50	63,047	4,570,908	23,140	Feb 29 04:38 PM
Daniel Nicholas	CHIEF PRODUCT OFFICER	Feb 27 '24	Sale	71.82	1,500	107,728	13,138	Feb 29 04:41 PM
Silverman Josh	President & CEO	Oct 25 '23	Option Exercise	10.62	10,425	110,713	33,565	Oct 27 04:46 PM
Silverman Josh	President & CEO	Oct 25 '23	Sale	62.26	10,425	649,053	23,140	Oct 27 04:46 PM
Silverman Josh	President & CEO	Oct 11 '23	Option Exercise	10.62	10,425	110,713	33,565	Oct 13 04:32 PM
Silverman Josh	President & CEO	Oct 11 '23	Sale	64.51	10,425	672,473	23,140	Oct 13 04:32 PM
Buckley Merilee	Chief Accounting Officer	Oct 03 '23	Sale	62.94	1,670	105,104	2,827	Oct 05 04:16 PM
SCOTT RYAN M.	Chief Marketing Officer	Oct 03 '23	Sale	62.91	1,043	65,613	7,735	Oct 05 04:15 PM
Buckley Merilee	Chief Accounting Officer	Oct 01 '23	Option Exercise	0.00	2,613	0	5,440	Oct 03 04:13 PM
Kumar Rachana	Chief Technology Officer	Oct 01 '23	Option Exercise	0.00	8,390	0	19,103	Oct 03 04:16 PM
MOSKOWITZ RAINA	Chief Operating Officer	Oct 01 '23	Option Exercise	0.00	13,297	0	35,564	Oct 03 04:17 PM
SCOTT RYAN M.	Chief Marketing Officer	Oct 01 '23	Option Exercise	0.00	13,023	0	15,429	Oct 03 04:18 PM
Silverman Josh	President & CEO	Oct 01 '23	Option Exercise	0.00	18,943	0	33,617	Oct 03 04:20 PM
Glaser Rachel C	Chief Financial Officer	Oct 01 '23	Option Exercise	0.00	17,754	0	74,161	Oct 03 04:15 PM
Seymour Kimaria	Chief Human Resources Officer	Oct 01 '23	Option Exercise	0.00	8,154	0	13,321	Oct 03 04:18 PM
Silverman Josh	President & CEO	Sep 27 '23	Option Exercise	10.62	10,425	110,713	25,099	Sep 29 04:20 PM
Silverman Josh	President & CEO	Sep 27 '23	Sale	62.56	10,425	652,212	14,674	Sep 29 04:20 PM
Silverman Josh	President & CEO	Sep 13 '23	Option Exercise	10.62	10,425	110,713	25,099	Sep 15 04:11 PM
Silverman Josh	President & CEO	Sep 13 '23	Sale	64.77	10,425	675,221	14,674	Sep 15 04:11 PM
Silverman Josh	President & CEO	Aug 30 '23	Option Exercise	10.62	10,425	110,713	25,099	Sep 01 04:35 PM
Silverman Josh	President & CEO	Aug 30 '23	Sale	74.29	10,425	774,492	14,674	Sep 01 04:35 PM
Blow Marla J	Director	Aug 25 '23	Sale	73.11	600	43,866	3,289	Aug 29 04:47 PM
Silverman Josh	President & CEO	Aug 16 '23	Option Exercise	10.62	10,425	110,713	25,099	Aug 18 04:18 PM
Silverman Josh	President & CEO	Aug 16 '23	Sale	75.01	10,425	781,984	14,674	Aug 18 04:18 PM
Silverman Josh	President & CEO	Aug 02 '23	Option Exercise	10.62	20,850	221,427	35,524	Aug 04 04:37 PM
Silverman Josh	President & CEO	Aug 02 '23	Sale	95.57	20,850	1,992,715	14,674	Aug 04 04:37 PM
Daniel Nicholas	Chief Product Officer	Jul 21 '23	Option Exercise	41.65	1,760	73,304	10,464	Jul 25 05:18 PM
Daniel Nicholas	Chief Product Officer	Jul 21 '23	Sale	101.65	1,760	178,904	8,704	Jul 25 05:18 PM
Silverman Josh	President & CEO	Jul 19 '23	Option Exercise	10.62	20,850	221,427	35,524	Jul 21 04:51 PM
Silverman Josh	President & CEO	Jul 19 '23	Sale	95.35	20,850	1,988,064	14,674	Jul 21 04:51 PM
Silverman Josh	President & CEO	Jul 05 '23	Option Exercise	10.62	10,425	110,713	25,099	Jul 07 04:36 PM
Silverman Josh	President & CEO	Jul 05 '23	Sale	83.80	10,425	873,618	14,674	Jul 07 04:36 PM
SCOTT RYAN M.	Chief Marketing Officer	Jul 05 '23	Sale	83.82	238	19,948	2,406	Jul 07 04:34 PM
SCOTT RYAN M.	Chief Marketing Officer	Jul 01 '23	Option Exercise	0.00	1,941	0	3,635	Jul 05 04:31 PM
Silverman Josh	President & CEO	Jun 21 '23	Option Exercise	10.62	20,850	221,427	35,524	Jun 23 05:17 PM
Silverman Josh	President & CEO	Jun 21 '23	Sale	95.33	20,850	1,987,560	14,674	Jun 23 05:17 PM
BURNS M MICHELE	Director	Jun 14 '23	Option Exercise	0.00	3,654	0	19,228	Jun 16 04:14 PM
BALLARD ANDY	Director	Jun 14 '23	Option Exercise	0.00	3,569	0	3,642	Jun 16 04:11 PM
Blow Marla J	Director	Jun 14 '23	Option Exercise	0.00	3,593	0	3,889	Jun 16 04:12 PM
BRIGGS GARY S	Director	Jun 14 '23	Option Exercise	0.00	3,569	0	12,146	Jun 16 04:13 PM
Smyth Margaret Mary	Director	Jun 14 '23	Option Exercise	0.00	3,764	0	8,864	Jun 16 04:17 PM
KLEIN JONATHAN D	Director	Jun 14 '23	Option Exercise	0.00	3,569	0	43,124	Jun 16 04:15 PM
REIFF MELISSA	Director	Jun 14 '23	Option Exercise	0.00	3,715	0	7,812	Jun 16 04:16 PM
Silverman Josh	President & CEO	Jun 07 '23	Option Exercise	10.62	10,425	110,713	25,099	Jun 09 04:56 PM
Silverman Josh	President & CEO	Jun 07 '23	Sale	89.24	10,425	930,321	14,674	Jun 09 04:56 PM
Silverman Josh	President & CEO	May 24 '23	Option Exercise	10.62	10,425	110,713	25,099	May 26 04:27 PM
Silverman Josh	President & CEO	May 24 '23	Sale	87.33	10,425	910,424	14,674	May 26 04:27 PM

Open in Screener

AMWL

American Well Corporation

May 17 • 04:00PM ET

0.4889

Dollar change +0.0027
Percentage change 0.56	%

Healthcare • Health Information Services • USA • NYSE

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

Held by: VTI IWM VXF IWN SCHA VTWO VHT PRFZ ITOT IHF

Index	RUT	P/E	-	EPS (ttm)	-1.22	Insider Own	21.42%	Shs Outstand	255.54M	Perf Week	4.40%
Market Cap	144.94M	Forward P/E	-	EPS next Y	-0.46	Insider Trans	-2.72%	Shs Float	232.95M	Perf Month	-5.60%
Income	-349.58M	PEG	-	EPS next Q	-0.20	Inst Own	48.53%	Short Float	5.81%	Perf Quarter	-61.80%
Sales	254.57M	P/S	0.57	EPS this Y	65.83%	Inst Trans	2.27%	Short Ratio	5.60	Perf Half Y	-65.08%
Book/sh	1.38	P/B	0.35	EPS next Y	43.39%	ROA	-49.98%	Short Interest	13.53M	Perf Year	-79.02%
Cash/sh	1.04	P/C	0.47	EPS next 5Y	37.90%	ROE	-63.34%	52W Range	0.45 - 2.73	Perf YTD	-67.19%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-59.64%	ROI	-84.03%	52W High	-82.12%	Beta	1.11
Dividend TTM	-	Quick Ratio	3.74	Sales past 5Y	20.31%	Gross Margin	21.76%	52W Low	8.28%	ATR (14)	0.05
Dividend Ex-Date	-	Current Ratio	3.80	EPS Y/Y TTM	43.19%	Oper. Margin	-99.06%	RSI (14)	37.11	Volatility	9.90% 9.71%
Employees	1104	Debt/Eq	0.03	Sales Y/Y TTM	-8.08%	Profit Margin	-137.32%	Recom	2.69	Target Price	1.95
Option/Short	Yes / Yes	LT Debt/Eq	0.02	EPS Q/Q	82.60%	Payout	-	Rel Volume	0.69	Prev Close	0.49
Sales Surprise	-1.66%	EPS Surprise	-25.13%	Sales Q/Q	-7.00%	Earnings	May 01 AMC	Avg Volume	2.42M	Price	0.49
SMA20	-7.29%	SMA50	-28.62%	SMA200	-56.13%	Trades		Volume	1,659,276	Change	0.56%

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

Show Previous Ratings

May-16-24 04:05PM	Amwell CEO Roy Schoenberg to Speak at Stanford Disability & Telehealth Conference (GlobeNewswire)
May-07-24 01:53PM	'Telehealth 1.0 is dead,' but don't count out digital health just yet (Yahoo Finance)
May-06-24 10:36AM	American Well Corporation (NYSE:AMWL) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-02-24 08:33AM	Q1 2024 American Well Corp Earnings Call (Thomson Reuters StreetEvents)
08:23AM	Amwell expects revenue impact from Defense contract in Q4 (Healthcare Dive)
03:51AM	Loading…
03:51AM	American Well Corp (AMWL) Q1 2024 Earnings Call Transcript Highlights: Navigating Challenges ... (GuruFocus.com)
01:45AM	American Well (AMWL) Q1 2024 Earnings Call Transcript (Motley Fool)
May-01-24 07:30PM	Compared to Estimates, American Well (AMWL) Q1 Earnings: A Look at Key Metrics (Zacks)
06:00PM	American Well Corporation (AMWL) Reports Q1 Loss, Misses Revenue Estimates (Zacks)
05:50PM	American Well Corp (AMWL) Q1 2024 Earnings: A Detailed Review (GuruFocus.com)
04:05PM	AMWELL ANNOUNCES RESULTS FOR FIRST QUARTER 2024 (GlobeNewswire)
Apr-29-24 07:00AM	Amwell Releases 2024 Corporate Responsibility Report (GlobeNewswire) +12.92%
Apr-27-24 08:49AM	12 Most Profitable Dividend Stocks To Invest In (Insider Monkey)
Apr-25-24 07:00AM	Amwell to Participate in Upcoming Investor Conference (GlobeNewswire)
Apr-17-24 07:00AM	Amwell to Report First Quarter 2024 Operating Results May 1 (GlobeNewswire)
04:43AM	Loading…
Apr-05-24 04:43AM	Amwell in danger of being booted from NYSE (Healthcare Dive) -10.12%
Apr-04-24 04:05PM	Amwell Receives Continued Listing Standard Notice From NYSE (GlobeNewswire) +5.41%
Mar-06-24 06:00AM	Power of Amwell Hybrid Care Solutions to be Highlighted at HIMSS 2024 (GlobeNewswire)
Feb-23-24 05:15AM	20 Most Valuable Digital Health Companies In The US (Insider Monkey)
Feb-22-24 06:05AM	Amwell names new chief medical officer (Healthcare Dive) -6.09%
06:00AM	Amwell Names Cynthia Horner, M.D., Chief Medical Officer (GlobeNewswire)
Feb-21-24 07:00AM	Amwell Expands Presence in Australia with Amplar Health Partnership (GlobeNewswire) -8.73%
06:00AM	Amwell to Participate in Upcoming Investor Conference (GlobeNewswire)
Feb-15-24 07:00PM	American Well Corporation (AMWL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks) +18.02%
02:27PM	Why American Well Corporation Stock Soared Today (Motley Fool)
10:46AM	American Well Corporation (NYSE:AMWL) Q4 2023 Earnings Call Transcript (Insider Monkey)
07:54AM	Q4 2023 American Well Corp Earnings Call (Thomson Reuters StreetEvents)
06:00AM	Amwell Executives to Take the Stage at ViVE 2024 (GlobeNewswire)
Feb-14-24 10:00PM	American Well (AMWL) Q4 2023 Earnings Call Transcript (Motley Fool)
05:50PM	American Well Corporation (AMWL) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
05:14PM	Loading…
05:14PM	Amwell Reports Fourth Quarter and Full Year 2023 Results: A Path to Profitability in Sight (GuruFocus.com)
04:05PM	Amwell Announces Results for Fourth Quarter and Full Year 2023 (GlobeNewswire)
02:22PM	Amwell cut headcount by 10% since end of 2023 (Healthcare Dive)
Jan-31-24 06:00AM	Amwell to Report Fourth Quarter and Full Year 2023 Operating Results on Feb. 14 (GlobeNewswire)
Jan-18-24 08:00AM	SilverCloud by Amwell Earns Three International Awards (GlobeNewswire)
Dec-26-23 04:15PM	Axogen, Inc. Appoints Kathy Weiler to its Board of Directors (GlobeNewswire)
Nov-29-23 08:31PM	20 Most Medically Advanced Countries in the World Heading into 2024 (Insider Monkey)
Nov-26-23 11:53AM	5 Telehealth Stocks That Have Nothing But Upside (InvestorPlace)
Nov-15-23 09:30AM	American Well Corporation (AMWL) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
Nov-05-23 02:18PM	American Well Corporation (NYSE:AMWL) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-02-23 11:23AM	Q3 2023 American Well Corp Earnings Call (Thomson Reuters StreetEvents) +13.56%
05:37AM	Amwell reports widening net loss, including $79M impairment charge (Healthcare Dive)
12:30AM	American Well (AMWL) Q3 2023 Earnings Call Transcript (Motley Fool)
Nov-01-23 06:24PM	American Well Corp (AMWL) Reports Q3 2023 Earnings: Net Loss Widens, Revenue at $61.9 Million (GuruFocus.com)
04:05PM	Amwell Announces Results for Third Quarter 2023 (Business Wire)
Oct-26-23 07:00AM	Amwell to Participate in Upcoming Investor Conferences (Business Wire)
Oct-20-23 01:01PM	Why American Well Stock Blasted Higher on Friday Morning (Motley Fool) +15.50%
Oct-19-23 04:25PM	U.S. Defense Health Agency selects Amwell and Leidos to power the Digital First initiative for the U.S. Military Health System (Business Wire) -7.48%
Oct-18-23 07:00AM	Amwell to Report Third Quarter 2023 Operating Results and Host Conference Call on Wednesday, Nov. 1, 2023 (Business Wire)
Oct-10-23 05:06PM	Amwell® Partners With Discovery Health to Bring First-of-its-Kind Digital Mental Health Benefit to South Africa (Business Wire) +12.62%
Oct-05-23 07:00AM	Nestl Health Science Collaborates With Amwell to Improve Nutrition Outcomes in Healthcare (Business Wire) +5.56%
Oct-04-23 07:00AM	Amwell to Participate in Key HLTH 2023 Engagements (Business Wire)
Oct-03-23 07:00AM	Media Advisory:Amwell and Northwell Health to Lead AI and Automation Roundtable at Beckers Health IT Conference (Business Wire)
Sep-26-23 07:00AM	Health Gorilla and Amwell Announce Expanded Digital Diagnostic Lab Ordering for Clinicians (Business Wire)
Sep-18-23 07:00AM	Three Amwell® Health System Clients to Lead Hybrid Care Panel at Oracle Health Conference (Business Wire) -7.19%
Sep-13-23 07:00AM	OSF HealthCare Reduces Rates of Depression and Anxiety by Over 50% Using the Amwell® Platform (Business Wire)
Aug-29-23 07:05AM	Amwell to Participate in Upcoming Investor Conferences (Business Wire) +5.07%
Aug-09-23 08:45AM	1 Big Move From Amazon That Seems Inevitable (Motley Fool) -6.42%
Aug-07-23 06:45AM	Estimating The Intrinsic Value Of American Well Corporation (NYSE:AMWL) (Simply Wall St.)
Aug-03-23 12:30AM	American Well (AMWL) Q2 2023 Earnings Call Transcript (Motley Fool)
Aug-02-23 10:00PM	American Well Corporation (AMWL) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
06:05PM	American Well Corporation (AMWL) Reports Q2 Loss, Lags Revenue Estimates (Zacks)
04:05PM	Amwell Announces Results for Second Quarter 2023 (Business Wire)
10:44AM	Amazon Clinic expands doctor visit marketplace to 50 states (Yahoo Finance)
Jul-26-23 10:01AM	Will American Well Corporation (AMWL) Report Negative Earnings Next Week? What You Should Know (Zacks) +10.23%
Jul-19-23 08:05AM	Amwell to Report Second Quarter 2023 Operating Results and Host Conference Call on Wed., Aug. 2, 2023 (Business Wire)
07:10AM	Daily Vickers Top Buyers & Sellers for 07/19/2023 (Argus Research)
Jul-16-23 09:44AM	Shareholders in American Well (NYSE:AMWL) are in the red if they invested a year ago (Simply Wall St.)
Jul-11-23 09:05AM	Amwell Survey Identifies Workers Top Barriers to Accessing Mental Health Benefits (Business Wire)
Jun-04-23 02:00AM	Mental health apps: the AI therapist cannot see you now (Financial Times)
May-26-23 06:14AM	American Well Corporation (NYSE:AMWL) has caught the attention of institutional investors who hold a sizeable 42% stake (Simply Wall St.)
May-17-23 09:05AM	Amwell Announces Hire of Kathy Weiler as EVP, Chief Commercial and Growth Officer (Business Wire) +7.37%
May-05-23 11:53AM	Getting In Cheap On American Well Corporation (NYSE:AMWL) Is Unlikely (Simply Wall St.)
May-04-23 12:12PM	Q1 2023 American Well Corp Earnings Call (Thomson Reuters StreetEvents) -6.13%
02:00AM	American Well (AMWL) Q1 2023 Earnings Call Transcript (Motley Fool)
May-03-23 06:25PM	American Well Corporation (AMWL) Reports Q1 Loss, Lags Revenue Estimates (Zacks)
04:05PM	Amwell Announces Results for First Quarter 2023 (Business Wire)
12:19PM	Top 3 Telemedicine Companies for 2022 (Investopedia)
Apr-27-23 09:05AM	Amwell to Participate in Upcoming Investor Conferences (Business Wire) +8.00%
Apr-19-23 09:05AM	Amwell to Report First Quarter 2023 Operating Results and Host Conference Call on Wed., May 3, 2023 (Business Wire)
Apr-13-23 02:12PM	Will American Well (NYSE:AMWL) Spend Its Cash Wisely? (Simply Wall St.)
Apr-10-23 09:46AM	7 Penny Stocks to Keep an Eye on for the Rest of the Year (InvestorPlace)
Mar-22-23 08:35AM	Dario Announces Strategic Partnership with Amwell to Expand Access to its Cardiometabolic Digital Therapeutic Solution (PR Newswire)
08:30AM	Amwell Expands Digital Clinical Programs Through Partnership with DarioHealth (Business Wire)
Mar-17-23 11:15AM	Should You Think About Buying American Well Corporation (NYSE:AMWL) Now? (Simply Wall St.)
Mar-03-23 06:20PM	Why American Well Stock Tumbled This Week (Motley Fool)
Mar-01-23 05:09AM	Some American Well Corporation (NYSE:AMWL) Analysts Just Made A Major Cut To Next Year's Estimates (Simply Wall St.)
Feb-28-23 05:06AM	Calculating The Intrinsic Value Of American Well Corporation (NYSE:AMWL) (Simply Wall St.)
Feb-23-23 12:30AM	American Well (AMWL) Q4 2022 Earnings Call Transcript (Motley Fool) -13.81%
Feb-22-23 05:45PM	American Well Corporation (AMWL) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
04:05PM	Amwell Announces Results for Fourth Quarter and Full Year 2022 (Business Wire)
Feb-15-23 08:30AM	Amwell to Participate in Upcoming Investor Conferences (Business Wire)
Feb-06-23 07:15AM	American Well (NYSE:AMWL) investors are sitting on a loss of 11% if they invested a year ago (Simply Wall St.)
Feb-05-23 09:22AM	The 7 Most Promising Penny Stocks to Buy in February (InvestorPlace)
Feb-01-23 08:30AM	Amwell to Report Fourth Quarter 2022 Operating Results and Host Conference Call on Wednesday February 22, 2023 (Business Wire)
Nov-15-22 04:10PM	Telehealth: It took a pandemic to show everyone why its useful, Amwell CEO says (Yahoo Finance Video)
Nov-09-22 05:40AM	American Well Third Quarter 2022 Earnings: Beats Expectations (Simply Wall St.)
Nov-07-22 09:30PM	Amwell (AMWL) Q3 2022 Earnings Call Transcript (Motley Fool)
06:05PM	American Well Corporation (AMWL) Reports Q3 Loss, Misses Revenue Estimates (Zacks)
04:05PM	Amwell Announces Results for Third Quarter 2022 (Business Wire)

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Knight Kurt	Chief Operating Officer	May 01 '24	Sale	0.52	6,085	3,171	3,075,329	May 03 04:32 PM
Gotlib Phyllis	President, International	May 01 '24	Sale	0.52	4,469	2,329	2,455,110	May 03 04:33 PM
McNeice Paul Francis	Chief Accounting Officer	May 01 '24	Sale	0.52	175	91	198,451	May 03 04:32 PM
Shepardson Robert	Chief Financial Officer	Apr 01 '24	Sale	0.77	7,569	5,844	2,784,414	Apr 03 05:05 PM
Gotlib Phyllis	President, International	Apr 01 '24	Sale	0.77	6,891	5,321	2,459,579	Apr 03 05:05 PM
Knight Kurt	Chief Operating Officer	Apr 01 '24	Sale	0.77	6,157	4,754	3,081,414	Apr 03 05:05 PM
McNeice Paul Francis	Chief Accounting Officer	Apr 01 '24	Sale	0.77	761	588	198,626	Apr 03 05:06 PM
McNeice Paul Francis	Chief Accounting Officer	Mar 08 '24	Sale	1.03	5,418	5,572	197,865	Mar 12 04:31 PM
Shepardson Robert	Chief Financial Officer	Mar 01 '24	Sale	1.07	68,303	73,180	2,776,845	Mar 05 04:37 PM
Knight Kurt	Chief Operating Officer	Mar 01 '24	Sale	1.07	38,747	41,514	3,075,257	Mar 05 04:36 PM
Gotlib Phyllis	President, International	Mar 01 '24	Sale	1.07	36,110	38,688	2,452,688	Mar 05 04:37 PM
Paunovich Vukasin	EVP, Enterprise Platforms	Mar 01 '24	Sale	1.07	31,712	33,976	2,517,546	Mar 05 04:36 PM
Shepardson Robert	Chief Financial Officer	Feb 23 '24	Sale	1.09	319,214	348,486	2,845,148	Feb 23 05:04 PM
Gotlib Phyllis	President, International	Feb 23 '24	Sale	1.09	285,752	311,955	2,488,798	Feb 23 05:05 PM
Weiler Kathy Johnson	Chief Comm. & Growth Officer	Feb 23 '24	Sale	1.09	283,192	309,161	3,975,617	Feb 23 05:07 PM
Knight Kurt	Chief Operating Officer	Feb 23 '24	Sale	1.09	283,079	309,037	3,114,004	Feb 23 05:03 PM
Paunovich Vukasin	EVP, Enterprise Platforms	Feb 23 '24	Sale	1.09	251,323	274,369	2,535,635	Feb 23 05:01 PM
Knight Kurt	Chief Operating Officer	Feb 01 '24	Sale	1.09	6,239	6,827	1,225,437	Feb 05 05:20 PM
Gotlib Phyllis	President, International	Feb 01 '24	Sale	1.09	4,462	4,882	602,904	Feb 05 05:29 PM
McNeice Paul Francis	Chief Accounting Officer	Feb 01 '24	Sale	1.09	151	165	103,237	Feb 05 05:17 PM
Paunovich Vukasin	EVP, Enterprise Platforms	Jan 16 '24	Sale	1.07	58,409	62,445	615,312	Jan 18 04:31 PM
Shepardson Robert	Chief Financial Officer	Jan 02 '24	Sale	1.49	8,414	12,552	992,716	Jan 04 04:34 PM
Gotlib Phyllis	President, International	Jan 02 '24	Sale	1.49	6,887	10,274	607,366	Jan 04 04:31 PM
Knight Kurt	Chief Operating Officer	Jan 02 '24	Sale	1.49	6,882	10,267	1,231,676	Jan 04 04:34 PM
McNeice Paul Francis	Chief Accounting Officer	Jan 02 '24	Sale	1.49	757	1,129	103,388	Jan 04 04:34 PM
Knight Kurt	Chief Operating Officer	Dec 05 '23	Sale	1.24	25,867	32,197	1,238,558	Dec 07 04:39 PM
Shepardson Robert	Chief Financial Officer	Dec 01 '23	Sale	1.26	24,990	31,565	1,001,130	Dec 05 04:39 PM
McNeice Paul Francis	Chief Accounting Officer	Dec 01 '23	Sale	1.26	872	1,101	104,145	Dec 05 04:37 PM
Jackson Deborah C	Director	Nov 02 '23	Sale	1.24	2,376	2,945	135,112	Nov 06 04:38 PM
Slavin Peter L.	Director	Nov 02 '23	Sale	1.24	2,330	2,890	169,630	Nov 06 04:37 PM
Knight Kurt	Chief Operating Officer	Nov 01 '23	Sale	1.11	5,578	6,170	1,264,425	Nov 03 04:34 PM
Gotlib Phyllis	President, International	Nov 01 '23	Sale	1.11	4,461	4,935	614,253	Nov 03 04:35 PM
McNeice Paul Francis	Vice President of Accounting	Nov 01 '23	Sale	1.11	129	143	105,017	Nov 03 04:34 PM
Shepardson Robert	Chief Financial Officer	Oct 02 '23	Sale	1.12	7,566	8,470	1,026,120	Oct 04 05:17 PM
Gotlib Phyllis	President, International	Oct 02 '23	Sale	1.12	6,888	7,711	618,714	Oct 04 05:15 PM
Knight Kurt	Chief Operating Officer	Oct 02 '23	Sale	1.12	6,154	6,889	1,270,003	Oct 04 05:13 PM
McNeice Paul Francis	Vice President of Accounting	Oct 02 '23	Sale	1.12	642	719	105,146	Oct 04 05:11 PM
Schoenberg Ido	Chairman, co-CEO	Sep 21 '23	Sale	1.20	135,236	162,554	1,285,011	Sep 22 04:49 PM
Schoenberg Roy	President, co-CEO	Sep 21 '23	Sale	1.20	125,702	151,094	2,166,042	Sep 22 04:47 PM
Knight Kurt	Chief Operating Officer	Sep 05 '23	Sale	1.44	25,866	37,260	1,276,157	Sep 06 05:40 PM
Shepardson Robert	Chief Financial Officer	Sep 01 '23	Sale	1.50	24,989	37,446	1,033,686	Sep 06 05:46 PM
Knight Kurt	Chief Operating Officer	Sep 01 '23	Sale	1.50	18,108	27,135	1,302,023	Sep 06 05:40 PM
Gotlib Phyllis	President, International	Sep 01 '23	Sale	1.50	14,479	21,697	625,602	Sep 06 05:41 PM
McNeice Paul Francis	Vice President of Accounting	Sep 01 '23	Sale	1.50	869	1,302	105,788	Sep 06 05:22 PM
Schoenberg Ido	Chairman, co-CEO	Aug 01 '23	Sale	2.31	10,218	23,552	1,420,247	Aug 03 04:56 PM
Schoenberg Roy	President, co-CEO	Aug 01 '23	Sale	2.31	9,486	21,865	2,291,744	Aug 03 04:55 PM
Knight Kurt	Chief Operating Officer	Aug 01 '23	Sale	2.31	5,574	12,848	1,320,131	Aug 03 04:53 PM
Gotlib Phyllis	President, International	Aug 01 '23	Sale	2.31	4,458	10,276	640,081	Aug 03 04:58 PM
Paunovich Vukasin	EVP, Enterprise Platforms	Jul 17 '23	Sale	2.16	104,832	226,007	664,761	Jul 18 08:21 PM
Shepardson Robert	Chief Financial Officer	Jul 03 '23	Sale	2.11	7,563	15,971	1,058,675	Jul 06 05:31 PM
Gotlib Phyllis	President, International	Jul 03 '23	Sale	2.11	6,885	14,539	644,539	Jul 06 05:32 PM
Knight Kurt	Chief Operating Officer	Jul 03 '23	Sale	2.11	6,151	12,989	1,325,705	Jul 06 05:28 PM
McNeice Paul Francis	Vice President of Accounting	Jul 03 '23	Sale	2.11	620	1,309	106,657	Jul 06 05:26 PM
Schoenberg Ido	Chairman, co-CEO	Jun 21 '23	Sale	2.19	135,834	296,987	1,430,465	Jun 22 08:15 PM
Schoenberg Roy	President, co-CEO	Jun 21 '23	Sale	2.19	125,696	274,822	2,301,230	Jun 22 08:14 PM
Jackson Deborah C	Director	Jun 13 '23	Sale	2.51	23,173	58,178	45,745	Jun 16 09:04 AM
Slavin Peter L.	Director	Jun 13 '23	Sale	2.51	22,670	56,920	80,217	Jun 15 08:00 PM
Knight Kurt	Chief Operating Officer	Jun 05 '23	Sale	2.42	25,864	62,557	1,331,856	Jun 06 08:33 PM
Shepardson Robert	Chief Financial Officer	Jun 01 '23	Sale	2.25	24,987	56,346	1,066,238	Jun 05 05:41 PM
Knight Kurt	Chief Operating Officer	Jun 01 '23	Sale	2.25	18,106	40,829	1,357,720	Jun 05 05:35 PM
Gotlib Phyllis	President, International	Jun 01 '23	Sale	2.25	14,478	32,648	651,424	Jun 05 05:39 PM
McNeice Paul Francis	Vice President of Accounting	Jun 01 '23	Sale	2.25	842	1,899	107,277	Jun 05 05:32 PM

Open in Screener

LYFT

Lyft Inc

May 17 • 04:00PM ET

16.62

Dollar change -0.33
Percentage change -1.95	%

Technology • Software - Application • USA • NASD

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

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

Index	-	P/E	-	EPS (ttm)	-0.47	Insider Own	15.03%	Shs Outstand	391.24M	Perf Week	-3.26%
Market Cap	6.71B	Forward P/E	19.07	EPS next Y	0.87	Insider Trans	-1.15%	Shs Float	342.84M	Perf Month	-0.54%
Income	-184.21M	PEG	-	EPS next Q	0.18	Inst Own	79.74%	Short Float	15.11%	Perf Quarter	-7.20%
Sales	4.68B	P/S	1.43	EPS this Y	6.26%	Inst Trans	4.69%	Short Ratio	3.51	Perf Half Y	53.04%
Book/sh	1.22	P/B	13.64	EPS next Y	25.44%	ROA	-3.96%	Short Interest	51.81M	Perf Year	98.80%
Cash/sh	4.13	P/C	4.02	EPS next 5Y	17.00%	ROE	-42.18%	52W Range	7.85 - 20.82	Perf YTD	10.87%
Dividend Est.	-	P/FCF	-	EPS past 5Y	22.39%	ROI	-11.38%	52W High	-20.17%	Beta	2.11
Dividend TTM	-	Quick Ratio	0.82	Sales past 5Y	20.78%	Gross Margin	32.58%	52W Low	111.72%	ATR (14)	0.82
Dividend Ex-Date	-	Current Ratio	0.82	EPS Y/Y TTM	89.09%	Oper. Margin	-4.13%	RSI (14)	45.45	Volatility	4.04% 4.44%
Employees	2945	Debt/Eq	2.50	Sales Y/Y TTM	10.90%	Profit Margin	-3.94%	Recom	2.72	Target Price	18.30
Option/Short	Yes / Yes	LT Debt/Eq	2.30	EPS Q/Q	84.37%	Payout	-	Rel Volume	0.80	Prev Close	16.95
Sales Surprise	10.17%	EPS Surprise	99.06%	Sales Q/Q	27.65%	Earnings	May 07 AMC	Avg Volume	14.76M	Price	16.62
SMA20	-0.74%	SMA50	-6.46%	SMA200	22.18%	Trades		Volume	11,836,331	Change	-1.95%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-05-24	Upgrade	Argus	Hold → Buy
Mar-04-24	Upgrade	RBC Capital Mkts	Sector Perform → Outperform	$17 → $23
Feb-14-24	Upgrade	MoffettNathanson	Sell → Neutral
Jan-11-24	Downgrade	Goldman	Buy → Neutral	$12 → $15
Jan-09-24	Initiated	BMO Capital Markets	Market Perform	$15
Dec-29-23	Downgrade	Nomura	Neutral → Reduce	$11.70 → $13
Oct-31-23	Downgrade	MoffettNathanson	Market Perform → Sell	$7
Jul-19-23	Reiterated	TD Cowen	Market Perform	$9 → $11
Jun-08-23	Initiated	Wells Fargo	Equal Weight	$9
Jun-06-23	Initiated	Wedbush	Neutral	$10
Feb-14-23	Downgrade	BTIG Research	Buy → Neutral
Feb-14-23	Downgrade	Argus	Buy → Hold
Feb-10-23	Downgrade	Wells Fargo	Overweight → Equal Weight	$21.25 → $13
Feb-10-23	Downgrade	Wedbush	Outperform → Neutral	$17 → $13
Feb-10-23	Downgrade	Truist	Buy → Hold	$40 → $14
Feb-10-23	Downgrade	Loop Capital	Buy → Hold	$17 → $10
Feb-10-23	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
Feb-10-23	Downgrade	JP Morgan	Overweight → Neutral	$29 → $15
Feb-10-23	Downgrade	DA Davidson	Buy → Neutral	$19 → $12.50
Feb-10-23	Downgrade	Citigroup	Buy → Neutral	$45 → $17

Show Previous Ratings

May-15-24 11:23AM	UPDATE 1-Uber unveils US shuttle service, expands Costco tie-up to woo price-conscious users (Reuters)
10:58AM	Uber unveils US shuttle service, expands Costco tie-up to woo price-conscious users (Reuters)
May-14-24 01:23PM	4 Reasons Why Lyft Is on the Right Track (Motley Fool)
May-13-24 12:47PM	Top Stock Movers Now: GameStop, Intel, Uber, and More (Investopedia)
12:41PM	UPDATE 1-Massachusetts takes Uber, Lyft to trial over whether drivers are employees (Reuters)
12:26PM	Loading…
12:26PM	The Beachbody Company, Inc. (NYSE:BODY) Q1 2024 Earnings Call Transcript (Insider Monkey)
08:08AM	Uber Technologies, Lyft Trial Over Ride Share Driver Status in Massachusetts Set to Begin on Monday (MT Newswires)
07:00AM	3 Reasons I'll Take Uber Stock Over Lyft Despite the Lousy Response to Q1 (Motley Fool)
06:03AM	Massachusetts takes Uber, Lyft to trial over whether drivers are employees (Reuters)
06:00AM	Massachusetts takes Uber, Lyft to trial over status of gig workers (Reuters)
May-10-24 08:00AM	How to spot the tech unicorn to invest in: Opening Bid (Yahoo Finance Video)
May-09-24 06:40PM	1 Wall Street Analyst Thinks Lyft Is Going to $24. Is It a Buy? (Motley Fool)
10:29AM	Goldman Sachs Adjusts Price Target on Lyft to $19 From $16, Maintains Neutral Rating (MT Newswires)
09:33AM	Affirm stock sinking, Good Buy or Goodbye: Market Domination (Yahoo Finance Video)
May-08-24 04:24PM	These Stocks Moved the Most Today: Shopify, Uber, Lyft, Intel, Tesla, Tripadvisor, DoubleVerify, ZoomInfo, Affirm, and More (Barrons.com) +7.11%
04:06PM	Loading…
04:06PM	Heard on the Street: Why Lyft's Stock is Pulling Ahead of Uber's (The Wall Street Journal)
02:20PM	These Stocks Are Moving the Most Today: Shopify, Uber, Lyft, Intel, Tesla, Tripadvisor, DoubleVerify, ZoomInfo, Affirm, and More (Barrons.com)
01:42PM	Why Lyft Stock Was Climbing Today (Motley Fool)
01:23PM	Tesla probe, Reddit earnings, market outlook: Morning Brief (Yahoo Finance Video)
01:07PM	12 Best Gig Economy Stocks To Buy (Insider Monkey)
12:30PM	Uber, Shopify fall; Lyft, Arista Networks rise, Wednesday, 5/8/2024 (Associated Press Finance)
12:23PM	Why Uber (UBER) Shares Are Trading Lower Today (StockStory)
12:23PM	Why Is Lyft (LYFT) Stock Rocketing Higher Today (StockStory)
12:13PM	Lyft 2024 Estimates Raised After 'Strong' Q1 Results, Wedbush Says (MT Newswires)
12:09PM	What ridesharers can unlock in autonomous vehicle partnerships (Yahoo Finance Video)
11:10AM	DA Davidson Adjusts Lyft's Price Target to $18 From $15, Keeps Neutral Rating (MT Newswires)
10:59AM	Lyft, Inc. (NASDAQ:LYFT) Q1 2024 Earnings Call Transcript (Insider Monkey)
10:50AM	Stocks to Watch Wednesday: Shopify, Uber, Reddit, Intel (The Wall Street Journal)
10:41AM	Lyft Stock Accelerates After Ride-Hailing Company Grows Revenue and Trims Loss (The Wall Street Journal)
10:13AM	Uber and Lyft stock are riding in opposite directions after earnings (Quartz)
10:00AM	Loading…
10:00AM	Uber sinks on Q1 loss while Lyft ridership increases (Yahoo Finance Video)
09:54AM	BofA Securities Raises Price Target on Lyft to $15 From $12.50 After 'Solid' Q1 Beat, Maintains Underperform Rating (MT Newswires)
09:22AM	Deutsche Bank Adjusts Lyft Price Target to $18 From $17, Maintains Hold Rating (MT Newswires)
09:19AM	Earnings, DOJ's Tesla probe, Reddit's guidance: 3 Things (Yahoo Finance Video)
08:54AM	Wedbush Adjusts Lyft's Price Target to $18 From $15 After 'Strong' Q1 Results, Keeps Neutral Rating (MT Newswires)
08:24AM	Truist Securities Adjusts Lyft's Price Target to $15 From $18, Keeps Hold Rating (MT Newswires)
07:58AM	5 Things to Know Before the Stock Market Opens (Investopedia)
07:31AM	Reddit surges on earnings, Uber reports: Yahoo Finance (Yahoo Finance Video)
07:13AM	Q1 2024 Lyft Inc Earnings Call (Thomson Reuters StreetEvents)
06:56AM	Uber shares tumble on surprise net loss, weak second-quarter forecast (Reuters)
06:30AM	RBC Lifts Price Target on Lyft to $24 From $23, Keeps Outperform Rating (MT Newswires)
06:21AM	US STOCKS-Futures muted as investors seek clues on US rate path (Reuters)
06:19AM	Lyft Sees Sequential Growth in Short-Term Bookings as First-Quarter Results Top Views (MT Newswires)
May-07-24 11:45PM	Lyft (LYFT) Q1 2024 Earnings Call Transcript (Motley Fool) -5.25%
10:31PM	Analyst Report: Lyft, Inc. (Morningstar Research)
06:31PM	20 Most Car Dependent Cities in the US (Insider Monkey)
05:55PM	Lyft (LYFT) Q1 Earnings and Revenues Surpass Estimates (Zacks)
05:53PM	Lyft Reports Sharply Higher Growth Rate (The Information)
05:47PM	Lyft Inc (LYFT) Q1 2024 Earnings: Revenue Surges, Narrowing Net Loss (GuruFocus.com)
05:30PM	Lyft Q1 Net Loss Narrows, Revenue Rises -- Shares Jump After Hours (MT Newswires)
05:25PM	Is Lyft on the road to recovery after topping Q1 estimates? (Yahoo Finance Video)
05:05PM	Lyft Stock Jumps On Better-Than-Expected Sales, Strong Demand Forecast (Investor's Business Daily)
04:56PM	Lyft: Q1 Earnings Snapshot (Associated Press Finance)
04:27PM	Lyft stock pops on Q1 revenue beat, bookings growth (Yahoo Finance Video)
04:17PM	Lyft (NASDAQ:LYFT) Reports Strong Q1 (StockStory)
04:09PM	UPDATE 2-Lyft forecasts strong quarterly earnings as ride-hailing demand picks up (Reuters)
04:07PM	Lyft forecasts strong quarterly earnings as ride-hailing demand picks up (Reuters)
04:05PM	Lyft Announces Results for First Quarter 2024 (Business Wire)
01:16PM	UPDATE 1-Motional to pause robotaxi deployments with Uber, Lyft (Reuters)
11:49AM	11 Best Delivery Stocks to Buy According to Hedge Funds (Insider Monkey)
May-06-24 05:07PM	Disney earnings, Fedspeak, Econ data: Monday's what to watch (Yahoo Finance Video)
04:42PM	What You Need To Know Ahead of Uber's Earnings Report Wednesday (Investopedia)
02:48PM	UPDATE 1-Massachusetts top court hears challenges to gig worker ballot measures (Reuters)
12:00PM	Uber Has 'Attractive Entry Point' Outlook as Key Metric Trails Rivals, Morgan Stanley Says (MT Newswires)
07:20AM	Morgan Stanley Raises Price Target on Lyft to $13 From $12, Keeps Equalweight Rating (MT Newswires)
07:05AM	Investors eye earnings from Disney, Uber, Airbnb in another busy week: Yahoo Finance (Yahoo Finance Video)
06:06AM	Massachusetts top court hears challenges to gig worker ballot measures (Reuters)
06:00AM	Massachusetts top court to hear challenges to gig worker ballot measures (Reuters)
03:08AM	Lyft (LYFT) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
May-05-24 11:00AM	Disney steps up as Big Tech steps back: What to know this week (Yahoo Finance)
May-03-24 05:34PM	Disney earnings, Fedspeak: What to Watch Next Week (Yahoo Finance Video)
06:19AM	Status of Uber, Lyft gig workers hinges on Massachusetts court fight (Reuters)
Apr-30-24 12:05PM	UBS Adjusts Price Target on Lyft to $19 From $14, Maintains Neutral Rating (MT Newswires)
Apr-25-24 06:30AM	3 Tech Stocks That Will Post Sizzling Gains This Summer (InvestorPlace)
Apr-24-24 04:03PM	Tesla's robotaxi plans pressure rideshare stocks Uber, Lyft (Yahoo Finance Video)
02:34PM	Uber and Lyft Stock Fall on Robotaxi Worries. That Doesnt Make Sense. (Barrons.com)
Apr-23-24 05:08PM	Tesla Planning Ride-Hailing App (The Wall Street Journal)
Apr-19-24 07:30AM	Meme Stock Massacre: 3 Reddit Darlings on the Brink of Collapse (InvestorPlace)
Apr-18-24 04:05PM	Lyft To Announce First Quarter 2024 Financial Results (Business Wire)
Apr-17-24 03:41AM	Reflecting On Gig Economy Stocks Q4 Earnings: Lyft (NASDAQ:LYFT) (StockStory) -5.25%
Apr-15-24 05:55AM	Electric air taxis are nearing launch. Heres how to invest. (Yahoo Finance Video)
Apr-14-24 06:52PM	Minimum pay for Uber, Lyft drivers in Minneapolis pushed back to July (FreightWaves)
Apr-12-24 03:37PM	20 Biggest Gig Economy Companies In The World (Insider Monkey)
01:02PM	Uber and Lyft are staying in Minneapolis at least for now (Quartz)
Apr-11-24 11:34PM	Uber and Lyft delay their plans to leave Minneapolis (Reuters) +6.09%
07:02PM	Uber and Lyft delay their plans to leave Minneapolis after officials push back driver pay plan (Associated Press Finance)
12:56PM	Minneapolis gives Uber and Lyft a reason to stick around at least until July (CNN Business)
08:46AM	Minneapolis expected to give Uber and Lyft a reason to stick around at least until July (CNN Business)
Apr-10-24 02:44PM	Lyft CEO David Risher on refocusing the company: Customer obsession leads to profitable growth (CNBC TV)
Apr-08-24 03:07PM	Uber and Lyft are threatening to leave Minneapolis. Here's what to know (Quartz)
12:08AM	Heres what we know about Uber and Lyfts planned exit from Minneapolis in May (Associated Press Finance)
Apr-05-24 01:26PM	Uber Stock Gets Bump From Jefferies Price-Target Increase (Investopedia)
Apr-04-24 01:06PM	Lyft played chicken with Minneapolis and lost (Quartz)
Apr-02-24 04:06PM	Why Lyft (LYFT) Shares Are Falling Today (StockStory)
Mar-30-24 05:55AM	12 Hot Tech Stocks to Invest in Now (Insider Monkey)
Mar-29-24 08:15AM	Do Lyft Shares Have Enough Lift for a Turnaround? (Motley Fool)
Mar-25-24 01:55PM	Uber (NYSE:UBER) Q4 Earnings: Leading The Gig Economy Pack (StockStory)
01:14PM	20 Side Businesses You Can Start While Working Full-Time (Insider Monkey)
Mar-22-24 06:48AM	Lyft deepens ad-targeting, measurement bench as in-app video launches (Marketing Dive)
Mar-21-24 10:51AM	7 Stocks That Are Creating a Buzz on Wall Street (InvestorPlace) +5.62%

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Sverchek Kristin	PRESIDENT	May 03 '24	Sale	17.50	3,500	61,253	60,778	May 03 08:21 PM
Sverchek Kristin	PRESIDENT	May 01 '24	Sale	15.54	6,500	100,996	64,278	May 03 08:21 PM
Sverchek Kristin	PRESIDENT	Apr 01 '24	Sale	19.28	10,200	196,661	70,778	Apr 03 04:21 PM
Zimmer John Patrick	Director	Mar 21 '24	Sale	20.04	193,200	3,872,404	932,544	Mar 25 06:54 PM
Zimmer John Patrick	Director	Mar 21 '24	Sale	20.04	36,000	721,566	0	Mar 25 06:54 PM
Sverchek Kristin	PRESIDENT	Mar 21 '24	Sale	20.00	16,000	320,003	80,978	Mar 25 06:50 PM
Sverchek Kristin	PRESIDENT	Mar 04 '24	Sale	17.51	3,500	61,291	96,978	Mar 05 07:48 PM
Sverchek Kristin	PRESIDENT	Mar 01 '24	Sale	16.30	6,500	105,977	100,478	Mar 05 07:48 PM
Green Logan	Director	Feb 29 '24	Sale	15.69	11,867	186,194	346,341	Mar 04 09:10 PM
Zimmer John Patrick	Director	Feb 29 '24	Sale	15.69	3,327	52,200	1,125,744	Mar 04 09:12 PM
BLACKWOOD-KAPRAL LISA	CHIEF ACCOUNTING OFFICER	Feb 26 '24	Sale	16.06	18,065	290,053	255,817	Feb 28 07:02 PM
Zimmer John Patrick	Director	Feb 20 '24	Sale	17.51	15,724	275,278	1,204,071	Feb 22 09:21 PM
Green Logan	Director	Feb 20 '24	Sale	17.49	13,764	240,697	433,208	Feb 22 09:17 PM
Sverchek Kristin	PRESIDENT	Feb 15 '24	Sale	17.50	3,500	61,263	106,978	Feb 16 08:45 PM
Sverchek Kristin	PRESIDENT	Feb 14 '24	Sale	15.02	5,670	85,175	633,950	Feb 16 08:45 PM
Sverchek Kristin	PRESIDENT	Feb 14 '24	Sale	15.02	3,500	52,552	110,478	Feb 16 08:45 PM
Sverchek Kristin	PRESIDENT	Feb 01 '24	Sale	12.65	3,000	37,960	113,978	Feb 05 06:13 PM
Sverchek Kristin	President	Jan 02 '24	Sale	14.16	5,669	80,294	639,620	Jan 04 07:36 PM
BLACKWOOD-KAPRAL LISA	Chief Accounting Officer	Dec 26 '23	Sale	15.26	18,581	283,457	282,999	Dec 28 04:21 PM
Zimmer John Patrick	Director	Dec 14 '23	Sale	15.04	193,200	2,906,636	1,219,795	Dec 18 08:21 PM
Zimmer John Patrick	Director	Dec 14 '23	Sale	15.04	36,000	541,609	0	Dec 18 08:21 PM
Sverchek Kristin	President	Dec 14 '23	Sale	15.00	5,669	85,036	645,289	Dec 18 07:29 PM
Brewer Erin	Chief Financial Officer	Dec 01 '23	Sale	12.70	22,354	283,834	1,906,812	Dec 05 08:08 PM
BLACKWOOD-KAPRAL LISA	Chief Accounting Officer	Dec 01 '23	Sale	12.40	18,575	230,289	301,580	Dec 05 08:07 PM
Sverchek Kristin	President	Dec 01 '23	Sale	12.50	5,669	70,872	650,958	Dec 05 08:12 PM
Green Logan	Director	Nov 29 '23	Sale	11.76	10,132	119,128	446,972	Dec 01 04:12 PM
Zimmer John Patrick	Director	Nov 29 '23	Sale	11.75	3,327	39,079	1,412,995	Dec 01 04:12 PM
Zimmer John Patrick	Director	Nov 20 '23	Sale	10.33	18,255	188,529	1,416,322	Nov 21 06:08 PM
Green Logan	Director	Nov 20 '23	Sale	10.33	15,866	163,893	457,104	Nov 21 06:04 PM
Zimmer John Patrick	Director	Sep 15 '23	Sale	11.29	14,952	168,742	1,422,952	Sep 19 05:41 PM
Green Logan	Director	Aug 30 '23	Sale	11.44	7,862	89,903	472,970	Sep 01 04:07 PM
Aggarwal Prashant	Director	Aug 28 '23	Buy	10.34	96,900	1,001,655	971,269	Aug 29 04:07 PM
Wilderotter Mary Agnes	Director	Aug 28 '23	Sale	10.29	2,403	24,720	55,493	Aug 30 08:05 PM
Zimmer John Patrick	Director	Aug 21 '23	Sale	10.88	20,919	227,672	1,437,904	Aug 22 09:20 PM
Green Logan	Director	Aug 21 '23	Sale	10.89	18,157	197,653	480,832	Aug 22 09:19 PM
Risher John David	Chief Executive Officer	Aug 11 '23	Buy	11.46	100,000	1,146,300	12,375,185	Aug 15 09:15 AM
Stephenson Dave	Director	Aug 11 '23	Buy	11.33	8,826	99,998	39,941	Aug 15 09:17 AM
Wilderotter Mary Agnes	Director	May 26 '23	Sale	8.27	1,827	15,106	33,251	May 31 08:56 PM
Green Logan	Director	May 22 '23	Sale	8.06	21,013	169,298	474,344	May 23 09:18 PM

Open in Screener

SGRP

Spar Group, Inc.

May 17 • 04:00PM ET

1.91

Dollar change +0.16
Percentage change 9.14	%

Industrials • Specialty Business Services • USA • NASD

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

Held by: VXF VTI

Index	-	P/E	4.71	EPS (ttm)	0.41	Insider Own	55.68%	Shs Outstand	23.45M	Perf Week	9.77%
Market Cap	46.47M	Forward P/E	15.92	EPS next Y	0.12	Insider Trans	-8.17%	Shs Float	10.79M	Perf Month	9.77%
Income	9.66M	PEG	-	EPS next Q	0.00	Inst Own	9.40%	Short Float	0.61%	Perf Quarter	81.97%
Sales	267.06M	P/S	0.17	EPS this Y	47.62%	Inst Trans	34.33%	Short Ratio	0.21	Perf Half Y	89.11%
Book/sh	1.37	P/B	1.39	EPS next Y	-61.29%	ROA	9.67%	Short Interest	0.07M	Perf Year	93.91%
Cash/sh	0.68	P/C	2.79	EPS next 5Y	-	ROE	34.20%	52W Range	0.70 - 1.97	Perf YTD	89.11%
Dividend Est.	-	P/FCF	14.66	EPS past 5Y	-	ROI	22.79%	52W High	-3.05%	Beta	0.43
Dividend TTM	-	Quick Ratio	1.69	Sales past 5Y	3.03%	Gross Margin	19.44%	52W Low	172.86%	ATR (14)	0.12
Dividend Ex-Date	-	Current Ratio	1.69	EPS Y/Y TTM	457.71%	Oper. Margin	3.40%	RSI (14)	65.37	Volatility	7.71% 6.86%
Employees	17032	Debt/Eq	0.86	Sales Y/Y TTM	0.15%	Profit Margin	3.62%	Recom	1.00	Target Price	7.00
Option/Short	No / Yes	LT Debt/Eq	0.29	EPS Q/Q	641.94%	Payout	0.00%	Rel Volume	1.04	Prev Close	1.75
Sales Surprise	43.11%	EPS Surprise	400.00%	Sales Q/Q	6.70%	Earnings	May 15 BMO	Avg Volume	313.80K	Price	1.91
SMA20	9.71%	SMA50	27.45%	SMA200	67.34%	Trades		Volume	327,615	Change	9.14%

May-16-24 03:04AM	SPAR Group Inc (SGRP) Q1 2024 Earnings Call Transcript Highlights: Strategic Wins and Robust ... (GuruFocus.com)
May-15-24 12:53PM	SGRP Stock Earnings: SPAR Group Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
08:00AM	SPAR Group, Inc. Reports First Quarter 2024 Results (GlobeNewswire)
May-13-24 07:01PM	Director and 10% Owner Williams Bartels Sells 1,000,000 Shares of SPAR Group Inc (SGRP) (GuruFocus.com)
May-09-24 08:00AM	SPAR Group, Inc. Announces Timing of First Quarter Results Conference Call (GlobeNewswire)
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May-02-24 08:00AM	SPAR Group Announces Closing of South Africa Joint Venture Sale (GlobeNewswire)
May-01-24 08:00AM	SPAR Group Completes Acquisition of Minority Interest in Resource Plus (GlobeNewswire)
Apr-16-24 11:52AM	14 Cheap Penny Stocks to Buy According to Analysts (Insider Monkey)
Apr-03-24 09:05AM	SPAR Group Announces Share Repurchase Authorization (GlobeNewswire) +10.14%
Apr-02-24 11:28AM	SPAR Group, Inc. (NASDAQ:SGRP) Q4 2023 Earnings Call Transcript (Insider Monkey) +9.63%
12:07AM	Q4 2023 SPAR Group Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-01-24 12:53PM	SGRP Stock Earnings: SPAR Group Beats Revenue for Q4 2023 (InvestorPlace) +39.23%
08:00AM	SPAR Group, Inc. Reports Fourth Quarter and Full Year Fiscal 2023 Results (GlobeNewswire)
08:00AM	SPAR Group Announces Sale of Interest in South Africa and Brazil (Business Wire)
Mar-28-24 08:33AM	SPAR Group, Inc. Announces Timing of Fourth Quarter and Fiscal Year 2023 Results Conference Call (GlobeNewswire) -7.45%
10:30AM	Loading…
Feb-27-24 10:30AM	SPAR Group Sells Interest in China Joint Venture (GlobeNewswire)
Jan-10-24 07:30AM	SPAR Group Sells Interest in Australia and NMS Joint Ventures (Business Wire)
Nov-16-23 08:49AM	SPAR Group, Inc. (NASDAQ:SGRP) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-14-23 08:00AM	SPAR Group, Inc. Reports Third Quarter Fiscal 2023 Results (GlobeNewswire)
Nov-07-23 04:00PM	SPAR Group, Inc. Announces Timing of Third Quarter Fiscal 2023 Results Conference Call (GlobeNewswire)
Aug-15-23 10:54AM	SPAR Group, Inc. (NASDAQ:SGRP) Q2 2023 Earnings Call Transcript (Insider Monkey)
03:19AM	Q2 2023 SPAR Group Inc Earnings Call (Thomson Reuters StreetEvents)
Aug-14-23 08:00AM	SPAR Group, Inc. Reports Second Quarter Fiscal 2023 Results (GlobeNewswire)
Aug-10-23 04:01PM	SPAR Group, Inc. Announces Timing of Second Quarter Fiscal 2023 Results Conference Call (GlobeNewswire)
Aug-02-23 04:05PM	SPAR Group Inc (SGRP): A Business Services Stock with Good Outperformance Potential (GuruFocus.com)
May-22-23 08:00AM	SPAR Group, Inc. Reports Strong First Quarter Fiscal 2023 Results (GlobeNewswire) +11.11%
May-15-23 08:34AM	SPAR Group, Inc. Postpones First Quarter 2023 Earnings Report (PR Newswire) +8.53%
May-09-23 08:04AM	SPAR Group, Inc. Announces Timing of First Quarter Fiscal 2023 Results Conference Call (PR Newswire)
Apr-25-23 07:45PM	CORRECTION: SPAR Group, Inc. Reports Fourth Quarter and Fiscal 2022 Results, Achieves Record Full Year Sales of $261 million, Up 2.2%, Up 3.5% Constant Currency (GlobeNewswire)
Apr-17-23 07:48AM	SPAR Group, Inc. Reports Fourth Quarter and Fiscal 2022 Results, Achieves Record Full Year Sales of $261 million, Up 2.2%, Up 3.5% Constant Currency (PR Newswire) +5.47%
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Feb-23-23 08:00AM	SPAR Group, Inc. Names Antonio Calisto Pato as Chief Financial Officer (PR Newswire)
Feb-06-23 08:12AM	SPAR Group's (NASDAQ:SGRP) Returns On Capital Are Heading Higher (Simply Wall St.)
Nov-14-22 08:00AM	SPAR Group, Inc. Reports Fiscal 2022 Third Quarter Results (PR Newswire)
Nov-01-22 04:30PM	SPAR Group, Inc. Announces Timing of Fiscal 2022 Third Quarter Results and Conference Call with Q&A (PR Newswire)
Sep-08-22 08:00AM	SPAR Group, Inc. Announces Review of Strategic Alternatives (PR Newswire) +21.26%
Aug-17-22 04:01PM	SPAR Group, Inc. to Present at the 13th Annual Midwest IDEAS Investor Conference on August 24th & 25th in Chicago, IL (PR Newswire)
Aug-16-22 08:00AM	SPAR Group, Inc. Reports Fiscal 2022 Second Quarter Results (PR Newswire)
Aug-04-22 08:00AM	SPAR Group, Inc. Announces Timing of Fiscal 2022 Second Quarter Results and Conference Call with Q&A (PR Newswire)
Jul-04-22 02:34PM	There's Been No Shortage Of Growth Recently For SPAR Group's (NASDAQ:SGRP) Returns On Capital (Simply Wall St.)
Jun-07-22 08:00AM	SPAR Group, Inc. to Present Virtually and Host 1x1 Investor Meetings at the 12th Annual East Coast IDEAS Investor Conference on June 22nd & 23rd (PR Newswire) -10.53%
May-24-22 08:30AM	SPAR Group, Inc. Announces Share Repurchase Program, Up to 500,000 Shares (PR Newswire) -5.88%
May-16-22 08:00AM	SPAR Group, Inc. Reports Fiscal 2022 First Quarter Results (PR Newswire)
May-11-22 08:00AM	SPAR Group, Inc. Announces Timing of Fiscal 2022 First Quarter Results (PR Newswire) +5.08%
Mar-29-22 08:00AM	SPAR Group, Inc. Reports Fiscal 2021 Fourth Quarter and Year-End Results (PR Newswire)
Mar-23-22 08:00AM	SPAR Group, Inc. Announces Timing of Fiscal 2021 Fourth Quarter and Year-End Results (PR Newswire)
Mar-17-22 08:00AM	SPAR Group Announces a Global Partnership with ParallelDots, Inc. (PR Newswire)
Mar-10-22 09:06AM	SPAR Group Announces a Global Partnership with Clear Box Retail (GlobeNewswire)
Feb-26-22 08:28AM	Here's Why I Think SPAR Group (NASDAQ:SGRP) Might Deserve Your Attention Today (Simply Wall St.)
Jan-25-22 08:04AM	Poised for Agility in 2022 - SPAR and Repsly Announce New Strategic Partnership in Retail Execution Services (PR Newswire)
08:00AM	SPAR Group Announces Repsly Global Partnership (GlobeNewswire)
Dec-28-21 08:29AM	Could The Market Be Wrong About SPAR Group, Inc. (NASDAQ:SGRP) Given Its Attractive Financial Prospects? (Simply Wall St.)
Dec-16-21 08:07AM	SPAR Group Announces the Addition of Sonja-Rose Cowen and Jason OLeary to Leadership Team (GlobeNewswire)
Nov-16-21 12:59PM	CORRECTION: SPAR Group Reports Results for the Third Quarter Ended September 30, 2021 (GlobeNewswire)
08:00AM	SPAR Group Reports Results for the Third Quarter Ended September 30, 2021 (GlobeNewswire)
Nov-02-21 08:00AM	SPAR Global Chief Operating Officer Recognized with Globee Top Women of the Year Award (GlobeNewswire)
Oct-29-21 11:22AM	Under The Bonnet, SPAR Group's (NASDAQ:SGRP) Returns Look Impressive (Simply Wall St.)
Oct-21-21 08:00AM	SPAR Group Elects Mr. Sean M. Whelan and Mr. Michael Wager to its Board of Directors (GlobeNewswire)
Oct-19-21 08:30AM	SPAR Group Expands Distribution Staffing Services Business (GlobeNewswire)
Sep-14-21 03:39PM	Does SPAR Group (NASDAQ:SGRP) Have A Healthy Balance Sheet? (Simply Wall St.)
Aug-17-21 08:00AM	SPAR Group Reports Results for the Second Quarter Ended June 30, 2021 (GlobeNewswire)
Jul-13-21 08:00AM	SPAR Group Appoints Ron Lutz as Chief Global Commercial Officer and William Linnane as Chief Strategy and Growth Officer (GlobeNewswire)
Jun-18-21 04:52AM	Will Weakness in SPAR Group, Inc.'s (NASDAQ:SGRP) Stock Prove Temporary Given Strong Fundamentals? (Simply Wall St.)
Jun-15-21 07:30AM	SPAR Group Announces Resignation of Three Independent Board Members (GlobeNewswire) -10.53%
May-13-21 07:59AM	We Think SPAR Group (NASDAQ:SGRP) Might Have The DNA Of A Multi-Bagger (Simply Wall St.)
07:30AM	SPAR Group Reports Results for the First Quarter Ended March 31, 2021 (GlobeNewswire)
May-04-21 07:30AM	SPAR Group Increases its Credit Facility (GlobeNewswire)
Apr-07-21 09:57AM	Is SPAR Group (NASDAQ:SGRP) A Risky Investment? (Simply Wall St.)
Mar-31-21 04:48PM	Penny Stocks to Buy Using Technical Analysis for April 2021 (Investopedia) +17.48%
07:30AM	SPAR Group Reports Results for the Fourth Quarter and Twelve Months Ended December 31, 2020 (GlobeNewswire)
Feb-16-21 09:00AM	SPAR Group Announces Mike Matacunas as President and Chief Executive Officer (GlobeNewswire) +6.36%
Jan-06-21 04:05PM	SPAR Group Announces Share Repurchase Program (GlobeNewswire)
Jan-04-21 03:34AM	SPAR Group, Inc.'s (NASDAQ:SGRP) Stock Is Going Strong: Have Financials A Role To Play? (Simply Wall St.) -7.83%
Nov-16-20 04:05PM	SPAR Group Announces Financial Results for the Third Quarter and Nine Months Ended September 30, 2020 (GlobeNewswire)
Nov-03-20 12:23PM	Does SPAR Group (NASDAQ:SGRP) Have The DNA Of A Multi-Bagger? (Simply Wall St.)
Sep-02-20 02:22PM	These 4 Measures Indicate That SPAR Group (NASDAQ:SGRP) Is Using Debt Safely (Simply Wall St.)
Aug-19-20 04:05PM	SPAR Group Announces New Chief Financial Officer (GlobeNewswire)
Aug-14-20 04:05PM	SPAR Group Announces Financial Results for the Second Quarter and Six Months Ended June 30, 2020 (GlobeNewswire)
Jun-29-20 04:05PM	SPAR Group Announces Financial Results for the First Quarter Ended March 31, 2020 (GlobeNewswire)
Jun-16-20 01:28PM	5 Undervalued Stocks With Predictable Businesses (GuruFocus.com)
Apr-14-20 08:00AM	SPAR Group Announces Virtual Format and Notice of Adjournment and Change in Location of Special Meeting of Stockholders and Withdrawal of Three Proposals To Be Held On April 30, 2020 (GlobeNewswire)
Mar-27-20 08:00AM	SPAR Group Announces Financial Results for the Fourth Quarter and Twelve Months Ended December 31, 2019 (GlobeNewswire) -20.57%
Feb-21-20 11:15AM	Is SPAR Group, Inc. (NASDAQ:SGRP) A High Quality Stock To Own? (Simply Wall St.)
Feb-07-20 11:10AM	7 A-Rated Stocks Under $5 to Buy Now (InvestorPlace)
Dec-23-19 12:33PM	Here's What SPAR Group, Inc.'s (NASDAQ:SGRP) ROCE Can Tell Us (Simply Wall St.)
Nov-25-19 08:30AM	SPAR Group Announces Appointment of New VP of Business Development (GlobeNewswire) +6.34%
Nov-13-19 08:00AM	SPAR Group Announces Financial Results for the Third Quarter and Nine Months Ended September 30, 2019 (GlobeNewswire) +11.09%
Oct-23-19 12:38PM	The SPAR Group (NASDAQ:SGRP) Share Price Is Down 31% So Some Shareholders Are Getting Worried (Simply Wall St.)
Sep-17-19 11:04AM	These 4 Measures Indicate That SPAR Group (NASDAQ:SGRP) Is Using Debt Safely (Simply Wall St.)
Aug-17-19 09:40AM	Can SPAR Group, Inc.'s (NASDAQ:SGRP) ROE Continue To Surpass The Industry Average? (Simply Wall St.)
Aug-14-19 04:05PM	SPAR Group Announces Financial Results for the Second Quarter and Six Months Ended June 30, 2019 (GlobeNewswire) -5.01%
Jul-05-19 03:38PM	Could SPAR Group, Inc.'s (NASDAQ:SGRP) Investor Composition Influence The Stock Price? (Simply Wall St.)
May-15-19 04:05PM	SPAR Group Announces Financial Results for the First Quarter Ended March 31, 2019 (GlobeNewswire)
Apr-15-19 07:08PM	SPAR Group Announces Financial Results for the Fourth Quarter Ended December 31, 2018 (GlobeNewswire)
Apr-08-19 04:00PM	SPAR Group to Announce Financial Results for Fourth Quarter and Fiscal 2018 on April 15, 2019 (GlobeNewswire)
Dec-06-18 08:00AM	SPAR Canada Awarded Clorox Partner of the Year (GlobeNewswire)
Nov-21-18 07:30AM	New Research Coverage Highlights TheStreet, EVO Payments, Odyssey Marine Exploration, Allakos, SORL Auto Parts, and SPAR Group Consolidated Revenues, Company Growth, and Expectations for 2018 (GlobeNewswire)
Nov-19-18 08:00AM	SPAR Group Announces Financial Results for the Third Quarter Ended September 30, 2018 (GlobeNewswire) +7.14%
Aug-20-18 04:05PM	SPAR Group Announces Financial Results for the Second Quarter Ended June 30, 2018 (GlobeNewswire)
Jun-05-18 08:00AM	SPAR Group Announces Appointment of New SVP of Business Development (GlobeNewswire)
May-15-18 04:05PM	SPAR Group Announces Financial Results for the First Quarter Ended March 31, 2018 (GlobeNewswire)

SPAR Group, Inc. operates as a global merchandising and brand marketing services company, which engages in providing a broad range of sales enhancing services to retailers across most classes of trade, and consumer goods manufacturers and distributors around the world. It operates through the Americas, Asia-Pacific, and Europe, Middle East, and Africa (EMEA) geographical segments. The Americas segment includes the United States, Canada, Brazil, and Mexico. The Asia-Pacific segment refers to Japan, China, India, and Australia. The EMEA segment is involved in South Africa. The company was founded by Robert G. Brown and William H. Bartels in 1967 and is headquartered in Auburn Hills, MI.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Matacunas Mike R.	Chief Executive Officer	May 15 '24	Option Exercise	0.00	54,959	0	126,915	May 17 02:40 PM
BARTELS WILLIAMS H	Director	May 09 '24	Sale	1.80	1,000,000	1,800,000	4,709,837	May 13 04:01 PM
SPAR Business Services Inc	Affiliated with Robert G Brown	Apr 01 '24	Sale	1.38	150,000	206,252	1,065,538	Apr 03 02:37 PM
BROWN ROBERT G/	10% Owner	Apr 01 '24	Sale	1.35	50,000	67,500	3,257,963	Apr 03 02:49 PM
SPAR Business Services Inc	Affiliated with Robert G Brown	Mar 18 '24	Sale	1.03	443	456	1,215,538	Mar 20 01:04 PM
BROWN ROBERT G/	10% Owner	Mar 13 '24	Sale	1.03	200	206	3,397,963	Mar 15 05:04 PM
BROWN ROBERT G/	10% Owner	Mar 11 '24	Sale	1.02	500	510	3,398,163	Mar 12 03:48 PM
Calisto Pato Antonio	Chief Financial Officer	Mar 10 '24	Option Exercise	0.00	117,188	0	117,188	Apr 10 02:53 PM
SPAR Business Services Inc	Affiliated with Robert G Brown	Feb 27 '24	Sale	1.10	4,557	5,013	1,215,981	Feb 28 03:40 PM

Open in Screener

DHX

DHI Group Inc

May 17 • 04:00PM ET

2.45

Dollar change -0.03
Percentage change -1.21	%

Technology • Software - Application • USA • NYSE

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

Held by: VTI IWM VXF IWN DFAT VTWO DFSV DFAS IWC OMFS

Index	RUT	P/E	72.49	EPS (ttm)	0.03	Insider Own	17.49%	Shs Outstand	46.88M	Perf Week	-0.81%
Market Cap	118.43M	Forward P/E	26.25	EPS next Y	0.09	Insider Trans	-0.24%	Shs Float	39.89M	Perf Month	3.81%
Income	1.52M	PEG	4.80	EPS next Q	0.01	Inst Own	70.28%	Short Float	4.02%	Perf Quarter	-3.92%
Sales	149.28M	P/S	0.79	EPS this Y	-83.33%	Inst Trans	-2.65%	Short Ratio	6.94	Perf Half Y	5.60%
Book/sh	2.22	P/B	1.10	EPS next Y	600.02%	ROA	0.65%	Short Interest	1.60M	Perf Year	-26.87%
Cash/sh	0.07	P/C	36.55	EPS next 5Y	15.10%	ROE	1.46%	52W Range	1.97 - 4.22	Perf YTD	-5.41%
Dividend Est.	-	P/FCF	33.27	EPS past 5Y	-11.50%	ROI	0.99%	52W High	-41.94%	Beta	1.07
Dividend TTM	-	Quick Ratio	0.52	Sales past 5Y	0.21%	Gross Margin	75.25%	52W Low	24.37%	ATR (14)	0.14
Dividend Ex-Date	-	Current Ratio	0.52	EPS Y/Y TTM	-53.23%	Oper. Margin	6.77%	RSI (14)	47.01	Volatility	4.16% 5.52%
Employees	460	Debt/Eq	0.46	Sales Y/Y TTM	-3.04%	Profit Margin	1.02%	Recom	1.00	Target Price	5.75
Option/Short	Yes / Yes	LT Debt/Eq	0.44	EPS Q/Q	-435.29%	Payout	0.00%	Rel Volume	8.88	Prev Close	2.48
Sales Surprise	-0.13%	EPS Surprise	-1009.09%	Sales Q/Q	-6.72%	Earnings	May 08 AMC	Avg Volume	230.88K	Price	2.45
SMA20	-3.01%	SMA50	-2.42%	SMA200	-10.30%	Trades		Volume	2,049,036	Change	-1.21%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-04-22	Initiated	Barrington Research	Outperform	$12
Nov-30-21	Initiated	Lake Street	Buy	$10
Jul-22-21	Reiterated	B. Riley Securities	Buy	$4.50 → $5
Jun-14-21	Resumed	B. Riley Securities	Buy	$4.50
Nov-05-18	Upgrade	B. Riley FBR	Neutral → Buy
Feb-08-18	Reiterated	B. Riley FBR, Inc.	Neutral	$2.75 → $2
Dec-02-15	Upgrade	Avondale	Mkt Perform → Mkt Outperform
Aug-13-14	Resumed	Stifel	Hold
Oct-30-13	Reiterated	UBS	Neutral	$9 → $8
Jul-25-13	Reiterated	Stifel	Buy	$14 → $13
Jul-24-13	Reiterated	Cantor Fitzgerald	Hold	$10 → $8
May-22-13	Upgrade	Stifel	Hold → Buy	$14
Apr-23-13	Reiterated	Cantor Fitzgerald	Hold	$11 → $10
Sep-21-12	Initiated	Cantor Fitzgerald	Hold
Jan-13-12	Initiated	Northland Securities	Outperform	$12
Jun-27-11	Reiterated	UBS	Neutral	$19 → $14
Mar-29-11	Initiated	Avondale	Mkt Outperform	$18
Dec-17-10	Downgrade	UBS	Neutral → Sell	$9 → $9
Oct-04-10	Reiterated	UBS	Neutral	$8 → $9
Oct-01-10	Reiterated	Stifel Nicolaus	Buy	$11 → $12

Show Previous Ratings

May-10-24 03:56PM	DHI Group Inc (DHX) Q1 2024 Earnings: Misses Revenue and Net Income Estimates (GuruFocus.com)
May-09-24 12:33PM	DHI Group, Inc. (NYSE:DHX) Q1 2024 Earnings Call Transcript (Insider Monkey) -9.82%
06:48AM	Q1 2024 DHI Group Inc Earnings Call (Thomson Reuters StreetEvents)
03:58AM	DHI Group Inc (DHX) Q1 2024 Earnings Call Transcript Highlights: Navigating Market Challenges ... (GuruFocus.com)
May-08-24 10:54PM	DHX Stock Earnings: DHI Group Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace)
07:20PM	Loading…
07:20PM	DHI Group (DHX) Q1 Earnings and Revenues Top Estimates (Zacks)
06:19PM	DHI Group: Q1 Earnings Snapshot (Associated Press Finance)
04:15PM	DHI Group Reports 2024 First Quarter Financial Results (Business Wire)
May-06-24 11:52AM	DHI Group (DHX) to Report Q1 Earnings: What's in the Offing? (Zacks)
May-02-24 04:15PM	DHI Group, Inc. to Present at Upcoming Investor Conferences in May 2024 (Business Wire)
Apr-25-24 09:00AM	DHI Group, Inc. to Report First Quarter 2024 Financial Results on May 8, 2024 (Business Wire)
Apr-23-24 05:50PM	DHI Group (DHX) Outperforms Broader Market: What You Need to Know (Zacks)
09:00AM	New Subscription Packages Provide Increased Client Value, Drive Higher Contract Values for DHI Group (Business Wire)
Apr-16-24 08:00AM	As AI Transforms Tech Hiring, Dice Helps Recruiters and Tech Professionals Keep Pace (Business Wire)
Apr-11-24 09:00AM	Recent Surge in Tech Jobs Sets Stage for Strengthening Demand in 2024 (Business Wire) +7.11%
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Apr-10-24 09:30AM	Should You Invest in DHI Group (DHX) Based on Bullish Wall Street Views? (Zacks) -5.06%
Apr-09-24 05:50PM	DHI Group (DHX) Outpaces Stock Market Gains: What You Should Know (Zacks)
Apr-03-24 08:30AM	ClearanceJobs Introduces ClearanceJobs Live to Help Defense and Intel Employers Engage the Cleared Community (Business Wire)
Mar-28-24 12:46PM	Avoiding AI Armageddon: 3 Stocks to Dump Before They Go to Zero (InvestorPlace)
Mar-26-24 08:00AM	Dice Research Reveals Women in Tech Are More Likely to Seek New Opportunities Amid Pay Dissatisfaction (Business Wire)
Mar-25-24 09:40AM	Should Value Investors Buy DHI Group (DHX) Stock? (Zacks)
Mar-21-24 08:00AM	Dice and TopResume Partner to Provide Free Resume Evaluations to Tech Professionals (Business Wire)
Mar-20-24 08:30AM	Career Conversations with ClearanceJobs and the Intelligence and National Security Alliance (Business Wire)
05:30AM	Missed SMCI? These 3 AI Penny Stocks Can Soar 2,000% by 2026 (InvestorPlace)
Mar-13-24 08:30AM	National Security Compensation Sets Record High (Business Wire)
Mar-12-24 10:30AM	Sidoti Events, LLC's Virtual March Small-Cap Conference (ACCESSWIRE) -5.56%
Mar-07-24 04:15PM	DHI Group, Inc. to Present in the Sidoti & Company Small-Cap Virtual Conference on March 14, 2024 (Business Wire) +8.30%
Mar-06-24 04:15PM	DHI Group, Inc. to Present in the Annual ROTH Conference on March 18, 2024 (Business Wire) +5.16%
Feb-29-24 09:40AM	Are Investors Undervaluing DHI Group (DHX) Right Now? (Zacks)
Feb-08-24 09:54AM	DHI Group Inc (DHX) Reports Mixed 2023 Financial Results Amid Economic Challenges (GuruFocus.com) +13.68%
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09:52AM	DHI Group, Inc. (NYSE:DHX) Q4 2023 Earnings Call Transcript (Insider Monkey)
08:05AM	Q4 2023 DHI Group Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-07-24 07:00PM	DHI Group (DHX) Q4 Earnings Miss Estimates (Zacks)
06:11PM	DHI Group: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	DHI Group Reports 2023 Fourth Quarter and Full Year Financial Results (Business Wire)
Jan-30-24 08:00AM	Tech Salaries Plateau in 2023, 93% of Tech Professionals Open to New Opportunities (Business Wire)
Jan-18-24 09:00AM	DHI Group, Inc. to Report Fourth Quarter and Full Year 2023 Financial Results on February 7, 2024 (Business Wire)
Jan-04-24 08:00AM	New Dice Features Help Companies Build Tech-Ready Employer Brands (Business Wire)
Nov-02-23 03:47PM	DHI Group, Inc. (NYSE:DHX) Q3 2023 Earnings Call Transcript (Insider Monkey)
11:27AM	Q3 2023 DHI Group Inc Earnings Call (Thomson Reuters StreetEvents)
Nov-01-23 05:43PM	DHI Group Inc (DHX) Reports Q3 2023 Earnings: Net Income Turns Positive, Revenue Dips (GuruFocus.com)
05:35PM	DHI Group: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	DHI Group Reports Third Quarter 2023 Financial Results (Business Wire)
Oct-30-23 07:00AM	Raime Leeby Joins DHI Group, Inc. as Chief Financial Officer (Business Wire)
Oct-26-23 09:40AM	Should Value Investors Buy DHI Group (DHX) Stock? (Zacks)
Oct-24-23 07:00AM	Many Tech Professionals Will Look for New Jobs, New Employers in 2024 (Business Wire) +5.32%
Oct-18-23 04:15PM	DHI Group, Inc. to Report Third Quarter 2023 Financial Results on November 1, 2023 (Business Wire)
Sep-20-23 04:15PM	DHI Group, Inc. Named to Newsweeks List of the Top 100 Most Loved Workplaces for 2023 (Business Wire)
Aug-16-23 09:00AM	ClearanceJobs Launches Candidate Mobile App (Business Wire)
Aug-15-23 08:00AM	Dice Releases Industry Tech Job Reports to Help Recruiters Win Talent in Key Sectors (Business Wire)
Aug-11-23 07:00AM	DHI Group, Inc. Announces CFO Departure (Business Wire)
Aug-04-23 08:01AM	If EPS Growth Is Important To You, DHI Group (NYSE:DHX) Presents An Opportunity (Simply Wall St.)
Aug-02-23 06:03PM	DHI Group: Q2 Earnings Snapshot (Associated Press Finance)
04:15PM	DHI Group Reports Second Quarter 2023 Financial Results (Business Wire)
Jul-26-23 04:15PM	DHI Group, Inc. Announces New Appointment to the Board of Directors (Business Wire)
Jul-18-23 04:15PM	DHI Group, Inc. to Report Second Quarter 2023 Financial Results on August 2, 2023 (Business Wire)
Jul-13-23 01:58PM	Why These 7 Stocks Are the Best Ways to Play Tech Right Now (InvestorPlace)
09:00AM	DHI Group, Inc. Ranks No. 13 on Fast Companys Fifth Annual List of the 100 Best Workplaces for Innovators (Business Wire)
Jul-12-23 02:10PM	Strength Seen in Shutterstock (SSTK): Can Its 9.1% Jump Turn into More Strength? (Zacks)
Jul-03-23 09:40AM	Should Value Investors Buy DHI Group (DHX) Stock? (Zacks)
06:53AM	Does The Market Have A Low Tolerance For DHI Group, Inc.'s (NYSE:DHX) Mixed Fundamentals? (Simply Wall St.)
Jun-27-23 09:00AM	Amy Heidersbach Joins DHI Group, Inc. as Chief Marketing Officer (Business Wire)
Jun-15-23 09:40AM	Are Investors Undervaluing DHI Group (DHX) Right Now? (Zacks)
Jun-13-23 06:20AM	Tech Professionals Are Far From Satisfied With Companies' DEI Efforts (Business Wire)
Jun-05-23 09:34AM	Returns On Capital Signal Difficult Times Ahead For DHI Group (NYSE:DHX) (Simply Wall St.) -6.48%
May-30-23 09:40AM	Should Value Investors Buy DHI Group (DHX) Stock? (Zacks)
May-15-23 09:35AM	Here's Why DHI Group (DHX) is Poised for a Turnaround After Losing -11.73% in 4 Weeks (Zacks)
May-11-23 08:32AM	Q1 2023 DHI Group Inc Earnings Call (Thomson Reuters StreetEvents) -8.21%
May-10-23 05:15PM	DHI Group: Q1 Earnings Snapshot (AP Finance)
May-09-23 09:00AM	DHI Group, Inc. to Present at Upcoming Investor Conferences in May (Business Wire)
08:25AM	Genius Sports Limited (GENI) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
May-04-23 05:55PM	Microchip Technology (MCHP) Q4 Earnings and Revenues Surpass Estimates (Zacks)
Apr-28-23 09:00AM	DHI Group to Participate in B. Riley Securities 23rd Annual Institutional Investor Conference on May 25, 2023 (Business Wire)
Apr-27-23 02:07PM	DHI Group (NYSE:DHX) shareholders have earned a 24% CAGR over the last five years (Simply Wall St.)
09:00AM	Dice Launches AI-Generated Cover Letters Powered by ChatGPT (Business Wire)
Apr-19-23 04:15PM	DHI Group, Inc. to Report First Quarter 2023 Financial Results on May 10, 2023 (Business Wire)
Apr-18-23 08:30AM	Discrimination Continues to Be Major Issue for Tech Professionals (Business Wire)
Apr-17-23 06:07PM	CORRECTING and REPLACING ClearanceJobs Enhanced Employer Profile Puts Branding in Spotlight for Government Agencies and Contractors (Business Wire)
Apr-13-23 08:30AM	Dice: New Match Score Results in Better Matches, More Quality Job Applies (Business Wire)
Apr-11-23 08:13AM	Are Investors Undervaluing DHI Group, Inc. (NYSE:DHX) By 47%? (Simply Wall St.)
Apr-04-23 09:00AM	Tech Recruiters See Increase in Tech Candidate Applications With Dices "Invite to Apply" (Business Wire)
Mar-10-23 08:34AM	Is the Options Market Predicting a Spike in DHI Group (DHX) Stock? (Zacks)
Mar-01-23 11:43AM	At US$4.24, Is DHI Group, Inc. (NYSE:DHX) Worth Looking At Closely? (Simply Wall St.)
Feb-21-23 06:55AM	Dice 2023 Tech Salary Report: Six-Figure Compensation Is Here to Stay (Business Wire)
Feb-16-23 09:00AM	National Security Compensation on the Rise (Business Wire)
Feb-15-23 09:00AM	Career Network for Security-Cleared Professionals Partners With Unique Training Platform to Close Tech Skill Gaps (PR Newswire)
Feb-09-23 03:41PM	DHI Group, Inc. (NYSE:DHX) Q4 2022 Earnings Call Transcript (Insider Monkey)
09:00AM	DHI Group Announces New $10 Million Stock Repurchase Program (Business Wire)
05:39AM	DHI Group Full Year 2022 Earnings: EPS Beats Expectations (Simply Wall St.)
Feb-08-23 02:24PM	Why DHI Group Stock Is Falling Today (Motley Fool) -23.06%
Feb-07-23 06:45PM	DHI Group (DHX) Q4 Earnings Match Estimates (Zacks)
04:15PM	DHI Group Reports Full Year 2022 Revenue Growth of 25% and Guides for Continued Revenue Growth in 2023 (Business Wire)
Jan-23-23 09:50AM	DHI Group, Inc.'s (NYSE:DHX) Stock Is Rallying But Financials Look Ambiguous: Will The Momentum Continue? (Simply Wall St.)
Jan-17-23 04:15PM	DHI Group, Inc. to Report Fourth Quarter and Full Year 2022 Financial Results on February 7, 2023 (Business Wire)
Dec-29-22 08:38AM	Are Options Traders Betting on a Big Move in DHI Group (DHX) Stock? (Zacks) +7.11%
Dec-26-22 09:20AM	DHI Group (NYSE:DHX) May Have Issues Allocating Its Capital (Simply Wall St.)
Dec-13-22 07:40AM	Technology job postings up 25% in 10 months through October, as mass layoffs mask health of underlying market, says Dice (MarketWatch)
07:30AM	Tech Job Postings Are Up 25% in 2022; Demand for Talent Remains High (Business Wire)
Nov-15-22 07:20AM	Dice Reports Expected Increase in Job Seekers in 2023 (Business Wire)
Nov-08-22 08:36AM	The five-year decline in earnings might be taking its toll on DHI Group (NYSE:DHX) shareholders as stock falls 15% over the past week (Simply Wall St.)

DHI Group, Inc. engages in the provision of artificial intelligence-powered software products, online tools, and talent acquisition services, delivering career marketplaces to candidates for technology-focused roles and employers hiring tech talent globally. The company was founded in 1990 and is headquartered in Centennial, CO.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Swann Kathleen M.	Director	May 14 '24	Sale	2.49	11,733	29,215	128,113	May 16 04:09 PM
LESSER EVAN	President of ClearanceJobs	May 01 '24	Sale	2.50	1,500	3,750	317,090	May 03 04:08 PM
LESSER EVAN	President of ClearanceJobs	Apr 01 '24	Sale	2.60	1,500	3,900	318,590	Apr 02 04:18 PM
LESSER EVAN	President of ClearanceJobs	Mar 01 '24	Sale	2.88	1,500	4,320	320,090	Mar 04 04:39 PM
LESSER EVAN	President of ClearanceJobs	Feb 08 '24	Sale	2.50	1,500	3,750	321,590	Feb 12 05:33 PM
LESSER EVAN	President of ClearanceJobs	Jan 02 '24	Sale	2.58	1,500	3,870	292,056	Jan 03 04:23 PM
LESSER EVAN	President of ClearanceJobs	Dec 01 '23	Sale	2.50	1,500	3,750	293,556	Dec 04 04:17 PM

Held by: VTI IWM VXF IWO VTWO OMFS IWC VTWG RYLD URTY

Index	RUT	P/E	-	EPS (ttm)	-0.58	Insider Own	76.73%	Shs Outstand	76.96M	Perf Week	-5.49%
Market Cap	275.44M	Forward P/E	18.35	EPS next Y	0.19	Insider Trans	-0.12%	Shs Float	18.63M	Perf Month	8.86%
Income	-45.30M	PEG	-	EPS next Q	-0.06	Inst Own	4.37%	Short Float	0.70%	Perf Quarter	2.08%
Sales	776.30M	P/S	0.35	EPS this Y	72.62%	Inst Trans	-4.85%	Short Ratio	3.97	Perf Half Y	-12.02%
Book/sh	-2.11	P/B	-	EPS next Y	208.70%	ROA	0.25%	Short Interest	0.13M	Perf Year	-3.10%
Cash/sh	0.59	P/C	5.87	EPS next 5Y	-	ROE	3.38%	52W Range	2.62 - 5.03	Perf YTD	-3.37%
Dividend Est.	-	P/FCF	7.36	EPS past 5Y	-16.63%	ROI	-6.16%	52W High	-31.61%	Beta	0.99
Dividend TTM	-	Quick Ratio	1.04	Sales past 5Y	15.55%	Gross Margin	18.03%	52W Low	31.30%	ATR (14)	0.13
Dividend Ex-Date	-	Current Ratio	1.04	EPS Y/Y TTM	-7.35%	Oper. Margin	11.94%	RSI (14)	57.26	Volatility	4.39% 3.67%
Employees	983	Debt/Eq	6.11	Sales Y/Y TTM	11.63%	Profit Margin	-5.84%	Recom	1.50	Target Price	7.62
Option/Short	No / Yes	LT Debt/Eq	6.05	EPS Q/Q	31.66%	Payout	-	Rel Volume	0.52	Prev Close	3.45
Sales Surprise	-2.10%	EPS Surprise	-8.11%	Sales Q/Q	11.18%	Earnings	May 09 BMO	Avg Volume	32.94K	Price	3.44
SMA20	3.65%	SMA50	5.95%	SMA200	0.82%	Trades		Volume	17,163	Change	-0.29%

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

May-12-24 09:15AM	Priority Technology Holdings, Inc. (NASDAQ:PRTH) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-09-24 07:30AM	Priority Technology Holdings, Inc. Announces First Quarter Financial Results (Business Wire)
Apr-29-24 04:05PM	Priority Technology Holdings, Inc. Announces First Quarter 2024 Financial Results Release Date and Conference Call Information (Business Wire)
Apr-23-24 10:00AM	Priority and Ahrvo Labs Announce Strategic Technology Partnership (Business Wire)
Mar-13-24 09:22AM	Priority Technology Holdings, Inc. (NASDAQ:PRTH) Q4 2023 Earnings Call Transcript (Insider Monkey)
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Mar-12-24 07:30AM	Priority Technology Holdings, Inc. Announces Fourth Quarter and Full Year 2023 Financial Results (Business Wire)
Feb-29-24 04:05PM	Priority Technology Holdings, Inc. Announces Fourth Quarter and Full-Year 2023 Financial Results Release Date and Conference Call Information (Business Wire)
Dec-11-23 08:45AM	Priority Announces Strategic Technology Partnership with Treasure Financial (Business Wire)
Nov-30-23 09:00AM	Priority and Datacap Announce Strategic Technology Partnership (Business Wire) -7.12%
Nov-12-23 11:53AM	Priority Technology Holdings, Inc. (NASDAQ:PRTH) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-09-23 07:30AM	Priority Technology Holdings, Inc. Announces Third Quarter 2023 Financial Results (Business Wire) -5.45%
Oct-30-23 05:10PM	Priority Technology Holdings, Inc. Announces Third Quarter 2023 Financial Results Release Date and Conference Call Information (Business Wire) +14.10%
Aug-10-23 07:30AM	Priority Technology Holdings, Inc. Announces Second Quarter 2023 Financial Results (Business Wire)
Aug-02-23 04:05PM	Priority Technology Holdings, Inc. Announces Second Quarter 2023 Financial Results Release Date and Conference Call Information (Business Wire)
Aug-01-23 08:05AM	Priority Technology Holdings, Inc. Completes Acquisition of Plastiq, Inc. (Business Wire)
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Jul-10-23 08:30AM	MX Build, Powered by Priority, Launches at CFMA's Annual Conference & Exhibition (Business Wire)
Jun-26-23 09:00AM	Uniting Community and Commerce: Announcing the WAVE Technology Platform (Business Wire)
Jun-14-23 09:00AM	Priority to Participate in Premier Breakthroughs 23 (Business Wire)
May-24-23 11:30AM	Priority Technology Holdings, Inc. Has Entered Into Stalking Horse Agreement with Plastiq, Inc. (Business Wire)
May-22-23 04:05PM	Priority Technology Holdings, Inc. to Participate in the 51st Annual JP Morgan TMC Conference on May 24, 2023 (Business Wire)
May-11-23 07:30AM	Priority Technology Holdings, Inc. Announces First Quarter 2023 Financial Results (Business Wire)
May-03-23 04:05PM	Priority Technology Holdings, Inc. Announces First Quarter 2023 Financial Results Release Date and Conference Call Information (Business Wire) +5.65%
Apr-24-23 08:30AM	Priority Will Debut MX POS, a New POS for Businesses at Transact 2023 (Business Wire)
Mar-23-23 07:30AM	Priority Technology Holdings, Inc. Announces Fourth Quarter 2022 and Full Year Financial Results (Business Wire)
Mar-09-23 04:05PM	Priority Technology Holdings, Inc. Announces Fourth Quarter and Full-Year 2022 Financial Results Release Date and Conference Call Information (Business Wire)
Feb-09-23 08:00AM	Priority and IQ BackOffice Announce Strategic Technology Partnership (Business Wire)
Jan-19-23 09:00AM	Priority Technology Holdings, Inc. Strengthens Portfolio with Gifting Solutions Partnerships with Factor4 and GiftYa (Business Wire)
Dec-03-22 08:02AM	What Does Priority Technology Holdings, Inc.'s (NASDAQ:PRTH) Share Price Indicate? (Simply Wall St.)
Nov-12-22 08:19AM	Priority Technology Holdings Third Quarter 2022 Earnings: Misses Expectations (Simply Wall St.)
Nov-10-22 04:00PM	Priority Technology Holdings, Inc. Appoints Marc Crisafulli to Board of Directors (Business Wire) +19.03%
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07:30AM	Priority Technology Holdings, Inc. Announces Third Quarter 2022 Financial Results (Business Wire)
Oct-27-22 09:00AM	Priority Technology Holdings, Inc. Announces Third Quarter 2022 Financial Results Release Date and Conference Call Information (Business Wire)
Sep-25-22 10:05AM	Investors one-year losses grow to 53% as the stock sheds US$34m this past week (Simply Wall St.)
Sep-07-22 07:00AM	Priority Technology Holdings, Inc. Announces Appointment of Chief Financial Officer (Business Wire)
Aug-15-22 06:42AM	What Kind Of Investors Own Most Of Priority Technology Holdings, Inc. (NASDAQ:PRTH)? (Simply Wall St.)
Aug-09-22 08:45AM	Priority Technology (PRTH) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
07:30AM	Priority Technology Holdings, Inc. Announces Second Quarter 2022 Financial Results (Business Wire)
Jul-26-22 04:15PM	Priority Technology Holdings, Inc. Announces Second Quarter 2022 Financial Results Release Date and Conference Call Information (Business Wire)
Jul-18-22 12:56PM	Priority Promotes Ranjana Ram to Chief Operating Officer (Business Wire) +5.54%
May-16-22 04:30PM	Priority Technology Holdings, Inc. Board of Directors Approves Share Repurchase Program (Business Wire)
May-13-22 04:30PM	Priority Technology Holdings, Inc. Announces Retirement of Chief Financial Officer (Business Wire)
May-12-22 08:00AM	Priority Brings Payments and Banking Solutions Targeted to Construction to the 2022 CFMA Conference (Business Wire)
May-11-22 07:00AM	Priority Technology Holdings, Inc. Announces First Quarter Financial Results (Business Wire) -7.08%
May-02-22 04:00PM	Priority Technology Holdings, Inc. Announces First Quarter 2022 Financial Results Release Date and Conference Call Information (Business Wire)
Apr-11-22 08:00AM	Priority and Century Bank Announce Strategic Partnership to Expand Product Offering to Bank Customers (Business Wire) -9.35%
Mar-29-22 07:04AM	SYSPRO USA Enables AP Payment Automation With Automated Payables for SYSPRO, Powered by Priority CPX (Business Wire)
Mar-16-22 06:35PM	Priority Technology (PRTH) Q4 Earnings Lag Estimates (Zacks)
04:30PM	Priority Technology Holdings, Inc. Announces Fourth Quarter and Full Year 2021 Financial Results (Business Wire)
Mar-14-22 09:15AM	Luna Innovations Incorporated (LUNA) Tops Q4 Earnings and Revenue Estimates (Zacks)
07:25AM	Priority Technology Holdings (NASDAQ:PRTH) investors are sitting on a loss of 30% if they invested a year ago (Simply Wall St.)
Mar-08-22 06:25PM	Aterian (ATER) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
Mar-07-22 04:15PM	Priority Technology Holdings, Inc. Announces Fourth Quarter and Full-Year 2021 Financial Results Release Date and Conference Call Information (Business Wire) +8.52%
08:00AM	Priority Awarded Purchasing Cards and Electronic Payables Agreement with Premier, Inc. (Business Wire)
Mar-02-22 08:00AM	Priority Integrates Mastercard Track Business Payment Service to Enhance the Exchange of Payments Data (Business Wire)
Feb-22-22 05:45PM	ShotSpotter (SSTI) Reports Q4 Loss, Misses Revenue Estimates (Zacks)
Jan-13-22 08:00AM	Priority and Procurement Partners Announce Strategic Partnership (Business Wire)
Jan-11-22 10:43AM	Priority Technology Partners With Brink's To Expand Reach Into Cash Payments (Benzinga) -6.48%
08:00AM	Priority Technology Holdings, Inc. Partners With The Brinks Company to Provide Comprehensive Merchant Payments Offering (Business Wire)
Dec-14-21 09:11AM	Even though Priority Technology Holdings, Inc.'s (NASDAQ:PRTH) stock is down 9.4% this week, insiders who bought lately made a US$12k profit (Simply Wall St.) -7.89%
Dec-01-21 08:00AM	CPX Powered by Priority Named as a Top 10 AP Solution Provider (Business Wire)
Nov-15-21 07:00AM	Priority Technology Holdings, Inc. Announces Third Quarter 2021 Financial Results (Business Wire)
Nov-08-21 09:00AM	Priority and OneDataSource Partner to Enhance onePAY Solution (PR Newswire) +6.25%
Nov-04-21 03:01PM	Priority Technology (PRTH) Earnings Expected to Grow: What to Know Ahead of Q3 Release (Zacks) +5.76%
07:00AM	Priority Technology Holdings, Inc. Partners with Wix to Bolster Payments Infrastructure Platform with a Comprehensive Online Presence (PR Newswire)
Nov-03-21 04:15PM	Priority Technology Holdings, Inc. Announces Third Quarter 2021 Financial Results Release Date and Conference Call Information (PR Newswire)
Oct-04-21 09:58AM	Priority Technology Holdings, Inc. Announces New Leadership Roles (PR Newswire) -8.69%
Sep-20-21 04:58AM	48 Biggest Movers From Friday (Benzinga)
Sep-17-21 10:25AM	Priority Technology Holdings, Inc. Completes Acquisition of Finxera to Create the Premier Payments and Banking as a Service Platform (PR Newswire) +47.23%
Sep-15-21 08:48AM	Investors in Priority Technology Holdings (NASDAQ:PRTH) have made a decent return of 51% over the past year (Simply Wall St.)
Sep-08-21 09:09AM	New Strong Sell Stocks for September 8th (Zacks)
Aug-09-21 08:45AM	Priority Technology (PRTH) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
07:00AM	Priority Technology Holdings, Inc. Announces Second Quarter 2021 Financial Results (PR Newswire)
Aug-02-21 07:00AM	Priority Technology Holdings, Inc. Announces Second Quarter 2021 Financial Results Release Date and Conference Call Information (PR Newswire)
May-13-21 09:15AM	Priority Technology Holdings, Inc. to Host Earnings Call (ACCESSWIRE)
May-12-21 07:29PM	Priority Technology Holdings, Inc. Announces First Quarter 2021 Financial Results (PR Newswire) -5.30%
May-06-21 09:00AM	Priority Technology Holdings, Inc. Announces First Quarter 2021 Financial Results Release Date and Conference Call Information (PR Newswire)
May-05-21 03:00PM	Priority Technology (PRTH) May Report Negative Earnings: Know the Trend Ahead of Q1 Release (Zacks)
Apr-29-21 04:15PM	Priority Technology Holdings, Inc. Announces Completion of Debt Refinancing and Preferred Equity Issuance (PR Newswire)
Mar-17-21 10:27AM	Priority Technologys 4Q Performance Surpasses Estimates; Shares Rise 3.3% After-Hours (SmarterAnalyst) +14.34%
09:15AM	Priority Technology Holdings, Inc. to Host Earnings Call (ACCESSWIRE)
Mar-16-21 07:28PM	Priority Technology Holdings, Inc. Announces Fourth Quarter and Full Year 2020 Financial Results (PR Newswire)
Mar-10-21 08:01PM	Priority Technology Holdings, Inc. to Participate in the 33rd Annual Roth Conference on March 15, 2021 (PR Newswire)
06:30PM	Priority Technology Holdings, Inc. Announces Fourth Quarter and Full-Year 2020 Financial Results Release Date and Conference Call Information (PR Newswire)
Mar-08-21 09:05AM	Priority Technology To Acquire Finxera (Benzinga) -6.03%
07:00AM	Priority Technology Holdings, Inc. to Acquire Finxera to Create the Premier Payments and Banking as a Service Platform (PR Newswire)
Mar-05-21 02:43AM	Investors Who Bought Priority Technology Holdings (NASDAQ:PRTH) Shares A Year Ago Are Now Up 215% (Simply Wall St.)
Feb-03-21 04:05PM	Priority Technology Holdings, Inc. to Participate in A.G.P. Emerging Growth Technology Conference (Business Wire)
Dec-10-20 04:19PM	Priority Technology Holdings, Inc. Elects Two New Directors (Business Wire) +7.04%
Nov-14-20 12:07PM	Top 5 Stock Gainers on Friday: Urovant Sciences Rises (TheStreet.com)
Nov-13-20 07:30PM	Priority Technology Holdings, Inc (PRTH) Q3 2020 Earnings Call Transcript (Motley Fool) +24.63%
Nov-12-20 05:05PM	Priority Technology Holdings, Inc. Announces Third Quarter 2020 Financial Results (Business Wire)
Nov-05-20 12:30PM	Earnings Preview: Priority Technology (PRTH) Q3 Earnings Expected to Decline (Zacks)
Nov-02-20 08:00AM	Priority Technology Holdings, Inc. Announces Dave Faupel as Chief Marketing Officer (Business Wire)
Oct-30-20 12:50PM	Priority Technology Holdings, Inc. Announces Third Quarter 2020 Financial Results Release Date and Conference Call Information (Business Wire)
Oct-06-20 08:02PM	Priority Technology Holdings, Inc. to Participate in Fireside Chat Hosted by Alliance Global Partners (Business Wire)
Sep-23-20 07:00AM	MRI Software Completes Acquisition of RentPayment Business from Priority Technology Holdings, Inc. (Business Wire) -17.32%
Sep-15-20 07:33AM	Priority Technology's Shares March Higher, Can It Continue? (Zacks) +10.54%
Sep-01-20 06:00AM	MRI Software Enters Into Definitive Agreement to Acquire RentPayment Business From Priority Technology Holdings, Inc. (Business Wire) +19.23%
Aug-20-20 12:05PM	Akerna Signs Agreement with Priority Technology Holdings (PR Newswire)
Aug-13-20 05:01PM	Priority Technology Holdings, Inc (PRTH) Q2 2020 Earnings Call Transcript (Motley Fool)

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Kiewiet Sean	Chief Strategy Officer	May 16 '24	Sale	3.46	8,061	27,891	1,326,186	May 17 07:56 AM
Kiewiet Sean	Chief Strategy Officer	May 15 '24	Sale	3.50	1,605	5,618	1,334,247	May 17 07:56 AM
Kiewiet Sean	Chief Strategy Officer	May 14 '24	Sale	3.54	6,001	21,244	1,335,852	May 17 07:56 AM
Kiewiet Sean	Chief Strategy Officer	May 02 '24	Sale	3.20	8,695	27,824	1,341,853	May 02 04:44 PM
Kiewiet Sean	Chief Strategy Officer	May 01 '24	Sale	3.18	1,305	4,150	1,350,548	May 02 04:44 PM
Ram Ranjana	Head of M&A Strategic Initiati	Apr 19 '24	Option Exercise	0.00	83,333	0	380,769	Apr 24 02:30 PM
Kiewiet Sean	Chief Strategy Officer	Apr 01 '24	Sale	3.30	10,000	33,000	1,351,853	Apr 02 09:41 AM
Kiewiet Sean	Chief Strategy Officer	Mar 05 '24	Sale	3.20	2,063	6,602	1,361,853	Mar 05 05:16 PM
Kiewiet Sean	Chief Strategy Officer	Mar 04 '24	Sale	3.18	4,495	14,294	1,363,916	Mar 05 05:16 PM
Kiewiet Sean	Chief Strategy Officer	Mar 01 '24	Sale	3.19	3,442	10,980	1,368,411	Mar 05 05:16 PM
MILLER BRADLEY J	General Counsel and CRO	Feb 17 '24	Option Exercise	0.00	66,666	0	264,373	Feb 22 02:31 PM
Kiewiet Sean	Chief Strategy Officer	Feb 09 '24	Sale	3.17	1,617	5,126	1,371,853	Feb 12 06:45 PM
Kiewiet Sean	Chief Strategy Officer	Feb 08 '24	Sale	3.16	2,026	6,402	1,373,470	Feb 12 06:45 PM
Kiewiet Sean	Chief Strategy Officer	Feb 07 '24	Sale	3.23	790	2,552	1,375,496	Feb 07 05:16 PM
Kiewiet Sean	Chief Strategy Officer	Feb 06 '24	Sale	3.20	1,505	4,816	1,376,286	Feb 07 05:16 PM
Kiewiet Sean	Chief Strategy Officer	Feb 05 '24	Sale	3.24	3,206	10,387	1,377,791	Feb 07 05:16 PM
Kiewiet Sean	Chief Strategy Officer	Feb 02 '24	Sale	3.35	550	1,842	1,380,997	Feb 05 05:03 PM
Kiewiet Sean	Chief Strategy Officer	Feb 01 '24	Sale	3.50	306	1,071	1,381,547	Feb 05 05:03 PM
Kiewiet Sean	Chief Strategy Officer	Jan 02 '24	Sale	3.50	10,000	35,000	1,381,853	Jan 03 10:34 AM
Kiewiet Sean	Chief Strategy Officer	Dec 01 '23	Sale	3.06	10,000	30,600	1,391,853	Dec 08 09:49 AM
Kiewiet Sean	Chief Strategy Officer	Nov 09 '23	Sale	3.22	451	1,452	1,401,853	Nov 13 05:34 PM
Kiewiet Sean	Chief Strategy Officer	Nov 08 '23	Sale	3.23	607	1,961	1,402,304	Nov 13 05:34 PM
Kiewiet Sean	Chief Strategy Officer	Nov 07 '23	Sale	3.48	2,827	9,838	1,402,911	Nov 07 05:00 PM
Kiewiet Sean	Chief Strategy Officer	Nov 06 '23	Sale	3.58	691	2,474	1,405,738	Nov 07 05:00 PM
Kiewiet Sean	Chief Strategy Officer	Nov 03 '23	Sale	3.52	2,711	9,543	1,406,429	Nov 07 05:00 PM
Kiewiet Sean	Chief Strategy Officer	Nov 02 '23	Sale	3.48	602	2,095	1,409,140	Nov 02 04:34 PM
Kiewiet Sean	Chief Strategy Officer	Nov 01 '23	Sale	3.54	2,111	7,473	1,409,742	Nov 02 04:34 PM
Kiewiet Sean	Chief Strategy Officer	Oct 03 '23	Sale	3.14	8,800	27,632	1,411,853	Oct 03 04:41 PM
Kiewiet Sean	Chief Strategy Officer	Oct 02 '23	Sale	3.17	1,200	3,804	1,420,653	Oct 03 04:41 PM
Kiewiet Sean	Chief Strategy Officer	Sep 21 '23	Sale	3.09	3,101	9,582	1,421,853	Sep 25 03:51 PM
Kiewiet Sean	Chief Strategy Officer	Sep 20 '23	Sale	3.15	6,110	19,246	1,424,954	Sep 20 04:40 PM
Kiewiet Sean	Chief Strategy Officer	Sep 19 '23	Sale	3.21	4,400	14,124	1,431,064	Sep 20 04:40 PM
Kiewiet Sean	Chief Strategy Officer	Sep 18 '23	Sale	3.25	1,589	5,164	1,435,464	Sep 18 04:39 PM
Kiewiet Sean	Chief Strategy Officer	Sep 15 '23	Sale	3.39	2,300	7,797	1,437,053	Sep 18 04:39 PM
Kiewiet Sean	Chief Strategy Officer	Sep 14 '23	Sale	3.49	2,500	8,725	1,439,353	Sep 18 04:39 PM
Passilla Michael	Director	Jul 01 '23	Option Exercise	0.00	6,528	0	95,142	Jul 19 12:54 PM
CRISAFULLI MARC A	Director	Jul 01 '23	Option Exercise	0.00	6,528	0	33,056	Jul 19 01:01 PM
Kiewiet Sean	Chief Strategy Officer	Jun 13 '23	Sale	4.05	10	40	1,450,528	Jun 14 05:02 PM
Kiewiet Sean	Chief Strategy Officer	Jun 12 '23	Sale	4.00	1,445	5,780	1,450,538	Jun 14 05:02 PM
Kiewiet Sean	Chief Strategy Officer	Jun 07 '23	Sale	4.01	19,757	79,226	1,451,983	Jun 12 04:30 PM
Kiewiet Sean	Chief Strategy Officer	Jun 06 '23	Sale	3.94	2,241	8,830	1,471,740	Jun 12 04:30 PM
Kiewiet Sean	Chief Strategy Officer	Jun 05 '23	Sale	3.84	1,556	5,975	1,473,981	Jun 06 04:08 PM
Kiewiet Sean	Chief Strategy Officer	Jun 02 '23	Sale	3.71	16,448	61,022	1,475,537	Jun 06 04:08 PM
Hipp Stephen W	Director	May 31 '23	Buy	3.40	5,000	17,000	159,825	Jun 06 04:10 PM
Kiewiet Sean	Chief Strategy Officer	May 31 '23	Sale	3.60	15,639	56,300	1,491,985	Jun 06 04:08 PM
Kiewiet Sean	Chief Strategy Officer	May 30 '23	Sale	3.54	5,365	18,992	1,507,624	Jun 06 04:08 PM
Kiewiet Sean	Chief Strategy Officer	May 25 '23	Sale	3.19	2,815	8,980	1,512,989	May 31 09:49 AM
Kiewiet Sean	Chief Strategy Officer	May 23 '23	Sale	3.39	5,803	19,672	1,515,804	May 24 04:10 PM
Kiewiet Sean	Chief Strategy Officer	May 22 '23	Sale	3.57	9,100	32,487	1,521,607	May 24 04:10 PM

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