Market Cap
$142.0M
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 17, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Apr 6, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 0 | 4 | 4 | 2 | 9% | |
| Aug 1, 2026 | 1 | 0 | 4 | 4 | 2 | 9% | |
| Jul 1, 2026 | 1 | 0 | 4 | 4 | 2 | 9% | |
| Jun 1, 2026 | 1 | 0 | 5 | 4 | 2 | 8% | |
| May 1, 2026 | 1 | 0 | 5 | 5 | 2 | 8% | |
| Apr 1, 2026 | 1 | 0 | 5 | 5 | 2 | 8% | |
| Mar 1, 2026 | 1 | 0 | 5 | 5 | 2 | 8% | |
| Feb 1, 2026 | 1 | 0 | 5 | 5 | 2 | 8% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-2.00 | $-2.13–$-1.87 | 85.8% | +11.7% | 1↑ 0↓ | $0.1B | 2 |
| Next Q | $-3.95 | $-5.72–$-2.17 | 73.5% | +2.8% | — | $0.1B | 2 |
| Current FY | $-11.83 | $-13.76–$-9.90 | 77.7% | +2.5% | 0↑ 1↓ | $0.2B | 2 |
| Next FY | $-10.42 | $-12.57–$-8.28 | 11.9% | +2.0% | 0↑ 1↓ | $0.2B | 2 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-2.000 | — |
| 7d ago | $-2.134 | +0.133 |
| 30d ago | $-2.265 | +0.265 |
| 60d ago | $-2.220 | +0.220 |
| 90d ago | $-2.220 | +0.220 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 9,004,290 | $6.8M | 35.3% | TRIM -68.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 6,381,311 | $4.8M | 25.0% | TRIM -40.4% |
| Calamos Advisors LLC | 3,400,000 | $2.5M | 13.3% | — |
| Vontobel Holding Ltd. | 2,210,773 | $1.7M | 8.7% | — |
| NATIONAL BANK OF CANADA /FI/ | 1,095,877 | $821.9K | 4.3% | NEAR_EXIT -83.2% |
| Daiwa Securities Group Inc. | 953,000 | $714.8K | 3.7% | TRIM -48.2% |
| Daiwa Securities Group Inc. | 500,000 | $375.0K | 2.0% | TRIM -48.2% |
| Daiwa Securities Group Inc. | 452,900 | $339.7K | 1.8% | TRIM -48.2% |
| CITIGROUP INC | 436,281 | $327.2K | 1.7% | ADD +46.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 177,074 | $116.2K | 0.6% | TRIM -40.0% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | TRIM | 28,610,674 | 9,004,290 | -68.5% | $6.8M |
| GEODE CAPITAL MANAGEMENT, LLC | TRIM | 10,701,709 | 6,381,311 | -40.4% | $4.8M |
| NATIONAL BANK OF CANADA /FI/ | NEAR_EXIT | 6,538,365 | 1,095,877 | -83.2% | $821.9K |
| Daiwa Securities Group Inc. | TRIM | 875,100 | 452,900 | -48.2% | $339.7K |
| CITIGROUP INC | ADD | 298,516 | 436,281 | +46.1% | $327.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 295,029 | 177,074 | -40.0% | $116.2K |
| Focus Partners Advisor Solutions, LLC | TRIM | 228,293 | 135,044 | -40.8% | $101.3K |
| Bank of New York Mellon Corp | NEAR_EXIT | 1,012,988 | 109,072 | -89.2% | $81.8K |
| Farther Finance Advisors, LLC | TRIM | 178,814 | 83,906 | -53.1% | $62.9K |
| JPMORGAN CHASE & CO | NEAR_EXIT | 270,482 | 28,920 | -89.3% | $20.5K |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Brown Ethan | President, Chief Exec. Officer | TAX W/H | 421 | $10.31 | $4.3K |
| Sep 14, 2026 | KUTUA LUBI | CFO, Treasurer | TAX W/H | 119 | $10.31 | $1.2K |
| Sep 14, 2026 | WITTEMAN TERI L | Chief Legal Officer, Secretary | TAX W/H | 68 | $10.31 | $701.08 |
| Sep 14, 2026 | Ajami Dariush | Chief Innovation Officer | TAX W/H | 102 | $10.31 | $1.1K |
| Jul 13, 2026 | KUTUA LUBI | CFO, Treasurer | TAX W/H | 1,209 | $0.6211 | $750.91 |
| Jul 10, 2026 | LUFKIN PAUL ANDREW | Senior Vice President, Sales | TAX W/H | 1,107 | $0.6560 | $726.19 |
| Jun 1, 2026 | Brown Ethan | President, Chief Exec. Officer | TAX W/H | 12,583 | $0.7757 | $9.8K |
| Jun 1, 2026 | KUTUA LUBI | CFO, Treasurer | TAX W/H | 3,553 | $0.7757 | $2.8K |
| Jun 1, 2026 | WITTEMAN TERI L | Chief Legal Officer, Secretary | TAX W/H | 2,007 | $0.7757 | $1.6K |
| Jun 1, 2026 | Ajami Dariush | Chief Innovation Officer | TAX W/H | 3,036 | $0.7757 | $2.4K |
| Halted | Code | Reason | Status |
|---|---|---|---|
| Aug 13, 2026 | T1 | News Pending | Not resumed |
| Aug 13, 2026 | T3 | Resumption Scheduled | Resumed |