COOK
Traeger, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Mar 5 Traeger reported declining revenue and net losses for 2025, with ful…
- R May 11 Traeger reported Q1 FY2026 revenue of $94.1M, down 34.3% YoY, but sw…
- S Aug 27 1 insider sell $152.1K at $55.30
- X Sep 15 Short interest jumps 38.7% to 62.1K
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider sold $152.1K.
- InstitutionsMIXED
Q2 2026: 9 added (0 new), 11 trimmed or exited.
- AnalystsBULLISH
6 of 13 rate it Buy or better. Median target $64.50 (+36%).
- EstimatesFALLING
Current-quarter EPS estimate −$1.532 → −$4.544 over 90 days. 0 up, 1 down in 30 days.
- TrendDOWNTREND
5% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | ADD | $5.3M |
| MORGAN STANLEY | ADD | $3.1M |
| BlackRock, Inc. | TRIM | $1.7M |
| GEODE CAPITAL MANAGEMENT, LLC | TRIM | $1.0M |
| STATE STREET CORP | TRIM | $444.4K |
| Artisan Partners Limited Partnership | NEAR_EXIT | $441.0K |
| UBS Group AG | ADD | $384.2K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | TRIM | $381.1K |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
13 analystsPrice is inside the target range. Median implies +36%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Aug 7, 2026 | RBC Capital MAINTAIN | Sector Perform |
| Aug 6, 2026 | Canaccord Genuity MAINTAIN | Buy |
| Aug 6, 2026 | Telsey Advisory Group MAINTAIN | Market Perform |
| May 12, 2026 | Telsey Advisory Group MAINTAIN | Market Perform |
| May 12, 2026 | B. Riley Securities MAINTAIN | Neutral |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 1, 2026 | Jolley David R Director | AWARD | 1,643 sh |
| Sep 4, 2026 | VandenAkker Cole Chief Sales Officer | TAX W/H | $10.5K |
| Aug 31, 2026 | VandenAkker Cole Chief Sales Officer | TAX W/H | $28.8K |
| Aug 27, 2026 | VandenAkker Cole Chief Sales Officer | SELL | $152.1K |
| Aug 3, 2026 | Richman Steven Philip Director | AWARD | 253 sh |
| Jun 9, 2026 | Richman Steven Philip Director | AWARD | 1,893 sh |
| Jun 9, 2026 | Beck Wendy A. Director | AWARD | 1,893 sh |
| Jun 9, 2026 | Lempres Elizabeth Cahill Director | AWARD | 1,893 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$4.54 | -$7.00–-$2.78 | -134.9% | $79.4M |
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
5 filings · 0 bullish · 2 bearish · 3 neutral- NEUTRAL 8-KOct 1, 2026
Traeger appointed David R. Jolley as a Class III director effective October 1, 2026, and to the…
Routine board appointment — no material read-through for operations or strategy. Monitor for any future committee changes or director departures.
- NEUTRAL INST-CLUSTERSep 22, 2026
Institutional activity in Traeger (COOK) during Q2 2026 shows a mixed picture: 9 buyers added…
The cluster is dominated by mega-passive funds adding positions, likely reflecting index rebalancing rather than a fundamental catalyst. The notable active seller (Artisan Partners) exiting…
- BEARISH 8-KMay 11, 2026
Traeger reported Q1 FY2026 revenue of $94.1M, down 34.3% YoY, but swung to a GAAP net income of…
The 34.3% revenue collapse and 890 bps adjusted gross margin compression overwhelm the non-recurring tax credit and tariff refund that drove the GAAP profit. The raised EBITDA guidance is entirely…
- NEUTRAL DEFA14AApr 27, 2026
Traeger, Inc. filed definitive additional proxy materials (DEFA14A) for its annual meeting…
Monitor annual meeting outcome for any unexpected proposals or dissident activity, but no immediate trading catalyst expected.
All COOK filing & press-release reports (5)
- 8-K reportOct 1, 2026
- INST-CLUSTER reportSep 22, 2026
- 8-K reportMay 11, 2026
- DEFA14A reportApr 27, 2026
- 8-K/A reportMar 5, 2026