MITK
MITEK SYSTEMS INCPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- A Feb 13 Jefferies upgrades
- S Mar 3 1 insider sell $1.1M at $14.74
- S Apr 28 1 insider sell $2.1M at $13.92
- R May 7 Mitek reported record Q2 FY2026 revenue of $54.8M (+6% YoY), with Sa…
- S May 15 1 insider sell $299.5K at $14.19
Signal stack
Where each data set points today.
- InsidersBEARISH
2 insiders sold $3.5M.
- InstitutionsBULLISH
Q2 2026: 29 added (1 new), 15 trimmed or exited. Largest new: Millennium Management $17.2M.
- EstimatesFALLING
Current-quarter EPS estimate $0.194 → $0.155 over 90 days. 0 up, 2 down in 30 days.
- Short sellersSTEADY
Short interest −5.1% to 4.28M shares. 7.0 days to cover, ≈9.5% of shares.
- TrendUPTREND
4% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | DOUBLED | $42.6M |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | $35.8M |
| Nuveen, LLC | ADD | $19.5M |
| JANE STREET GROUP, LLC | DOUBLED | $18.1M |
| MILLENNIUM MANAGEMENT LLC | NEW | $17.2M |
| RAYMOND JAMES FINANCIAL INC | ADD | $10.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | $9.4M |
| WELLS FARGO & COMPANY/MN | DOUBLED | $7.7M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
last action Feb 2026| Date | Firm | Rating |
|---|---|---|
| Feb 13, 2026 | Jefferies UPGRADE | Buy |
| Feb 11, 2025 | Maxim Group MAINTAIN | Buy |
| Feb 11, 2025 | HC Wainwright & Co. REITERATE | Buy |
| Dec 17, 2024 | HC Wainwright & Co. MAINTAIN | Buy |
| Sep 4, 2024 | Jefferies DOWNGRADE | Hold |
| Aug 12, 2024 | HC Wainwright & Co. MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 1, 2026 | WEST EDWARD H Chief Executive Officer | TAX W/H | $2.3M |
| Oct 1, 2026 | WEST EDWARD H Chief Executive Officer | EXERCISE | 275,032 sh |
| Aug 17, 2026 | Seyler Aaron Graeme Chief Revenue Officer | AWARD | 67,459 sh |
| Aug 17, 2026 | Seyler Aaron Graeme Chief Revenue Officer | AWARD | 67,459 sh |
| Aug 14, 2026 | WEST EDWARD H Chief Executive Officer | TAX W/H | $882.5K |
| Aug 14, 2026 | WEST EDWARD H Chief Executive Officer | EXERCISE | 115,917 sh |
| May 15, 2026 | Gafke Garrett Chief Operating Officer | SELL | $299.5K |
| Apr 28, 2026 | Gafke Garrett Chief Operating Officer | SELL | $2.1M |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.15 | $0.12–$0.19 | +0.0% | $45.0M |
| 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
3 filings · 1 bullish · 0 bearish · 1 mixed · 1 neutral- NEUTRAL 8-KOct 9, 2026
Mitek Systems disclosed that Michael E. Diamond, SVP of Sales for Check Verification and a named…
Monitor for any subsequent 8-K naming a replacement for the SVP of Sales, Check Verification role, as a prolonged vacancy could signal disruption in a specific revenue vertical.
- MIXED INST-CLUSTERJun 11, 2026
Institutional cluster for MITK shows mixed net conviction: D.E. Shaw (quant) nearly doubled its…
The net distribution by passive funds implies mild negative sentiment, but D.E. Shaw's large quant buy adds uncertainty. Watch for upcoming earnings or catalyst to see if the quant bet is justified…
- BULLISH 8-KMay 7, 2026
Mitek reported record Q2 FY2026 revenue of $54.8M (+6% YoY), with SaaS revenue up 18% and Fraud &…
Raised FY26 guidance confirms operational momentum; monitor Q3 guidance midpoint ~$51M for execution. Debt paydown and $50M buyback support capital returns but cash dropped to $77.6M. Next catalyst…
All MITK filing & press-release reports (3)
- 8-K reportOct 9, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportMay 7, 2026