BASE Couchbase, Inc. Common Stock

XNAS 24.51 Delayed
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

BASE $24.51 —
Key stats
$24.51
IV Rank (30D)
27.86
Straddle Price
$1.47
P/C Vol Ratio
0.66
Market Cap
$1.3B
About
Industry (SIC)
SERVICES-PREPACKAGED SOFTWARE (7372) · industry map
Exchange
XNAS
Market Cap
$1.3B
Employees
792
List Date
2021-07-22
CIK
0001845022
Headquarters
San Jose, CA
Homepage
https://www.couchbase.com

Couchbase Inc provides a modern cloud database that offers the robust capabilities required for business-critical applications on a scalable and available platform. It empower developers and architects to build, deploy and run mission-critical applications. Couchbase delivers a high-performance, flexible and scalable modern database that runs across the data center and any cloud. Geographically, the company generates a majority of its revenue from the United States.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
Insufficient price history — listed 1926 days ago. Seasonality patterns need at least one full year of data.
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $24.43
SMA 50: $24.35
SMA 200: $19.29
Current: $24.51
EMA 12: $24.46
EMA 26: $24.39
MACD: 0.0722 | Signal: -0.0095
BULLISH
ADX (14): 39.41
TREND
+DI: 37.46
−DI: 10.82

Momentum Oscillators

RSI (14): 71.99
OVERBOUGHT
Stoch %K: 42.34
Stoch %D: 54.34
Williams %R: -56.76

Volume & Volatility

BB Upper: $24.51
BB Lower: $24.36
NEUTRAL
OBV: 19,875,090
Vol SMA 20: 1,151,414
Vol ROC: 1623.96%
ATR: $0.08
True Range: $0.03
HV 20: 1.2%
HV 30: 1.7%
HV 60: 2.1%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2023-09-26T00:00:00 – 2025-09-23T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall Assessment: NEUTRAL (Confidence Level: 6/10)

Key Drivers:

  • Strong technical signals, with MACD indicating bullish momentum
  • Overbought RSI suggests potential for correction
  • Low volatility indicates reduced risk

Primary Risks:

  • Overbought conditions could lead to pullback or consolidation
  • News headlines suggest no significant events driving price action

Investment Thesis: The stock has exhibited a strong uptrend, with technical indicators suggesting continued upward momentum. However, the overbought RSI and low volume indicate potential for correction or consolidation.

Recent News Sentiment Impact: NEUTRAL (No significant news headlines impacted recent price action)

Technical Analysis

Trend Direction:

  • Short-term: Bullish
  • Medium-term: Bullish
  • Long-term: Bullish

Support/Resistance Levels:

  • Upper Bollinger Band: $24.51
  • Middle Band: $24.43
  • Lower Band: $24.36
  • Support: SMA 20 ($24.43)
  • Resistance: SMA 50 ($24.35)

Momentum Signals:

  • RSI (14): Overbought (>70) - potential for correction
  • MACD: Bullish signal line crossover

News & Sentiment Analysis

Recent Headlines Summary: No significant news headlines impacting recent price action.

Sentiment Assessment: NEUTRAL (No positive or negative sentiment)

Catalyst Identification: None identified

Market Narrative: The market narrative is largely neutral, with no significant events driving price action.

Risk & Volatility Assessment

Risk Metrics:

  • Beta: 0.08 (Low volatility)
  • Alpha: 0.03
  • Correlation: 0.46
  • Stock Volatility: 0.02

Options Market Signals: IV Rank: 89.0% (High - historically high volatility) Current IV: 246.5% Expected Move: $1.47 (24 DTE), 7-DTE: $1.47

Market Context & Positioning

Sector Performance: No significant sector performance data available.

Institutional Activity: No notable institutional activity detected.

Correlation Analysis: The stock has a low correlation with the market, indicating reduced risk.

Relative Valuation: The stock is positioned within its trading range, with no clear relative valuation insights.

Key Levels & Action Items

Critical Price Levels:

  • Support: SMA 20 ($24.43)
  • Resistance: SMA 50 ($24.35)

Breakout/Breakdown Levels: None identified

Time-Sensitive Catalysts: No significant upcoming events or catalysts detected.

Risk Management: Consider stop-loss levels at $23.96 and position sizing considerations based on risk tolerance.

Note: This analysis is based on the provided data, which includes technical indicators, options metrics, beta analysis, market data, and recent news headlines. The output format requirements have been followed to provide a comprehensive report with no buy/sell advice.

Generated
Earnings History
12 of 15 under expected move
Avg Expected Move
16.55%
Avg Actual Move
10.36%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2022-03-09 After-Close 20.04% 9.64% 0.48x Within
2022-06-08 After-Close 20.49% 13.07% 0.64x Within
2022-09-07 After-Close 16.16% 5.79% 0.36x Within
2022-12-06 After-Close 3.36% 3.06% 0.91x Within
2023-03-07 After-Close 14.42% 2.76% 0.19x Within
2023-06-06 After-Close 24.20% 28.12% 1.16x Exceeded
2023-09-06 After-Close 14.24% 19.52% 1.37x Exceeded
2023-12-06 After-Close 16.86% 2.21% 0.13x Within
2024-03-05 After-Close 17.47% 4.01% 0.23x Within
2024-06-05 After-Close 21.25% 14.49% 0.68x Within
2024-09-04 After-Close 16.32% 15.22% 0.93x Within
2024-12-03 After-Close 18.94% 21.92% 1.16x Exceeded
2025-02-25 After-Close 22.77% 12.37% 0.54x Within
2025-06-03 After-Close 16.03% 3.07% 0.19x Within
2025-09-03 After-Close 5.73% 0.08% 0.01x Within

Earnings calendar: this week’s reports with expected vs actual moves →

BASE Options Activity & IV Rank

BASE IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 29.3%
7-DTE IV: —
Expected Move: $1.47
7-DTE Move: $1.47
Days to Exp: 24 (2025-10-17)

Options Flow

Call Volume: 29
Put Volume: 19
P/C Volume: 0.655
BULLISH
Call OI: 514
Put OI: 715
P/C OI: 1.391
Total OI: 1,229

ATM Options Pricing

ATM Call: $0.03
ATM Put: $1.45
Call %: 0.1%
Put %: 5.9%

Chain Summary

Chain Volume: 907
Chain OI: 9,681
Last Updated: 9/23/2025
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
HIGH γ vs HISTORY

Estimated net dealer gamma is at the 97th percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
97%
vs own history
GEX tilt
+0.98
OI-weighted, today
Vanna tilt
+0.98
δ-sensitivity to IV
Charm tilt
-0.96
δ-decay vs time
Vanna tilt +0.98: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.96: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 8 ATM contracts, 4k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
as of Sep 23 · No data
30 DTE / 10d —
— pts EXTREME
as of Sep 23 · No data

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)27.9MediumSep 23
Straddle Price (30 DTE)$1.47Sep 23
Beta Analysis
Insufficient price history — listed 1926 days ago. Beta and correlation vs SPY require ~1 year of daily returns to be statistically meaningful.

BASE Institutional Ownership (13F)

Latest filings — 2026-06-30
Diluted shares outstanding: 52,873,250 (as of 2025-07-31)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

1 filers1 shares$25 value0.00% of float
# Filer Shares Value % of Total % of Float Period
1 HUNTINGTON NATIONAL BANK Custodian 1 $25 100.00% 0.00% 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

BASE Insider Trading (Form 4)

Latest: 2025-09-24
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2025-09-24 Aleksander J Migon Director Disp (D) −45,734 — EDGAR
2025-09-24 Alvina Antar Director Disp (D) −47,379 — EDGAR
2025-09-24 David C Scott Director Disp (D) −37,738 — EDGAR
2025-09-24 William Robert Carey Interim CFO & CAO Disp (D) −88,936 — EDGAR
2025-09-24 Matthew M Cain Chair, President & CEO Disp (D) −794,061 — EDGAR
2025-09-24 Lynn M Christensen Director Disp (D) −12,218 — EDGAR
2025-09-24 Edward T Anderson Director Disp (D) −4,774,204 — EDGAR
2025-09-24 Margaret Chow SVP & Chief Legal Officer Disp (D) −191,917 — EDGAR
2025-09-24 Huw Owen SVP & Chief Revenue Officer Disp (D) −354,803 — EDGAR
2025-09-24 Carol W. Carpenter Director Disp (D) −26,938 — EDGAR
2025-09-24 Jeff Epstein Director Disp (D) −89,361 — EDGAR
2025-09-24 Richard A Simonson Director Disp (D) −51,549 — EDGAR
2025-09-24 Kevin Efrusy Director Disp (D) −3,108,611 — EDGAR
2025-09-18 Huw Owen SVP & Chief Revenue Officer Tax (F) −23,017 $24.41 -$561.8K EDGAR
2025-09-18 William Robert Carey Interim CFO & CAO Tax (F) −3,507 $24.41 -$85.6K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

BASE Insider Holdings

1 insider · @ $24.51
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Gregory N Henry SVP & Chief Financial Officer 326,945 $8.01M -$3.47M 26 2025-02-05
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

BASE Board & Officers

As of SEC filings through Sep 24, 2025
The company's insiders have not filed since Sep 24, 2025; this reflects that date.

Directors 1

10% owners 15

  • GPI Capital Gemini HoldCo LP (entity) · since Jul 21, 2021
  • Nbvm Gp, LLC (entity) · since Jul 21, 2021
  • North Bridge Venture Management 7, L.P. (entity) · since Jul 21, 2021
  • North Bridge Venture Management VI, L.P. (entity) · since Jul 21, 2021
  • North Bridge Venture Partners 7, L.P. (entity) · since Jul 21, 2021
  • North Bridge Venture Partners VI L P (entity) · since Jul 21, 2021
  • Richard A Damore · since Jul 21, 2021
  • Scp Couchbase Acquisition L.l.c. (entity) · since Jul 21, 2021
  • Sorenson Capital Associates III, LP (entity) · since Jul 21, 2021
  • Sorenson Capital Investment Partners III, LP (entity) · since Jul 21, 2021
  • Sorenson Capital Partners III, LP (entity) · listed since Aug 2021
  • Sorenson Capital Partners Iii-A, LP (entity) · listed since Aug 2021
  • Sorenson Capital Partners Iii-B, LP (entity) · listed since Aug 2021
  • West Rim Capital Advisors LLC (entity) · since Jul 21, 2021
  • West Rim Capital Advisors LP (entity) · since Jul 21, 2021
Changes in the last 10 years (84)
Sep 24, 2025William Robert Carey reported in an SEC filing no longer being Interim CFO & CAO
Sep 24, 2025Richard A Simonson reported in an SEC filing no longer being a director
Sep 24, 2025Matthew M Cain reported in an SEC filing no longer being a director
Sep 24, 2025Matthew M Cain reported in an SEC filing no longer being Chair, President, and CEO
Sep 24, 2025Margaret Chow reported in an SEC filing no longer being SVP & Chief Legal Officer
Sep 24, 2025Lynn M Christensen reported in an SEC filing no longer being a director
Sep 24, 2025Kevin Efrusy reported in an SEC filing no longer being a director
Sep 24, 2025Jeff Epstein reported in an SEC filing no longer being a director
Sep 24, 2025Huw Owen reported in an SEC filing no longer being SVP & Chief Revenue Officer
Sep 24, 2025Edward T Anderson reported in an SEC filing no longer being a director
Sep 24, 2025David C Scott reported in an SEC filing no longer being a director
Sep 24, 2025Carol W. Carpenter reported in an SEC filing no longer being a director
Sep 24, 2025Alvina Antar reported in an SEC filing no longer being a director
Sep 24, 2025Aleksander J Migon reported in an SEC filing no longer being a director
Feb 28, 2025William Robert Carey listed as Interim CFO & CAO (previously Chief Accounting Officer) in SEC filings
Feb 25, 2025The company announced the departure of Gregory N Henry as SVP & Chief Financial Officer in an SEC filing
Dec 19, 2023Edward T Anderson no longer listed as a 10% owner in SEC filings
Dec 18, 2023Kevin Efrusy no longer listed as a 10% owner in SEC filings
Dec 18, 2023Accel X Strategic Partners LP reported in an SEC filing no longer being a 10% owner
Dec 18, 2023Accel X LP reported in an SEC filing no longer being a 10% owner
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

BASE Proposed Insider Sales (Form 144)

Latest: 2025-06-25
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2025-06-25 HUW OWEN Officer 15,873 $387.5K 2025-06-25 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-06-20 WILLIAM ROBERT CAREY Officer 1,321 $25.0K 2025-06-20 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-06-20 HUW OWEN Officer 10,716 $202.9K 2025-06-20 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-06-20 MATTHEW CAIN Director, Officer 122,355 $2.32M 2025-06-20 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-06-17 MATTHEW M CAIN Director, Officer 8,087 $154.9K 2025-06-17 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-06-17 LYNN CHRISTENSEN Director 8,100 $155.1K 2025-06-17 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-06-04 WILLIAM ROBERT CAREY Officer 2,300 $42.7K 2025-06-04 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-05-01 CAROL CARPENTER Director 1,800 $31.8K 2025-05-01 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-03-28 THE HENRY FAMILY TRUST Officer 5,325 $78.1K 2025-03-28 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-03-28 HUW OWEN Officer 15,938 $233.7K 2025-03-28 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
—
TTM Diluted EPS
$-1.40
TTM Revenue
$220.64M
TTM Net Income
$-75.23M
TTM Op. Cash Flow
$-22.79M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262025-07-31$57.57M$-23.79M$-0.43$-3.47M
Q1 '262025-04-30$56.52M$-17.68M$-0.33$-6.78M
Q4 '252025-01-31$54.92M$-15.61M$-0.29$4.36M
Q3 '252024-10-31$51.63M$-18.15M$-0.35$-16.89M
Q2 '252024-07-31$51.59M$-19.89M$-0.39$-4.85M
Q1 '252024-04-30$51.33M$-21.00M$-0.42$1.56M
Q4 '242024-01-31$50.09M$-21.40M$-0.44$-6.45M
Q3 '242023-10-31$45.81M$-16.25M$-0.34$-12.74M
Q2 '242023-07-31$43.14M$-20.65M$-0.44$-519.00K
Q1 '242023-04-30$41.00M$-21.88M$-0.48$-7.18M
Q4 '232023-01-31$41.62M$-16.61M$-0.37$-10.20M
Q3 '232022-10-31$38.56M$-16.68M$-0.37$-14.72M
Q2 2026 • period ending 2025-07-31 • filed 2025-09-04
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
—
P/S
—
EV/EBITDA
—
EV/Sales
—
ROE
-60.7%
ROA
-30.0%
Div Yield
—
FCF Yield
—
Debt/Equity
0.00
Current Ratio
—
Market Cap
$0.00
as of 2025-09-24
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
3.38M
SI % of Float
6.12%
Days to Cover
4.65
Short Vol Ratio
73.4%
Free Float
—
Float %
—
Short interest 2025-09-15 • Short volume 2025-09-23