BFLY Butterfly Network, Inc.
XNYS
6.52
+2.07%
Pre-market
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.
BFLY
$6.52
▲ +2.07%
Key stats
$6.39
Pre-market
$6.52
+2.07%
- 52-Week Range
- $1.90 – $10.21
- YTD
- +70.40%
- IV Rank (30D)
- 73.71
- Straddle Price
- $1.17
- P/C Vol Ratio
- 0.21
- Market Cap
- $1.7B
- Open
- $7.18
- Day Range
- $6.29 – $7.18
- Volume
- 7,480,509
- Prev Close
- $7.51
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.99% |
| Beta vs SPY | 1.99 |
| Cost of Equity (CAPM) | 15.91% (VRP-adj) |
| WACC | 15.95% |
| Volatility Risk Premium | +72.8pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +30.0% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $-0.0B |
| Return on Equity (TTM) | -39.5% |
| Book / Price | 9.9% |
| Gross Margin (TTM) | 52.6% |
| FCF Margin (TTM) | -25.0% |
| Debt / Equity | 0.00 |
| Quality Score | 3/6 — normal (10y DCF) |
| SMA 50 | $8.12 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $7.79 |
| Bollinger Width / SMA20 | 479.3% (drives anchor stability) |
| Net Debt | $-0.1B |
| Market Cap | $2B |
Peers used for multiples: CRSP, DXCM, GH, ISRG, LLY, NTRA, RMD, TWST
60-Day Conviction
87%
20-Day Fair Value
≈ by Nov 30, 2026
$6.50
α +1.7%
rank 81%
conviction
86%
40-Day Fair Value
≈ by Dec 29, 2026
$6.59
α +3.2%
rank 84%
conviction
90%
60-Day Fair Value
≈ by Jan 27, 2027
$6.63
α +3.7%
rank 87%
conviction
87%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | median 36.3× · 4 peers |
| Peer EV/EBITDA | n/a | 0% | median 24.9× · 4 peers |
| Peer P/B | $8.43 | 30% | median 11.3× · 7 peers |
| Peer P/S | $8.51 | 30% | median 17.6× · 8 peers |
| Market Anchor (SMA50) | $8.12 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $7.49 | 39% | 10 strikes · skew +0.18 |
As of 2026-10-30 · updated
Related
About
- Industry (SIC)
- X-RAY APPARATUS & TUBES & RELATED IRRADIATION APPARATUS (3844) · industry map
- Exchange
- XNYS
- Market Cap
- $1.7B
- Employees
- 220
- List Date
- 2021-02-16
- CIK
- 0001804176
- Headquarters
- Burlington, MA
- Homepage
- https://www.butterflynetwork.com
Butterfly Network Inc is a digital health business transforming care with handheld, whole-body ultrasound. Powered by its proprietary Ultrasound-on-Chip technology, its solution enables the acquisition of imaging information from an affordable, powerful device that fits in a healthcare professional's pocket with a combination of cloud-connected software and hardware technology that is easily accessed through a mobile application. Butterfly iQ+ is an ultrasound device that can perform whole-body imaging in a single handheld probe using semiconductor technology. The company operates in one repor…
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
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -- | -15.33% | 17.52% | -14.99% | 0.50% | 5.60% | -1.34% |
| Feb | -15.33% | -15.02% | -13.99% | 35.57% | -8.59% | -0.79% | -3.02% |
| Mar | -12.84% | -2.66% | -16.07% | -16.92% | -25.00% | 4.94% | -11.42% |
| Apr | -11.00% | -29.00% | 15.51% | -25.38% | 5.41% | 17.11% | -4.56% |
| May | -18.23% | -14.80% | 18.45% | 26.42% | 2.56% | -15.74% | -0.22% |
| Jun | 16.31% | -6.12% | -3.36% | -13.32% | -13.42% | 83.04% | 10.52% |
| Jul | -24.63% | 45.15% | 8.44% | 26.85% | -11.86% | -9.37% | 5.76% |
| Aug | 15.41% | 40.32% | -30.86% | 7.92% | 15.00% | -4.01% | 7.30% |
| Sep | -16.95% | -20.61% | -36.56% | 48.74% | 25.32% | 9.54% | 1.58% |
| Oct | -6.61% | 7.93% | -24.38% | 7.23% | 41.58% | -25.09% | 0.11% |
| Nov | -33.49% | -35.40% | 17.34% | 62.07% | 6.53% | --* | 3.41% |
| Dec | -1.76% | -29.51% | 8.00% | -7.42% | 35.71% | -- | 1.00% |
| Total | -72.46% | -68.39% | -48.87% | 156.49% | 67.68% | 41.75% | 12.70% |
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: $7.66
SMA 50: $8.07
SMA 200: $6.04
Current: $6.39
EMA 12: $7.29
EMA 26: $7.66
MACD: -0.3671 | Signal: -0.0565
BEARISH
ADX (14): 15.82
RANGE
+DI: 21.44
−DI: 29.10
Momentum Oscillators
RSI (14): 37.50
NEUTRAL
Stoch %K: 36.79
Stoch %D: 39.72
Williams %R: -95.50
Volume & Volatility
BB Upper: $9.13
BB Lower: $6.19
NEUTRAL
OBV: 139,088,026
Vol SMA 20: 5,135,055
Vol ROC: 63.40%
ATR: $0.63
True Range: $1.22
HV 20: 94.7%
HV 30: 104.0%
HV 60: 89.1%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-01T00:00:00 – 2026-10-30T00:00:00
AI Analysis
Here is the comprehensive stock analysis report for BFLY:
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 6/10)
Key Drivers:
- Technical indicators suggest a short-term uptrend, but momentum is waning
- Recent news sentiment is mixed, with some positive and negative headlines
- High volatility and beta indicate a high-risk investment
Primary Risks:
- Stock price may continue to fluctuate due to market conditions and news flow
- Volatility could increase further, leading to potential losses for investors
- Beta suggests the stock moves more than the broader market, increasing risk exposure
Investment Thesis: BFLY is a high-volatility stock with mixed technical and fundamental signals. While it has shown short-term strength, momentum is waning, and recent news sentiment is neutral. As such, I recommend caution when considering this stock for investment.
Recent News Sentiment Impact: The recent news headlines have had a mixed impact on the stock price. The positive headline about Butterfly Network Director Phanstiel buying $1 million in stock has likely contributed to the short-term uptrend. However, the negative headlines about founder Rothberg selling shares may have tempered enthusiasm and led to some profit-taking.
Technical Analysis
Trend Direction:
- Short-term: Uptrend (1-4 weeks)
- Medium-term: Neutral (1-3 months)
- Long-term: Bearish (3-12 months)
Support/Resistance Levels: The stock is currently trading above the 20-day SMA ($8.71) and below the upper Bollinger Band ($10.10). Support levels include the current price ($7.36), the 50-day SMA ($8.09), and the lower Bollinger Band ($7.33).
Momentum Signals:
- RSI: Neutral (39.62)
- MACD: Bullish
- Bollinger Bands: Neutral
Volume Analysis: The stock has seen a decline in volume over the past month, with the 20-day SMA of volume at 4982633.49. This suggests that institutional interest is waning.
News & Sentiment Analysis
Recent Headlines Summary:
- Positive news: Butterfly Network Director Phanstiel buys $1 million in stock
- Negative news: Founder Rothberg sells nearly $21 million in shares and another 660,000 shares
- Neutral news: Insider sheds 399K shares, AI imaging push to close the congenital heart gap, cardiac AI diagnostics stack validation wins
Sentiment Assessment: The sentiment is generally neutral, with some positive and negative headlines balancing each other out.
Catalyst Identification:
- No immediate catalysts are apparent, but upcoming earnings or product launches could impact the stock price.
- Regulatory changes related to the medical imaging industry may also affect the company's prospects.
Market Narrative: The news flow has been mixed, with both positive and negative headlines impacting the stock price. The market narrative is one of caution, as investors consider the high volatility and beta of this stock.
Risk & Volatility Assessment
Risk Interpretation: BFLY is a high-risk investment due to its high volatility (beta 3.11) and beta relative to the broader market.
Volatility Regime: The current volatility level is higher than historical norms, with the stock's price moving more than the underlying index.
Options Market Signals:
- IV Rank: Low
- Put/Call Volume Ratio: Neutral
- Put/Call OI Ratio: Neutral
Downside Protection: Support levels include the current price ($7.36), the 50-day SMA ($8.09), and the lower Bollinger Band ($7.33).
Market Context & Positioning
Sector Performance: The medical imaging sector has been relatively strong recently, but this stock's performance has been more mixed.
Institutional Activity: Volume patterns suggest institutional interest is waning, which could be a negative sign for investors.
Correlation Analysis: BFLY has shown a high correlation with the broader market, indicating that it may move in tandem with the underlying index.
Relative Valuation: The stock's price is relatively low compared to its peers, suggesting some potential upside if technical and fundamental signals improve.
Key Levels & Action Items
Critical Price Levels:
- Support: $7.36 (current price), $8.09 (50-day SMA)
- Resistance: $10.10 (upper Bollinger Band)
Breakout/Breakdown Levels: The stock will need to break above the upper Bollinger Band ($10.10) or below the lower Bollinger Band ($7.33) to trigger a significant move.
Time-Sensitive Catalysts:
- No immediate catalysts are apparent, but upcoming earnings or product launches could impact the stock price.
- Regulatory changes related to the medical imaging industry may also affect the company's prospects.
Risk Management: Investors should consider setting stop-loss levels around $6.50 and position sizing their investment based on their risk tolerance.
I hope this comprehensive analysis report meets your requirements!
Generated
News
All BFLY news →
Revenue jumped 52% YoY to $32.6M, beating guidance with record margins.
Earnings History
19 of 25 under expected move
Avg Expected Move
31.36%
Avg Actual Move
11.46%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-05-13 | Pre-Market | 15.49% | 15.85% | 1.02x | Exceeded |
| 2021-08-09 | Pre-Market | 11.97% | 12.07% | 1.01x | Exceeded |
| 2021-11-15 | Pre-Market | 19.77% | 12.56% | 0.64x | Within |
| 2022-01-11 | Pre-Market | 27.37% | 19.46% | 0.71x | Within |
| 2022-02-28 | Pre-Market | 19.09% | 9.81% | 0.51x | Within |
| 2022-05-05 | Pre-Market | 70.18% | 6.43% | 0.09x | Within |
| 2022-08-03 | Pre-Market | 15.02% | 16.46% | 1.10x | Exceeded |
| 2022-11-03 | Pre-Market | 15.66% | 17.75% | 1.13x | Exceeded |
| 2023-02-28 | Pre-Market | 21.62% | 10.81% | 0.50x | Within |
| 2023-05-11 | Pre-Market | 18.39% | 19.28% | 1.05x | Exceeded |
| 2023-08-03 | Pre-Market | 21.28% | 4.26% | 0.20x | Within |
| 2023-11-02 | Pre-Market | 213.16% | 19.38% | 0.09x | Within |
| 2024-02-28 | Pre-Market | 30.67% | 1.33% | 0.04x | Within |
| 2024-05-01 | Pre-Market | 36.08% | 1.40% | 0.04x | Within |
| 2024-08-01 | Pre-Market | 31.82% | 8.18% | 0.26x | Within |
| 2024-11-01 | Pre-Market | 23.88% | 14.04% | 0.59x | Within |
| 2025-02-28 | Pre-Market | 26.14% | 2.95% | 0.11x | Within |
| 2025-05-02 | Pre-Market | 17.09% | 0.43% | 0.03x | Within |
| 2025-08-01 | Pre-Market | 26.32% | 18.13% | 0.69x | Within |
| 2025-10-31 | Pre-Market | 23.28% | 31.86% | 1.37x | Exceeded |
| 2026-01-12 | Pre-Market | 11.14% | 5.69% | 0.51x | Within |
| 2026-02-26 | After-Close | 21.41% | 18.84% | 0.88x | Within |
| 2026-04-30 | Pre-Market | 22.87% | 2.64% | 0.12x | Within |
| 2026-07-30 | After-Close | 22.64% | 12.97% | 0.57x | Within |
| 2026-10-29 | Pre-Market | 21.77% | 3.84% | 0.18x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
BFLY Options Activity & IV Rank
BFLY IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 117.7%
7-DTE IV: —
Expected Move: $1.17
7-DTE Move: $1.17
Days to Exp: 21 (2026-11-20)
Options Flow
Call Volume: 941
Put Volume: 195
P/C Volume: 0.207
BULLISH
Call OI: 15,566
Put OI: 2,472
P/C OI: 0.159
Total OI: 18,038
ATM Options Pricing
ATM Call: $0.82
ATM Put: $0.35
Call %: 12.9%
Put %: 5.5%
Chain Summary
Chain Volume: 3,638
Chain OI: 81,186
Last Updated: 10/30/2026
Spread Scanner GPU
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
LOW γ vs HISTORY
Estimated net dealer gamma is at the 2nd percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
2%
vs own history
GEX tilt
-0.23
OI-weighted, today
Vanna tilt
+0.25
δ-sensitivity to IV
Charm tilt
-0.46
δ-decay vs time
Charm tilt -0.46: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 5 ATM contracts, 2k total OI
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.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow 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 sideWhich 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 Oct 30 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 30 · No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
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)73.7MediumOct 30
Straddle Price (30 DTE)$1.17Oct 30
Beta Analysis
Risk Metrics
Beta: 3.1605
Alpha: 149.21%
Correlation: 0.3212
R-Squared: 10.3%
Stock Volatility: 125.9%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own BFLY
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Glenview Capital Hedge fund Larry Robbins | $120.7M | #14 of 42 | 0.0% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $18.1M | #1187 of 3716 | -38.2% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $790K | #2423 of 3138 | new | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $17K | #3775 of 4729 | -36.6% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
BFLY Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 259,551,839 (as of 2026-09-30)
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.
13 filers$42.53M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $13.92M | 32.73% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $8.49M | 19.97% | 2026-06-30 |
| 3 | PEAK6 LLC | $4.76M | 11.19% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $4.22M | 9.91% | 2026-06-30 |
| 5 | Citadel Advisors LLC Custodian | $3.66M | 8.61% | 2026-06-30 |
| 6 | GROUP ONE TRADING LLC Custodian | $3.27M | 7.68% | 2026-06-30 |
| 7 | Simplex Trading, LLC Custodian | $2.38M | 5.59% | 2026-06-30 |
| 8 | Walleye Capital LLC | $815.06K | 1.92% | 2026-06-30 |
| 9 | Symmetry Investments LP | $673.60K | 1.58% | 2026-06-30 |
| 10 | Wolverine Trading, LLC Custodian | $176.79K | 0.42% | 2025-09-30 |
| 11 | Millennium Management LLC Custodian | $134.72K | 0.32% | 2026-06-30 |
| 12 | Walleye Trading LLC | $38.73K | 0.09% | 2026-06-30 |
| 13 | Chicago Partners Investment Group LLC | $676 | <0.01% | 2026-09-30 |
9 filers$11.70M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $3.61M | 30.86% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $2.72M | 23.23% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $1.97M | 16.85% | 2026-06-30 |
| 4 | Simplex Trading, LLC Custodian | $1.22M | 10.45% | 2026-06-30 |
| 5 | IMC-Chicago, LLC Custodian | $785.59K | 6.71% | 2026-06-30 |
| 6 | GROUP ONE TRADING LLC Custodian | $665.18K | 5.68% | 2026-06-30 |
| 7 | Walleye Capital LLC | $431.95K | 3.69% | 2026-06-30 |
| 8 | Walleye Trading LLC | $219.76K | 1.88% | 2026-06-30 |
| 9 | Wolverine Trading, LLC Custodian | $75.07K | 0.64% | 2025-09-30 |
BFLY Insider Trading (Form 4)
Latest: 2026-10-15Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-10-15 | Michael Noonen | Director | Award (A) | +37,037 | — | EDGAR | |
| 2026-10-08 | Joseph Devivo | President & CEO | Sell (S) | −35,790 | $10.02 | -$358.6K | EDGAR |
| 2026-10-06 | Megan Carlson | CAO and SVP, Finance | Sell (S) | −10,114 | $8.74 | -$88.4K | EDGAR |
| 2026-09-24 | Joseph Devivo | President & CEO | Sell (S) | −5,980 | $10.01 | -$59.9K | EDGAR |
| 2026-09-09 | Megan Carlson | CAO and SVP, Finance | Sell (S) | −13,804 | $7.30 | -$100.8K | EDGAR |
| 2026-09-09 | Steve Cashman | Chief Business Officer | Sell (S) | −140,112 | $7.30 | -$1.02M | EDGAR |
| 2026-09-04 | Nicholas Caezza | Deputy General Counsel | Sell (S) | −1,709 | $8.15 | -$13.9K | EDGAR |
| 2026-08-25 | Joseph Devivo | President & CEO | Gift (G) | −250,000 | — | EDGAR | |
| 2026-08-17 | S. Louise Phanstiel | Director | Buy (P) | +115,200 | $8.68 | $999.5K | EDGAR |
| 2026-08-17 | Larry Robbins | Director | Sell (S) | −2,297,733 | $8.98 | -$20.62M | EDGAR |
| 2026-08-12 | Joseph Devivo | President & CEO | Sell (S) | −68,346 | $10.01 | -$684.1K | EDGAR |
| 2026-08-12 | Nicholas Caezza | Deputy General Counsel | Sell (S) | −10,000 | $9.75 | -$97.5K | EDGAR |
| 2026-08-04 | Megan Carlson | CAO and SVP, Finance | Sell (S) | −68,852 | $7.86 | -$541.4K | EDGAR |
| 2026-08-03 | Larry Robbins | Director | Sell (S) | −1,876,292 | $7.45 | -$13.98M | EDGAR |
| 2026-07-24 | Jonathan M Rothberg | Director | Sell (S) | −659,913 | $6.47 | -$4.27M | 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.
BFLY Insider Holdings
13 insiders · @ $6.39
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 | Joseph Devivo | President & CEO | 7,311,930 | $46.72M | -$6.49M | 8 | 2026-10-08 |
| 2 | Larry Robbins | Director | 4,762,339 | $30.43M | -$34.60M | 3 | 2026-08-17 |
| 3 | Steve Cashman | Chief Business Officer | 1,490,295 | $9.52M | -$5.93M | 6 | 2026-09-09 |
| 4 | John N. Doherty | EVP, CFO | 1,397,276 | $8.93M | -$809.6K | 3 | 2026-07-21 |
| 5 | Victor Ku | Chief Technology Officer | 1,015,099 | $6.49M | -$599.1K | 3 | 2026-07-21 |
| 6 | S. Louise Phanstiel | Director | 691,413 | $4.42M | $999.5K | 2 | 2026-08-17 |
| 7 | Megan Carlson | CAO and SVP, Finance | 401,971 | $2.57M | -$1.74M | 6 | 2026-10-06 |
| 8 | Erica Schwartz | Director | 401,699 | $2.57M | $0 | 1 | 2026-06-22 |
| 9 | Elazer R Edelman | Director | 392,893 | $2.51M | $0 | 1 | 2026-06-22 |
| 10 | Nicholas Caezza | Deputy General Counsel | 305,166 | $1.95M | -$172.0K | 4 | 2026-09-04 |
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.
BFLY Board & Officers
As of SEC filings through Oct 15, 2026Directors 8
- Larry Robbins · since May 20, 2020
- Dawn Carfora · since Feb 12, 2021
- Jonathan M Rothberg · since Feb 12, 2021
- S. Louise Phanstiel · since Feb 12, 2021
- Elazer R Edelman · since Mar 10, 2021
- Joseph Devivo · since Apr 24, 2023
- Caroll H Neubauer · since May 18, 2026
- Michael Noonen · since Oct 9, 2026
Officers 6
- Joseph Devivo · President & CEO · since Apr 24, 2023
- John N. Doherty · EVP, CFO · since Dec 8, 2025
- Steve Cashman · Chief Business Officer · since Sep 3, 2024
- Victor Ku · Chief Technology Officer · since Sep 22, 2025
- Nicholas Caezza · Deputy General Counsel · since Aug 2, 2025
- Megan Carlson · CAO and SVP, Finance · listed since Mar 2026
10% owners 1
- Jonathan M Rothberg · since Feb 12, 2021
Changes in the last 10 years (64)
| Oct 9, 2026 | Michael Noonen became a director |
| Jun 22, 2026 | Larry Robbins no longer listed as a 10% owner in SEC filings |
| May 18, 2026 | Caroll H Neubauer became a director |
| May 4, 2026 | The company announced the departure of Erica Schwartz from the board in an SEC filing |
| Mar 4, 2026 | Megan Carlson listed as CAO and SVP, Finance (previously Interim CFO) in SEC filings |
| Dec 8, 2025 | John N. Doherty became EVP, CFO |
| Dec 5, 2025 | Larry Robbins first listed as a 10% owner in an SEC filing |
| Sep 22, 2025 | Victor Ku became Chief Technology Officer |
| Aug 2, 2025 | Nicholas Caezza became Deputy General Counsel |
| Aug 2, 2025 | Megan Carlson became Interim CFO |
| Jul 29, 2025 | The company announced the departure of Heather C Getz as EVP, CFO & COO in an SEC filing |
| Jun 17, 2025 | Larry Robbins no longer listed as a 10% owner in SEC filings |
| Sep 4, 2024 | Larry Robbins first listed as a 10% owner in an SEC filing |
| Sep 3, 2024 | Steve Cashman became Chief Business Officer |
| Mar 11, 2024 | Brent Pfeiffenberger first on file as a director |
| Mar 11, 2024 | Brent Pfeiffenberger first on file as President and CEO |
| Dec 20, 2023 | The company announced the departure of Gianluca Pettiti from the board in an SEC filing |
| Jul 14, 2023 | Heather C Getz listed as EVP, CFO & COO (previously EVP & Chief Financial Officer) in SEC filings |
| Apr 24, 2023 | Joseph Devivo became a director |
| Apr 24, 2023 | Joseph Devivo became President & CEO |
| Jan 25, 2023 | The company announced the departure of John H Hammergren from the board in an SEC filing |
| May 31, 2022 | Tamara Dillon became Chief People Officer |
| May 23, 2022 | Lawrence T Weiss became CLO, GC and Corp Sec |
| May 2, 2022 | Heather C Getz became EVP & Chief Financial Officer |
| Mar 21, 2022 | Darius Shahida listed as Chief Strategy/Bus Dev Officer (previously Cso & Cbdo) in SEC filings |
| Feb 24, 2022 | John David Martin became Chief Medical Officer |
| Feb 17, 2022 | Mary Miller listed as General Counsel & Corp Sec (previously GC and CS) in SEC filings |
| Jan 31, 2022 | The company announced the departure of Stephanie Fielding as Chief Financial Officer in an SEC filing |
| Sep 13, 2021 | Troy Quander became SVP, Regulatory and Quality |
| Sep 8, 2021 | Erica Schwartz became a director |
| Jul 20, 2021 | The company announced the departure of Todd Fruchterman from the board in an SEC filing |
| Jul 20, 2021 | The company announced the departure of Todd Fruchterman as President and CEO in an SEC filing |
| Jul 19, 2021 | Andrei G Stoica became Chief Technology Officer |
| Jul 2, 2021 | Larry Robbins no longer listed as a 10% owner in SEC filings |
| Jun 18, 2021 | The company announced the departure of David Perri as Chief Operating Officer in an SEC filing |
| Apr 19, 2021 | Timothy Trodden became Chief Human Resources Officer |
| Mar 26, 2021 | Michael Rothberg reported in an SEC filing no longer being a 10% owner |
| Mar 15, 2021 | Stacey Pugh became Chief Commercial Officer |
| Mar 10, 2021 | Elazer R Edelman became a director |
| Feb 12, 2021 | Todd Fruchterman became a director |
| Feb 12, 2021 | Todd Fruchterman became President and CEO |
| Feb 12, 2021 | Stephanie Fielding became Chief Financial Officer |
| Feb 12, 2021 | S. Louise Phanstiel became a director |
| Feb 12, 2021 | Rothberg Family Fund I, LLC became a 10% owner |
| Feb 12, 2021 | Michael Rothberg became a 10% owner |
| Feb 12, 2021 | Mary Miller became GC and CS |
| Feb 12, 2021 | Jonathan M Rothberg became a director |
| Feb 12, 2021 | Jonathan M Rothberg became a 10% owner |
| Feb 12, 2021 | John H Hammergren became a director |
| Feb 12, 2021 | Gioel Molinari became EVP & Cpo |
| Feb 12, 2021 | Gianluca Pettiti became a director |
| Feb 12, 2021 | Dawn Carfora became a director |
| Feb 12, 2021 | David Perri became Chief Operating Officer |
| Feb 12, 2021 | Darius Shahida became Cso & Cbdo |
| Feb 12, 2021 | 4C Holdings I, LLC became a 10% owner |
| May 20, 2020 | Westley Moore became a director |
| May 20, 2020 | Randy Simpson became a director |
| May 20, 2020 | Mark J. Horowitz became Chief Financial Officer |
| May 20, 2020 | Longview Investors LLC became a 10% owner |
| May 20, 2020 | Larry Robbins became a director |
| May 20, 2020 | Larry Robbins became a 10% owner |
| May 20, 2020 | John Rodin became a director |
| May 20, 2020 | John Rodin became Chief Executive Officer |
| May 20, 2020 | Derek Cribbs became a director |
Not reported recently (19)
- Andrei G Stoica · Last reported as Chief Technology Officer in an SEC filing dated Apr 3, 2025
- Brent Pfeiffenberger · Last reported as a director in an SEC filing dated May 24, 2024
- Lawrence T Weiss · Last reported as CLO, GC and Corp Sec in an SEC filing dated Jul 6, 2023
- John David Martin · Last reported as Chief Medical Officer in an SEC filing dated Feb 13, 2023
- Darius Shahida · Last reported as Chief Strategy/Bus Dev Officer in an SEC filing dated Dec 19, 2022
- Troy Quander · Last reported as SVP, Regulatory and Quality in an SEC filing dated Dec 14, 2022
- Tamara Dillon · Last reported as Chief People Officer in an SEC filing dated Jun 1, 2022
- Mary Miller · Last reported as General Counsel & Corp Sec in an SEC filing dated Mar 24, 2022
- Stacey Pugh · Last reported as Chief Commercial Officer in an SEC filing dated Mar 24, 2022
- 4C Holdings I, LLC · Last reported as a 10% owner in an SEC filing dated Mar 23, 2022
- Timothy Trodden · Last reported as Chief Human Resources Officer in an SEC filing dated Apr 21, 2021
- Gioel Molinari · Last reported as EVP & Cpo in an SEC filing dated Mar 26, 2021
- Longview Investors LLC · Last reported as a 10% owner in an SEC filing dated Feb 16, 2021
- Rothberg Family Fund I, LLC · Last reported as a 10% owner in an SEC filing dated Feb 16, 2021
- John Rodin · Last reported as a director in an SEC filing dated May 20, 2020
- Mark J. Horowitz · Last reported as Chief Financial Officer in an SEC filing dated May 20, 2020
- Randy Simpson · Last reported as a director in an SEC filing dated May 20, 2020
- Derek Cribbs · Last reported as a director in an SEC filing dated May 20, 2020
- Westley Moore · Last reported as a director in an SEC filing dated May 20, 2020
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.
BFLY Proposed Insider Sales (Form 144)
Latest: 2026-10-30
? Form 144 Guide
Last 30d:
2 filings
· $993K notice value
· Last 90d:
12 filings
· $7.1M notice value
· 6 unique filers
· 33% under 10b5-1 plans
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.
Top 90-day filers:
Schwartz Erica (2, $4.0M) · DEVIVO JOSEPH (5, $1.7M) · Cashman Steve (1, $1.0M) · Carlson Megan (2, $189K) · Caezza Nicholas (1, $98K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-10-30 | Joseph DeVivo | President and CEO | 90,600 | $634.2K | 2026-10-30 | Merrill Private Wealth Managemen… | — | EDGAR |
| 2026-10-06 | DEVIVO JOSEPH | Officer, Director | 35,790 | $358.6K | 2026-10-06 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-10-02 | Carlson Megan | Officer | 10,114 | $88.4K | 2026-10-02 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-09-23 | DEVIVO JOSEPH | Officer, Director | 3,169 | $31.8K | 2026-09-23 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-09-23 | Schwartz Erica | Former Director | 323,020 | $3.23M | 2026-09-23 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-09-22 | DEVIVO JOSEPH | Officer, Director | 2,811 | $28.1K | 2026-09-22 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-09-22 | Schwartz Erica | Former Director | 78,679 | $786.8K | 2026-09-22 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-09-04 | Cashman Steve | Officer | 140,112 | $1.02M | 2026-09-04 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-09-04 | Carlson Megan | Officer | 13,804 | $100.8K | 2026-09-04 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-08-11 | Caezza Nicholas | Officer | 10,000 | $97.5K | 2026-08-11 | Fidelity Brokerage Services LLC | — | 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
55 ETFs hold BFLY
25 shown · $215.51M total exposure · 0.04% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $59.6M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.05% | $35.7M | $75.5B | 2026-10-30 |
| 3 | VXF Vanguard Extended Market ETF | Vanguard | 0.02% | $21.5M | — | 2026-09-30 |
| 4 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.09% | $13.2M | $14.0B | 2026-10-30 |
| 5 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.06% | $11.4M | — | 2026-09-30 |
| 6 | FESM Fidelity Enhanced Small Cap Core ETF | Fidelity | 0.16% | $10.6M | $6.9B | 2026-10-29 |
| 7 | IHI iShares U.S. Medical Devices ETF | iShares (BlackRock) | 0.18% | $6.5M | $3.7B | 2026-10-30 |
| 8 | FYC First Trust Small Cap Growth AlphaDEX® Fund | First Trust | 0.46% | $6.2M | $1.3B | 2026-10-30 |
| 9 | VHT Vanguard Health Care ETF | Vanguard | 0.02% | $5.0M | — | 2026-09-30 |
| 10 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.01% | $5.0M | — | 2026-10-29 |
| 11 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.02% | $4.5M | — | 2026-05-31 |
| 12 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.35% | $4.3M | $1.2B | 2026-10-30 |
| 13 | KOMP State Street® SPDR® S&P Kensho New Economies Composite ETF | SPDR (State Street) | 0.16% | $4.1M | $2.6B | 2026-10-29 |
| 14 | SMLF iShares U.S. Small-Cap Equity Factor ETF | iShares (BlackRock) | 0.09% | $3.7M | $4.2B | 2026-10-30 |
| 15 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.04% | $3.4M | — | 2026-10-29 |
| 16 | FYX First Trust Small Cap Core AlphaDEX® Fund | First Trust | 0.22% | $3.0M | $1.4B | 2026-10-30 |
| 17 | VFMO Vanguard U.S. Momentum Factor ETF | Vanguard | 0.15% | $2.9M | — | 2026-10-29 |
| 18 | DWAS Invesco Dorsey Wright SmallCap Momentum ETF | Nport | 0.60% | $2.5M | — | 2026-08-31 |
| 19 | XHE State Street® SPDR® S&P® Health Care Equipment ETF | SPDR (State Street) | 1.52% | $2.4M | $156.9M | 2026-10-29 |
| 20 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $2.3M | — | 2026-10-29 |
| 21 | VTWG Vanguard Russell 2000 Growth ETF | Vanguard | 0.13% | $2.1M | — | 2026-09-30 |
| 22 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $1.9M | $95.5B | 2026-10-30 |
| 23 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.07% | $1.8M | — | 2026-07-31 |
| 24 | NUSC Nuveen ESG Small-Cap ETF | Nport | 0.09% | $1.2M | — | 2026-07-31 |
| 25 | FHLC Fidelity MSCI Health Care Index ETF | Fidelity | 0.02% | $713,442 | $3.9B | 2026-10-29 |
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
$-0.21
TTM Revenue
$123.25M
TTM Net Income
$-53.69M
TTM Op. Cash Flow
$-23.40M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-09-30 | $32.60M | $-12.81M | $-0.05 | $-2.27M |
| Q2 '26 | 2026-06-30 | $32.61M | $-12.91M | $-0.05 | $-16.27M |
| Q1 '26 | 2026-03-31 | $26.53M | $-12.68M | $-0.05 | $-13.89M |
| Q4 '25 | 2025-12-31 | $31.51M | $-15.29M | $-0.06 | $9.03M |
| Q3 '25 | 2025-09-30 | $21.49M | $-33.97M | $-0.13 | $-2.89M |
| Q2 '25 | 2025-06-30 | $23.38M | $-13.83M | $-0.06 | $-7.17M |
| Q1 '25 | 2025-03-31 | $21.23M | $-13.97M | $-0.06 | $-11.68M |
| Q4 '24 | 2024-12-31 | $22.35M | $-18.10M | $-0.08 | $-3.12M |
| Q3 '24 | 2024-09-30 | $20.56M | $-16.92M | $-0.08 | $-7.92M |
| Q2 '24 | 2024-06-30 | $21.49M | $-15.71M | $-0.07 | $-10.00M |
| Q1 '24 | 2024-03-31 | $17.66M | $-21.76M | $-0.10 | $-20.67M |
| Q4 '23 | 2023-12-31 | $16.52M | $-44.12M | $-0.21 | $-13.10M |
Q3 2026 • period ending 2026-09-30 • filed 2026-10-29
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
8.58
P/S
14.50
EV/EBITDA
—
EV/Sales
13.39
ROE
-39.5%
ROA
-26.4%
Div Yield
0.00%
FCF Yield
-1.48%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$1.63B
as of 2026-10-30
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
33.59M
SI % of Float
17.91%
Days to Cover
6.19
Short Vol Ratio
67.5%
Free Float
187.54M
Float %
76.6%
Short interest 2026-10-15 • Short volume 2026-10-30 • Float 2026-09-22