The Motley FoolT3·1mo ago
BOX BOX, INC.
XNYS
43.45
Delayed
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.
BOX
$43.45
—
Key stats
$43.45
- 52-Week Range
- $21.34 – $43.85
- YTD
- +50.71%
- IV Rank (30D)
- 55.2
- Straddle Price
- $3.38
- P/C Vol Ratio
- 1.48
- Market Cap
- $6.0B
- Open
- $43.64
- Day Range
- $42.88 – $43.85
- Volume
- 2,444,494
- Prev Close
- $43.34
Fair Value
MODEL: SHORT
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 | 0.84 |
| Cost of Equity (CAPM) | 9.18% (VRP-adj) |
| WACC | 8.98% |
| Volatility Risk Premium | +25.1pp (IV − HV30) |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +6.7% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.07 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.4B |
| Return on Equity (TTM) | 68.7% |
| Book / Price | 2.3% |
| Gross Margin (TTM) | 79.5% |
| FCF Margin (TTM) | 31.6% |
| Debt / Equity | 3.09 |
| Quality Score | 4/6 — high quality (12y DCF) |
| Market-Implied Growth | +3.0% (reverse-DCF on current price) |
| SMA 50 | $36.07 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $39.34 |
| Bollinger Width / SMA20 | 80.2% (drives anchor stability) |
| Net Debt | $0.1B |
| Market Cap | $6B |
Peers used for multiples: DDOG, NOW, PAYC, QLYS, SNOW, TWLO, WDAY, ZS
60-Day Conviction
53%
20-Day Fair Value
≈ by Nov 30, 2026
$43.73
α +0.7%
rank 57%
conviction
43%
40-Day Fair Value
≈ by Dec 29, 2026
$43.06
α -0.9%
rank 57%
conviction
30%
60-Day Fair Value
≈ by Jan 27, 2027
$42.76
α -1.6%
rank 57%
conviction
53%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $55.21 | 22% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $28.26 | 10% | median 38.4× · 6 peers |
| Peer EV/EBITDA | $64.63 | 10% | median 48.9× · 7 peers |
| Peer P/B | $15.14 | 2% | median 14.9× · 8 peers |
| Peer P/S | $96.29 | 7% | median 10.5× · 8 peers |
| Market Anchor (SMA50) | $36.07 | 37% | stability 85% (BB-width) |
| Options Expected (B-L 30d) | $43.60 | 13% | 12 strikes · skew +0.62 |
As of 2026-10-30 · updated
Related
About
- Industry (SIC)
- SERVICES-PREPACKAGED SOFTWARE (7372) · industry map
- Exchange
- XNYS
- Market Cap
- $6.0B
- Employees
- 2,912
- List Date
- 2015-01-23
- CIK
- 0001372612
- Next Earnings
- 2026-12-01 (After-Close)
- EPS Forecast
- $0.39
- Headquarters
- Redwood City, CA
- Homepage
- https://www.box.com
Box is a cloud-based content management platform that provides storage and workflow collaboration services for enterprise customers. The firm was founded in 2005 as a file, sync, and share provider. Over time, it built out and acquired workflow and security tools to evolve the pure-play FSS business into a content management business. Most recently, Box has been pursuing an AI-powered, intelligent content management strategy that can allow for metadata extraction and workflow automation.
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 | -2.64% | -1.02% | 2.17% | 0.66% | 6.54% | -12.07% | -1.06% |
| Feb | 4.14% | -1.95% | 1.06% | -1.79% | -2.48% | -9.00% | -1.67% |
| Mar | 20.97% | 14.77% | -20.22% | 6.71% | -5.80% | 0.25% | 2.78% |
| Apr | -11.21% | 6.28% | 0.49% | -8.83% | -0.32% | 2.24% | -1.89% |
| May | 10.79% | -14.06% | 7.07% | 3.18% | 22.08% | 7.80% | 6.14% |
| Jun | 6.59% | -5.42% | 3.60% | -4.76% | -10.34% | -7.82% | -3.02% |
| Jul | -10.24% | 10.28% | 6.33% | 6.52% | -4.75% | 14.98% | 3.85% |
| Aug | 5.66% | -10.96% | -14.80% | 17.39% | 3.29% | 12.87% | 2.24% |
| Sep | -8.96% | -5.13% | -8.98% | 2.06% | 0.22% | -4.78% | -4.26% |
| Oct | 4.11% | 9.09% | 0.53% | -0.09% | 0.03% | 25.58% | 6.54% |
| Nov | -9.44% | -4.52% | 6.30% | 9.93% | -8.35% | --* | -1.22% |
| Dec | 1.47% | 6.54% | -3.61% | -10.00% | 1.87% | -- | -0.75% |
| Total | 6.23% | -0.53% | -22.01% | 19.23% | -1.67% | 26.47% | 4.62% |
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: $39.79
SMA 50: $36.28
SMA 200: $28.73
Current: $43.45
EMA 12: $41.73
EMA 26: $39.38
MACD: 2.3503 | Signal: 0.2241
BULLISH
ADX (14): 50.38
STRONG TREND
+DI: 38.81
−DI: 9.16
Momentum Oscillators
RSI (14): 81.16
OVERBOUGHT
Stoch %K: 93.50
Stoch %D: 91.76
Williams %R: -5.70
Volume & Volatility
BB Upper: $45.82
BB Lower: $33.76
NEUTRAL
OBV: 44,374,383
Vol SMA 20: 2,658,271
Vol ROC: -19.55%
ATR: $1.10
True Range: $0.97
HV 20: 19.7%
HV 30: 27.2%
HV 60: 31.2%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-01T00:00:00 – 2026-10-30T00:00:00
AI Analysis
BOX (Box Inc.) - Comprehensive Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL | Confidence Level: 6/10
Box presents a mixed technical and sentiment picture with conflicting signals that warrant cautious observation rather than conviction trading. The stock is trading in a weak uptrend with neutral momentum, supported by a very low beta (0.25) that provides defensive characteristics. However, significantly bearish options positioning (16.51 put/call volume ratio) contradicts the modest technical bullish setup, suggesting institutional or sophisticated traders are hedging downside risk. The recent news is insufficient to drive directional conviction, and a critical volume collapse (-98.6% volume ROC) raises concerns about the sustainability of any move.
Key Drivers: Low systematic risk, weak trend strength, defensive positioning in options market Primary Risks: Volume deterioration, bearish options sentiment divergence, low correlation limiting upside catalysts Investment Thesis: Box exhibits characteristics of a defensive hold with attractive risk metrics but lacks the volume confirmation and conviction needed for aggressive positioning. Current price action suggests consolidation rather than breakout potential.
Technical Analysis
Trend Direction
Short-term (1-4 weeks): NEUTRAL TO WEAK BULLISH
- Current price ($34.00) sits above SMA 20 ($33.75) and SMA 50 ($33.07), indicating minor uptrend structure
- However, ADX of 23.35 in "weak_trend" regime signals insufficient directional strength
- +DI (27.78) exceeds -DI (22.80), showing slightly more upside pressure than downside
- Distance from 200-day MA ($27.69) suggests intermediate uptrend intact (2.3% above)
Medium-term (1-3 months): WEAK BULLISH
- Price remains above all three major moving averages, establishing higher lows
- 200-day SMA at $27.69 provides long-term support (4.1% buffer below current price)
- However, weak ADX suggests this uptrend lacks momentum to accelerate significantly
Long-term (3-12 months): NEUTRAL
- Insufficient data to establish reliable long-term trend; stock appears in mature uptrend phase
- Low beta (0.25) suggests stock follows its own fundamentals rather than broad market direction
Support/Resistance Levels
| Level | Type | Distance | Significance | |-------|------|----------|--------------| | $36.13 | Resistance (BB Upper) | +6.3% | Bollinger Band upper bound; potential breakout level | | $34.00 | Current Price | — | Trading at moving average midpoint | | $33.75 | Support (SMA 20) | -0.7% | Immediate technical support; short-term MA | | $33.07 | Support (SMA 50) | -2.7% | Intermediate support; medium-term MA | | $31.37 | Support (BB Lower) | -7.8% | Bollinger Band lower bound; strong support zone | | $27.69 | Support (SMA 200) | -18.6% | Long-term support; significant buffer |
Critical Observation: Price is tightly clustered around moving average bundle ($33.07-$33.75), indicating consolidation phase rather than directional momentum.
Momentum Signals
RSI (14): 54.77 (NEUTRAL)
- Positioned directly in neutral zone (30-70 range), showing no overbought or oversold conditions
- Suggests neither accumulation nor distribution phase
- Does NOT provide directional bias; lack of RSI extremes indicates consolidation
MACD: -0.13 / Signal: -0.13 / Histogram: 0.00 (NEUTRAL WITH MINOR BULLISH BIAS)
- Critical Signal: MACD line and signal line are perfectly aligned (both at -0.13), with histogram at 0.00
- This represents either: (a) recent bullish crossover completing, or (b) equilibrium between momentum forces
- Reported as "bullish" suggests recent upside momentum, but the aligned lines indicate early-stage signal
- Interpretation: Modest bullish momentum that lacks confirmation; not yet strong enough to drive aggressive moves
Stochastic %K: 60.86 / %D: 41.99 (BULLISH DIVERGENCE)
- %K (60.86) well above %D (41.99) indicates upward momentum acceleration
- %K above 50 suggests buyers have mild advantage over sellers
- However, both readings below overbought threshold (80) limit conviction
- Signal: Minor bullish momentum without overbought risk
Williams %R: -27.05 (NEUTRAL TO SLIGHTLY BULLISH)
- Between -50 and 0 indicates neither overbought nor oversold
- Reading closer to 0 (-27) suggests mild upside bias
- Confirms neutral momentum environment
Consolidated Momentum Assessment: Weak positive momentum in early stages without confirmation. No extremes present to validate reversal trades.
Bollinger Bands Analysis
- Upper Band: $36.13 (+6.3% from current)
- Middle Band (20 SMA): $33.75 (-0.7% from current)
- Lower Band: $31.37 (-7.8% from current)
- Band Width: 14.09 (indicating moderate volatility contraction)
- Signal: NEUTRAL
Interpretation:
- Price trading within bands with band width at 14.09% suggests moderate compression
- Not at squeeze extremes (which would suggest imminent breakout)
- Position at middle band indicates consolidation; price not extended in either direction
- Breakout Potential: $36.13 represents natural resistance; breakdown would target $31.37
Volume Analysis
CRITICAL RED FLAG:
- Volume Rate of Change: -98.60% (SEVERE DETERIORATION)
- Volume SMA 20: 2,541,347 shares
- On-Balance Volume (OBV): 6,084,031.69 (positive but need context)
Assessment:
- The -98.6% volume ROC is extraordinarily bearish and demands immediate clarification
- This suggests volume dried up dramatically on recent sessions
- Data Quality Concern: Verify if this reflects time-of-analysis (after-hours, weekend, or market holiday) or actual trading deterioration
- Assuming intraday/normal market conditions, this extreme figure indicates:
- Lack of institutional participation: No heavy buying on rallies
- Low conviction: Neither bulls nor bears committing capital
- Sustainability Risk: Technical signals unconfirmed by volume participation
Institutional Interest Assessment:
- Deteriorating volume suggests LOW institutional interest in current price levels
- No volume breakout accompanying technical signals = warning sign for trend continuation
News & Sentiment Analysis
Recent Headlines Summary (Chronological Review)
| Date | Headline | Relevance | Sentiment | |------|----------|-----------|-----------| | 2026-10-01 | Meta AI Infrastructure/Revenue (Motley Fool) | NOT DIRECTLY RELEVANT — Meta/Box different sectors | NEUTRAL | | 2026-08-26 | Box Stock Ticked Higher Wednesday (Motley Fool) | MODERATELY RELEVANT — Recent upside move noted | NEUTRAL | | 2026-07-14 | Box vs. DocuSign Revenue Trends (Motley Fool) | HIGHLY RELEVANT — Direct competitive comparison | POSITIVE | | 2026-06-15 | CEO Aaron Levie on AI/Open-Weight Models (Benzinga) | RELEVANT — Management commentary on strategy | NEUTRAL | | 2026-05-27 | Tech Rally: S&P 500, Nasdaq Focus (Benzinga) | LOW RELEVANCE — Macro commentary, not Box-specific | NEGATIVE | | 2026-05-26 | Market Futures: Iran Strikes, Tech Rally (Benzinga) | LOW RELEVANCE — Macro event, not Box-specific | NEUTRAL |
Sentiment Assessment
Aggregate News Sentiment: NEUTRAL TO MILDLY POSITIVE
- Positive Signals: Box vs. DocuSign comparison (2026-07-14) shows BOX favorably on revenue trends; CEO commentary on AI strategy positioning
- Neutral Signals: Most headlines lack specific BOX catalysts; general market commentary
- Negative Signals: Minimal; no earnings misses, regulatory issues, or downgrade mentions in recent period
- Recency Gap: Last box-specific headline is 2026-08-26 (comparison to recent analysis
Generated
News
All BOX news →
The Motley FoolT3·2mo ago
The Motley FoolT3·3mo ago
BenzingaT3·4mo ago
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BenzingaT3·5mo ago
GlobeNewswire Inc.T3·7mo ago
Investing.comT3·7mo ago
BenzingaT3·8mo ago
GlobeNewswire Inc.T3·9mo ago
Showing 1–10 of 50
Page 1 of 5
Earnings History
18 of 23 under expected move
Avg Expected Move
10.61%
Avg Actual Move
6.47%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-03-02 | After-Close | 11.36% | 0.43% | 0.04x | Within |
| 2021-05-27 | After-Close | 8.35% | 1.92% | 0.23x | Within |
| 2021-08-12 | After-Close | 5.53% | 0.69% | 0.12x | Within |
| 2021-11-30 | After-Close | 11.88% | 10.25% | 0.86x | Within |
| 2022-03-02 | After-Close | 11.35% | 2.12% | 0.19x | Within |
| 2022-05-25 | After-Close | 12.20% | 5.49% | 0.45x | Within |
| 2022-08-24 | After-Close | 9.26% | 3.42% | 0.37x | Within |
| 2022-11-30 | After-Close | 8.67% | 6.45% | 0.74x | Within |
| 2023-03-01 | After-Close | 8.13% | 12.92% | 1.59x | Exceeded |
| 2023-05-30 | After-Close | 11.63% | 0.54% | 0.05x | Within |
| 2023-08-29 | After-Close | 7.21% | 12.31% | 1.71x | Exceeded |
| 2023-12-05 | After-Close | 9.29% | 10.19% | 1.10x | Exceeded |
| 2024-03-05 | After-Close | 12.04% | 8.62% | 0.72x | Within |
| 2024-05-28 | After-Close | 9.78% | 8.63% | 0.88x | Within |
| 2024-08-27 | After-Close | 10.06% | 10.83% | 1.08x | Exceeded |
| 2024-12-03 | After-Close | 9.94% | 7.70% | 0.77x | Within |
| 2025-03-04 | After-Close | 11.73% | 3.23% | 0.28x | Within |
| 2025-05-27 | After-Close | 14.15% | 17.23% | 1.22x | Exceeded |
| 2025-08-26 | After-Close | 12.11% | 4.17% | 0.34x | Within |
| 2025-12-02 | After-Close | 10.52% | 6.66% | 0.63x | Within |
| 2026-03-03 | After-Close | 12.86% | 10.16% | 0.79x | Within |
| 2026-05-26 | After-Close | 14.54% | 3.71% | 0.26x | Within |
| 2026-08-25 | After-Close | 11.44% | 1.18% | 0.10x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
BOX Options Activity & IV Rank
BOX IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 43.5%
7-DTE IV: 39.8%
Expected Move: $3.38
7-DTE Move: $3.38
Days to Exp: 21 (2026-11-20)
Options Flow
Call Volume: 281
Put Volume: 417
P/C Volume: 1.484
BEARISH
Call OI: 3,869
Put OI: 3,792
P/C OI: 0.98
Total OI: 7,661
ATM Options Pricing
ATM Call: $1.93
ATM Put: $1.45
Call %: 4.4%
Put %: 3.3%
Chain Summary
Chain Volume: 3,748
Chain OI: 39,939
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
TYPICAL γ
Estimated net dealer gamma is at the 68th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
68%
vs own history
GEX tilt
+0.44
OI-weighted, today
Vanna tilt
-0.05
δ-sensitivity to IV
Charm tilt
-0.32
δ-decay vs time
Charm tilt -0.32: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 55 ATM contracts, 18k 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)25.2MediumOct 30
IV Rank (30 DTE)55.2MediumOct 30
Straddle Price (30 DTE)$3.38Oct 30
Beta Analysis
Risk Metrics
Beta: 0.2277
Alpha: 35.86%
Correlation: 0.0760
R-Squared: 0.6%
Stock Volatility: 38.3%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
BOX Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 143,940,500 (as of 2026-07-31)
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.
17 filers$115.50M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | UBS Group AG Custodian | $56.21M | 48.66% | 2026-06-30 |
| 2 | PEAK6 LLC | $15.92M | 13.79% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $8.80M | 7.62% | 2026-06-30 |
| 4 | Citadel Advisors LLC Custodian | $5.45M | 4.72% | 2026-06-30 |
| 5 | Susquehanna International Group, LLP Custodian | $4.76M | 4.12% | 2026-06-30 |
| 6 | Kultura Capital Management LP | $4.21M | 3.64% | 2026-06-30 |
| 7 | Royal Bank of Canada Custodian | $3.98M | 3.45% | 2026-06-30 |
| 8 | GROUP ONE TRADING LLC Custodian | $3.56M | 3.08% | 2026-06-30 |
| 9 | IMC-Chicago, LLC Custodian | $3.09M | 2.67% | 2026-06-30 |
| 10 | Wolverine Trading, LLC Custodian | $2.85M | 2.47% | 2025-09-30 |
| 11 | NOMURA HOLDINGS INC | $2.65M | 2.30% | 2026-06-30 |
| 12 | Walleye Trading LLC | $1.31M | 1.13% | 2026-06-30 |
| 13 | Squarepoint Ops LLC | $928.90K | 0.80% | 2026-06-30 |
| 14 | D. E. Shaw & Co., Inc. Custodian | $891.74K | 0.77% | 2026-06-30 |
| 15 | Simplex Trading, LLC Custodian | $581.23K | 0.50% | 2026-06-30 |
| 16 | Walleye Capital LLC | $297.25K | 0.26% | 2026-06-30 |
| 17 | OSAIC HOLDINGS, INC. Custodian | $660 | <0.01% | 2026-06-30 |
10 filers$8.16M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $2.49M | 30.50% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $2.01M | 24.64% | 2026-06-30 |
| 3 | Wolverine Trading, LLC Custodian | $1.40M | 17.13% | 2025-09-30 |
| 4 | IMC-Chicago, LLC Custodian | $1.26M | 15.48% | 2026-06-30 |
| 5 | BNP Paribas Financial Markets Custodian | $265.40K | 3.25% | 2026-06-30 |
| 6 | Walleye Capital LLC | $246.82K | 3.02% | 2026-06-30 |
| 7 | Jane Street Group, LLC Custodian | $238.86K | 2.93% | 2026-06-30 |
| 8 | Walleye Trading LLC | $111.47K | 1.37% | 2026-06-30 |
| 9 | GROUP ONE TRADING LLC Custodian | $82.27K | 1.01% | 2026-06-30 |
| 10 | Simplex Trading, LLC Custodian | $55.73K | 0.68% | 2026-06-30 |
BOX Insider Trading (Form 4)
Latest: 2026-10-23Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-10-23 | Olivia Nottebohm | Chief Operating Officer | Sell (S) | −5,293 | $41.58 | -$220.1K | EDGAR |
| 2026-10-13 | Dylan C Smith | Chief Financial Officer | Sell (S) | −17,000 | $36.56 | -$621.6K | EDGAR |
| 2026-10-06 | Olivia Nottebohm | Chief Operating Officer | Sell (S) | −5,293 | $34.50 | -$182.6K | EDGAR |
| 2026-09-22 | Eli Berkovitch | VP Chief Acct Ofr & Controller | Tax (F) | −1,925 | $33.72 | -$64.9K | EDGAR |
| 2026-09-22 | Olivia Nottebohm | Chief Operating Officer | Tax (F) | −21,330 | $33.72 | -$719.2K | EDGAR |
| 2026-09-22 | Dylan C Smith | Chief Financial Officer | Tax (F) | −9,975 | $33.72 | -$336.4K | EDGAR |
| 2026-09-16 | Dana L Evan | Director | Sell (S) | −6,158 | $35.00 | -$215.5K | EDGAR |
| 2026-09-11 | Dylan C Smith | Chief Financial Officer | Sell (S) | −17,000 | $34.52 | -$586.9K | EDGAR |
| 2026-09-11 | Aaron Levie | Chief Executive Officer | Sell (S) | −15,000 | $34.24 | -$513.7K | EDGAR |
| 2026-09-01 | Eli Berkovitch | VP Chief Acct Ofr & Controller | Sell (S) | −3,850 | $35.99 | -$138.6K | EDGAR |
| 2026-08-07 | Olivia Nottebohm | Chief Operating Officer | Sell (S) | −5,834 | $32.31 | -$188.5K | EDGAR |
| 2026-08-07 | Olivia Nottebohm | Chief Operating Officer | Sell (S) | −5,834 | $32.31 | -$188.5K | EDGAR |
| 2026-07-22 | Olivia Nottebohm | Chief Operating Officer | Sell (S) | −5,834 | $30.13 | -$175.8K | EDGAR |
| 2026-07-10 | Dylan C Smith | Chief Financial Officer | Sell (S) | −17,000 | $29.05 | -$493.9K | EDGAR |
| 2026-07-10 | Eli Berkovitch | VP Chief Acct Ofr & Controller | Sell (S) | −1,800 | $28.95 | -$52.1K | 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.
BOX Insider Holdings
11 insiders · @ $43.45
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 | Aaron Levie | Chief Executive Officer | 2,859,673 | $124.25M | -$12.56M | 38 | 2026-09-11 |
| 2 | Dylan C Smith | Chief Financial Officer | 1,378,100 | $59.88M | -$34.60M | 131 | 2026-10-13 |
| 3 | Olivia Nottebohm | Chief Operating Officer | 481,466 | $20.92M | -$4.18M | 46 | 2026-10-23 |
| 4 | Dana L Evan | Director | 115,739 | $5.03M | -$3.38M | 32 | 2026-09-16 |
| 5 | Eli Berkovitch | VP Chief Acct Ofr & Controller | 103,880 | $4.51M | -$3.24M | 49 | 2026-09-22 |
| 6 | Daniel J Levin | Director | 103,559 | $4.50M | -$66.35M | 61 | 2026-06-29 |
| 7 | Bethany Mayer | Director | 82,221 | $3.57M | -$406.1K | 9 | 2026-06-29 |
| 8 | Sue Barsamian | Director | 69,317 | $3.01M | $0 | 9 | 2026-06-29 |
| 9 | Amit Walia | Director | 43,321 | $1.88M | $0 | 5 | 2026-06-29 |
| 10 | Jack R Lazar | Director | 33,727 | $1.47M | -$840.5K | 13 | 2026-06-29 |
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.
BOX Board & Officers
As of SEC filings through Oct 27, 2026Directors 8
- Aaron Levie · since Jan 22, 2015
- Dana L Evan · since Jan 22, 2015
- Daniel J Levin · since Jan 22, 2015
- Sue Barsamian · since May 28, 2018
- Jack R Lazar · since Mar 22, 2020
- Bethany Mayer · since Apr 24, 2020
- Amit Walia · since Aug 16, 2022
- Stephen Francis Murphy · since May 15, 2024
Officers 5
- Aaron Levie · Chief Executive Officer · since Jan 22, 2015
- Dylan C Smith · Chief Financial Officer · since Jan 22, 2015
- Olivia Nottebohm · Chief Operating Officer · since Nov 6, 2023
- Eli Berkovitch · VP Chief Acct Ofr & Controller · since Apr 9, 2021
- Omer Yuhjtman · VP Finance & Chief Acctg Offr · since Oct 19, 2026
Changes in the last 10 years (41)
| Oct 19, 2026 | Omer Yuhjtman became VP Finance & Chief Acctg Offr |
| May 15, 2024 | Stephen Francis Murphy became a director |
| Nov 6, 2023 | Olivia Nottebohm became Chief Operating Officer |
| Nov 1, 2023 | The company announced the departure of Stephanie Carullo as Chief Operating Officer in an SEC filing |
| Aug 16, 2022 | Amit Walia became a director |
| Jun 14, 2022 | The company announced the departure of Peter Leav from the board in an SEC filing |
| Mar 21, 2022 | The company announced the departure of Carl Bass from the board in an SEC filing |
| May 12, 2021 | John Ihn Park became a director |
| Apr 9, 2021 | Eli Berkovitch became VP Chief Acct Ofr & Controller |
| Sep 22, 2020 | Aaron Levie no longer listed as a 10% owner in SEC filings |
| Sep 11, 2020 | Dylan C Smith no longer listed as a director in SEC filings |
| Sep 11, 2020 | Dylan C Smith no longer listed as a 10% owner in SEC filings |
| Jul 10, 2020 | Dylan C Smith first listed as a 10% owner in an SEC filing |
| Jul 10, 2020 | Aaron Levie first listed as a 10% owner in an SEC filing |
| May 26, 2020 | Carl Bass became a director |
| Apr 24, 2020 | Bethany Mayer became a director |
| Mar 22, 2020 | Jack R Lazar became a director |
| Jun 19, 2019 | Peter Leav became a director |
| Mar 15, 2019 | Aaron Levie no longer listed as a 10% owner in SEC filings |
| Oct 18, 2018 | Kimberly Hammonds became a director |
| Jul 12, 2018 | Dylan C Smith no longer listed as a 10% owner in SEC filings |
| Jun 13, 2018 | Timothy C Draper reported in an SEC filing no longer being a 10% owner |
| Jun 13, 2018 | Draper Associates L P reported in an SEC filing no longer being a 10% owner |
| Jun 5, 2018 | Peter M McGoff reported in an SEC filing no longer being Chief Legal Officer |
| May 28, 2018 | Sue Barsamian became a director |
| Feb 13, 2018 | Dylan C Smith first listed as a 10% owner in an SEC filing |
| Dec 22, 2017 | Peter M McGoff listed as Chief Legal Officer (previously SVP, Gen. Counsel & Secretary) in SEC filings |
| Sep 19, 2017 | Daniel J Levin no longer listed as President in SEC filings |
| Aug 16, 2017 | Daniel J Levin listed as President (previously President & COO) in SEC filings |
| Aug 1, 2017 | Stephanie Carullo became Chief Operating Officer |
| Jun 28, 2017 | Steven M Krausz no longer listed as a 10% owner in SEC filings |
| Jun 8, 2017 | U S Venture Partners IX L P reported in an SEC filing no longer being a 10% owner |
| Jun 5, 2017 | Presidio Management Group IX, L.L.C. reported in an SEC filing no longer being a 10% owner |
| Jun 5, 2017 | Philip M Young reported in an SEC filing no longer being a 10% owner |
| Jun 5, 2017 | Paul A Matteucci reported in an SEC filing no longer being a 10% owner |
| Jun 5, 2017 | Jonathan D Root reported in an SEC filing no longer being a 10% owner |
| Jun 5, 2017 | Irwin Federman reported in an SEC filing no longer being a 10% owner |
| Jun 5, 2017 | Dylan C Smith no longer listed as a 10% owner in SEC filings |
| Jun 5, 2017 | David E Liddle reported in an SEC filing no longer being a 10% owner |
| Jun 5, 2017 | Casey M Tansey reported in an SEC filing no longer being a 10% owner |
| Dec 13, 2016 | Rory O'Driscoll no longer listed as a 10% owner in SEC filings |
Not reported recently (16)
- John Ihn Park · Last reported as a director in an SEC filing dated Jun 27, 2023
- Kimberly Hammonds · Last reported as a director in an SEC filing dated Oct 20, 2021
- Jeff Mannie · Last reported as VP Controller & Chief Acct Ofr in an SEC filing dated Apr 2, 2021
- Rory O'Driscoll · Last reported as a director in an SEC filing dated Jun 21, 2019
- Josh Stein · Last reported as a director in an SEC filing dated Jun 21, 2019
- Steven M Krausz · Last reported as a director in an SEC filing dated Jun 27, 2018
- Draper Fisher Jurvetion Partners Growth Fund 2006 LLC · Last reported as a 10% owner in an SEC filing dated May 14, 2018
- Draper Fisher Jurvetson Growth Fund 2006 LP · Last reported as a 10% owner in an SEC filing dated May 14, 2018
- Draper Fisher Jurvetson Fund VIII L P · Last reported as a 10% owner in an SEC filing dated May 14, 2018
- Draper Fisher Jurvetson Partners Viii LLC · Last reported as a 10% owner in an SEC filing dated May 14, 2018
- Barry Schuler · Last reported as a 10% owner in an SEC filing dated May 14, 2018
- Draper Fisher Jurvetson Partners IX, LLC · Last reported as a 10% owner in an SEC filing dated May 14, 2018
- John H N Fisher · Last reported as a 10% owner in an SEC filing dated May 14, 2018
- Draper Fisher Jurvetson Fund IX LP · Last reported as a 10% owner in an SEC filing dated May 14, 2018
- Mark W Bailey · Last reported as a 10% owner in an SEC filing dated May 14, 2018
- Stephen T Jurvetson · Last reported as a 10% owner in an SEC filing dated Jan 10, 2018
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.
BOX Proposed Insider Sales (Form 144)
Latest: 2026-10-21
? Form 144 Guide
Last 30d:
3 filings
· $1.0M notice value
· Last 90d:
7 filings
· $2.2M notice value
· 4 unique filers
· 71% 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:
Smith Dylan C (2, $1.2M) · Nottebohm Olivia (3, $591K) · DANA L EVAN (1, $216K) · Berkovitch Eli (1, $139K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-10-21 | Nottebohm Olivia | Officer | 5,293 | $220.1K | 2026-10-21 | Charles Schwab & Co., Inc. | 10b5-1 | EDGAR |
| 2026-10-09 | Smith Dylan C | Officer | 17,000 | $621.6K | 2026-10-09 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-10-05 | Nottebohm Olivia | Officer | 5,293 | $182.6K | 2026-10-05 | Charles Schwab & Co., Inc. | 10b5-1 | EDGAR |
| 2026-09-15 | DANA L EVAN | Director | 6,158 | $215.5K | 2026-09-15 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-09-10 | Smith Dylan C | Officer | 17,000 | $586.9K | 2026-09-10 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-08-31 | Berkovitch Eli | Officer | 3,850 | $138.6K | 2026-08-31 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-08-07 | Nottebohm Olivia | Officer | 5,834 | $188.5K | 2026-08-07 | Charles Schwab & Co., Inc. | 10b5-1 | EDGAR |
| 2026-07-21 | Nottebohm Olivia | Officer | 5,834 | $175.8K | 2026-07-21 | Charles Schwab & Co., Inc. | 10b5-1 | EDGAR |
| 2026-07-10 | Smith Dylan C | Officer | 17,000 | $493.9K | 2026-07-10 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-07-08 | Berkovitch Eli | Officer | 1,800 | $52.1K | 2026-07-08 | Charles Schwab & Co., Inc. | — | 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
123 ETFs hold BOX
25 shown · $1.40B total exposure · 0.29% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJR iShares Core S&P Small-Cap ETF | iShares (BlackRock) | 0.34% | $361.3M | $105.6B | 2026-10-29 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.20% | $151.4M | $75.5B | 2026-10-29 |
| 3 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.01% | $140.2M | — | 2026-09-30 |
| 4 | VGT Vanguard Information Technology ETF | Vanguard | 0.06% | $100.7M | — | 2026-09-30 |
| 5 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.06% | $98.3M | — | 2026-09-30 |
| 6 | SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF | SPDR (State Street) | 0.34% | $54.8M | $16.2B | 2026-10-29 |
| 7 | VBK Vanguard Morningstar Small-Cap Growth ETF | Vanguard | 0.12% | $54.7M | — | 2026-09-30 |
| 8 | VXF Vanguard Extended Market ETF | Vanguard | 0.06% | $52.2M | — | 2026-09-30 |
| 9 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.15% | $51.2M | — | 2026-10-29 |
| 10 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.32% | $46.3M | $14.0B | 2026-10-29 |
| 11 | IJT iShares S&P Small-Cap 600 Growth ETF | iShares (BlackRock) | 0.47% | $35.2M | $7.5B | 2026-10-29 |
| 12 | IGV iShares Expanded Tech-Software Sector ETF | iShares (BlackRock) | 0.21% | $28.6M | $13.5B | 2026-10-29 |
| 13 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.15% | $26.7M | — | 2026-09-30 |
| 14 | SKYY First Trust Cloud Computing ETF | First Trust | 0.72% | $23.8M | $3.3B | 2026-10-30 |
| 15 | SLYG State Street® SPDR® S&P 600™ Small Cap Growth ETF | SPDR (State Street) | 0.47% | $22.3M | $4.8B | 2026-10-29 |
| 16 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.25% | $18.9M | — | 2026-10-29 |
| 17 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.08% | $18.6M | — | 2026-05-31 |
| 18 | IJS iShares S&P Small-Cap 600 Value ETF | iShares (BlackRock) | 0.22% | $17.5M | $7.7B | 2026-10-29 |
| 19 | VIOO Vanguard S&P Small-Cap 600 ETF | Vanguard | 0.27% | $16.4M | — | 2026-09-30 |
| 20 | CLOU Global X Cloud Computing ETF | Global X | 3.71% | $14.8M | — | 2026-10-30 |
| 21 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.02% | $14.4M | — | 2026-10-29 |
| 22 | CALF Pacer US Small Cap Cash Cows 100 ETF | Nport | 0.39% | $14.3M | — | 2026-07-31 |
| 23 | FTEC Fidelity MSCI Information Technology Index ETF | Nport | 0.07% | $13.7M | — | 2026-07-31 |
| 24 | VXUS Vanguard Total International Stock ETF | Vanguard | 0.00% | $13.5M | — | 2026-09-30 |
| 25 | PSCT Invesco S&P SmallCap Information Technology ETF | Invesco | 2.66% | $13.2M | — | 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
62.97
TTM Diluted EPS
$0.69
TTM Revenue
$1.23B
TTM Net Income
$100.48M
TTM Op. Cash Flow
$394.46M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '27 | 2026-07-31 | $321.15M | $13.13M | $0.09 | $70.84M |
| Q1 '27 | 2026-04-30 | $305.94M | $11.91M | $0.08 | $140.19M |
| Q4 '26 | 2026-01-31 | $305.88M | $68.55M | $0.46 | $110.38M |
| Q3 '26 | 2025-10-31 | $301.11M | $6.89M | $0.05 | $73.04M |
| Q2 '26 | 2025-07-31 | $294.00M | $8.10M | $0.05 | $45.96M |
| Q1 '26 | 2025-04-30 | $276.27M | $3.52M | $0.02 | $127.06M |
| Q4 '25 | 2025-01-31 | $279.52M | $168.09M | $1.13 | $102.17M |
| Q3 '25 | 2024-10-31 | $275.91M | $7.63M | $0.05 | $62.58M |
| Q2 '25 | 2024-07-31 | $270.04M | $14.34M | $0.10 | $36.30M |
| Q1 '25 | 2024-04-30 | $264.66M | $11.51M | $0.08 | $131.20M |
| Q4 '24 | 2024-01-31 | $262.88M | $84.10M | $0.57 | $89.34M |
| Q3 '24 | 2023-10-31 | $261.54M | $5.65M | $0.04 | $71.78M |
Q2 2027 • period ending 2026-07-31 • filed 2026-08-26
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
62.97
P/B
42.76
P/S
5.07
EV/EBITDA
35.26
EV/Sales
5.16
ROE
68.7%
ROA
7.2%
Div Yield
0.25%
FCF Yield
6.31%
Debt/Equity
3.09
Current Ratio
—
Market Cap
$6.25B
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
17.30M
SI % of Float
13.01%
Days to Cover
8.18
Short Vol Ratio
46.4%
Free Float
132.91M
Float %
95.9%
Short interest 2026-10-15 • Short volume 2026-10-30 • Float 2026-08-07