Core Scientific, Inc. Common Stock(CORZ)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

CORZ iron condor setups CORZ expected move CORZ IV rank history CORZ Fibonacci levels CORZ 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.

CORZ $17.89 —
Snapshot
$17.89
52-Week Range
$13.36 – $30.46
YTD
+11.88%
IV Rank (30D)
12.62
Straddle Price
$2.86
P/C Vol Ratio
1.27
Market Cap
$5.7B
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)4.79%
Beta vs SPY1.00
Cost of Equity (CAPM)9.54% (VRP-adj)
WACC7.52%
Volatility Risk Premium-7.7pp (IV − HV30), ERP adj -25bps
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+30.0%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$-1.0B
Return on Equity (TTM)57.0%
Book / Price-42.1%
Gross Margin (TTM)28.3%
FCF Margin (TTM)-217.5%
Quality Score2/6 — normal (10y DCF)
SMA 50$21.04 (Market Anchor value)
SMA 20 / Bollinger Mid$18.44
Bollinger Width / SMA20173.8% (drives anchor stability)
Net Debt$2.5B
Market Cap$6B
Peers used for multiples: CIFR, CLSK, COIN, CRCL, HUT, MARA, RIOT, WULF
Model Conviction
87%
20-Day Fair Value
≈ by Oct 5, 2026
$18.12
α +1.3% rank 83%
40-Day Fair Value
≈ by Nov 3, 2026
$17.46
α -2.4% rank 83%
60-Day Fair Value
≈ by Dec 2, 2026
$15.96
α -10.8% rank 83%
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) n/a 0%
Peer P/E n/a 0%
Peer EV/EBITDA n/a 0%
Peer P/B n/a 0% median 5.1× · 8 peers
Peer P/S $13.36 23% median 8.9× · 8 peers
Market Anchor (SMA50) $21.04 0% stability 0% (BB-width)
Options Expected (B-L 30d) $26.61 77% 36 strikes · skew -0.10
As of 2026-09-04 · updated
Info
Industry (SIC)
FINANCE SERVICES (6199)
Exchange
XNAS
Market Cap
$5.7B

Core Scientific Inc is engaged in designing, building, and operating digital infrastructure for high-density colocation services and digital asset mining. The business operates in three operating segments: Digital Asset Self-Mining, consisting of performing digital asset mining for its own account, Digital Asset Hosted Mining, consisting of providing hosting services to third parties for digital asset mining, and Colocation, consisting of providing high-density colocation services to third parties for AI / HPC operations. The majority of revenue is derived from the Digital Asset Self-Mining Se…

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
MonthAvg ReturnYears of Data
Jan -4.46% 3
Feb +1.05% 3
Mar -18.27% 3
Apr +15.53% 3
May +39.63% 3
Jun +30.66% 3
Jul -12.44% 3
Aug -5.71% 3
Sep +18.48% 3
Oct +14.12% 2
Nov +6.80% 2
Dec -14.63% 2
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: $18.29
SMA 50: $20.86
SMA 200: $19.69
Current: $17.89
EMA 12: $17.64
EMA 26: $18.83
MACD: -1.1819 | Signal: 0.1158
BEARISH
ADX (14): 32.67
TREND
+DI: 20.63
−DI: 28.13

Momentum Oscillators

RSI (14): 44.28
NEUTRAL
Stoch %K: 42.02
Stoch %D: 27.00
Williams %R: -45.32

Volume & Volatility

BB Upper: $21.01
BB Lower: $15.57
NEUTRAL
OBV: 584,605,824
Vol SMA 20: 11,540,629
Vol ROC: -35.84%
ATR: $1.27
True Range: $0.66
HV 20: 64.8%
HV 30: 96.7%
HV 60: 85.3%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-09T00:00:00 – 2026-09-04T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

BULLISH with confidence level (6/10)

Key drivers:

  • Strong momentum signals from technical indicators, including MACD and RSI
  • Positive news sentiment from recent headlines, particularly those related to AI adoption
  • Low risk profile due to relatively low volatility and beta compared to the market

Primary risks:

  • High volatility and beta may lead to increased uncertainty and potential for significant price movements
  • Options market pricing a relatively high expected move by expiration, which could impact risk management strategies

Investment thesis: CORZ presents an attractive opportunity for investors seeking exposure to the growing AI sector. The stock's momentum signals and positive news sentiment suggest further upside potential.

Recent news sentiment impact: The recent headlines have had a neutral to positive impact on the stock price, with no major negative news affecting the company's valuation.

Technical Analysis

Trend Direction: Short-term (1-4 weeks): Bullish, Medium-term (1-3 months): Bullish, Long-term (3-12 months): Neutral

Support/Resistance Levels:

  • SMA 20: $18.29 (support)
  • EMA 12: $17.64 (support)
  • Upper Bollinger Band: $21.01 (resistance)

Momentum Signals:

  • RSI interpretation: Overbought (>70) at 44.28, suggesting a potential sell signal
  • MACD signal: Bearish (-1.18 / Signal: 0.12 / Histogram: -1.30)
  • Bollinger Bands position: Neutral

Volume Analysis: Volume trends and institutional interest signals:

  • On-Balance Volume (OBV) trending upward
  • Volume Rate of Change: -35.84%, suggesting decreased buying pressure

News & Sentiment Analysis

Recent Headlines Summary: Recent headlines have been neutral to positive, with a focus on AI adoption and the company's growth potential.

Sentiment Assessment: Neutral to Positive sentiment

Catalyst Identification: No major catalysts announced recently; however, the company's focus on AI adoption could continue to drive growth and interest in the stock.

Market Narrative: The recent news headlines have been aligned with the technical signals, suggesting a bullish trend.

Risk & Volatility Assessment

Beta Interpretation: Beta 2.69 (vs SPY), indicating high risk relative to the market

Volatility Regime: High volatility - stock moves more than market

Options Market Signals: IV rank 12.6% (Low) suggests historically low volatility; current IV: 83.0%

Downside Protection: Support levels and risk management considerations:

  • SMA 20: $18.29
  • EMA 12: $17.64

Market Context & Positioning

Sector Performance: CORZ's performance has been strong relative to the sector, with a positive correlation (R-squared interpretation)

Institutional Activity: Institutional interest and volume patterns suggest moderate buying pressure

Correlation Analysis: CORZ has a high correlation (0.49) with SPY, indicating similar price movements.

Relative Valuation: Position within trading range:

  • Lower Bollinger Band: $15.57
  • Upper Bollinger Band: $21.01

Key Levels & Action Items

Critical Price Levels:

  • SMA 20: $18.29 (support)
  • EMA 12: $17.64 (support)

Breakout/Breakdown Levels: Breakout above the upper Bollinger Band or breakdown below the lower Bollinger Band could trigger significant price movements.

Time-Sensitive Catalysts: No major earnings announcements scheduled; however, the company's focus on AI adoption could continue to drive growth and interest in the stock.

Risk Management: Stop-loss levels and position sizing considerations:

  • SMA 20: $18.29 (support)
  • EMA 12: $17.64 (support)

Please note that this analysis is based solely on publicly available data and should not be considered as personalized investment advice.

Generated
Earnings History
5 of 7 under expected move
Avg Expected Move
9.59%
Avg Actual Move
7.16%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-11-06 After-Close 7.50% 17.71% 2.36x Exceeded
2025-02-26 After-Close 13.83% 4.03% 0.29x Within
2025-05-07 After-Close 11.83% 7.28% 0.62x Within
2025-08-08 After-Close 3.89% 2.04% 0.52x Within
2025-10-24 After-Close 0.93% 3.88% 4.17x Exceeded
2026-03-02 After-Close 18.12% 6.79% 0.37x Within
2026-05-06 After-Close 11.02% 8.39% 0.76x Within
Options Activity
IV Rank (30D)
12.62
IV Rank (7D)
65.17
Avg IV
83.0%
Straddle (30D)
$2.86
Straddle (7D)
$1.24
P/C Volume
1.27
Spread Scanner GPU
Full Algorithm Docs ↗

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

Stage 1 — Base Score (GPU scanner)

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

Stage 2 — Skew Adjustment (±25% cap)

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

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

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

Enter a ticker to scan for optimal spread opportunities.

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

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

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

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

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

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

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

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

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)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
2.69
Correlation (SPY)
48.6%
R²
0.24
Ann. Volatility
71.0%
SPY Volatility
12.8%

High volatility - stock moves more than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 321,217,500 (as of 2026-06-30)

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.

425 filers431,170,035 shares$10.06B value134.23% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 28,122,262 $719.65M 7.15% 8.75% 2026-06-30
2 Situational Awareness LP 26,008,473 $665.56M 6.61% 8.10% 2026-06-30
3 Jericho Capital Asset Management L.P. 22,882,942 $585.57M 5.82% 7.12% 2026-06-30
4 VANGUARD GROUP INC Custodian 33,960,320 $494.46M 4.91% 10.57% 2025-12-31
5 VANGUARD PORTFOLIO MANAGEMENT LLC 18,661,783 $477.56M 4.74% 5.81% 2026-06-30
6 UBS Group AG Custodian 15,889,496 $406.61M 4.04% 4.95% 2026-06-30
7 Situational Awareness Partners LP 26,008,473 $389.09M 3.87% 8.10% 2026-03-31
8 VANGUARD CAPITAL MANAGEMENT LLC 13,797,507 $353.08M 3.51% 4.30% 2026-06-30
9 TWO SIGMA INVESTMENTS, LP Custodian 10,275,907 $262.96M 2.61% 3.20% 2026-06-30
10 GEODE CAPITAL MANAGEMENT, LLC Custodian 8,495,597 $244.64M 2.43% 2.64% 2026-06-30
11 Value Aligned Research Advisors, LLC 9,187,797 $235.12M 2.34% 2.86% 2026-06-30
12 Two Seas Capital LP 9,028,509 $231.04M 2.30% 2.81% 2026-06-30
13 STATE STREET CORP 7,747,021 $198.25M 1.97% 2.41% 2026-06-30
14 Valiant Capital Management, L.P. 7,474,231 $191.27M 1.90% 2.33% 2026-06-30
15 Ascentis Wealth Management, LLC Custodian 7,282,008 $186.35M 1.85% 2.27% 2026-06-30
16 JANE STREET GROUP, LLC Custodian 6,468,992 $165.54M 1.64% 2.01% 2026-06-30
17 MORGAN STANLEY Custodian 6,338,943 $162.21M 1.61% 1.97% 2026-06-30
18 JPMORGAN CHASE & CO Custodian 5,452,208 $141.79M 1.41% 1.70% 2026-06-30
19 OAKTREE CAPITAL MANAGEMENT LP 4,993,708 $127.79M 1.27% 1.55% 2026-06-30
20 Monarch Alternative Capital LP 4,600,000 $117.71M 1.17% 1.43% 2026-06-30
21 Helix Partners Management LP 4,550,000 $116.43M 1.16% 1.42% 2026-06-30
22 Apollo Management Holdings, L.P. 4,520,165 $115.67M 1.15% 1.41% 2026-06-30
23 CITADEL ADVISORS LLC Custodian 4,041,333 $103.42M 1.03% 1.26% 2026-06-30
24 AMERICAN CENTURY COMPANIES INC 4,038,573 $103.35M 1.03% 1.26% 2026-06-30
25 FIFTH THIRD BANCORP 3,998,795 $102.33M 1.02% 1.24% 2026-06-30
48 filers$1.78B notional
# Filer Notional Value % of Total Period
1 JANE STREET GROUP, LLC Custodian $349.33M 19.58% 2026-06-30
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $273.13M 15.31% 2026-06-30
3 CITADEL ADVISORS LLC Custodian $186.58M 10.46% 2026-06-30
4 Valiant Capital Management, L.P. $167.04M 9.36% 2026-06-30
5 Two Seas Capital LP $153.54M 8.61% 2026-06-30
6 OAKTREE CAPITAL MANAGEMENT LP $127.95M 7.17% 2026-06-30
7 Caption Management, LLC $98.52M 5.52% 2026-06-30
8 NOMURA HOLDINGS INC $85.71M 4.80% 2026-06-30
9 Walleye Trading LLC $48.02M 2.69% 2026-06-30
10 Deltroit Asset Management (UK) LLP $30.71M 1.72% 2026-06-30
11 Helix Partners Management LP $25.59M 1.43% 2026-06-30
12 UBS Group AG Custodian $23.26M 1.30% 2026-06-30
13 Parallax Volatility Advisers, L.P. $21.40M 1.20% 2026-06-30
14 Pentwater Capital Management LP $20.47M 1.15% 2026-06-30
15 WOLVERINE TRADING, LLC Custodian $20.05M 1.12% 2025-09-30
16 CITIGROUP INC Custodian $19.55M 1.10% 2026-06-30
17 Jefferies Financial Group Inc. $15.29M 0.86% 2026-06-30
18 Rokos Capital Management LLP $13.06M 0.73% 2026-06-30
19 SCOGGIN MANAGEMENT LP $12.79M 0.72% 2026-06-30
20 P SCHOENFELD ASSET MANAGEMENT LP $12.41M 0.70% 2026-06-30
21 TUDOR INVESTMENT CORP ET AL $10.88M 0.61% 2026-06-30
22 D. E. Shaw & Co., Inc. Custodian $10.24M 0.57% 2026-06-30
23 GOLDMAN SACHS GROUP INC Custodian $7.68M 0.43% 2026-06-30
24 MILLENNIUM MANAGEMENT LLC Custodian $7.45M 0.42% 2026-06-30
25 Value Aligned Research Advisors, LLC $5.55M 0.31% 2026-06-30
30 filers$953.28M notional
# Filer Notional Value % of Total Period
1 JANE STREET GROUP, LLC Custodian $334.48M 35.09% 2026-06-30
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $154.36M 16.19% 2026-06-30
3 CITADEL ADVISORS LLC Custodian $120.96M 12.69% 2026-06-30
4 NOMURA HOLDINGS INC $84.50M 8.86% 2026-06-30
5 Helix Partners Management LP $63.98M 6.71% 2026-06-30
6 Walleye Trading LLC $35.07M 3.68% 2026-06-30
7 Pentwater Capital Management LP $33.27M 3.49% 2026-06-30
8 SCOGGIN MANAGEMENT LP $31.99M 3.36% 2026-06-30
9 Greenland Capital Management LP $24.19M 2.54% 2026-06-30
10 LMR Partners LLP $10.24M 1.07% 2026-06-30
11 Parallax Volatility Advisers, L.P. $9.62M 1.01% 2026-06-30
12 Intrinsic Edge Capital Management LLC $9.47M 0.99% 2026-06-30
13 Skaana Management L.P. $8.35M 0.88% 2026-06-30
14 GOLDMAN SACHS GROUP INC Custodian $7.68M 0.81% 2026-06-30
15 WOLVERINE TRADING, LLC Custodian $5.89M 0.62% 2025-09-30
16 WOLVERINE ASSET MANAGEMENT LLC $4.45M 0.47% 2026-06-30
17 BALYASNY ASSET MANAGEMENT L.P. $2.50M 0.26% 2026-06-30
18 TWO SIGMA INVESTMENTS, LP Custodian $2.07M 0.22% 2026-06-30
19 Walleye Capital LLC $2.00M 0.21% 2026-06-30
20 CAPITAL FUND MANAGEMENT S.A. $1.73M 0.18% 2026-06-30
21 Alphadyne Asset Management LP $1.66M 0.17% 2026-06-30
22 Point72 Asset Management, L.P. $1.54M 0.16% 2026-06-30
23 Crawford Fund Management, LLC $921.24K 0.10% 2026-06-30
24 TUDOR INVESTMENT CORP ET AL $783.05K 0.08% 2026-06-30
25 UBS Group AG Custodian $550.18K 0.06% 2026-06-30
Insider Activity
Latest: 2026-09-02
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-09-02 TODD M DUCHENE See remarks Sell (S) −10,000 $16.23 -$162.3K EDGAR
2026-08-26 TODD M DUCHENE See remarks Sell (S) −10,000 $17.45 -$174.5K EDGAR
2026-08-24 ELIZABETH CRAIN Director Buy (P) +6,000 $18.33 $110.0K EDGAR
2026-08-20 Eric Stanton Weiss Director Buy (P) +7,000 $19.19 $134.4K EDGAR
2026-08-19 TODD M DUCHENE See remarks Mixed −21,205 $20.11 -$426.5K EDGAR
2026-08-12 TODD M DUCHENE See remarks Sell (S) −10,000 $19.97 -$199.7K EDGAR
2026-08-05 TODD M DUCHENE See remarks Sell (S) −10,000 $22.23 -$222.3K EDGAR
2026-08-03 Mark Adams Director Award (A) +27,594 — EDGAR
2026-07-29 TODD M DUCHENE See remarks Sell (S) −10,000 $20.95 -$209.5K EDGAR
2026-07-22 TODD M DUCHENE See remarks Sell (S) −10,000 $22.30 -$223.0K EDGAR
2026-07-20 TODD M DUCHENE See remarks Tax (F) −4,325 $22.72 -$98.3K EDGAR
2026-07-20 Adam Taylor Sullivan Chief Executive Officer Tax (F) −15,584 $22.72 -$354.1K EDGAR
2026-07-15 TODD M DUCHENE See remarks Sell (S) −10,000 $22.45 -$224.5K EDGAR
2026-07-08 TODD M DUCHENE See remarks Sell (S) −10,000 $22.63 -$226.3K EDGAR
2026-07-01 Adam Taylor Sullivan Chief Executive Officer Tax (F) −18,023 $25.59 -$461.2K 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.
Insider Holdings
5 insiders · @ $17.89
Officers, directors, and 10%+ owners 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 Adam Taylor Sullivan Chief Executive Officer 4,436,426 $79.37M $0 2 2026-07-20
2 TODD M DUCHENE See remarks 1,927,896 $34.49M -$2.40M 12 2026-09-02
3 Eric Stanton Weiss Director 259,262 $4.64M $134.4K 1 2026-08-20
4 ELIZABETH CRAIN Director 71,348 $1.28M $110.0K 1 2026-08-24
5 Mark Adams Director 27,594 $493.7K $0 1 2026-08-03
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.
Notice of Proposed Sale (Form 144)
Latest: 2026-07-06
Last 30d: 0 filings  ·  Last 90d: 1 filing · $3.0M notice value · 1 unique filer · 100% 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. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.

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: TODD DUCHENE REVOCABLE TRUST (1, $3.0M)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-07-06 TODD DUCHENE REVOCABLE TRUST Officer 140,000 $3.00M 2026-07-06 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-04-01 TODD DUCHENE REVOCABLE TRUST Officer 140,000 $2.09M 2026-04-01 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-06-25 DUCHENE TODD M Officer 7,759 $96.1K 2025-06-25 Fidelity Brokerage Services LLC — EDGAR
2025-06-06 Becker Todd A Former Director 195,687 $2.40M 2025-06-06 Wells Fargo Clearing Services — EDGAR
2025-06-04 DUCHENE TODD M Officer 50,000 $615.7K 2025-06-04 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2025-06-03 TODD DUCHENE Officer 60,000 $679.9K 2025-06-03 Morgan Stanley Smith Barney LLC … — EDGAR
2025-05-27 TODD DUCHENE Officer 50,000 $561.6K 2025-05-27 Morgan Stanley Smith Barney LLC … — EDGAR
2025-05-16 Sterling Denise Marie Brucia Officer 5,682 $60.2K 2025-05-16 Fidelity Brokerage Services LLC — EDGAR
2025-04-02 Sterling Denise Marie Brucia Officer 141,993 $1.16M 2025-04-02 Fidelity Brokerage Services LLC — EDGAR
2025-04-01 Sullivan Adam Taylor Officer, Director 22,629 $170.2K 2025-04-01 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.
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

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

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

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

P/B Ratio-2.4
P/S Ratio13.1
EV/EBITDA-66.2
TTM Revenue$0.4B
TTM Net Income$-1.4B
TTM EPS$-4.23
ROE57.0%
Debt/Equity-1.78