EchoStar Corporation(ECHO)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
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.
- 52-Week Range
- $82.48 – $104.74
- YTD
- -9.76%
- IV Rank (30D)
- 2.75
- Straddle Price
- $8.07
- P/C Vol Ratio
- 12.48
- Market Cap
- $26.3B
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) | 4.96% |
| Beta vs SPY | 1.50 |
| Cost of Equity (CAPM) | 13.23% (VRP-adj) |
| WACC | 10.17% |
| Volatility Risk Premium | +18.4pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +3.0% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.03 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $-0.7B |
| Return on Equity (TTM) | -40.1% |
| Book / Price | 51.7% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 29.5% |
| FCF Margin (TTM) | -4.9% |
| Debt / Equity | 1.13 |
| Quality Score | 0/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $89.74 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $91.14 |
| Bollinger Width / SMA20 | 14.8% (drives anchor stability) |
| Net Debt | $15.5B |
| Market Cap | $27B |
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | median 11.9× · 5 peers |
| Peer EV/EBITDA | $1.26 | 8% | median 7.8× · 6 peers |
| Peer P/B | $81.27 | 11% | median 1.7× · 6 peers |
| Peer P/S | $79.42 | 11% | median 1.6× · 6 peers |
| Market Anchor (SMA50) | $89.74 | 42% | stability 76% (BB-width) |
| Options Expected (B-L 30d) | $89.10 | 28% | 35 strikes · skew -0.21 |
- Industry (SIC)
- COMMUNICATIONS SERVICES, NEC (4899)
- Exchange
- XNAS
- Market Cap
- $26.3B
Satellite television provides the bulk of EchoStar's revenue. The firm serves about 5 million US satellite customers, about 10% of the traditional television market. It also serves 2 million customers under the Sling brand. EchoStar has also amassed an extensive portfolio of spectrum licenses. It acquired Sprint's prepaid business, serving approximately 7 million customers, primarily under the Boost brand. The firm has agreed to sell a portion of its wireless licenses to AT&T and SpaceX, and will rely heavily on the AT&T network to serve customers. EchoStar's legacy businesses provide satellit…
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.
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | -2.29% | 1 |
| Feb | -4.81% | 1 |
| Mar | +2.85% | 1 |
| Apr | +2.82% | 1 |
| May | -8.73% | 1 |
| Jun | -5.58% | 2 |
| Jul | -13.73% | 2 |
| Aug | +5.07% | 2 |
| Sep | +25.64% | 2 |
| Oct | +0.88% | 1 |
| Nov | +0.04% | 1 |
| Dec | — | 0 |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- 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.
- 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.
- 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
Momentum Oscillators
Volume & Volatility
Data Summary
LLM Stock Analysis Report: ECHO
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 6/10) Key Drivers: * Bullish MACD signal * Moderate volatility * Recent earnings news from AT&T
Primary Risks: * Bearish RSI reading * Historical volatility could increase uncertainty
2-3 Sentence Investment Thesis: Echo Global Logistics (ECHO) presents a moderate risk opportunity, with a bullish technical setup and recent positive earnings news. However, the stock's historical volatility and current RSI reading may indicate increased uncertainty.
Recent News Sentiment Impact: The recent news headlines, particularly those related to AT&T, have contributed positively to ECHO's sentiment, but the overall market narrative remains neutral.
Technical Analysis
Trend Direction: * Short-term: Neutral (1-4 weeks) * Medium-term: Bullish (1-3 months) * Long-term: Bullish (3-12 months)
Support/Resistance Levels: * SMA 20: $89.11 (support) * Upper Bollinger Band: $95.47 (resistance)
Momentum Signals: * RSI: 60.27 (neutral) * MACD: Bullish signal * Bollinger Bands: Neutral
Volume Analysis: * Volume SMA 20: 4938027.61 * On-Balance Volume (OBV): 23802293.66 * Volume Rate of Change: -79.19%
News & Sentiment Analysis
Recent Headlines Summary: The news headlines are primarily neutral, with a focus on earnings and market commentary.
Sentiment Assessment: Neutral
Catalyst Identification: No significant catalysts identified
Market Narrative: The recent positive earnings news from AT&T has contributed to ECHO's sentiment, but the overall market narrative remains neutral.
Risk & Volatility Assessment
Beta Interpretation: 0.97 (Moderate risk relative to SPY)
Volatility Regime: Historical volatility is relatively low
Options Market Signals: * IV Rank: 100.0% (High - shows if volatility is historically high/low) * Current IV: 89.7% * Expected Move: $10.80 (32 DTE), 7-DTE: $4.30 * Volume Flow: 2,548 calls vs 2,430 puts
Downside Protection: SMA 20 and Bollinger Band support levels
Market Context & Positioning
Sector Performance: ECHO is outperforming its sector peers
Institutional Activity: Institutional interest is moderate, with a focus on volume flow in the options market
Correlation Analysis: ECHO has a moderate correlation to SPY (0.04)
Relative Valuation: ECHO is trading within its historical range
Key Levels & Action Items
Critical Price Levels: * SMA 20: $89.11 (support) * Upper Bollinger Band: $95.47 (resistance)
Breakout/Breakdown Levels: * SMA 50: $82.08 (breakdown risk) * EMA 12: $90.42 (breakout potential)
Time-Sensitive Catalysts: No significant catalysts identified
Risk Management: Stop-loss levels at the SMA 20 and Bollinger Band support levels
- IV Rank (30D)
- 2.75
- IV Rank (7D)
- 31.01
- Avg IV
- 44.2%
- Straddle (30D)
- $8.07
- Straddle (7D)
- $4.47
- P/C Volume
- 12.48
Each spread is ranked by a composite score built in three stages. Full documentation →
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.
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.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- 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.
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.
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.
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.
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.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
- Beta (1Y vs SPY)
- 1.30
- Correlation (SPY)
- 6.9%
- R²
- 0.00
- Ann. Volatility
- 212.6%
- SPY Volatility
- 11.3%
High volatility - stock moves more than market
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.
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $714.17M | 22.59% | 2026-06-30 |
| 2 | CITADEL ADVISORS LLC Custodian | $363.97M | 11.51% | 2026-06-30 |
| 3 | Walleye Trading LLC | $305.02M | 9.65% | 2026-06-30 |
| 4 | JANE STREET GROUP, LLC Custodian | $268.78M | 8.50% | 2026-06-30 |
| 5 | MILLENNIUM MANAGEMENT LLC Custodian | $235.93M | 7.46% | 2026-06-30 |
| 6 | BARCLAYS PLC Custodian | $212.63M | 6.73% | 2026-06-30 |
| 7 | LMR Partners LLP | $95.21M | 3.01% | 2026-06-30 |
| 8 | Troluce Capital Advisors LLC | $86.28M | 2.73% | 2026-06-30 |
| 9 | D. E. Shaw & Co., Inc. Custodian | $62.06M | 1.96% | 2026-06-30 |
| 10 | PEAK6 LLC | $60.72M | 1.92% | 2026-06-30 |
| 11 | WOLVERINE TRADING, LLC Custodian | $59.13M | 1.87% | 2025-09-30 |
| 12 | NOMURA HOLDINGS INC | $58.44M | 1.85% | 2026-06-30 |
| 13 | CITIGROUP INC Custodian | $55.73M | 1.76% | 2026-06-30 |
| 14 | SONA ASSET MANAGEMENT (US) LLC | $50.46M | 1.60% | 2026-06-30 |
| 15 | Knighthead Capital Management, LLC | $48.21M | 1.52% | 2026-06-30 |
| 16 | Point72 Asset Management, L.P. | $43.87M | 1.39% | 2026-06-30 |
| 17 | Squarepoint Ops LLC | $31.62M | 1.00% | 2026-06-30 |
| 18 | HSBC HOLDINGS PLC Custodian | $30.50M | 0.96% | 2026-06-30 |
| 19 | Verition Fund Management LLC | $29.43M | 0.93% | 2026-06-30 |
| 20 | GOLDMAN SACHS GROUP INC Custodian | $26.81M | 0.85% | 2026-06-30 |
| 21 | CAPITAL FUND MANAGEMENT S.A. | $24.19M | 0.77% | 2026-06-30 |
| 22 | Hudson Bay Capital Management LP | $22.84M | 0.72% | 2026-06-30 |
| 23 | Caption Management, LLC | $18.30M | 0.58% | 2026-06-30 |
| 24 | SCOGGIN MANAGEMENT LP | $17.76M | 0.56% | 2026-06-30 |
| 25 | BlackRock, Inc. Custodian | $15.13M | 0.48% | 2026-06-30 |
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC Custodian | $395.27M | 21.31% | 2026-06-30 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $357.08M | 19.25% | 2026-06-30 |
| 3 | JANE STREET GROUP, LLC Custodian | $156.52M | 8.44% | 2026-06-30 |
| 4 | Walleye Trading LLC | $143.78M | 7.75% | 2026-06-30 |
| 5 | GOLDMAN SACHS GROUP INC Custodian | $131.53M | 7.09% | 2026-06-30 |
| 6 | Pentwater Capital Management LP | $73.08M | 3.94% | 2026-06-30 |
| 7 | MILLENNIUM MANAGEMENT LLC Custodian | $71.88M | 3.88% | 2026-06-30 |
| 8 | CITIGROUP INC Custodian | $63.83M | 3.44% | 2026-06-30 |
| 9 | Capula Management Ltd | $50.75M | 2.74% | 2026-06-30 |
| 10 | TUDOR INVESTMENT CORP ET AL | $39.21M | 2.11% | 2026-06-30 |
| 11 | WOLVERINE TRADING, LLC Custodian | $38.57M | 2.08% | 2025-09-30 |
| 12 | Knighthead Capital Management, LLC | $38.06M | 2.05% | 2026-06-30 |
| 13 | Point72 Asset Management, L.P. | $33.72M | 1.82% | 2026-06-30 |
| 14 | PEAK6 LLC | $28.23M | 1.52% | 2026-06-30 |
| 15 | BARCLAYS PLC Custodian | $25.38M | 1.37% | 2026-06-30 |
| 16 | Sculptor Capital LP | $21.58M | 1.16% | 2026-06-30 |
| 17 | LMR Partners LLP | $20.25M | 1.09% | 2026-06-30 |
| 18 | Caption Management, LLC | $17.75M | 0.96% | 2026-06-30 |
| 19 | DEUTSCHE BANK AG\ Custodian | $16.49M | 0.89% | 2026-06-30 |
| 20 | Squarepoint Ops LLC | $15.70M | 0.85% | 2026-06-30 |
| 21 | HSBC HOLDINGS PLC Custodian | $15.25M | 0.82% | 2026-06-30 |
| 22 | CAPITAL FUND MANAGEMENT S.A. | $12.28M | 0.66% | 2026-06-30 |
| 23 | Cubist Systematic Strategies, LLC | $11.32M | 0.61% | 2025-09-30 |
| 24 | D. E. Shaw & Co., Inc. Custodian | $11.23M | 0.61% | 2026-06-30 |
| 25 | Helix Partners Management LP | $10.15M | 0.55% | 2026-06-30 |
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-08-14 | William David Wade | Director | Sell (S) | −5,000 | $92.08 | -$460.4K | EDGAR |
| 2026-08-11 | STEPHEN J BYE | Director | Mixed | — | $57.80 | -$545.0K | EDGAR |
| 2026-07-31 | CANTEY ERGEN | Director | Gift (G) | — | — | EDGAR | |
| 2026-07-22 | CANTEY ERGEN | Director | Gift (G) | — | — | EDGAR | |
| 2026-07-14 | Two-Year July 2024 SATS GRAT Ergen | 10%+ Owner | Gift (G) | −18,561,842 RSU | — | EDGAR | |
| 2026-07-14 | Telluray Holdings, LLC | 10%+ Owner | Other (J) | — | — | EDGAR | |
| 2026-07-14 | CANTEY ERGEN | Director | Mixed | — | — | EDGAR | |
| 2026-07-07 | Lisa W. Hershman | Director | Mixed | +7,572 | $39.41 | -$37 | EDGAR |
| 2026-07-07 | CANTEY ERGEN | Director | Mixed | +181 | $100.88 | -$1.7K | EDGAR |
| 2026-07-07 | R Stanton Dodge | Director | Mixed | +3,786 | $39.41 | -$18 | EDGAR |
| 2026-07-07 | JAMES DEFRANCO | Director | Mixed | +182 | $100.88 | -$1.6K | EDGAR |
| 2026-07-07 | PAUL W ORBAN | EVP, Chief Financial Officer | Mixed | +288 | $100.88 | -$908 | EDGAR |
| 2021-11-23 | Matthew Wagner Ferguson | Director | Disp (D) | −10,779 | $48.25 | -$520.1K | EDGAR |
| 2021-11-23 | David C Habiger | Director | Disp (D) | −33,128 | $48.25 | -$1.60M | EDGAR |
| 2021-11-23 | Douglas Hong | Controller | Disp (D) | −2,803 | $48.25 | -$135.2K | EDGAR |
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | CANTEY ERGEN | Director | 11,151,673 | $1.00B | $0 | 4 | 2026-07-31 |
| 2 | Telluray Holdings, LLC | 10%+ Owner | 2,350,696 | $211.82M | $0 | 1 | 2026-07-14 |
| 3 | NEA Partners 12, Limited Partnership | 10%+ Owner | 2,024,219 | $182.40M | $0 | 1 | 2012-03-01 |
| 4 | M JAMES BARRETT | 10%+ Owner | 2,020,338 | $182.05M | -$2.2K | 1 | 2012-03-01 |
| 5 | PATRICK J KERINS | 10%+ Owner | 2,020,316 | $182.05M | $0 | 1 | 2012-03-01 |
| 6 | C RICHARD KRAMLICH | 10%+ Owner | 2,020,219 | $182.04M | $0 | 1 | 2012-03-01 |
| 7 | New Enterprise Associates 12, Limited Partnership | 10%+ Owner | 2,020,219 | $182.04M | $0 | 1 | 2012-03-01 |
| 8 | Michael R Murphy | 10%+ Owner | 932,110 | $83.99M | -$4.40M | 6 | 2008-01-09 |
| 9 | Discovery Group I, LLC | 10%+ Owner | 696,586 | $62.77M | -$3.68M | 4 | 2008-01-17 |
| 10 | JAMES DEFRANCO | Director | 600,777 | $54.14M | $0 | 1 | 2026-07-07 |
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.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-25 | Wade William David | Director | 5,000 | $459.0K | 2026-08-13 | Raymond James and Associates | — | EDGAR |
| 2026-08-07 | BYE STEPHEN J | Director | 8,508 | $764.3K | 2026-08-07 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-08-06 | Akhavan Hamid | Former Officer and Director | 26,567 | $2.32M | 2026-08-06 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-08-05 | Akhavan Hamid | Former Officer and Director | 26,563 | $2.37M | 2026-08-05 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-08-04 | Akhavan Hamid | Former Officer & Director | 52,000 | $4.66M | 2026-08-04 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-06-12 | Manson Dean | Officer | 10,000 | $1.30M | 2026-06-12 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-06-05 | Akhavan Hamid | Officer, Director | 52,586 | $6.36M | 2026-06-05 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-06-04 | Manson Dean | Officer | 10,000 | $1.20M | 2026-06-04 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-03-06 | Akhavan Hamid | Officer, Director | 71,005 | $7.63M | 2026-03-06 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-03-05 | Manson Dean | Officer | 19,031 | $2.18M | 2026-03-05 | Fidelity Brokerage Services LLC | — | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
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.
- 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.
- 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/E Ratio | 3.7 |
| P/B Ratio | 1.9 |
| P/S Ratio | 1.8 |
| EV/EBITDA | 21.8 |
| TTM Revenue | $3.6B |
| TTM Net Income | $8.5B |
| TTM EPS | $24.12 |
| ROE | -40.1% |
| Debt/Equity | 1.24 |