ECHO EchoStar Corporation
XNAS
105.85
+1.62%
Pre-market
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
What changed
Recent filings, trades and moves- 52-Week Range
- $82.48 – $104.89
- YTD
- +4.43%
- IV Rank (30D)
- 81.05
- Straddle Price
- $15.30
- P/C Vol Ratio
- 1.37
- Market Cap
- $29.4B
- Open
- $100.59
- Day Range
- $99.51 – $104.89
- Volume
- 5,144,394
- Prev Close
- $101.19
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) | 4.84% |
| Beta vs SPY | 1.50 |
| Cost of Equity (CAPM) | 12.22% (VRP-adj) |
| WACC | 10.68% |
| Volatility Risk Premium | +1.3pp (IV − HV30), ERP adj -8bps |
| Effective Tax Rate | 15.7% |
| 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) | $-0.5B |
| Return on Equity (TTM) | 58.4% |
| Book / Price | 47.8% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 32.5% |
| FCF Margin (TTM) | -4.4% |
| Debt / Equity | 0.57 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $92.29 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $92.24 |
| Bollinger Width / SMA20 | 22.7% (drives anchor stability) |
| Net Debt | $-3.8B |
| Market Cap | $36B |
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $320.91 | 15% | median 11.4× · 4 peers |
| Peer EV/EBITDA | $53.22 | 15% | median 7.2× · 5 peers |
| Peer P/B | $86.61 | 3% | median 1.8× · 5 peers |
| Peer P/S | $48.53 | 10% | median 1.4× · 5 peers |
| Market Anchor (SMA50) | $92.29 | 24% | stability 36% (BB-width) |
| Options Expected (B-L 30d) | $101.90 | 33% | 44 strikes · skew +0.17 |
- Industry (SIC)
- COMMUNICATIONS SERVICES, NEC (4899) · industry map
- Exchange
- XNAS
- Market Cap
- $29.4B
- Employees
- 12,100
- List Date
- 2007-12-31
- CIK
- 0001415404
- Headquarters
- Englewood, CO
- Homepage
- https://www.echostar.com
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 | '21 | '26 | Avg |
|---|---|---|---|
| Jan | -0.38% | -- | -0.38% |
| Feb | 3.49% | -- | 3.49% |
| Mar | 8.69% | -- | 8.69% |
| Apr | 2.73% | -- | 2.73% |
| May | 0.35% | -- | 0.35% |
| Jun | -11.49% | 1.64% | -4.92% |
| Jul | -0.35% | -16.78% | -8.57% |
| Aug | 7.49% | 0.95% | 4.22% |
| Sep | 44.18% | 3.92% | 24.05% |
| Oct | 1.24% | 9.85% | 5.54% |
| Nov | 0.19% | 6.04%* | 3.12% |
| Dec | -- | -- | -- |
| Total | 60.17% | 3.36% | 31.76% |
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
ECHO Options Activity & IV Rank
ECHO IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Options Flow · All expiries
ATM Options Pricing
Chain Summary
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.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
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 →
Scanning bull put, bear call, iron condor and calendar spreads…
Estimated net dealer gamma is at the 99th percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
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.
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.
Loading the implied volatility surface…
Loading the implied volatility smile…
Risk Metrics
Analysis Details
Data Points: 98
Period: 252 trading days
High volatility - stock moves more than market
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $569.2M | #24 of 3716 | -12.6% | 13F | |
| Citadel Hedge fund Ken Griffin | $533.0M | #42 of 6285 | +15.3% | 13F | |
| Icahn Capital / Icahn Enterprises Family office Carl Icahn, Brett Icahn | $142.6M | #7 of 15 | new | 13F | |
| Point72 Hedge fund Steve Cohen | $78.4M | #216 of 1945 | new | 13F | |
| Oaktree Capital Asset manager Howard Marks | $56.3M | #27 of 130 | 0.0% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $14.3M | #871 of 3138 | new | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $2.9M | #1212 of 4729 | new | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $361K | #956 of 997 | new | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
ECHO Institutional Ownership (13F)
Filings for 2026-06-30 · 250 already for 2026-09-30Institutional 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 | 23.48% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $363.97M | 11.97% | 2026-06-30 |
| 3 | Walleye Trading LLC | $305.02M | 10.03% | 2026-06-30 |
| 4 | Jane Street Group, LLC Custodian | $268.78M | 8.84% | 2026-06-30 |
| 5 | Millennium Management LLC Custodian | $235.93M | 7.76% | 2026-06-30 |
| 6 | Barclays PLC Custodian | $180.15M | 5.92% | 2026-09-30 |
| 7 | LMR Partners LLP | $95.21M | 3.13% | 2026-06-30 |
| 8 | Troluce Capital Advisors LLC | $86.28M | 2.84% | 2026-06-30 |
| 9 | D. E. Shaw & Co., Inc. Custodian | $62.06M | 2.04% | 2026-06-30 |
| 10 | PEAK6 LLC | $60.72M | 2.00% | 2026-06-30 |
| 11 | NOMURA HOLDINGS INC | $58.44M | 1.92% | 2026-06-30 |
| 12 | SONA ASSET MANAGEMENT (US) LLC | $50.46M | 1.66% | 2026-06-30 |
| 13 | Knighthead Capital Management, LLC | $48.21M | 1.59% | 2026-06-30 |
| 14 | Point72 Asset Management, L.P. | $43.87M | 1.44% | 2026-06-30 |
| 15 | Squarepoint Ops LLC | $31.62M | 1.04% | 2026-06-30 |
| 16 | HSBC Holdings plc Custodian | $30.50M | 1.00% | 2026-06-30 |
| 17 | Verition Fund Management LLC | $29.43M | 0.97% | 2026-06-30 |
| 18 | Wells Fargo & Company Custodian | $27.59M | 0.91% | 2026-06-30 |
| 19 | Goldman Sachs Group Inc Custodian | $26.81M | 0.88% | 2026-06-30 |
| 20 | CAPITAL FUND MANAGEMENT S.A. | $24.19M | 0.80% | 2026-06-30 |
| 21 | Hudson Bay Capital Management LP | $22.84M | 0.75% | 2026-06-30 |
| 22 | Deutsche Bank AG Custodian | $19.87M | 0.65% | 2026-09-30 |
| 23 | Caption Management, LLC | $18.30M | 0.60% | 2026-06-30 |
| 24 | SCOGGIN MANAGEMENT LP | $17.76M | 0.58% | 2026-06-30 |
| 25 | BlackRock, Inc. Custodian | $15.13M | 0.50% | 2026-06-30 |
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $395.27M | 22.66% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $357.08M | 20.47% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $156.52M | 8.97% | 2026-06-30 |
| 4 | Walleye Trading LLC | $143.78M | 8.24% | 2026-06-30 |
| 5 | Goldman Sachs Group Inc Custodian | $131.53M | 7.54% | 2026-06-30 |
| 6 | Pentwater Capital Management LP | $73.08M | 4.19% | 2026-06-30 |
| 7 | Millennium Management LLC Custodian | $71.88M | 4.12% | 2026-06-30 |
| 8 | Capula Management Ltd | $50.75M | 2.91% | 2026-06-30 |
| 9 | TUDOR INVESTMENT CORP ET AL | $39.21M | 2.25% | 2026-06-30 |
| 10 | Knighthead Capital Management, LLC | $38.06M | 2.18% | 2026-06-30 |
| 11 | Point72 Asset Management, L.P. | $33.72M | 1.93% | 2026-06-30 |
| 12 | PEAK6 LLC | $28.23M | 1.62% | 2026-06-30 |
| 13 | Citigroup Inc. Custodian | $23.67M | 1.36% | 2026-09-30 |
| 14 | Sculptor Capital LP | $21.58M | 1.24% | 2026-06-30 |
| 15 | LMR Partners LLP | $20.25M | 1.16% | 2026-06-30 |
| 16 | Caption Management, LLC | $17.75M | 1.02% | 2026-06-30 |
| 17 | Squarepoint Ops LLC | $15.70M | 0.90% | 2026-06-30 |
| 18 | HSBC Holdings plc Custodian | $15.25M | 0.87% | 2026-06-30 |
| 19 | Laurion Capital Management LP | $13.47M | 0.77% | 2026-09-30 |
| 20 | CAPITAL FUND MANAGEMENT S.A. | $12.28M | 0.70% | 2026-06-30 |
| 21 | D. E. Shaw & Co., Inc. Custodian | $11.23M | 0.64% | 2026-06-30 |
| 22 | Helix Partners Management LP | $10.15M | 0.58% | 2026-06-30 |
| 23 | Alphadyne Asset Management LP | $9.28M | 0.53% | 2026-06-30 |
| 24 | Barclays PLC Custodian | $8.68M | 0.50% | 2026-09-30 |
| 25 | Two Sigma Investments, LP Custodian | $7.96M | 0.46% | 2026-06-30 |
ECHO Insider Trading (Form 4)
Latest: 2026-11-09| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-11-09 | William P Wall | Director | Buy (P) | +1,000 | $90.41 | $90.4K | EDGAR |
| 2026-10-05 | Robert Joseph Rupczynski | President, Retail Wireless | Grant (A) | +25,000 opt | — | EDGAR | |
| 2026-10-05 | John Swieringa | PRES, TECH & COO | Tax (F) | −21,875 | $88.25 | -$1.93M | EDGAR |
| 2026-08-14 | William David Wade | Director | Sell (S) | −5,000 | $92.08 | -$460.4K | EDGAR |
| 2026-08-11 | Stephen J Bye | Director | Mixed Exer +8,508 · Sell −8,508 |
— | $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 Exer +10,000 · Tax −2,428 |
+7,572 | $39.41 | -$37 | EDGAR |
| 2026-07-07 | Cantey Ergen | Director | Mixed Grant +198 · Tax −17 |
+181 | $100.88 | -$1.7K | EDGAR |
| 2026-07-07 | R Stanton Dodge | Director | Mixed Tax −1,214 · Exer +5,000 |
+3,786 | $39.41 | -$18 | EDGAR |
| 2026-07-07 | James Defranco | Director | Mixed Grant +198 · Tax −16 |
+182 | $100.88 | -$1.6K | EDGAR |
| 2026-07-07 | Paul W Orban | EVP, Chief Financial Officer | Mixed Grant +297 · Tax −9 |
+288 | $100.88 | -$908 | EDGAR |
ECHO Insider Holdings
9 insiders · @ $104.16| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Cantey Ergen | Director | 11,906,712 | $1.24B | $0 | 4 | 2026-07-31 |
| 2 | Telluray Holdings, LLC | 10%+ Owner | 2,350,696 | $244.85M | $0 | 1 | 2026-07-14 |
| 3 | James Defranco | Director | 600,777 | $62.58M | $0 | 1 | 2026-07-07 |
| 4 | John Swieringa | PRES, TECH & COO | 232,505 | $24.22M | $0 | 1 | 2026-10-05 |
| 5 | Paul W Orban | EVP, Chief Financial Officer | 50,971 | $5.31M | $0 | 1 | 2026-07-07 |
| 6 | R Stanton Dodge | Director | 28,197 | $2.94M | $0 | 1 | 2026-07-07 |
| 7 | Lisa W. Hershman | Director | 7,572 | $788.7K | $0 | 1 | 2026-07-07 |
| 8 | William David Wade | Director | 3,192 | $332.5K | -$460.4K | 1 | 2026-08-14 |
| 9 | Stephen J Bye | Director | 653 | $68.0K | -$764.3K | 1 | 2026-08-11 |
ECHO Board & Officers
As of SEC filings through Nov 9, 2026Directors 13
- Charles W Ergen · since Dec 28, 2007
- R Stanton Dodge · listed since Apr 2013
- William David Wade · since Feb 7, 2017
- Lisa W. Hershman · since Apr 29, 2021
- George R Brokaw · since Dec 31, 2023
- James Defranco · since Dec 31, 2023
- Kathleen Q Abernathy · since Dec 31, 2023
- Stephen J Bye · since Dec 31, 2023
- Cantey Ergen · listed since Jan 2024
- Hamid Akhavan · listed since Jan 2024
- Tom A Ortolf · listed since Jan 2024
- Katherine E Flynn · since Oct 30, 2026
- William P Wall · since Oct 30, 2026
Officers 5
- Charles W Ergen · CHAIRMAN, PRES and CEO · listed since Dec 2025
- Robert Joseph Rupczynski · President, Retail Wireless · since Apr 30, 2026
- Paul W Orban · EVP, CFO, Dish · listed since Jan 2024
- Paul Gaske · COO, Hughes · listed since Apr 2024
- John Swieringa · Pres, Tech & COO · listed since Jan 2025
10% owners 4
- Cantey Ergen · since Jul 19, 2018
- Charles W Ergen · on file since Jan 2008
- Telluray Holdings, LLC (entity) · since Jul 19, 2018
- Two-Year May 2025 SATS GRAT Ergen · since May 13, 2025
Changes in the last 10 years (75)
| Oct 30, 2026 | William P Wall became a director |
| Oct 30, 2026 | Katherine E Flynn became a director |
| Jul 14, 2026 | Two-Year July 2024 SATS GRAT Ergen reported in an SEC filing no longer being a 10% owner |
| Jul 6, 2026 | The company announced the departure of Hamid Akhavan as CEO, EchoStar Capital in an SEC filing |
| Jun 30, 2026 | Two-Year June 2025 SATS GRAT Ergen reported in an SEC filing no longer being a 10% owner |
| Jun 23, 2026 | The company announced the departure of Dean Manson as Chief Legal Officer in an SEC filing |
| Apr 30, 2026 | Robert Joseph Rupczynski became President, Retail Wireless |
| Dec 29, 2025 | Two-Year December 2023 SATS GRAT Ergen reported in an SEC filing no longer being a 10% owner |
| Dec 15, 2025 | Hamid Akhavan listed as CEO, EchoStar Capital (previously CEO and President) in SEC filings |
| Dec 2, 2025 | Charles W Ergen listed as CHAIRMAN, PRES and CEO (previously Chairman) in SEC filings |
| May 13, 2025 | Two-Year May 2025 SATS GRAT Ergen became a 10% owner |
| May 13, 2025 | Two-Year June 2025 SATS GRAT Ergen became a 10% owner |
| Jan 3, 2025 | John Swieringa listed as Pres, Tech & COO (previously President, Technology and COO) in SEC filings |
| Jul 10, 2024 | Two-Year July 2024 SATS GRAT Ergen became a 10% owner |
| May 15, 2024 | Two-Year May 2023 DISH GRAT Ergen reported in an SEC filing no longer being a 10% owner |
| Apr 3, 2024 | Paul Gaske listed as COO, Hughes (previously Chief Operating Officer) in SEC filings |
| Apr 3, 2024 | Dean Manson listed as Chief Legal Officer (previously EVP, Gen. Counsel & Secretary) in SEC filings |
| Jan 3, 2024 | Tom A Ortolf first listed as a director in an SEC filing |
| Jan 3, 2024 | Paul W Orban listed as EVP, CFO, Dish (previously SVP & Controller) in SEC filings |
| Jan 3, 2024 | Hamid Akhavan first listed as a director in an SEC filing |
| Jan 3, 2024 | Cantey Ergen first listed as a director in an SEC filing |
| Dec 31, 2023 | Two-Year May 2023 DISH GRAT Ergen became a 10% owner |
| Dec 31, 2023 | Two-Year June 2023 DISH GRAT Ergen became a 10% owner |
| Dec 31, 2023 | Stephen J Bye became a director |
| Dec 31, 2023 | Michael Kelly became ExcVP/Grp Pres,Retail Wireless |
| Dec 31, 2023 | Kathleen Q Abernathy became a director |
| Dec 31, 2023 | John Swieringa became President, Technology and COO |
| Dec 31, 2023 | James Defranco became a director |
| Dec 31, 2023 | George R Brokaw became a director |
| Dec 31, 2023 | Gary Schanman became ExcVP/Grp Pres,Video Services |
| Dec 29, 2023 | The company announced the departure of C Mike Schroeder from the board in an SEC filing |
| Dec 22, 2023 | Two-Year December 2023 SATS GRAT Ergen became a 10% owner |
| Dec 22, 2023 | Cantey Ergen no longer listed as a director in SEC filings |
| Dec 22, 2023 | Cantey Ergen no longer listed as Chairman in SEC filings |
| Jun 27, 2023 | Two-Year June 2022 SATS GRAT Ergen reported in an SEC filing no longer being a 10% owner |
| Jun 27, 2023 | Cantey Ergen first listed as a director in an SEC filing |
| Jun 27, 2023 | Cantey Ergen first listed as Chairman in an SEC filing |
| Jun 23, 2023 | Two-Year June 2023 SATS GRAT Ergen became a 10% owner |
| Jun 13, 2023 | Two-Year June 2021 SATS GRAT Ergen reported in an SEC filing no longer being a 10% owner |
| Apr 4, 2023 | Two-Year March 2022 SATS GRAT Ergen reported in an SEC filing no longer being a 10% owner |
| Mar 20, 2023 | Veronika Takacs became Principal Accounting Officer |
| Feb 6, 2023 | Ramesh Ramaswamy became Executive VP - International |
| Feb 6, 2023 | Michelle Pearre became Chief Human Resources Officer |
| Feb 6, 2023 | Adrian Morris became Chief Technology Officer |
| Jan 6, 2023 | Jeffrey S. Boggs became Interim Principal Acct Officer |
| Jan 1, 2023 | Paul Gaske became Chief Operating Officer |
| Dec 23, 2022 | Two-Year December 2020 SATS GRAT Ergen reported in an SEC filing no longer being a 10% owner |
| Dec 21, 2022 | Two-Year December 2022 SATS GRAT Ergen became a 10% owner |
| Oct 11, 2022 | David Rayner reported in an SEC filing no longer being EVP, CFO, COO & Treasurer |
| Jun 23, 2022 | Two-Year June 2022 SATS GRAT Ergen became a 10% owner |
| Apr 28, 2022 | The company announced the departure of Anders N Johnson as CSO & President - ESS in an SEC filing |
| Mar 31, 2022 | Two-Year March 2022 SATS GRAT Ergen became a 10% owner |
| Mar 31, 2022 | Hamid Akhavan became CEO and President |
| Jun 9, 2021 | Two-Year June 2021 SATS GRAT Ergen became a 10% owner |
| Jun 3, 2021 | Two-Year June 2020 SATS GRAT Ergen reported in an SEC filing no longer being a 10% owner |
| Apr 29, 2021 | Lisa W. Hershman became a director |
| Mar 2, 2021 | Two-Year June 2020 SATS GRAT Ergen became a 10% owner |
| Dec 21, 2020 | Two-Year December 2020 SATS GRAT Ergen became a 10% owner |
| Dec 9, 2020 | Two-Year December 2019 SATS GRAT Ergen reported in an SEC filing no longer being a 10% owner |
| Dec 5, 2019 | Two-Year December 2019 SATS GRAT Ergen became a 10% owner |
| Dec 4, 2019 | Two-Year November 2018 SATS GRAT Ergen reported in an SEC filing no longer being a 10% owner |
| Dec 4, 2019 | Two Year 2017 Sats Grat Ergen reported in an SEC filing no longer being a 10% owner |
| May 1, 2019 | Tom A Ortolf reported in an SEC filing no longer being a director |
| Mar 13, 2019 | Jeffrey R Tarr became a director |
| Nov 30, 2018 | Two-Year November 2018 SATS GRAT Ergen became a 10% owner |
| Jul 19, 2018 | Telluray Holdings, LLC became a 10% owner |
| Jul 19, 2018 | Cantey Ergen became a 10% owner |
| Jun 1, 2018 | Three Year 2017 Sats Grat Ergen no longer listed as a 10% owner in SEC filings |
| May 1, 2018 | Kranti Kilaru reported in an SEC filing no longer being EVP, Bus Systems, IT & Ops |
| Nov 30, 2017 | Two Year 2017 Sats Grat Ergen became a 10% owner |
| Aug 31, 2017 | Anders N Johnson listed as CSO & President - ESS (previously President - ESS) in SEC filings |
| May 30, 2017 | Three Year 2017 Sats Grat Ergen became a 10% owner |
| Mar 2, 2017 | Vivek Khemka reported in an SEC filing no longer being Pres-EchoStar Technologies LLC |
| Feb 7, 2017 | William David Wade became a director |
| Nov 15, 2016 | David Rayner listed as EVP, CFO, COO & Treasurer (previously EVP, CFO & Treasurer) in SEC filings |
- Prev
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Not reported recently (14)
- Two-Year June 2023 DISH GRAT Ergen · Last reported as a 10% owner in an SEC filing dated Jun 28, 2024
- Gary Schanman · Last reported as ExcVP/Grp Pres,Video Services in an SEC filing dated Apr 3, 2024
- Michael Kelly · Last reported as ExcVP/Grp Pres,Retail Wireless in an SEC filing dated Jan 3, 2024
- Two-Year December 2022 SATS GRAT Ergen · Last reported as a 10% owner in an SEC filing dated Dec 22, 2023
- Jeffrey R Tarr · Last reported as a director in an SEC filing dated Jul 5, 2023
- Two-Year June 2023 SATS GRAT Ergen · Last reported as a 10% owner in an SEC filing dated Jul 3, 2023
- Michael T Dugan · Last reported as a director in an SEC filing dated Apr 27, 2023
- Pradman P Kaul · Last reported as a director in an SEC filing dated Apr 27, 2023
- Veronika Takacs · Last reported as Principal Accounting Officer in an SEC filing dated Apr 4, 2023
- Ramesh Ramaswamy · Last reported as Executive VP - International in an SEC filing dated Feb 15, 2023
- Michelle Pearre · Last reported as Chief Human Resources Officer in an SEC filing dated Feb 15, 2023
- Adrian Morris · Last reported as Chief Technology Officer in an SEC filing dated Feb 15, 2023
- Jeffrey S. Boggs · Last reported as Interim Principal Acct Officer in an SEC filing dated Jan 17, 2023
- Anthony M Federico · Last reported as a director in an SEC filing dated Jul 6, 2020
ECHO Proposed Insider Sales (Form 144)
Latest: 2026-08-25What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Filing Date | Event | Link |
|---|---|---|
| 2026-11-03 | Shareholder vote results | EDGAR |
| 2026-10-02 | Material agreement · Acquisition or sale completed | EDGAR |
| 2026-08-07 | Regulation FD disclosure | EDGAR |
| 2026-08-03 | Bankruptcy or receivership · Debt acceleration · Director or officer change · Regulation FD disclosure · Other events | EDGAR |
| 2026-07-28 | Agreement terminated · Acquisition or sale completed · Other events | EDGAR |
| 2026-07-07 | Director or officer change · Other events | EDGAR |
| 2026-06-25 | Director or officer change | EDGAR |
| 2026-06-18 | Other events | EDGAR |
| 2026-06-01 | Debt acceleration | EDGAR |
| Filing Date | Accession | Link |
|---|
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | XLC State Street® Communication Services Select Sector SPDR® ETF | SPDR (State Street) | 1.84% | $394.4M | $21.5B | 2026-11-06 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.02% | $384.2M | — | 2026-09-30 |
| 3 | VOO Vanguard S&P 500 ETF | Vanguard | 0.02% | $325.2M | — | 2026-09-30 |
| 4 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.15% | $272.2M | — | 2026-09-30 |
| 5 | RSP Invesco S&P 500 Equal Weight ETF | Invesco | 0.21% | $209.0M | — | 2026-11-08 |
| 6 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.28% | $177.2M | — | 2026-09-30 |
| 7 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.02% | $176.1M | $875.2B | 2026-11-06 |
| 8 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.02% | $160.2M | $777.9B | 2026-11-06 |
| 9 | IWP iShares Russell Mid-Cap Growth ETF | iShares (BlackRock) | 0.36% | $63.2M | $17.4B | 2026-11-06 |
| 10 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.25% | $56.1M | — | 2026-08-31 |
| 11 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.10% | $55.5M | $58.7B | 2026-11-06 |
| 12 | VOX Vanguard Communication Services ETF | Vanguard | 0.69% | $43.5M | — | 2026-09-30 |
| 13 | IWF iShares Russell 1000 Growth ETF | iShares (BlackRock) | 0.04% | $42.4M | $118.1B | 2026-11-06 |
| 14 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.02% | $36.6M | $178.8B | 2026-11-06 |
| 15 | IVW iShares S&P 500 Growth ETF | iShares (BlackRock) | 0.04% | $27.5M | $73.6B | 2026-11-06 |
| 16 | RPG Invesco S&P 500 Pure Growth ETF | Invesco | 1.60% | $26.0M | — | 2026-11-08 |
| 17 | UFO Procure Space ETF | Nport | 4.17% | $24.5M | — | 2026-07-31 |
| 18 | SPYG State Street® SPDR® Portfolio S&P 500® Growth ETF | SPDR (State Street) | 0.04% | $20.2M | $51.7B | 2026-11-06 |
| 19 | FNDA Schwab Fundamental U.S. Small Company ETF | Nport | 0.22% | $19.9M | — | 2026-08-31 |
| 20 | NASA Tema Space Innovators ETF | Nport | 1.63% | $17.5M | — | 2026-08-31 |
| 21 | VONG Vanguard Russell 1000 Growth ETF | Vanguard | 0.03% | $17.3M | — | 2026-09-30 |
| 22 | SIXG Defiance Connective Technologies ETF | Nport | 1.69% | $17.1M | — | 2026-06-30 |
| 23 | UFOX Defiance Connective Technologies ETF | Nport | 1.69% | $17.1M | — | 2026-06-30 |
| 24 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.02% | $16.9M | $95.6B | 2026-11-06 |
| 25 | IYZ iShares U.S. Telecommunications ETF | iShares (BlackRock) | 3.24% | $16.9M | $546.4M | 2026-11-06 |
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.
Quarterly figures (2 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-09-30 | $1.13B | $2.78B | $7.97 | $113.04M |
| Q2 '26 | 2026-06-30 | $3.58B | $8.46B | $24.12 | $-9.96M |
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.
- 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.
- 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.
- 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.
- 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.
ECHO vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| VZ Verizon Communications | $190.9B | 11.8 | +1.4% | +14.3% | 15 |
| TMUS T-Mobile US, Inc. | $178.7B | 16.3 | +9.3% | −15.3% | 32 |
| T AT&T Inc. | $146.9B | 11.9 | +3.5% | −10.7% | 38 |
| CMCSA Comcast Corp | $87.0B | 7.8 | −0.2% | −16.2% | 26 |
| ECHO EchoStar Corporation | $29.4B | 3.8 | — | +4.3% | 81 |
| GSAT Globalstar, Inc. Common Stock | $11.1B | — | +5.9% | +35.0% | 36 |
| ASTS AST SpaceMobile, Inc. Class A Common Sto | $11.1B | — | +2256.9% | −59.6% | 54 |
| VSAT Viasat Inc | $10.4B | — | +2.7% | +98.9% | 60 |
| IRDM Iridium Communications Inc. | $4.8B | 30.8 | +3.6% | +159.7% | 12 |
| Peer median | $49.1B | 11.9 | +3.5% | +1.8% | 34 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.
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.
- 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.
- 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.
- 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.