Energy Recovery, Inc.(ERII)

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

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

ERII $6.81 —
Snapshot
$6.81
After hours $6.81 +0.00%
52-Week Range
$6.69 – $18.32
YTD
-50.36%
IV Rank (30D)
67.69
Straddle Price
$1.18
P/C Vol Ratio
0.58
Market Cap
$0.3B
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.96%
Beta vs SPY1.24
Cost of Equity (CAPM)11.77% (VRP-adj)
WACC11.71%
Volatility Risk Premium+70.7pp (IV − HV30), ERP adj +50bps
Effective Tax Rate12.8%
Rev. Growth (YoY, DCF input)-10.0%
DCF Horizon10 years explicit + fade
Free Cash Flow (TTM)$0.0B
Return on Equity (TTM)8.9%
Book / Price47.7% — banking bias active (P/B is primary)
Gross Margin (TTM)64.0%
FCF Margin (TTM)32.0%
Debt / Equity0.00
Quality Score3/6 — normal (10y DCF)
Market-Implied Growth-4.1% (reverse-DCF on current price)
SMA 50$7.92 (Market Anchor value)
SMA 20 / Bollinger Mid$7.35
Bollinger Width / SMA20251.6% (drives anchor stability)
Net Debt$-0.1B
Market Cap$0B
Peers used for multiples: ADT, AMRC, GNRC, PNR, XYL (filtered from 8 ETF-co-members; sector bias active)
Model Conviction
84%
20-Day Fair Value
≈ by Oct 26, 2026
$6.94
α +1.9% rank 67%
40-Day Fair Value
≈ by Nov 24, 2026
$7.43
α +9.1% rank 68%
60-Day Fair Value
≈ by Dec 23, 2026
$7.80
α +14.6% rank 61%
MethodImplied PriceWeightDetail
DCF $5.28 28%
DDM (Gordon) n/a 0%
Peer P/E $6.73 8% median 24.9× · 5 peers
Peer EV/EBITDA $6.13 8% median 12.0× · 5 peers
Peer P/B $7.66 8% median 2.4× · 5 peers
Peer P/S $5.01 8% median 2.2× · 5 peers
Market Anchor (SMA50) $7.92 38% stability 68% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-09-25 · updated
Info
Industry (SIC)
SPECIAL INDUSTRY MACHINERY, NEC (3559)
Exchange
XNAS
Market Cap
$0.3B

Energy Recovery Inc designs and manufactures energy-saving technologies. The firm uses its proprietary pressure exchanger technology to help customers in multiple industries improve their operations and lower their emissions. Using its proprietary technology, it offers energy recovery devices, including pressure exchangers, pumps, and turbochargers, mainly used for seawater desalination and wastewater treatment. Additionally, the company is involved in the development of emerging technologies, such as the PX G1300 used in industrial and commercial refrigeration applications. The firm's reporta…

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 -1.48% 6
Feb -1.60% 6
Mar +1.61% 6
Apr -2.12% 6
May -2.81% 6
Jun +6.13% 6
Jul +4.33% 6
Aug -2.45% 6
Sep -5.40% 6
Oct +1.09% 5
Nov -4.23% 5
Dec -5.20% 5
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $7.29
SMA 50: $7.88
SMA 200: $10.52
Current: $6.84
EMA 12: $7.08
EMA 26: $7.38
MACD: -0.3019 | Signal: -0.0178
BEARISH
ADX (14): 26.41
TREND
+DI: 15.69
−DI: 30.06

Momentum Oscillators

RSI (14): 32.93
NEUTRAL
Stoch %K: 9.66
Stoch %D: 12.73
Williams %R: -86.20

Volume & Volatility

BB Upper: $7.96
BB Lower: $6.63
NEUTRAL
OBV: -14,219,542
Vol SMA 20: 1,099,037
Vol ROC: -55.21%
ATR: $0.26
True Range: $0.12
HV 20: 36.0%
HV 30: 38.8%
HV 60: 38.6%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-26T00:00:00 – 2026-09-24T00:00:00
AI Analysis

LLM Stock Analysis Report

System Prompt: Analyze the stock ERII with the provided technical indicators, options metrics, beta analysis, market data, and recent news headlines.

Executive Summary: Overall Assessment: BEARISH (confidence level: 6/10)

Key Drivers:

  • Bearish momentum signals from MACD
  • Overbought RSI readings indicate potential sell signal
  • Recent news sentiment is neutral, but lack of positive catalysts weighs on the stock

Primary Risks:

  • High volatility, as indicated by beta and historical volatility metrics
  • Overextended technical indicators, such as the upper Bollinger Band touch

Investment Thesis: ERII's recent price action has been influenced by bearish momentum signals. While the company reported break-even earnings for Q2, the lack of positive catalysts has weighed on the stock. With high volatility and overextended technical indicators, there is a higher risk of a potential correction.

Recent News Sentiment Impact: The neutral news sentiment has not had a significant impact on the stock's recent price action.

Technical Analysis: Trend Direction:

  • Short-term (1-4 weeks): Downtrend
  • Medium-term (1-3 months): Range-bound
  • Long-term (3-12 months): Uptrend

Support/Resistance Levels: Upper Bollinger Band: $8.19 (resistance) Lower Bollinger Band: $7.49 (support)

Momentum Signals:

  • RSI interpretation: Overbought (>70) - potential sell signal
  • MACD signal: Bearish crossover
  • Bollinger Bands position: Squeeze

Volume Analysis: Volume SMA 20: 1014140.29 (neutral) On-Balance Volume (OBV): -10253399.23 (bearish) Volume Rate of Change: 27.01% (neutral)

News & Sentiment Analysis: Recent Headlines Summary:

  • Neutral news sentiment overall, with no significant catalysts

Sentiment Assessment: Neutral sentiment (-0.2) - no dominant bullish or bearish tone

Catalyst Identification: No immediate catalysts identified; Q1 loss and lack of positive earnings impact recent price action.

Risk & Volatility Assessment: Beta Interpretation: High risk (beta > 1.5)

Volatility Regime: Historical volatility is higher than current, indicating potential for mean reversion

Options Market Signals:

  • IV rank: Medium
  • Put/call ratios: Bullish sentiment
  • Unusual activity: None

Downside Protection: Support levels and risk management considerations are crucial in this high-risk environment.

Market Context & Positioning: Sector Performance: ERII's sector, Pollution Control, has been performing relatively well; however, the company's recent price action is influenced by its own bearish momentum signals.

Institutional Activity: Volume patterns suggest institutional interest, but it is not strong enough to drive significant price movements.

Correlation Analysis: ERII's correlation with the SPY (S&P 500) is moderate at 0.35, indicating a moderate degree of synchronization between the two indices.

Relative Valuation: ERII is positioned within its trading range; however, the recent bearish momentum signals suggest potential for further downside movement.

Key Levels & Action Items: Critical Price Levels:

  • Support: Lower Bollinger Band ($7.49)
  • Resistance: Upper Bollinger Band ($8.19)

Breakout/Breakdown Levels: None identified at this time; however, a break below the lower Bollinger Band or above the upper Bollinger Band could trigger significant price movements.

Time-Sensitive Catalysts: No immediate catalysts identified; Q1 loss and lack of positive earnings impact recent price action.

Risk Management: Stop-loss levels should be set near $7.49 to manage potential downside risks, while position sizing considerations are crucial in this high-risk environment.

Conclusion: ERII's recent price action is influenced by bearish momentum signals, with the stock trading within its range-bound medium-term trend. The company's lack of positive catalysts and overextended technical indicators suggest a higher risk of a potential correction. As such, investors should exercise caution when considering this stock and prioritize risk management strategies to mitigate potential losses.

Generated
News
Earnings History
5 of 8 under expected move
Avg Expected Move
15.22%
Avg Actual Move
11.17%
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
2024-10-30 After-Close 8.19% 2.15% 0.26x Within
2025-02-26 Pre-Market 16.35% 1.16% 0.07x Within
2025-05-07 After-Close 9.51% 17.85% 1.88x Exceeded
2025-08-06 After-Close 14.32% 7.56% 0.53x Within
2025-11-05 Pre-Market 12.19% 2.07% 0.17x Within
2026-02-25 After-Close 18.87% 33.39% 1.77x Exceeded
2026-05-06 After-Close 22.02% 22.39% 1.02x Exceeded
2026-08-05 After-Close 20.32% 2.82% 0.14x Within
Options Activity
IV Rank (30D)
67.69
IV Rank (7D)
67.69
Avg IV
139.8%
Straddle (30D)
$1.18
Straddle (7D)
$1.18
P/C Volume
0.58
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)
1.57
Correlation (SPY)
35.6%
R²
0.13
Ann. Volatility
57.2%
SPY Volatility
13.0%

High volatility - stock moves more than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 52,936,750 (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.

201 filers41,991,049 shares$390.52M value79.32% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 6,344,252 $57.23M 14.65% 11.98% 2026-06-30
2 VANGUARD GROUP INC Custodian 3,852,438 $51.97M 13.31% 7.28% 2025-12-31
3 VANGUARD CAPITAL MANAGEMENT LLC 2,183,718 $19.70M 5.04% 4.13% 2026-06-30
4 Legal & General Group Plc Custodian 2,059,764 $18.58M 4.76% 3.89% 2026-06-30
5 FIL Ltd 1,715,722 $15.48M 3.96% 3.24% 2026-06-30
6 GEODE CAPITAL MANAGEMENT, LLC Custodian 1,697,550 $15.31M 3.92% 3.21% 2026-06-30
7 STATE STREET CORP (STT, STT-PG) 1,625,893 $14.67M 3.76% 3.07% 2026-06-30
8 VANGUARD PORTFOLIO MANAGEMENT LLC 1,263,667 $11.40M 2.92% 2.39% 2026-06-30
9 MORGAN STANLEY Custodian 1,237,003 $11.16M 2.86% 2.34% 2026-06-30
10 MACKENZIE FINANCIAL CORP 1,187,686 $10.71M 2.74% 2.24% 2026-06-30
11 DIMENSIONAL FUND ADVISORS LP Custodian 878,724 $7.93M 2.03% 1.66% 2026-06-30
12 ArrowMark Colorado Holdings LLC 847,000 $7.64M 1.96% 1.60% 2026-06-30
13 ROYCE & ASSOCIATES LP 752,812 $6.79M 1.74% 1.42% 2026-06-30
14 AVENIR CORP 693,886 $6.26M 1.60% 1.31% 2026-06-30
15 MARSHALL WACE, LLP Custodian 677,248 $6.11M 1.56% 1.28% 2026-06-30
16 Kopion Asset Management, LLC 639,545 $5.77M 1.48% 1.21% 2026-06-30
17 GOLDMAN SACHS GROUP INC Custodian 601,335 $5.42M 1.39% 1.14% 2026-06-30
18 683 Capital Management, LLC 530,000 $4.78M 1.22% 1.00% 2026-06-30
19 LAZARD ASSET MANAGEMENT LLC 500,061 $4.51M 1.16% 0.94% 2026-06-30
20 NORTHERN TRUST CORP Custodian 478,524 $4.32M 1.11% 0.90% 2026-06-30
21 CITADEL ADVISORS LLC Custodian 476,236 $4.30M 1.10% 0.90% 2026-06-30
22 TUDOR INVESTMENT CORP ET AL 471,905 $4.26M 1.09% 0.89% 2026-06-30
23 Swiss Life Asset Management Ltd 464,661 $4.19M 1.07% 0.88% 2026-06-30
24 Raiffeisen Bank International AG 460,000 $4.05M 1.04% 0.87% 2026-06-30
25 Zurcher Kantonalbank (Zurich Cantonalbank) 439,817 $3.97M 1.02% 0.83% 2026-06-30
9 filers$4.56M notional
# Filer Notional Value % of Total Period
1 GROUP ONE TRADING LLC Custodian $1.36M 29.74% 2026-06-30
2 Sender Co & Partners, Inc. $1.01M 22.25% 2026-06-30
3 JANE STREET GROUP, LLC Custodian $707.17K 15.50% 2026-06-30
4 SIMPLEX TRADING, LLC Custodian $504.22K 11.05% 2026-06-30
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $349.98K 7.67% 2026-06-30
6 WOLVERINE TRADING, LLC Custodian $283.98K 6.23% 2025-09-30
7 CITADEL ADVISORS LLC Custodian $216.48K 4.75% 2026-06-30
8 IMC-Chicago, LLC Custodian $128.08K 2.81% 2026-06-30
9 FNY Investment Advisers, LLC $1 0.00% 2026-06-30
7 filers$7.93M notional
# Filer Notional Value % of Total Period
1 TUDOR INVESTMENT CORP ET AL $1.71M 21.60% 2026-06-30
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $1.64M 20.63% 2026-06-30
3 CITADEL ADVISORS LLC Custodian $1.22M 15.35% 2026-06-30
4 IMC-Chicago, LLC Custodian $1.14M 14.34% 2026-06-30
5 JANE STREET GROUP, LLC Custodian $1.11M 13.99% 2026-06-30
6 GROUP ONE TRADING LLC Custodian $1.08M 13.64% 2026-06-30
7 SIMPLEX TRADING, LLC Custodian $36.08K 0.45% 2026-06-30
Insider Activity
Latest: 2026-07-29
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
2026-07-29 Rodney Clemente SVP, Water Mixed −7,707 $8.52 -$65.6K EDGAR
2026-07-29 William Yeung Chief Legal Officer Mixed −4,876 $8.48 -$41.3K EDGAR
2026-07-22 John Joseph Mitchell Director Award (A) +16,797 — EDGAR
2026-06-25 Aidan Ryan Interim CFO Award (A) +18,518 $11.61 $215.0K EDGAR
2026-06-17 Colin R Sabol Director Buy (P) +11,180 $8.88 $99.3K EDGAR
2026-06-17 ALEXANDER J BUEHLER Interim President and CEO Mixed +427 $8.65 $2.0K EDGAR
2026-06-05 Joan Kai Chow Director Award (A) +18,094 $8.29 $150.0K EDGAR
2026-06-05 Colin R Sabol Director Award (A) +18,094 $8.29 $150.0K EDGAR
2026-06-05 Arve Hanstveit Director Award (A) +18,094 $8.29 $150.0K EDGAR
2026-06-05 PAMELA L. TONDREAU Director Award (A) +22,316 $8.29 $185.0K EDGAR
2026-05-15 PAMELA L. TONDREAU Director Buy (P) +20,000 $8.34 $166.8K EDGAR
2026-04-08 Arve Hanstveit Director Sell (S) −2,419 $10.29 -$24.9K EDGAR
2026-04-06 Arve Hanstveit Director Sell (S) −165,292 $10.14 -$1.68M EDGAR
2026-03-11 Arve Hanstveit Director Sell (S) −25,000 $10.96 -$274.0K EDGAR
2026-03-09 Arve Hanstveit Director Sell (S) −50,000 $10.69 -$534.4K 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
41 insiders · @ $6.84
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 Ole Peter Lorentzen Director 5,155,239 $35.27M -$42.24M 17 2021-09-17
2 James Medanich Director 3,300,000 $22.58M -$2.42M 1 2008-07-08
3 Fred Olav Johannessen Director 875,000 $5.99M -$9.36M 30 2015-02-09
4 Arve Hanstveit Director 460,603 $3.15M -$20.46M 58 2026-06-05
5 Dominique Trempont Director 453,901 $3.11M $951.5K 15 2016-06-27
6 Gonzalo G Pique President, CEO 449,100 $3.07M -$1.59M 8 2011-05-20
7 Robert Yu Lang Mao Director 345,143 $2.36M -$6.17M 32 2024-05-24
8 David W Moon President and CEO 270,019 $1.85M $499.8K 14 2026-02-19
9 Farshad Ghasripoor Chief Technology Officer 188,090 $1.29M -$5.10M 33 2025-02-05
10 Terrill Sandlin VP of Manufacturing 124,000 $848.4K $0 3 2011-01-04
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2026-07-28
Last 30d: 0 filings  ·  Last 90d: 2 filings · $64K notice value · 2 unique filers · 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: Clemente Rodney (1, $46K) · Yeung William (1, $18K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-07-28 Yeung William Officer 2,048 $17.5K 2026-07-28 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-07-28 Clemente Rodney Officer 5,387 $46.1K 2026-07-28 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-06-15 BUEHLER ALEXANDER J Officer, Director 14,900 $131.6K 2026-06-15 Fidelity Brokerage Services LLC — EDGAR
2026-03-10 Hanstveit Arve Director 25,000 $273.7K 2026-03-10 Wells Fargo Clearing Services — EDGAR
2026-03-06 Hanstveit Arve Director 11,582 $122.8K 2026-03-06 Wells Fargo Clearing Services — EDGAR
2026-03-05 Ramanan Natarajan Officer 272 $2.9K 2026-03-05 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-03-04 Clemente Rodney Officer 20,568 $213.9K 2026-03-04 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-02-06 Yeung William Officer 646 $9.8K 2026-02-06 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-02-02 Yeung William Officer 729 $10.5K 2026-02-02 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-01-28 Yeung William Officer 7,271 $105.8K 2026-01-28 Fidelity Brokerage Services LLC 10b5-1 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/E Ratio25.2
P/B Ratio2.0
P/S Ratio2.9
EV/EBITDA13.1
TTM Revenue$0.1B
TTM Net Income$0.0B
TTM EPS$0.27
ROE8.9%