NEO NeoGenomics, Inc.
XNAS
17.27
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
NEO
$17.27
—
Key stats
$17.27
- 52-Week Range
- $7.07 – $20.15
- YTD
- +46.85%
- IV Rank (30D)
- 53.08
- Straddle Price
- $2.55
- P/C Vol Ratio
- 1.38
- Market Cap
- $2.1B
- Open
- $16.91
- Day Range
- $16.69 – $17.48
- Volume
- 2,753,351
- Prev Close
- $16.69
Fair Value
+50.0% vs price
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 | 1.49 |
| Cost of Equity (CAPM) | 13.13% (VRP-adj) |
| WACC | 12.05% |
| Volatility Risk Premium | +94.0pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +7.4% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.07 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $-0.0B |
| Return on Equity (TTM) | -6.6% |
| Book / Price | 36.5% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 43.9% |
| FCF Margin (TTM) | -1.0% |
| Debt / Equity | 0.48 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $17.58 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $17.04 |
| Bollinger Width / SMA20 | 126.8% (drives anchor stability) |
| Net Debt | $0.2B |
| Market Cap | $2B |
Peers used for multiples: ALKS, AXSM, GMAB, ILMN, NTRA, TGTX, VCYT, VRTX
Blended Fair Value
$42.57
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | median 33.7× · 5 peers |
| Peer EV/EBITDA | n/a | 0% | median 36.9× · 5 peers |
| Peer P/B | $83.55 | 23% | median 13.7× · 7 peers |
| Peer P/S | $62.32 | 23% | median 9.8× · 7 peers |
| Market Anchor (SMA50) | $17.58 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $16.25 | 54% | 18 strikes · skew +0.21 |
As of 2026-10-27 · updated
Related
About
- Industry (SIC)
- SERVICES-TESTING LABORATORIES (8734) · industry map
- Exchange
- XNAS
- Market Cap
- $2.1B
- Employees
- 2,500
- List Date
- 1996-01-25
- CIK
- 0001077183
- Next Earnings
- 2026-10-28 (After-Close)
- EPS Forecast
- ($0.01) (2 est.)
- Headquarters
- Fort Myers, FL
- Homepage
- https://www.neogenomics.com
NeoGenomics Inc provides oncology diagnostic testing and consultative services which include technical laboratory services and professional interpretation of laboratory test results by licensed physicians or molecular experts in pathology and oncology. The company operates a network of cancer-focused testing laboratories in the United States and the United Kingdom. The company operates in a single segment and derives revenue from clients by providing clinical cancer testing, interpretation, and consultative services, molecular and NGS testing, comprehensive technical and professional services …
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -3.14% | -36.11% | 30.69% | -6.90% | -13.28% | 2.55% | -4.36% |
| Feb | -4.28% | -7.28% | 34.80% | 5.41% | -28.03% | -20.15% | -3.26% |
| Mar | -9.29% | -42.28% | 5.01% | -1.57% | -0.94% | -21.89% | -11.83% |
| Apr | 0.95% | -23.67% | -13.44% | -9.55% | -31.60% | 19.48% | -9.64% |
| May | -13.78% | -13.64% | 16.71% | -1.79% | 0.28% | 11.44% | -0.13% |
| Jun | 10.44% | 1.24% | -8.95% | 2.59% | 1.95% | 39.75% | 7.84% |
| Jul | 2.72% | 20.91% | 9.82% | 27.28% | -34.68% | 2.82% | 4.81% |
| Aug | 5.51% | -0.79% | -14.31% | -5.60% | 70.16% | 13.07% | 11.34% |
| Sep | -4.00% | -14.50% | -18.92% | -7.06% | -12.37% | 5.21% | -8.61% |
| Oct | -5.14% | -12.69% | 17.82% | -1.59% | 12.11% | -2.87%* | 1.27% |
| Nov | -27.20% | 46.54% | 31.95% | 26.64% | 23.72% | -- | 20.33% |
| Dec | 4.12% | -17.28% | -14.84% | -8.44% | -2.16% | -- | -7.72% |
| Total | -39.52% | -75.23% | 71.89% | 12.17% | -42.85% | 41.40% | -5.36% |
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: $16.96
SMA 50: $17.60
SMA 200: $12.71
Current: $17.27
EMA 12: $16.87
EMA 26: $17.14
MACD: -0.2715 | Signal: 0.0257
BEARISH
ADX (14): 18.31
RANGE
+DI: 20.98
−DI: 18.30
Momentum Oscillators
RSI (14): 51.06
NEUTRAL
Stoch %K: 59.16
Stoch %D: 40.64
Williams %R: -10.14
Volume & Volatility
BB Upper: $18.63
BB Lower: $15.29
NEUTRAL
OBV: 107,176,519
Vol SMA 20: 2,151,858
Vol ROC: 23.15%
ATR: $0.84
True Range: $0.79
HV 20: 66.8%
HV 30: 61.4%
HV 60: 54.0%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-29T00:00:00 – 2026-10-27T00:00:00
AI Analysis
NEO Stock Analysis Report
Executive Summary
Overall Assessment: BEARISH | Confidence Level: 6/10
NEO presents a mixed technical picture with bearish momentum signals offsetting a structurally sound long-term trend. The stock is trading below its 20-day and 50-day moving averages despite being significantly above its 200-day MA, suggesting recent weakness within an established uptrend. Key drivers include deteriorating short-term momentum (MACD histogram at -0.14, RSI neutral at 46.76) and a striking 82.79% decline in volume, which signals weakening institutional interest. Primary risks are the breakdown below near-term support levels and the divergence between strong volume decline and price stability.
Investment Thesis: NEO is in a consolidation phase within a longer-term uptrend (trading $17.07 vs 200-day MA of $12.54). However, the combination of MACD bearish crossover, elevated historical volatility (HV20 67.8%), and collapsing volume suggests a potential retest of support before resuming higher. The lack of catalytic news and weak options market sentiment (1.44 put/call ratio) warrant caution despite structural support from low beta (0.98).
Recent News Sentiment Impact: MINIMAL. News headlines are dated (most from 2025) and lack company-specific catalysts for NEO. The most recent article (2026-09-14) references a sector ETF (XHS), not NEO directly. Without recent material news, technical factors and earnings expectations dominate near-term direction.
Technical Analysis
Trend Direction
| Timeframe | Direction | Signal Strength | |-----------|-----------|-----------------| | Short-term (1-4 weeks) | BEARISH | Price below SMA 20 ($17.94) and SMA 50 ($17.53); MACD histogram negative | | Medium-term (1-3 months) | NEUTRAL-TO-BULLISH | Price above both SMA 50 and SMA 200; ADX 27.72 confirms trend strength | | Long-term (3-12 months) | BULLISH | Price $17.07 vs SMA 200 $12.54 = 36% above 200-day, establishing higher lows |
Interpretation: NEO exhibits a bear flag pattern within a longer bull trend. The recent pullback (current price slightly below near-term MAs) suggests profit-taking or reaccumulation before the next leg up.
Support/Resistance Levels
Resistance (Upside):
- $20.58 — Bollinger Bands upper band; previous resistance zone
- $18.50–$19.00 — Confluence of SMA 50 and recent range highs
- $17.94 — SMA 20 (current short-term resistance)
Support (Downside):
- $17.53 — SMA 50 (currently intact)
- $16.50–$17.00 — 21-day moving average support (approximate)
- $15.31 — Bollinger Bands lower band; significant psychological level
- $12.54 — SMA 200; major long-term support (36% below current price)
Critical Observation: Current price ($17.07) is between the SMA 20 ($17.94) and SMA 50 ($17.53), indicating a transition phase. Break below $17.53 would signal medium-term weakness.
Momentum Signals
RSI (14): 46.76 (Neutral)
- Not overbought (>70) nor oversold (<30); mid-range reading
- Suggests balanced buyer-seller pressure; no extreme condition
- Room to move in either direction without exhaustion
MACD Analysis (Critical Signal):
- MACD Line: -0.34 (below zero)
- Signal Line: -0.20
- Histogram: -0.14 (NEGATIVE & BEARISH)
- Signal: MACD is in bearish territory with histogram below signal line, indicating momentum loss
- This is the strongest technical warning sign; suggests momentum shifted from buyers to sellers
- Potential bullish reversal would require MACD histogram to cross back above the signal line
Stochastic Oscillators:
- %K: 30.80, %D: 25.48 — Both in oversold territory (<30)
- Suggests potential short-term bounce/mean reversion opportunity
- Williams %R at -64.98 confirms oversold condition
- Conflict: Stochastics oversold vs MACD bearish = setup for either sharp reversal or continued breakdown
Bollinger Bands: Neutral Signal
- Width: 29.38 — Moderate band spacing (not in squeeze, not extreme width)
- Position: Price at $17.07 is near the middle band ($17.94), slightly below
- Interpretation: No extreme volatility compression; price is in neutral territory, neither touching upper nor lower bands
- Suggests equilibrium; no immediate directional bias from Bollinger Bands alone
Volume Analysis
Volume Rate of Change: -82.79% — CRITICAL RED FLAG
- This is a severe decline in trading volume vs recent averages
- SMA 20 volume: 2,483,288 shares, but current volume is running 82.79% below this
- Indicates weak institutional interest and lack of conviction
- Low volume on a price decline could suggest capitulation (bullish) OR apathy during consolidation (neutral to bearish without fresh catalysts)
- Risk: Low volume can amplify price moves in either direction when volume returns
On-Balance Volume (OBV): 105,157,852.84
- OBV is tracking cumulative volume; positive level suggests buyers have had net edge historically
- Without OBV trend (slope), difficult to assess current momentum, but the extreme volume decline suggests OBV momentum is likely flattening
News & Sentiment Analysis
Recent Headlines Summary
| Headline | Date | Relevance to NEO | |----------|------|------------------| | XHS ETF analysis | 2026-09-14 | INDIRECT (healthcare sector context only) | | Life Sciences Industry Q2 Outlook - AI, Precision Oncology, Connected Health | 2026-08-25 | SECTOR-LEVEL (positive macro, not NEO-specific) | | Insider trades commentary | 2025-06-25 | GENERIC (no NEO mention evident) | | Momentum plays roundup | 2025-05-06 | GENERIC (possible NEO mention, but undated) | | MRD Testing Market Forecast 2025-2030 | 2025-04-08 | SECTOR RELEVANT (if NEO operates in precision medicine/MRD) | | Pineapple DEX marketing | 2025-02-17 | IRRELEVANT (different sector) |
Sentiment Assessment
Aggregate News Sentiment: NEUTRAL-TO-SLIGHTLY-POSITIVE
- Positive articles: 2 (life sciences outlook, MRD testing market growth)
- Neutral articles: 4 (generic commentary, ETF analysis, insider trades, momentum)
- Negative articles: 0
- Issue: News is generic and dated; no recent company-specific catalysts, earnings previews, or material announcements
Catalyst Identification
Immediate (1-7 days):
- None identified in current news
Near-term (1-4 weeks):
- Earnings: 2026-10-27 — This is the primary catalyst; approximately ~6 weeks away
- Options market pricing $2.73 expected move by 36 DTE (expiration ~5 weeks out), consistent with earnings timing
Medium-term (1-3 months):
- Life sciences sector tailwinds (AI-driven discovery, precision oncology adoption) provide macro support but need company-specific validation
Market Narrative & Technical Signal Alignment
Conflict Identified:
- News suggests: Positive sector tailwinds (life sciences growth, precision medicine adoption)
- Technicals suggest: Weakening momentum, volume collapse, MACD bearish
- Resolution: Market is pricing in sector positivity but awaiting company-specific confirmation (earnings)
- The gap between positive sector narrative and weak technical momentum suggests the market is in a "show-me" mode ahead of earnings
Risk & Volatility Assessment
Beta Interpretation: 0.98 (vs SPY)
**Classification: Market-Tracking / Slightly
Generated
News
All NEO news →
Stryker and Neogenomics stocks fell Tuesday after the medtech companies announced their chief executives would soon step down. The post Stryker, Neogenomics Announce CEO Transitions; Both Stocks Dive appeared first on Investor's Business Daily .
Earnings History
17 of 24 under expected move
Avg Expected Move
12.74%
Avg Actual Move
6.71%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-24 | After-Close | 11.23% | 6.40% | 0.57x | Within |
| 2021-05-05 | After-Close | 12.87% | 0.26% | 0.02x | Within |
| 2021-08-06 | After-Close | 6.52% | 2.61% | 0.40x | Within |
| 2021-11-04 | After-Close | 7.43% | 7.90% | 1.06x | Exceeded |
| 2022-02-23 | After-Close | 8.91% | 12.42% | 1.39x | Exceeded |
| 2022-04-27 | After-Close | 9.77% | 6.61% | 0.68x | Within |
| 2022-08-09 | After-Close | 11.13% | 1.71% | 0.15x | Within |
| 2022-11-08 | After-Close | 16.18% | 1.80% | 0.11x | Within |
| 2023-02-23 | After-Close | 15.33% | 5.11% | 0.33x | Within |
| 2023-05-08 | After-Close | 12.66% | 18.51% | 1.46x | Exceeded |
| 2023-08-08 | After-Close | 10.57% | 3.26% | 0.31x | Within |
| 2023-11-06 | After-Close | 12.97% | 14.20% | 1.09x | Exceeded |
| 2024-02-20 | After-Close | 16.19% | 12.11% | 0.75x | Within |
| 2024-04-30 | After-Close | 12.43% | 0.29% | 0.02x | Within |
| 2024-07-29 | After-Close | 14.86% | 17.96% | 1.21x | Exceeded |
| 2024-11-05 | After-Close | 7.20% | 3.55% | 0.49x | Within |
| 2025-02-18 | After-Close | 7.26% | 2.54% | 0.35x | Within |
| 2025-04-29 | After-Close | 17.10% | 2.81% | 0.16x | Within |
| 2025-07-29 | Pre-Market | 15.09% | 18.73% | 1.24x | Exceeded |
| 2025-10-28 | Pre-Market | 22.39% | 2.36% | 0.11x | Within |
| 2026-01-12 | After-Close | 13.21% | 3.52% | 0.27x | Within |
| 2026-04-28 | After-Close | 15.52% | 0.67% | 0.04x | Within |
| 2026-07-28 | Pre-Market | 20.74% | 1.98% | 0.10x | Within |
| 2026-10-05 | After-Close | 8.23% | 13.72% | 1.67x | Exceeded |
Earnings calendar: this week’s reports with expected vs actual moves →
NEO Options Activity & IV Rank
NEO IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 69.9%
7-DTE IV: —
Expected Move: $2.55
7-DTE Move: $2.55
Days to Exp: 24 (2026-11-20)
Options Flow
Call Volume: 184
Put Volume: 254
P/C Volume: 1.38
BEARISH
Call OI: 894
Put OI: 531
P/C OI: 0.594
Total OI: 1,425
ATM Options Pricing
ATM Call: $1.35
ATM Put: $1.20
Call %: 7.8%
Put %: 6.9%
Chain Summary
Chain Volume: 2,893
Chain OI: 16,677
Last Updated: 10/27/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 76th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
76%
vs own history
GEX tilt
+0.82
OI-weighted, today
Vanna tilt
-0.59
δ-sensitivity to IV
Charm tilt
+0.32
δ-decay vs time
Vanna tilt -0.59: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt +0.32: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 19 ATM contracts, 4k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Oct 26 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 26 · ATM 70.3% / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)53.1MediumOct 27
Straddle Price (30 DTE)$2.55Oct 27
Beta Analysis
Risk Metrics
Beta: 1.0620
Alpha: 54.24%
Correlation: 0.2523
R-Squared: 6.4%
Stock Volatility: 53.5%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Above average volatility - stock moves with market amplification
Above average volatility - stock moves with market amplification
Beta & Alpha Over Time
NEO Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 129,128,250 (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.
12 filers$135.24M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $50.56M | 37.38% | 2026-06-30 |
| 2 | TORONTO DOMINION BANK | $43.77M | 32.36% | 2026-06-30 |
| 3 | UBS Group AG Custodian | $32.58M | 24.09% | 2026-06-30 |
| 4 | PEAK6 LLC | $2.65M | 1.96% | 2026-06-30 |
| 5 | Greenhouse Funds LLLP | $1.69M | 1.25% | 2026-06-30 |
| 6 | Citadel Advisors LLC Custodian | $1.32M | 0.98% | 2026-06-30 |
| 7 | Jane Street Group, LLC Custodian | $786.40K | 0.58% | 2026-06-30 |
| 8 | IMC-Chicago, LLC Custodian | $713.45K | 0.53% | 2026-06-30 |
| 9 | Wolverine Trading, LLC Custodian | $581.20K | 0.43% | 2025-09-30 |
| 10 | TUDOR INVESTMENT CORP ET AL | $350.16K | 0.26% | 2026-06-30 |
| 11 | Simplex Trading, LLC Custodian | $164.87K | 0.12% | 2026-06-30 |
| 12 | GROUP ONE TRADING LLC Custodian | $72.95K | 0.05% | 2026-06-30 |
4 filers$800.99K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $388.09K | 48.45% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $229.06K | 28.60% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $166.33K | 20.77% | 2026-06-30 |
| 4 | Simplex Trading, LLC Custodian | $17.51K | 2.19% | 2026-06-30 |
NEO Insider Trading (Form 4)
Latest: 2026-10-05Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-05 | Warren Stone | Pres & Chief Operating Officer | Mixed | +10,651 | — | EDGAR | |
| 2026-09-03 | Alicia C Olivo | EVP, GC & Business Development | Tax (F) | −2,692 | — | EDGAR | |
| 2026-08-25 | Warren Stone | Pres & Chief Operating Officer | Mixed | +17,046 | — | EDGAR | |
| 2026-08-06 | Greg D Aunan | Chief Accounting Officer | Sell (S) | −20,000 | $16.07 | -$321.4K | EDGAR |
| 2026-08-06 | Greg D Aunan | Chief Accounting Officer | Sell (S) | −20,000 | $16.07 | -$321.4K | EDGAR |
| 2026-06-25 | Carolyn S Starrett | Director | Grant (A) | +23,909 RSU | — | EDGAR | |
| 2026-06-17 | Lynn A. Tetrault | Director | Sell (S) | −5,307 | $11.10 | -$58.9K | EDGAR |
| 2026-06-11 | Lynn A. Tetrault | Director | Sell (S) | −5,307 | $11.29 | -$59.9K | EDGAR |
| 2026-06-03 | Marjorie C Green | Director | Exer (M) | +22,964 | — | EDGAR | |
| 2026-06-03 | David Brian Perez | Director | Exer (M) | +23,077 | — | EDGAR | |
| 2026-06-03 | Stephen M Kanovsky | Director | Exer (M) | +23,077 | — | EDGAR | |
| 2026-06-03 | Lynn A. Tetrault | Director | Exer (M) | +23,077 | — | EDGAR | |
| 2026-06-03 | Michael Aaron Kelly | Director | Exer (M) | +23,077 | — | EDGAR | |
| 2026-06-03 | John P. Kenny | Director | Exer (M) | +5,893 | — | EDGAR | |
| 2026-06-03 | Felicia Williams | Director | Exer (M) | +23,077 | — | 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.
NEO Insider Holdings
17 insiders · @ $17.27
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Christopher M Smith | Chief Executive Officer | 655,652 | $11.32M | $0 | 7 | 2025-02-25 |
| 2 | Jeffrey Scott Sherman | Chief Financial Officer | 218,986 | $3.78M | $262.4K | 14 | 2026-02-24 |
| 3 | Warren Stone | Pres & Chief Operating Officer | 191,729 | $3.31M | -$227.8K | 22 | 2026-10-05 |
| 4 | Anthony P. Zook | Chief Executive Officer | 152,011 | $2.63M | $248.9K | 9 | 2026-04-03 |
| 5 | Alison L. Hannah | Director | 131,023 | $2.26M | $252.8K | 19 | 2025-06-03 |
| 6 | Melody Harris | Chf Ops Off, Pres, Informatics | 109,755 | $1.90M | $0 | 9 | 2025-02-25 |
| 7 | Lynn A. Tetrault | Director | 93,115 | $1.61M | -$343.2K | 26 | 2026-06-17 |
| 8 | Alicia C Olivo | EVP, GC & Business Development | 90,875 | $1.57M | -$500.6K | 30 | 2026-09-03 |
| 9 | Stephen M Kanovsky | Director | 75,421 | $1.30M | $31.1K | 10 | 2026-06-03 |
| 10 | Michael Aaron Kelly | Director | 72,086 | $1.24M | $38.0K | 9 | 2026-06-03 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
NEO Board & Officers
As of SEC filings through Oct 5, 2026Directors 10
- Lynn A. Tetrault · since Jun 12, 2015
- Stephen M Kanovsky · since Jul 19, 2017
- Michael Aaron Kelly · since Jul 15, 2020
- David Brian Perez · since Nov 3, 2022
- Anthony P. Zook · since Jun 26, 2023
- Neil Gunn · since Jun 26, 2023
- Felicia Williams · since Nov 1, 2024
- Marjorie C Green · since Jun 19, 2025
- John P. Kenny · since Jan 1, 2026
- Carolyn S Starrett · since Jun 23, 2026
Officers 5
- Anthony P. Zook · Chief Executive Officer · listed since Apr 2025
- Abhishek Jain · Chief Financial Officer · since Mar 2, 2026
- Warren Stone · Pres & Chief Operating Officer · listed since Apr 2025
- Greg D Aunan · Chief Accounting Officer · since May 15, 2023
- Alicia C Olivo · EVP, GC & Business Development · listed since Jan 2025
Changes in the last 10 years (70)
| Jun 23, 2026 | Carolyn S Starrett became a director |
| Mar 2, 2026 | Abhishek Jain became Chief Financial Officer |
| Jan 12, 2026 | The company announced the departure of Jeffrey Scott Sherman as Chief Financial Officer in an SEC filing |
| Jan 1, 2026 | John P. Kenny became a director |
| Dec 23, 2025 | The company announced the departure of Alison L. Hannah from the board in an SEC filing |
| Aug 5, 2025 | The company announced the departure of Elizabeth Floegel from the board in an SEC filing |
| Jun 19, 2025 | Marjorie C Green became a director |
| Apr 3, 2025 | Warren Stone listed as Pres & Chief Operating Officer (previously Chief Commerical Officer) in SEC filings |
| Apr 3, 2025 | Anthony P. Zook first listed as Chief Executive Officer in an SEC filing |
| Jan 16, 2025 | Alicia C Olivo listed as EVP, GC & Business Development (previously General Counsel) in SEC filings |
| Jan 10, 2025 | The company announced the departure of Christopher M Smith as Chief Executive Officer in an SEC filing |
| Nov 1, 2024 | Felicia Williams became a director |
| May 3, 2024 | Warren Stone listed as Chief Commerical Officer (previously President, Clinical Services) in SEC filings |
| May 3, 2024 | Melody Harris listed as Chf Ops Off, Pres, Informatics (previously President, Enterprise Ops) in SEC filings |
| Jun 26, 2023 | The company announced the departure of Rachel A Stahler from the board in an SEC filing |
| Jun 26, 2023 | Neil Gunn became a director |
| Jun 26, 2023 | Elizabeth Floegel became a director |
| Jun 26, 2023 | Anthony P. Zook became a director |
| May 15, 2023 | Vishal Sikri listed as President Advanced Diagnostics (previously President and CCO, Inivata) in SEC filings |
| May 15, 2023 | Greg D Aunan became Chief Accounting Officer |
| Jan 19, 2023 | The company announced the departure of David Daly from the board in an SEC filing |
| Dec 5, 2022 | The company announced the departure of William Bonello as Chief Financial Officer in an SEC filing |
| Dec 5, 2022 | Melody Harris became President, Enterprise Ops |
| Dec 5, 2022 | Jeffrey Scott Sherman became Chief Financial Officer |
| Nov 21, 2022 | Warren Stone became President, Clinical Services |
| Nov 3, 2022 | David Brian Perez became a director |
| Oct 18, 2022 | Alicia C Olivo became General Counsel |
| Aug 15, 2022 | Christopher M Smith became Chief Executive Officer |
| Jul 7, 2022 | Shashikant Kulkarni became President of Lab Operations |
| May 23, 2022 | Vishal Sikri became President and CCO, Inivata |
| May 5, 2022 | The company announced the departure of Clive Morris as President of Inivata in an SEC filing |
| May 2, 2022 | The company announced the departure of Gina M Wallar as President, Pharma Services in an SEC filing |
| Mar 27, 2022 | The company announced the departure of Mark Mallon from the board in an SEC filing |
| Mar 27, 2022 | The company announced the departure of Mark Mallon as Chief Executive Officer in an SEC filing |
| Mar 14, 2022 | David Sholehvar became President, Clinical Services |
| Mar 9, 2022 | The company announced the departure of George Cardoza as President & COO, Lab Ops in an SEC filing |
| Mar 3, 2022 | William Bonello listed as Chief Financial Officer (previously President, Informatics) in SEC filings |
| Jan 17, 2022 | The company announced the departure of Kevin C Johnson from the board in an SEC filing |
| Nov 10, 2021 | David Daly became a director |
| Aug 17, 2021 | Halley E Gilbert became Chief Legal Officer |
| Jul 7, 2021 | George Cardoza listed as President & COO, Lab Ops (previously President, Pharma Services) in SEC filings |
| Jul 5, 2021 | Gina M Wallar became President, Pharma Services |
| Jun 18, 2021 | Clive Morris became President of Inivata |
| Apr 19, 2021 | Mark Mallon became a director |
| Apr 19, 2021 | Mark Mallon became Chief Executive Officer |
| Feb 23, 2021 | Douglas Matthew Brown became Chief Strategy Officer |
| Jul 15, 2020 | Michael Aaron Kelly became a director |
| Jun 22, 2020 | Cynthia J Dieter became Chief Accounting Officer |
| May 28, 2020 | Rachel A Stahler became a director |
| Mar 3, 2020 | William Bonello listed as President, Informatics (previously Chief Strategy Officer) in SEC filings |
| Mar 3, 2020 | Lawrence Martin Weiss listed as Chief Medical Officer (previously Chief Scientific Officer) in SEC filings |
| Mar 3, 2020 | Kathryn B McKenzie listed as Chief Financial Officer (previously Principal Accounting Officer) in SEC filings |
| Feb 19, 2020 | Denise E Pedulla became General Counsel |
| Jun 10, 2019 | Steven C Jones no longer listed as Executive Vice President in SEC filings |
| Feb 28, 2019 | William Bonello listed as Chief Strategy Officer (previously VP, Investor Relations) in SEC filings |
| Dec 14, 2018 | GENERAL ELECTRIC CO reported in an SEC filing no longer being a 10% owner |
| Dec 14, 2018 | GE Medical Systems Information Technologies, Inc. reported in an SEC filing no longer being a 10% owner |
| Dec 12, 2018 | Lawrence Martin Weiss became Chief Scientific Officer |
| Aug 3, 2018 | Douglas M Van Oort first listed as a director in an SEC filing |
| May 31, 2018 | Steven C Jones first listed as a director in an SEC filing |
| May 29, 2018 | George Cardoza listed as President, Pharma Services (previously Chief Financial Officer) in SEC filings |
| May 1, 2018 | Stephanie K Bywater became Chief Compliance Officer |
| Apr 19, 2018 | William Bonello became VP, Investor Relations |
| Mar 27, 2018 | Sharon Virag became Chief Financial Officer |
| Oct 17, 2017 | Kathryn B McKenzie became Principal Accounting Officer |
| Jul 19, 2017 | Stephen M Kanovsky became a director |
| Jun 28, 2017 | Steven C Jones listed as Executive Vice President (previously Executive VP of Finance) in SEC filings |
| May 2, 2017 | Steven G. Brodie listed as Vice President of Operations (previously President, Pharma Services) in SEC filings |
| May 2, 2017 | Robert J. Shovlin listed as President, Clinical Services (previously Chief Operating Officer) in SEC filings |
| Dec 7, 2016 | Steven G. Brodie listed as President, Pharma Services (previously Chief Scientific Officer) in SEC filings |
Not reported recently (22)
- Melody Harris · Last reported as Chf Ops Off, Pres, Informatics in an SEC filing dated Feb 25, 2025
- Vishal Sikri · Last reported as President Advanced Diagnostics in an SEC filing dated Feb 27, 2024
- Bruce K Crowther · Last reported as a director in an SEC filing dated Aug 14, 2023
- Shashikant Kulkarni · Last reported as President of Lab Operations in an SEC filing dated Apr 4, 2023
- Cynthia J Dieter · Last reported as Chief Accounting Officer in an SEC filing dated Mar 3, 2023
- David Sholehvar · Last reported as President, Clinical Services in an SEC filing dated Aug 3, 2022
- Douglas Matthew Brown · Last reported as Chief Strategy Officer in an SEC filing dated Apr 4, 2022
- Halley E Gilbert · Last reported as Chief Legal Officer in an SEC filing dated Mar 3, 2022
- Kathryn B McKenzie · Last reported as Chief Financial Officer in an SEC filing dated Jan 12, 2022
- Jennifer Balliet · Last reported as VP and Chief Culture Officer in an SEC filing dated Dec 30, 2021
- Douglas M Van Oort · Last reported as a director in an SEC filing dated Aug 13, 2021
- Robert J. Shovlin · Last reported as President, Clinical Services in an SEC filing dated May 27, 2021
- Lawrence Martin Weiss · Last reported as Chief Medical Officer in an SEC filing dated Apr 26, 2021
- Denise E Pedulla · Last reported as General Counsel in an SEC filing dated Mar 3, 2021
- Steven C Jones · Last reported as a director in an SEC filing dated Jan 11, 2021
- Raymond R Hipp · Last reported as a director in an SEC filing dated Nov 18, 2020
- Sharon Virag · Last reported as Chief Financial Officer in an SEC filing dated Mar 5, 2019
- Steven G. Brodie · Last reported as Vice President of Operations in an SEC filing dated Oct 24, 2018
- Steven A Ross · Last reported as CIO in an SEC filing dated May 10, 2018
- Stephanie K Bywater · Last reported as Chief Compliance Officer in an SEC filing dated May 10, 2018
- William J Robison · Last reported as a director in an SEC filing dated May 30, 2017
- Maher Albitar · Last reported as Chief Medical Officer in an SEC filing dated May 30, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
NEO Proposed Insider Sales (Form 144)
Latest: 2026-08-04
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
2 filings
· $4.0M notice value
· 2 unique filers
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
JEFFREY SHERMAN (1, $3.7M) · GREG AUNAN (1, $321K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-04 | GREG AUNAN | Officer, Director | 20,000 | $321.5K | 2026-08-04 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-07-30 | JEFFREY SHERMAN | Former Affliate | 236,876 | $3.70M | 2026-07-30 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-06-15 | LYNN TETRAULT | Director | 5,307 | $59.2K | 2026-06-15 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-09 | LYNN TETRAULT | Director | 5,307 | $58.1K | 2026-06-09 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-01-20 | WARREN STONE | Officer | 22,128 | $283.0K | 2026-01-20 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-11-25 | ALICIA OLIVO | Officer | 11,939 | $138.6K | 2025-11-25 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-10-16 | ALICIA OLIVO | Officer | 4,918 | $49.0K | 2025-10-16 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2024-11-15 | ALICIA OLIVO | Officer | 5,175 | $81.7K | 2024-11-15 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2024-08-15 | ALICIA OLIVO | Officer | 1,040 | $16.5K | 2024-08-15 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2024-08-15 | BRUCE K CROWTHER | Officer, Director | 8,353 | $133.2K | 2024-08-15 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
91 ETFs hold NEO
25 shown · $642.40M total exposure · 0.15% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJR iShares Core S&P Small-Cap ETF | iShares (BlackRock) | 0.12% | $127.0M | $104.0B | 2026-10-23 |
| 2 | FBT First Trust NYSE® Arca® Biotechnology Index Fund | First Trust | 3.34% | $99.4M | $3.0B | 2026-10-23 |
| 3 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $76.4M | — | 2026-09-30 |
| 4 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.07% | $54.1M | $74.6B | 2026-10-23 |
| 5 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.03% | $53.1M | — | 2026-09-30 |
| 6 | VBK Vanguard Morningstar Small-Cap Growth ETF | Vanguard | 0.07% | $29.6M | — | 2026-09-30 |
| 7 | VXF Vanguard Extended Market ETF | Vanguard | 0.03% | $26.6M | — | 2026-09-30 |
| 8 | XSMO Invesco S&P SmallCap Momentum ETF | Invesco | 0.82% | $22.4M | — | 2026-10-24 |
| 9 | SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF | SPDR (State Street) | 0.12% | $19.4M | $15.8B | 2026-10-23 |
| 10 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.13% | $18.2M | $13.9B | 2026-10-23 |
| 11 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.08% | $13.8M | — | 2026-09-30 |
| 12 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.03% | $11.8M | — | 2026-10-23 |
| 13 | IJT iShares S&P Small-Cap 600 Growth ETF | iShares (BlackRock) | 0.15% | $11.4M | $7.6B | 2026-10-23 |
| 14 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.01% | $9.2M | — | 2026-10-23 |
| 15 | VIOO Vanguard S&P Small-Cap 600 ETF | Vanguard | 0.14% | $8.4M | — | 2026-09-30 |
| 16 | FYC First Trust Small Cap Growth AlphaDEX® Fund | First Trust | 0.58% | $7.7M | $1.3B | 2026-10-23 |
| 17 | IJS iShares S&P Small-Cap 600 Value ETF | iShares (BlackRock) | 0.10% | $7.4M | $7.7B | 2026-10-23 |
| 18 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.09% | $7.1M | — | 2026-10-23 |
| 19 | SLYG State Street® SPDR® S&P 600™ Small Cap Growth ETF | SPDR (State Street) | 0.15% | $7.0M | $4.6B | 2026-10-23 |
| 20 | VHT Vanguard Health Care ETF | Vanguard | 0.03% | $6.9M | — | 2026-09-30 |
| 21 | JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF | JPMorgan | 0.23% | $6.8M | $2.9B | 2026-10-26 |
| 22 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.03% | $6.6M | — | 2026-05-31 |
| 23 | SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF | SPDR (State Street) | 0.10% | $4.7M | $4.8B | 2026-10-23 |
| 24 | FYX First Trust Small Cap Core AlphaDEX® Fund | First Trust | 0.28% | $3.8M | $1.4B | 2026-10-23 |
| 25 | IHF iShares U.S. Healthcare Providers ETF | iShares (BlackRock) | 0.26% | $3.6M | $1.4B | 2026-10-23 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
—
TTM Diluted EPS
$-0.39
TTM Revenue
$766.29M
TTM Net Income
$-51.88M
TTM Op. Cash Flow
$22.05M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $201.66M | $2.24M | $0.02 | $19.96M |
| Q1 '26 | 2026-03-31 | $186.67M | $-17.11M | $-0.13 | $-8.14M |
| Q4 '25 | 2025-12-31 | $190.17M | $-9.88M | $-0.07 | $1.34M |
| Q3 '25 | 2025-09-30 | $187.80M | $-27.13M | $-0.21 | $8.88M |
| Q2 '25 | 2025-06-30 | $181.33M | $-45.09M | $-0.35 | $20.33M |
| Q1 '25 | 2025-03-31 | $168.03M | $-25.92M | $-0.20 | $-25.33M |
| Q4 '24 | 2024-12-31 | $172.00M | $-15.32M | $-0.12 | $9.80M |
| Q3 '24 | 2024-09-30 | $167.82M | $-17.70M | $-0.14 | $9.25M |
| Q2 '24 | 2024-06-30 | $164.50M | $-18.64M | $-0.15 | $13.89M |
| Q1 '24 | 2024-03-31 | $156.24M | $-27.06M | $-0.21 | $-25.91M |
| Q4 '23 | 2023-12-31 | $155.55M | $-14.33M | $-0.11 | $17.78M |
| Q3 '23 | 2023-09-30 | $151.95M | $-18.52M | $-0.15 | $-5.50M |
Q2 2026 • period ending 2026-06-30 • filed 2026-07-28
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
2.84
P/S
2.91
EV/EBITDA
521.00
EV/Sales
3.21
ROE
-6.6%
ROA
-3.8%
Div Yield
0.00%
FCF Yield
0.99%
Debt/Equity
0.48
Current Ratio
—
Market Cap
$2.23B
as of 2026-10-27
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
14.15M
SI % of Float
11.24%
Days to Cover
5.67
Short Vol Ratio
35.9%
Free Float
125.89M
Float %
98.0%
Short interest 2026-09-30 • Short volume 2026-10-27 • Float 2026-08-14