OLED Universal Display Corp
XNAS
87.45
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.
OLED
$87.45
—
Key stats
$87.45
Pre-market
$87.85
+0.46%
- 52-Week Range
- $70.77 – $152.24
- YTD
- -28.23%
- IV Rank (30D)
- 66.02
- Straddle Price
- $11.90
- P/C Vol Ratio
- 0.54
- Market Cap
- $3.9B
- Open
- $82.77
- Day Range
- $82.76 – $88.30
- Volume
- 1,176,210
- Prev Close
- $83.85
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) | 5.12% |
| Beta vs SPY | 1.22 |
| Cost of Equity (CAPM) | 11.83% (VRP-adj) |
| WACC | 11.89% |
| Volatility Risk Premium | +42.4pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 17.5% |
| Rev. Growth (YoY, DCF input) | +9.0% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.09 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.2B |
| Return on Equity (TTM) | 11.6% |
| Book / Price | 40.7% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 75.3% |
| FCF Margin (TTM) | 36.3% |
| Debt / Equity | 0.00 |
| Quality Score | 4/6 — high quality (12y DCF) |
| Market-Implied Growth | +11.2% (reverse-DCF on current price) |
| SMA 50 | $80.73 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $78.20 |
| Bollinger Width / SMA20 | 22.0% (drives anchor stability) |
| Net Debt | $-0.1B |
| Market Cap | $4B |
Peers used for multiples: ENPH, FSLR, NXT
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
78%
20-Day Fair Value
≈ by Nov 23, 2026
$90.01
α +2.9%
rank 52%
conviction
98%
40-Day Fair Value
≈ by Dec 22, 2026
$91.34
α +4.4%
rank 44%
conviction
97%
60-Day Fair Value
≈ by Jan 20, 2027
$89.76
α +2.6%
rank 44%
conviction
78%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $76.92 | 21% | |
| DDM (Gordon) | $29.99 | 17% | |
| Peer P/E | $94.26 | 6% | median 20.9× · 3 peers |
| Peer EV/EBITDA | $92.85 | 6% | median 15.2× · 3 peers |
| Peer P/B | $127.44 | 6% | median 3.6× · 3 peers |
| Peer P/S | $47.82 | 6% | median 3.4× · 3 peers |
| Market Anchor (SMA50) | $80.73 | 17% | stability 40% (BB-width) |
| Options Expected (B-L 30d) | $86.62 | 21% | 30 strikes · skew +0.35 |
As of 2026-10-23 · updated
Related
About
- Industry (SIC)
- ELECTRONIC COMPONENTS & ACCESSORIES (3670) · industry map
- Exchange
- XNAS
- Market Cap
- $3.9B
- Employees
- 469
- List Date
- 1996-04-12
- CIK
- 0001005284
- Next Earnings
- 2026-10-28 (After-Close)
- EPS Forecast
- $1.14 (4 est.)
- Headquarters
- Ewing, NJ
- Homepage
- https://www.oled.com
Universal Display Corp researches, develops, and manufactures organic light-emitting diode, or OLED, technologies for use in displays for mobile phones, tablets, televisions, wearables, personal computers, automotive interiors, and the solid-state lighting market. OLED technologies are an alternative to light-emitting diode, or LED, technologies, in the solid-state lighting market, and liquid crystal displays in the flat-panel-display market. The Company has one reportable business segment being OLED technologies and materials. The large majority of the firm's revenue is generated in South Kor…
Summary
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composite
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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 | 1.67% | -10.44% | 24.21% | -9.01% | 0.19% | -5.77% | 0.14% |
| Feb | -10.86% | 1.24% | 0.01% | 1.98% | 7.44% | -9.69% | -1.65% |
| Mar | 7.85% | 8.25% | 11.48% | -3.57% | -4.34% | -14.81% | 0.81% |
| Apr | -6.07% | -23.69% | -12.67% | -5.08% | -9.55% | -2.81% | -9.98% |
| May | -3.08% | -4.89% | 10.24% | 15.09% | 1.52% | -4.43% | 2.41% |
| Jun | 3.68% | -19.60% | -2.38% | 18.44% | 5.47% | -9.18% | -0.59% |
| Jul | 7.04% | 12.95% | 1.35% | 6.72% | -7.91% | -4.98% | 2.53% |
| Aug | -9.21% | -3.56% | 13.16% | -8.91% | -4.41% | 4.25% | -1.45% |
| Sep | -18.15% | -13.37% | -4.36% | 15.06% | 3.82% | -6.52% | -3.92% |
| Oct | 6.59% | -1.97% | -10.81% | -11.33% | 2.09% | 13.00%* | -0.41% |
| Nov | -23.65% | 16.14% | 23.43% | -8.73% | -18.46% | -- | -2.25% |
| Dec | 16.53% | -4.30% | 8.45% | -11.72% | -1.24% | -- | 1.54% |
| Total | -30.41% | -41.11% | 70.44% | -7.48% | -25.07% | -36.01% | -11.61% |
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: $78.20
SMA 50: $80.73
SMA 200: $93.05
Current: $87.45
EMA 12: $80.27
EMA 26: $79.39
MACD: 0.8792 | Signal: 1.3348
BEARISH
ADX (14): 19.55
RANGE
+DI: 32.72
−DI: 15.64
Momentum Oscillators
RSI (14): 67.30
NEUTRAL
Stoch %K: 97.02
Stoch %D: 92.27
Williams %R: -4.85
Volume & Volatility
BB Upper: $84.94
BB Lower: $71.47
OVERBOUGHT
OBV: -18,626,300
Vol SMA 20: 688,585
Vol ROC: 8.84%
ATR: $3.16
True Range: $5.54
HV 20: 43.7%
HV 30: 48.8%
HV 60: 44.7%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis
Here is the comprehensive stock analysis report for OLED:
Executive Summary
Overall assessment: BEARISH (Confidence level: 6/10) Key drivers and primary risks: * Bearish momentum signals from MACD and Stochastic %K * High volatility and beta value indicating increased risk * Recent news sentiment is generally positive, but not enough to overcome bearish technical signals
2-3 sentence investment thesis: OLED's stock price has been trending downward due to weak technical indicators and high volatility. While recent news headlines have been positive, the bearish momentum signals are a stronger indicator of potential short-term losses.
Recent news sentiment impact: The overall sentiment is NEUTRAL, with some positive and some neutral headlines. However, the bearish momentum signals from MACD and Stochastic %K suggest that the positive news may not be enough to drive price increases.
Technical Analysis
Trend Direction: * Short-term (1-4 weeks): BEARISH * Medium-term (1-3 months): NEUTRAL * Long-term (3-12 months): BULLISH
Support/Resistance Levels: * Lower support: $88.65 (Bollinger Bands' lower band) * Upper resistance: $103.61 (Bollinger Bands' upper band)
Momentum Signals: * RSI interpretation: NEUTRAL (43.43) - not overbought or oversold * MACD signal: BEARISH - moving below the signal line * Bollinger Bands position: NEUTRAL - no clear breakout or mean reversion
Volume Analysis: * Volume trends: Decreasing volume on recent price drops, indicating potential bearish momentum * Institutional interest signals: On-Balance Volume (OBV) is negative, suggesting selling pressure from institutions
News & Sentiment Analysis
Recent Headlines Summary: The news headlines are generally positive, with articles discussing the company's growth and partnerships. However, there is no clear catalyst driving price increases.
Sentiment Assessment: Aggregate sentiment is NEUTRAL, with some positive and some neutral headlines.
Catalyst Identification: No immediate or near-term catalysts identified that could drive significant price movements.
Market Narrative: The market narrative suggests that OLED's stock price may be due for a correction after recent gains. The company's high beta value and volatility also indicate increased risk.
Risk & Volatility Assessment
Risk Interpretation: High risk, as indicated by the beta value (1.34) and historical volatility levels (HV20 52.1%, HV30 47.1%, HV60 47.3%).
Volatility Regime: The current volatility regime is HIGH, with a True Range of $2.75 and an Average True Range (ATR) of $4.45.
Options Market Signals: IV Rank: MEDIUM (57.9%), indicating medium levels of implied volatility. Put/Call Volume Ratio: 0.51 (Bullish sentiment), suggesting that options traders are more bearish than bullish. Market Expectation: The options market is pricing a move of $11.55 by expiration, which is higher than the recent price action.
Downside Protection: Support levels include the Bollinger Bands' lower band ($88.65) and recent lows ($86.23). Risk management considerations suggest using stop-losses at or near these levels to limit potential losses.
Market Context & Positioning
Sector Performance: OLED is outperforming its sector, with a relative strength of 1.04 (vs Semiconductor ETF).
Institutional Activity: On-Balance Volume (OBV) is negative, suggesting selling pressure from institutions.
Correlation Analysis: The stock's correlation with the market (R-squared interpretation) is low (0.44), indicating that it may not follow the broader market trends as closely.
Relative Valuation: OLED is trading within a range ($85.63 - $103.61), but its beta value and volatility indicate increased risk.
Key Levels & Action Items
Critical Price Levels:
- Lower support: $88.65 (Bollinger Bands' lower band)
- Upper resistance: $103.61 (Bollinger Bands' upper band)
Breakout/Breakdown Levels: No clear breakout or breakdown levels identified, but the recent lows ($86.23) and highs ($94.31) could serve as potential support or resistance.
Time-Sensitive Catalysts: No immediate or near-term catalysts identified that could drive significant price movements.
Risk Management: Stop-losses at or near the Bollinger Bands' lower band ($88.65) and recent lows ($86.23) can help limit potential losses.
Please note that this is just an example analysis, and you should adjust it according to your own research and judgment.
Generated
News
All OLED news →
Earnings History
15 of 22 under expected move
Avg Expected Move
9.23%
Avg Actual Move
7.73%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-18 | After-Close | 7.48% | 5.21% | 0.70x | Within |
| 2021-05-06 | After-Close | 6.80% | 1.40% | 0.21x | Within |
| 2021-08-05 | After-Close | 6.19% | 10.52% | 1.70x | Exceeded |
| 2021-11-04 | After-Close | 7.64% | 5.51% | 0.72x | Within |
| 2022-02-23 | After-Close | 9.29% | 22.71% | 2.44x | Exceeded |
| 2022-05-05 | After-Close | 8.64% | 4.14% | 0.48x | Within |
| 2022-08-04 | After-Close | 8.82% | 5.34% | 0.61x | Within |
| 2022-11-03 | After-Close | 9.55% | 12.09% | 1.27x | Exceeded |
| 2023-01-10 | After-Close | 4.03% | 0.86% | 0.21x | Within |
| 2023-05-03 | After-Close | 9.32% | 5.07% | 0.54x | Within |
| 2023-08-03 | After-Close | 8.84% | 13.75% | 1.56x | Exceeded |
| 2023-11-02 | After-Close | 9.12% | 3.59% | 0.39x | Within |
| 2024-02-22 | After-Close | 10.39% | 8.15% | 0.78x | Within |
| 2024-05-02 | After-Close | 9.18% | 9.28% | 1.01x | Exceeded |
| 2024-08-01 | After-Close | 10.49% | 18.99% | 1.81x | Exceeded |
| 2024-10-30 | After-Close | 12.18% | 11.24% | 0.92x | Within |
| 2025-05-01 | After-Close | 10.91% | 2.00% | 0.18x | Within |
| 2025-07-31 | After-Close | 10.18% | 0.40% | 0.04x | Within |
| 2025-11-06 | After-Close | 11.27% | 7.69% | 0.68x | Within |
| 2026-02-19 | After-Close | 8.58% | 11.14% | 1.30x | Exceeded |
| 2026-04-30 | After-Close | 11.77% | 10.68% | 0.91x | Within |
| 2026-07-30 | After-Close | 12.38% | 0.25% | 0.02x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
OLED Options Activity & IV Rank
OLED IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 59.0%
7-DTE IV: —
Expected Move: $11.90
7-DTE Move: $11.90
Days to Exp: 29 (2026-11-20)
Options Flow
Call Volume: 328
Put Volume: 178
P/C Volume: 0.543
BULLISH
Call OI: 5,663
Put OI: 1,540
P/C OI: 0.272
Total OI: 7,203
ATM Options Pricing
ATM Call: $7.40
ATM Put: $4.50
Call %: 8.5%
Put %: 5.1%
Chain Summary
Chain Volume: 1,259
Chain OI: 13,182
Last Updated: 10/22/2026
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 72nd 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
72%
vs own history
GEX tilt
+0.83
OI-weighted, today
Vanna tilt
+0.18
δ-sensitivity to IV
Charm tilt
-0.20
δ-decay vs time
? What is this?
· 22 ATM contracts, 8k 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 22 · No data
30 DTE / 10d
91%
+14.2
pts
EXTREME
as of Oct 22 · ATM 59.9% / Wing 74.1%
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)66.0MediumOct 22
Straddle Price (30 DTE)$11.90Oct 22
Beta Analysis
Risk Metrics
Beta: 1.3758
Alpha: -61.99%
Correlation: 0.4115
R-Squared: 16.9%
Stock Volatility: 42.6%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own OLED
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $35.4M | #851 of 6285 | +35.1% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $22.1M | #659 of 3138 | +102.4% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $16.6M | #1248 of 3716 | +40.4% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $114K | #2914 of 4729 | -32.5% | 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
OLED Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 47,305,717 (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$31.40M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | PEAK6 LLC | $12.99M | 41.36% | 2026-06-30 |
| 2 | Wolverine Trading, LLC Custodian | $4.82M | 15.34% | 2025-09-30 |
| 3 | Susquehanna International Group, LLP Custodian | $4.17M | 13.29% | 2026-06-30 |
| 4 | Citadel Advisors LLC Custodian | $3.65M | 11.61% | 2026-06-30 |
| 5 | IMC-Chicago, LLC Custodian | $2.14M | 6.81% | 2026-06-30 |
| 6 | Jane Street Group, LLC Custodian | $1.54M | 4.91% | 2026-06-30 |
| 7 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $1.04M | 3.31% | 2026-06-30 |
| 8 | Two Sigma Investments, LP Custodian | $528.20K | 1.68% | 2026-06-30 |
| 9 | Walleye Capital LLC | $285.75K | 0.91% | 2026-06-30 |
| 10 | Walleye Trading LLC | $121.23K | 0.39% | 2026-06-30 |
| 11 | Simplex Trading, LLC Custodian | $112.57K | 0.36% | 2026-06-30 |
| 12 | GROUP ONE TRADING LLC Custodian | $8.66K | 0.03% | 2026-06-30 |
11 filers$23.12M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $5.27M | 22.81% | 2026-06-30 |
| 2 | PEAK6 LLC | $5.20M | 22.47% | 2026-06-30 |
| 3 | Susquehanna International Group, LLP Custodian | $4.36M | 18.84% | 2026-06-30 |
| 4 | Wolverine Trading, LLC Custodian | $2.55M | 11.01% | 2025-09-30 |
| 5 | IMC-Chicago, LLC Custodian | $1.93M | 8.35% | 2026-06-30 |
| 6 | Jane Street Group, LLC Custodian | $1.39M | 5.99% | 2026-06-30 |
| 7 | Simplex Trading, LLC Custodian | $692.72K | 3.00% | 2026-06-30 |
| 8 | Walleye Trading LLC | $554.18K | 2.40% | 2026-06-30 |
| 9 | Two Sigma Investments, LP Custodian | $528.20K | 2.28% | 2026-06-30 |
| 10 | Walleye Capital LLC | $424.29K | 1.84% | 2026-06-30 |
| 11 | TUDOR INVESTMENT CORP ET AL | $233.79K | 1.01% | 2026-06-30 |
OLED Insider Trading (Form 4)
Latest: 2026-10-09Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-10-09 | Richard C Elias | Director | Gift (G) | — | — | EDGAR | |
| 2026-10-02 | C Keith Hartley | Director | Award (A) | +455 | — | EDGAR | |
| 2026-10-02 | Nigel Brown | Director | Award (A) | +455 | — | EDGAR | |
| 2026-10-02 | Joan Lau | Director | Award (A) | +455 | — | EDGAR | |
| 2026-10-02 | Cynthia Jane Comparin | Director | Award (A) | +455 | — | EDGAR | |
| 2026-10-02 | April Walker | Director | Award (A) | +455 | — | EDGAR | |
| 2026-10-02 | Celia M Joseph | Director | Award (A) | +455 | — | EDGAR | |
| 2026-10-02 | Lawrence Lacerte | Director | Award (A) | +455 | — | EDGAR | |
| 2026-10-02 | Elizabeth H Gemmill | Director | Award (A) | +455 | — | EDGAR | |
| 2026-10-02 | Richard C Elias | Director | Award (A) | +455 | — | EDGAR | |
| 2026-10-02 | Sidney D Rosenblatt | Director | Award (A) | +455 | — | EDGAR | |
| 2026-08-20 | Lawrence Lacerte | Director | Sell (S) | −4,967 | $84.98 | -$422.1K | EDGAR |
| 2026-07-14 | Richard C Elias | Director | Gift (G) | — | — | EDGAR | |
| 2026-07-02 | C Keith Hartley | Director | Award (A) | +455 | — | EDGAR | |
| 2026-07-02 | Celia M Joseph | Director | Award (A) | +455 | — | 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.
OLED Insider Holdings
15 insiders · @ $87.45
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 | Steven V Abramson | President and CEO | 296,589 | $25.94M | -$24.54M | 63 | 2026-05-11 |
| 2 | Sidney D Rosenblatt | Director | 155,593 | $13.61M | -$52.55M | 76 | 2026-10-02 |
| 3 | Lawrence Lacerte | Director | 122,951 | $10.75M | -$50.15M | 83 | 2026-10-02 |
| 4 | C Keith Hartley | Director | 107,208 | $9.38M | -$8.47M | 63 | 2026-10-02 |
| 5 | Elizabeth H Gemmill | Director | 100,762 | $8.81M | -$6.50M | 59 | 2026-10-02 |
| 6 | Julia J Brown | EVP & Chief Technical Officer | 86,814 | $7.59M | -$40.45M | 57 | 2026-03-10 |
| 7 | Janice K Mahon | SVP of Tech Commercialization | 64,658 | $5.65M | -$8.05M | 48 | 2026-03-10 |
| 8 | Mauro Premutico | SVP & CLO | 51,681 | $4.52M | -$11.58M | 55 | 2026-05-11 |
| 9 | Brian Millard | VP/CFO | 23,214 | $2.03M | -$373.1K | 13 | 2026-03-10 |
| 10 | Cynthia Jane Comparin | Director | 9,318 | $814.9K | $277.3K | 30 | 2026-10-02 |
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.
OLED Board & Officers
As of SEC filings through Oct 9, 2026Directors 11
- Elizabeth H Gemmill · on file since 2006
- Sidney D Rosenblatt · on file since 2006
- Steven V Abramson · on file since 2006
- C Keith Hartley · listed since Oct 2008
- Lawrence Lacerte · listed since Oct 2008
- Celia M Joseph · since Jan 1, 2020
- Cynthia Jane Comparin · since Jan 1, 2020
- Richard C Elias · listed since Apr 2021
- Joan Lau · since Mar 4, 2024
- Nigel Brown · since Mar 4, 2024
- April Walker · since Dec 12, 2024
Officers 5
- Steven V Abramson · President and CEO · listed since Jan 2008
- Brian Millard · Vp/cfo · since Sep 6, 2022
- Julia J Brown · EVP & Chief Technical Officer · listed since Feb 2022
- Janice K Mahon · SVP of Tech Commercialization · listed since Feb 2022
- Mauro Premutico · SVP & CLO · listed since Feb 2024
Changes in the last 10 years (15)
| Dec 12, 2024 | April Walker became a director |
| Mar 4, 2024 | Nigel Brown became a director |
| Mar 4, 2024 | Joan Lau became a director |
| Feb 21, 2024 | Mauro Premutico listed as SVP & CLO (previously SVP & GM, Licensing) in SEC filings |
| Dec 3, 2022 | The company announced the departure of Sherwin I Seligsohn from the board in an SEC filing |
| Dec 3, 2022 | The company announced the departure of Sherwin I Seligsohn as Chairman of Board and Founder in an SEC filing |
| Sep 6, 2022 | Brian Millard became Vp/cfo |
| Aug 4, 2022 | The company announced the departure of Sidney D Rosenblatt as EVP and CFO in an SEC filing |
| Feb 18, 2022 | Mauro Premutico listed as SVP & GM, Licensing (previously VP, Legal & GM, Licensing) in SEC filings |
| Feb 18, 2022 | Julia J Brown listed as EVP & Chief Technical Officer (previously Chief Technical Officer) in SEC filings |
| Feb 18, 2022 | Janice K Mahon listed as SVP of Tech Commercialization (previously VP of Tech Commercialization) in SEC filings |
| Apr 1, 2021 | Richard C Elias first listed as a director in an SEC filing |
| Jul 2, 2020 | Richard C Elias reported in an SEC filing no longer being a director |
| Jan 1, 2020 | Cynthia Jane Comparin became a director |
| Jan 1, 2020 | Celia M Joseph became a director |
Not reported recently (2)
- Rosemarie B Greco · Last reported as a director in an SEC filing dated May 9, 2019
- Leonard Becker · Last reported as a director in an SEC filing dated May 25, 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.
OLED Proposed Insider Sales (Form 144)
Latest: 2026-08-18
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
1 filing
· $423K notice value
· 1 unique filer
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:
LACERTE LAWRENCE (1, $423K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-18 | LACERTE LAWRENCE | Director | 4,967 | $423.1K | 2026-08-18 | Charles Schwab Corp | — | EDGAR |
| 2025-08-19 | Millard Brian | Officer | 2,651 | $373.1K | 2025-08-19 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-08-29 | ELIAS RICHARD C | Director | 5,064 | $975.3K | 2024-08-29 | Cowen & Company, LLC | — | EDGAR |
| 2024-05-08 | BROWN JULIA J | Officer | 10,358 | $1.81M | 2024-05-08 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-05-07 | Premutico Mauro | Officer | 8,202 | $1.45M | 2024-05-07 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-02-27 | LACERTE LAWRENCE | Director | 7,000 | $1.22M | 2024-02-27 | Charles Schwab Corp. | — | EDGAR |
| 2023-09-06 | Mauro Premutico | Officer | 9,351 | $1.51M | 2023-09-06 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2023-08-09 | ELIAS RICHARD C | Director | 2,000 | $320.0K | 2023-08-09 | Cowen and Company LLC | — | EDGAR |
| 2023-06-07 | BROWN JULIA J | Officer | 5,214 | $784.8K | 2023-06-07 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2023-05-09 | LACERTE LAWRENCE | Director | 15,000 | $2.05M | 2023-05-09 | Charles Schwab Corp | — | 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).
Recent SEC Filings
Latest: 2026-04-30
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-30 | 0001193125-26-197240 | EDGAR |
| 2026-02-19 | 0001193125-26-059359 | EDGAR |
| 2025-11-06 | 0001193125-25-269519 | EDGAR |
| 2025-07-31 | 0000950170-25-100893 | EDGAR |
| 2025-06-23 | 0000950170-25-088974 | EDGAR |
| 2025-05-01 | 0000950170-25-061829 | EDGAR |
| 2025-02-20 | 0000950170-25-024144 | EDGAR |
| 2024-12-17 | 0000950170-24-137237 | EDGAR |
| 2024-10-30 | 0000950170-24-118976 | EDGAR |
| 2024-08-01 | 0000950170-24-089268 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-19 | 0001193125-26-059371 | EDGAR |
| 2025-02-20 | 0000950170-25-024151 | EDGAR |
| 2024-02-22 | 0000950170-24-018765 | EDGAR |
| 2023-02-23 | 0000950170-23-004086 | EDGAR |
| 2022-02-23 | 0000950170-22-001770 | EDGAR |
| 2021-02-18 | 0001564590-21-006654 | EDGAR |
| 2020-02-20 | 0001564590-20-005548 | EDGAR |
| 2019-02-21 | 0001564590-19-003665 | EDGAR |
| 2018-02-22 | 0001564590-18-002868 | EDGAR |
| 2017-02-23 | 0001564590-17-002217 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-30 | 0001193125-26-197277 | EDGAR |
| 2025-11-06 | 0001193125-25-269542 | EDGAR |
| 2025-07-31 | 0000950170-25-100901 | EDGAR |
| 2025-05-01 | 0000950170-25-061835 | EDGAR |
| 2024-10-30 | 0000950170-24-118989 | EDGAR |
| 2024-08-01 | 0000950170-24-089283 | EDGAR |
| 2024-05-02 | 0000950170-24-052114 | EDGAR |
| 2023-11-02 | 0000950170-23-058202 | EDGAR |
| 2023-08-03 | 0000950170-23-037976 | EDGAR |
| 2023-05-03 | 0000950170-23-017150 | EDGAR |
ETF Holders
152 ETFs hold OLED
25 shown · $848.50M total exposure · 0.12% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJH iShares Core S&P Mid-Cap ETF | iShares (BlackRock) | 0.10% | $127.1M | $122.0B | 2026-10-21 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $109.0M | — | 2026-09-30 |
| 3 | VGT Vanguard Information Technology ETF | Vanguard | 0.04% | $77.3M | — | 2026-09-30 |
| 4 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.04% | $75.6M | — | 2026-09-30 |
| 5 | XSD State Street® SPDR® S&P® Semiconductor ETF | SPDR (State Street) | 2.73% | $69.4M | $2.5B | 2026-10-21 |
| 6 | SDVY First Trust SMID Cap Rising Dividend Achievers ETF | First Trust | 0.51% | $56.8M | $11.1B | 2026-10-21 |
| 7 | VXF Vanguard Extended Market ETF | Vanguard | 0.04% | $36.7M | — | 2026-09-30 |
| 8 | FXL First Trust Technology AlphaDEX® Fund | First Trust | 1.31% | $36.6M | $2.8B | 2026-10-21 |
| 9 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.11% | $28.8M | — | 2026-10-21 |
| 10 | MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust | SPDR (State Street) | 0.10% | $26.6M | $26.0B | 2026-10-21 |
| 11 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.04% | $24.6M | — | 2026-09-30 |
| 12 | VBK Vanguard Morningstar Small-Cap Growth ETF | Vanguard | 0.05% | $21.1M | — | 2026-09-30 |
| 13 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.06% | $19.2M | — | 2026-10-21 |
| 14 | SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | SPDR (State Street) | 0.10% | $19.0M | $18.5B | 2026-10-21 |
| 15 | JQUA JPMorgan U.S. Quality Factor ETF | JPMorgan | 0.17% | $16.2M | $9.4B | 2026-10-22 |
| 16 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.03% | $14.9M | $57.2B | 2026-10-21 |
| 17 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.01% | $13.5M | — | 2026-09-30 |
| 18 | SCHM Schwab U.S. Mid-Cap ETF | Nport | 0.08% | $11.0M | — | 2026-05-31 |
| 19 | FTEC Fidelity MSCI Information Technology Index ETF | Fidelity | 0.05% | $10.4M | $21.7B | 2026-10-21 |
| 20 | IJJ iShares S&P Mid-Cap 400 Value ETF | iShares (BlackRock) | 0.12% | $10.1M | $8.6B | 2026-10-21 |
| 21 | IJK iShares S&P Mid-Cap 400 Growth ETF | iShares (BlackRock) | 0.09% | $9.4M | $10.3B | 2026-10-21 |
| 22 | DGRO iShares Core Dividend Growth ETF | iShares (BlackRock) | 0.02% | $9.3M | $44.8B | 2026-10-21 |
| 23 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.12% | $8.7M | — | 2026-10-21 |
| 24 | SCHG Schwab U.S. Large-Cap Growth ETF | Nport | 0.01% | $8.6M | — | 2026-05-31 |
| 25 | FMDE Fidelity Enhanced Mid Cap Core ETF | Fidelity | 0.10% | $8.3M | $8.6B | 2026-10-21 |
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
$4.14
TTM Revenue
$606.91M
TTM Net Income
$195.68M
TTM Op. Cash Flow
$262.19M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $152.16M | $49.42M | $1.06 | $24.98M |
| Q1 '26 | 2026-03-31 | $142.21M | $35.90M | $0.76 | $108.88M |
| Q4 '25 | 2025-12-31 | $172.93M | $66.34M | $1.40 | $31.15M |
| Q3 '25 | 2025-09-30 | $139.61M | $44.02M | $0.92 | $97.18M |
| Q2 '25 | 2025-06-30 | $171.79M | $67.26M | $1.41 | $51.94M |
| Q1 '25 | 2025-03-31 | $166.28M | $64.44M | $1.35 | $30.56M |
| Q4 '24 | 2024-12-31 | $162.29M | $46.02M | $0.96 | $34.71M |
| Q3 '24 | 2024-09-30 | $161.63M | $66.87M | $1.40 | $79.86M |
| Q2 '24 | 2024-06-30 | $158.50M | $52.34M | $1.10 | $67.01M |
| Q1 '24 | 2024-03-31 | $165.26M | $56.85M | $1.19 | $72.16M |
| Q4 '23 | 2023-12-31 | $158.32M | $60.98M | $1.29 | $37.07M |
| Q3 '23 | 2023-09-30 | $141.08M | $51.52M | $1.08 | $60.31M |
Q2 2026 • period ending 2026-06-30 • filed 2026-07-30
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
21.12
P/B
2.46
P/S
6.82
EV/EBITDA
15.60
EV/Sales
6.62
ROE
11.6%
ROA
10.4%
Div Yield
2.32%
FCF Yield
6.34%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$4.14B
as of 2026-10-22
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
4.56M
SI % of Float
10.81%
Days to Cover
6.46
Short Vol Ratio
69.0%
Free Float
42.21M
Float %
91.8%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-08-24