SN SharkNinja, Inc.

XNYS 182.44 Delayed
Find condors

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.

SN $182.44 —
Key stats
$182.44
After hours $182.44 +0.00%
52-Week Range
$83.12 – $194.54
YTD
+60.25%
IV Rank (30D)
24.83
Straddle Price
$14.90
P/C Vol Ratio
2.16
Market Cap
$25.6B
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)5.18%
Beta vs SPY1.28
Cost of Equity (CAPM)12.19% (VRP-adj)
WACC11.62%
Volatility Risk Premium+14.8pp (IV − HV30), ERP adj +50bps
Effective Tax Rate20.6%
Rev. Growth (YoY, DCF input)+22.2%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$-0.2B
Return on Equity (TTM)13.8%
Book / Price11.0%
Gross Margin (TTM)49.0%
FCF Margin (TTM)-4.8%
Debt / Equity0.24
Quality Score2/6 — normal (10y DCF)
SMA 50$172.75 (Market Anchor value)
SMA 20 / Bollinger Mid$172.00
Bollinger Width / SMA209.5% (drives anchor stability)
Net Debt$-0.1B
Market Cap$26B
Peers used for multiples: DHI, JCI, KBH, LEN, MTH, PHM, TOL (filtered from 8 ETF-co-members; sector bias active)
Model Conviction
9%
20-Day Fair Value
≈ by Oct 28, 2026
$189.48
α +3.9% rank 37%
40-Day Fair Value
≈ by Nov 26, 2026
$188.05
α +3.1% rank 24%
60-Day Fair Value
≈ by Dec 25, 2026
$184.52
α +1.1% rank 42%
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) n/a 0%
Peer P/E $37.45 7% median 12.4× · 7 peers
Peer EV/EBITDA $55.88 7% median 11.4× · 7 peers
Peer P/B $29.64 7% median 1.5× · 7 peers
Peer P/S $42.27 7% median 1.2× · 7 peers
Market Anchor (SMA50) $172.75 48% stability 100% (BB-width)
Options Expected (B-L 30d) $182.28 24% 22 strikes · skew -0.26
As of 2026-09-29 · updated
About
Industry (SIC)
HOUSEHOLD APPLIANCES (3630)
Exchange
XNYS
Market Cap
$25.6B

SharkNinja Inc is a product design and technology company that creates 5-star-rated lifestyle solutions through inventive products for consumers around the world. Its product categories include Cleaning, Cooking, Food Preparation, Home Environment, and Beauty products. It sells vacuum cleaners, cooking pots, fryers, hair dryers, etc. The Company has identified two operating segments, Domestic and International. The SharkNinja Group is expected to carry on the design, production, marketing, and distribution of the Shark and Ninja brands of small household appliances in North America, Europe and…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan +8.24% 3
Feb +4.50% 3
Mar -5.51% 3
Apr +3.22% 3
May +7.76% 3
Jun +10.92% 3
Jul +17.44% 4
Aug +7.85% 4
Sep +7.03% 4
Oct -13.31% 3
Nov +9.36% 3
Dec +7.98% 3
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: $171.50
SMA 50: $173.34
SMA 200: $133.92
Current: $182.44
EMA 12: $174.68
EMA 26: $173.73
MACD: 0.9489 | Signal: 1.4278
BEARISH
ADX (14): 20.31
WEAK TREND
+DI: 27.97
−DI: 17.54

Momentum Oscillators

RSI (14): 61.00
NEUTRAL
Stoch %K: 88.18
Stoch %D: 80.33
Williams %R: -8.13

Volume & Volatility

BB Upper: $183.07
BB Lower: $159.92
NEUTRAL
OBV: 32,180,232
Vol SMA 20: 2,193,916
Vol ROC: -52.83%
ATR: $6.73
True Range: $4.77
HV 20: 51.0%
HV 30: 43.0%
HV 60: 40.9%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-01T00:00:00 – 2026-09-29T00:00:00
AI Analysis

Here is my structured report in response to the LLM Stock Analysis Prompt Template:

Executive Summary

Overall assessment: NEUTRAL (confidence level 6/10)

Key drivers: Strong technical signals, positive news sentiment, high volatility

Primary risks: Overbought conditions, potential sell-off if momentum falters

Investment thesis: The stock is likely to continue trending upwards in the short-term due to strong technical signals and positive news sentiment. However, there are concerns about overbought conditions and the potential for a sell-off if momentum falters.

Recent news sentiment impact: Positive news headlines have contributed to the recent upward trend, with 5 out of 6 recent articles having a positive sentiment.

Technical Analysis

Trend Direction: Short-term (1-4 weeks) - Uptrend; Medium-term (1-3 months) - Uptrend; Long-term (3-12 months) - Neutral

Support/Resistance Levels: Key price levels from moving averages and technical patterns:

  • SMA 20: $129.78 (support)
  • EMA 12: $134.92 (resistance)
  • Upper Bollinger Band: $145.56 (resistance)

Momentum Signals:

  • RSI interpretation: Neutral (68.01) - not overbought or oversold
  • MACD signal: Bullish crossover above signal line
  • Bollinger Bands position: Squeeze (neutral)

Volume Analysis: Volume trends and institutional interest signals:

  • Volume SMA 20: 2075562.10 (increasing)
  • On-Balance Volume (OBV): 29376395.72 (increasing)
  • Volume Rate of Change: -29.39% (decreasing)

News & Sentiment Analysis

Recent Headlines Summary: Key themes from last 10 news articles:

  • Positive sentiment around AI and consumer trends
  • Neutral sentiment around general market commentary
  • No negative or bearish headlines

Sentiment Assessment: Aggregate news sentiment: POSITIVE

Catalyst Identification: Upcoming events, earnings, product launches, regulatory changes:

  • Earnings information not available
  • No upcoming catalysts mentioned in recent news articles

Market Narrative: How news aligns with or contradicts technical signals:

  • News sentiment is positive and aligns with technical signals
  • Technical indicators are indicating a strong uptrend, which is supported by news sentiment

Risk & Volatility Assessment

Beta Interpretation: Risk relative to market (beta >1.2 = high risk): High risk - stock moves more than the market

Volatility Regime: Current vs historical volatility levels:

  • Historical volatility: HV20 47.7%, HV30 49.7%, HV60 47.3%
  • IV Premium vs HV30: 43.5% (positive) - implies implied richer than realized

Options Market Signals: IV rank, put/call ratios, unusual activity:

  • IV Rank: 39.0% (Medium) - shows if volatility is historically high/low
  • Current IV: 71.4%
  • Expected Move: $12.15 (22 DTE), 7-DTE: $12.15

Downside Protection: Support levels and risk management considerations:

  • SMA 20: $129.78 (support)
  • EMA 12: $134.92 (resistance)

Market Context & Positioning

Sector Performance: Relative strength vs sector/market:

  • No sector-specific data available

Institutional Activity: Volume patterns suggesting institutional interest:

  • Institutional buying interest is high, with a put/call ratio of 66.71 and an options market signal of IV Rank: 39.0%

Correlation Analysis: How stock moves relative to market (R-squared interpretation):

  • Correlation: 0.49 - indicates the stock's movement is closely tied to the market's

Relative Valuation: Position within trading range:

  • No relative valuation data available

Key Levels & Action Items

Critical Price Levels: Support/resistance to monitor:

  • SMA 20: $129.78 (support)
  • EMA 12: $134.92 (resistance)
  • Upper Bollinger Band: $145.56 (resistance)

Breakout/Breakdown Levels: Technical levels that could trigger significant moves:

  • No breakout/breakdown levels mentioned

Time-Sensitive Catalysts: Earnings dates, FDA approvals, product launches:

  • No time-sensitive catalysts mentioned in recent news articles

Risk Management: Stop-loss levels and position sizing considerations:

  • Consider setting a stop-loss at $129.78 (SMA 20) to manage risk
  • Position sizing should be adjusted based on individual tolerance for risk
Generated
News
IBDT2·1d ago
SharkNinja Stock Has Room To Run Higher, Analyst Says
SharkNinja has sustainable sales momentum thanks to new product innovations, a Wall Street analyst says. SharkNinja stock has been a top performer this year. The post SharkNinja Stock Has Room To Run Higher, Analyst Says appeared first on Investor's Business Daily .
General$SN
Earnings History
3 of 3 under expected move
Avg Expected Move
12.06%
Avg Actual Move
5.28%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2026-02-11 Pre-Market 12.51% 5.86% 0.47x Within
2026-05-06 Pre-Market 11.17% 1.70% 0.15x Within
2026-08-05 Pre-Market 12.49% 8.28% 0.66x Within
Options Activity
IV Rank (30D)
24.83
IV Rank (7D)
24.83
Avg IV
59.6%
Straddle (30D)
$14.90
Straddle (7D)
$14.90
P/C Volume
2.16
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
1.43
Correlation (SPY)
42.5%
R²
0.18
Ann. Volatility
43.7%
SPY Volatility
13.0%

High volatility - stock moves more than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 141,956,723 (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.

576 filers83,878,086 shares$12.64B value59.09% of float
# Filer Shares Value % of Total % of Float Period
1 FMR LLC Custodian 19,374,823 $2.95B 23.35% 13.65% 2026-06-30
2 BlackRock, Inc. Custodian 7,440,189 $1.13B 8.97% 5.24% 2026-06-30
3 UBS Group AG Custodian 3,959,748 $602.95M 4.77% 2.79% 2026-06-30
4 STATE STREET CORP 2,594,513 $395.07M 3.13% 1.83% 2026-06-30
5 BAILLIE GIFFORD & CO 1,912,105 $291.16M 2.30% 1.35% 2026-06-30
6 FIL Ltd 1,763,360 $268.51M 2.12% 1.24% 2026-06-30
7 ABRAMS BISON INVESTMENTS, LLC 1,436,000 $218.66M 1.73% 1.01% 2026-06-30
8 GEODE CAPITAL MANAGEMENT, LLC Custodian 1,436,528 $218.06M 1.73% 1.01% 2026-06-30
9 PRICE T ROWE ASSOCIATES INC /MD/ 1,311,849 $199.76M 1.58% 0.92% 2026-06-30
10 ALLIANCEBERNSTEIN L.P. 1,722,242 $182.39M 1.44% 1.21% 2026-06-30
11 DIMENSIONAL FUND ADVISORS LP Custodian 1,121,068 $170.61M 1.35% 0.79% 2026-06-30
12 WESTFIELD CAPITAL MANAGEMENT CO LP 1,008,349 $153.54M 1.22% 0.71% 2026-06-30
13 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 986,806 $150.26M 1.19% 0.70% 2026-06-30
14 GILDER GAGNON HOWE & CO LLC 935,238 $142.41M 1.13% 0.66% 2026-06-30
15 WCM INVESTMENT MANAGEMENT, LLC 946,384 $138.53M 1.10% 0.67% 2026-06-30
16 MORGAN STANLEY Custodian 907,196 $138.14M 1.09% 0.64% 2026-06-30
17 GOLDMAN SACHS GROUP INC Custodian 901,780 $137.31M 1.09% 0.64% 2026-06-30
18 VANGUARD CAPITAL MANAGEMENT LLC 885,097 $134.77M 1.07% 0.62% 2026-06-30
19 Divisadero Street Capital Management, LP 819,163 $124.73M 0.99% 0.58% 2026-06-30
20 NORGES BANK 780,159 $118.79M 0.94% 0.55% 2026-06-30
21 DISCIPLINED GROWTH INVESTORS INC /MN 715,721 $108.98M 0.86% 0.50% 2026-06-30
22 Evercore Wealth Management, LLC 707,286 $107.70M 0.85% 0.50% 2026-06-30
23 DEUTSCHE BANK AG\ Custodian 690,682 $105.17M 0.83% 0.49% 2026-06-30
24 Greenvale Capital LLP 665,000 $101.26M 0.80% 0.47% 2026-06-30
25 Blue Grotto Capital, LLC 662,928 $100.94M 0.80% 0.47% 2026-06-30
18 filers$67.59M notional
# Filer Notional Value % of Total Period
1 IMC-Chicago, LLC Custodian $14.60M 21.61% 2026-06-30
2 CITADEL ADVISORS LLC Custodian $13.57M 20.07% 2026-06-30
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $10.55M 15.61% 2026-06-30
4 WOLVERINE TRADING, LLC Custodian $9.23M 13.66% 2025-09-30
5 JANE STREET GROUP, LLC Custodian $8.65M 12.80% 2026-06-30
6 Squarepoint Ops LLC $2.77M 4.10% 2026-06-30
7 PEAK6 LLC $2.04M 3.02% 2026-06-30
8 Point72 Asset Management, L.P. $1.31M 1.94% 2026-06-30
9 TWO SIGMA INVESTMENTS, LP Custodian $1.29M 1.92% 2026-06-30
10 JPMORGAN CHASE & CO Custodian $1.08M 1.60% 2026-06-30
11 SIMPLEX TRADING, LLC Custodian $639.53K 0.95% 2026-06-30
12 TUDOR INVESTMENT CORP ET AL $487.26K 0.72% 2026-06-30
13 MILLENNIUM MANAGEMENT LLC Custodian $426.36K 0.63% 2026-06-30
14 Walleye Trading LLC $426.36K 0.63% 2026-06-30
15 Cubist Systematic Strategies, LLC $402.29K 0.60% 2025-09-30
16 JAG CAPITAL MANAGEMENT, LLC $45.68K 0.07% 2026-06-30
17 Walleye Capital LLC $45.68K 0.07% 2026-06-30
18 Concurrent Investment Advisors, LLC $15.23K 0.02% 2026-06-30
18 filers$109.69M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $15.49M 14.12% 2026-06-30
2 SCOPUS ASSET MANAGEMENT, L.P. $15.23M 13.88% 2026-06-30
3 CITADEL ADVISORS LLC Custodian $13.75M 12.54% 2026-06-30
4 Jefferies Financial Group Inc. $12.18M 11.11% 2026-06-30
5 Walleye Trading LLC $11.86M 10.81% 2026-06-30
6 IMC-Chicago, LLC Custodian $10.00M 9.12% 2026-06-30
7 JANE STREET GROUP, LLC Custodian $9.08M 8.27% 2026-06-30
8 Point72 Asset Management, L.P. $6.08M 5.54% 2026-06-30
9 Twin Tree Management, LP $3.79M 3.46% 2026-06-30
10 Squarepoint Ops LLC $2.89M 2.64% 2026-06-30
11 WOLVERINE TRADING, LLC Custodian $2.83M 2.58% 2025-09-30
12 GROUP ONE TRADING LLC Custodian $2.62M 2.39% 2026-06-30
13 TWO SIGMA INVESTMENTS, LP Custodian $1.34M 1.22% 2026-06-30
14 Cubist Systematic Strategies, LLC $856.14K 0.78% 2025-09-30
15 SIMPLEX TRADING, LLC Custodian $685.22K 0.62% 2026-06-30
16 TUDOR INVESTMENT CORP ET AL $426.36K 0.39% 2026-06-30
17 Walleye Capital LLC $319.77K 0.29% 2026-06-30
18 STG SECURITIES, LLC $274.09K 0.25% 2026-06-30
Insider Activity
Latest: 2026-08-28
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-08-28 Neil B. Shah Chief Commercial Officer Sell (S) −50,000 $186.36 -$9.32M EDGAR
2026-08-21 Peter Feld Director Sell (S) −5,000 $180.00 -$900.0K EDGAR
2026-08-11 Neil B. Shah Chief Commercial Officer Sell (S) −20,333 $184.69 -$3.76M EDGAR
2026-08-10 Adam Quigley Chief Financial Officer Mixed −1,643 $179.20 -$311.0K EDGAR
2026-08-07 Neil B. Shah Chief Commercial Officer Mixed −9,007 $186.27 -$9.13M EDGAR
2026-08-07 Mark Barrocas Chief Executive Officer Mixed −378,700 $178.59 -$103.35M EDGAR
2026-08-07 Neil B. Shah Chief Commercial Officer Mixed −9,007 $186.27 -$9.13M EDGAR
2026-08-07 Mark Barrocas Chief Executive Officer Mixed −378,700 $178.59 -$103.35M EDGAR
2026-08-03 Barney Tianhao Wang Director Grant (A) +861 RSU — EDGAR
2026-07-20 Mark Barrocas Chief Executive Officer Sell (S) −250,000 $155.01 -$38.75M EDGAR
2026-07-13 JS&W Group Holdings Limited Partnership 10%+ Owner Sell (S) −5,336,400 $150.36 -$802.38M EDGAR
2026-06-26 Mark Barrocas Chief Executive Officer Sell (S) −100,000 $145.00 -$14.50M EDGAR
2026-06-23 Mark Barrocas Chief Executive Officer Sell (S) −100,000 $140.00 -$14.00M EDGAR
2026-06-23 Barney Tianhao Wang Director Exer (M) +2,085 — EDGAR
2026-06-22 Dennis Paul Director Exer (M) +2,085 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
12 insiders · @ $182.44
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 JS&W Group Holdings Limited Partnership 10%+ Owner 52,023,560 $9.49B -$802.38M 2 2026-07-13
2 Mark Barrocas Chief Executive Officer 1,617,959 $295.18M -$250.75M 8 2026-08-07
3 Neil B. Shah Chief Commercial Officer 497,220 $90.71M -$37.17M 7 2026-08-28
4 Dennis Paul Director 10,328 $1.88M $0 1 2026-06-22
5 Peter Feld Director 5,328 $972.0K -$900.0K 2 2026-08-21
6 Timothy R. Warner Director 4,828 $880.8K $0 1 2026-06-22
7 Barney Tianhao Wang Director 4,568 $833.4K $0 3 2026-08-03
8 Kathryn J. Barton Director 4,305 $785.4K $0 1 2026-06-22
9 Chi Kin Max Hui Director 3,777 $689.1K $0 1 2026-06-22
10 Adam Quigley Chief Financial Officer 1,857 $338.8K -$1.40M 6 2026-08-10
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2026-08-20
Last 30d: 0 filings  ·  Last 90d: 8 filings · $544.7M notice value · 5 unique filers · 38% under 10b5-1 plans

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: Wang Xuning (1, $397.6M) · Barrocas Mark (3, $127.5M) · Neil Shah (2, $18.5M) · Feld Peter (1, $900K) · Quigley Adam (1, $322K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-20 Feld Peter Director 5,000 $900.0K 2026-08-20 Fidelity Brokerage Services LLC — EDGAR
2026-08-14 Neil Shah Officer 50,000 $9.38M 2026-08-14 J.P. Morgan Securities LLC — EDGAR
2026-08-07 Neil Shah Officer 50,000 $9.09M 2026-08-07 J.P. Morgan Securities LLC — EDGAR
2026-08-07 Quigley Adam Officer 1,750 $321.9K 2026-08-07 Fidelity Brokerage Services LLC — EDGAR
2026-08-06 Barrocas Mark Officer 250,000 $46.25M 2026-08-06 Fidelity Investments 10b5-1 EDGAR
2026-08-05 Barrocas Mark Officer 250,000 $42.50M 2026-08-05 Fidelity Investments 10b5-1 EDGAR
2026-07-17 Barrocas Mark Officer 250,000 $38.75M 2026-07-17 Fidelity Investments 10b5-1 EDGAR
2026-07-10 Wang Xuning Director 2,668,200 $397.56M 2026-07-10 J.P. Morgan Securities LLC — EDGAR
2026-06-25 Barrocas Mark Officer 100,000 $14.50M 2026-06-25 Fidelity Investments 10b5-1 EDGAR
2026-06-18 Barrocas Mark Officer 100,000 $14.00M 2026-06-18 Fidelity Investments 10b5-1 EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-05-06
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-06 0001957132-26-000033 EDGAR
2026-02-11 0001957132-26-000009 EDGAR
2026-01-20 0001957132-26-000005 EDGAR
2026-01-07 0001957132-26-000003 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-03-02 0001957132-26-000015 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-06 0001957132-26-000035 EDGAR
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

P/E Ratio66.3
P/B Ratio9.3
P/S Ratio5.7
EV/EBITDA42.1
TTM Revenue$4.6B
TTM Net Income$0.4B
TTM EPS$2.75
ROE13.8%
Debt/Equity0.25