🏛️ Company factsSEC filings + FINRA official data
Annual revenue $22.8B · latest quarter up 13.3% YoY · profitable (FY net income $2.1B) · short activity above its recent average — bears adding.
FY revenue
$22.8B
2026-01
Latest Q YoY
+13.3%
FY net income
$2.1B
Diluted EPS
$6.66
Short volume
55.2%
20d avg 42.7% · shorts building
🐋 5%+ ownership filings (last 180d)
The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.
- 2026-07-29passive (13G)BlackRock, Inc.
- 2026-04-30passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
- 2026-03-27passive (13G)VANGUARD GROUP INC
🎯 Market expectations
Expectation reliability High · 74/100Nasdaq analyst consensus · the pre-news baseline
- Jul 2026$2.06 vs $1.93+6.74%
- Apr 2026$2.02 vs $1.70+18.82%
- Jan 2026$2.00 vs $1.88+6.38%
- Oct 2025$1.58 vs $1.40+12.86%
The takeaway
This company habitually beats by +11.2% — the next report has to clear that bar to count as good news. Analysts raised estimates 6× in 4 weeks — the bar is rising too.
Analyst estimates, not our forecast · not investment advice
What's moving this stock lately
1 direct · 0 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
Cited as a high-ROE off-price retail representative on the buy list, a purely sentiment-driven mention
Also named: ANET · MU · JNPR · WDC · IT · FORR
🕰️ Price × news · engine report card
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📜 Call history (newest first
17 engine calls on this stock — each with direction, magnitude and its verified outcome · sign up to view
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