🏛️ Company factsSEC filings + FINRA official data
Annual revenue $24.2B · latest quarter up 9.3% YoY · profitable (FY net income $1.3B) · short activity above its recent average — bears adding.
FY revenue
$24.2B
2025-12
Latest Q YoY
+9.3%
Gross margin
42.8%
FY net income
$1.3B
Diluted EPS
$2.13
Short volume
63.9%
20d avg 52.4% · 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.
- 2026-08-14passive (13G)PRICE T ROWE ASSOCIATES INC /MD/
- 2026-04-29passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
- 2026-03-26passive (13G)VANGUARD GROUP INC
🎯 Market expectations
Expectation reliability High · 71/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026$1.02 vs $0.48+112.5%
- Mar 2026$0.71 vs $0.30+136.67%
- Dec 2025$0.65 vs $0.26+150%
- Sep 2025$0.54 vs $0.25+116%
The takeaway
This company habitually beats by +128.8% — the next report has to clear that bar to count as good news.
Analyst estimates, not our forecast · not investment advice
What's moving this stock lately
1 direct · 2 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
The subject of the filing; $24.2B revenue and 42.8% gross margin confirm the profitability inflection, but the Street has already priced in habitual ~128% beats, so the move hinges on whether this quarter tops that bar.
Also named: PYPL · AFRM · COIN
Afterpay holds leading BNPL share in Australia, so Affirm's expansion adds marginal competitive pressure, though Block's diversified business cushions the impact.
Also named: AFRM · ZIP.AX · PYPL · SHOP
- #3▲0.09%2nd-orderJeff Bezos, Cathie Wood Argue That AI Will Create a Labor Shortage, Not Job Losses4d ago
Not directly referenced in the AI-labor debate itself; it only sees a marginal sentiment spillover as a tagged related ticker amid broader tech/AI optimism
Also named: AMZN · META · MSFT · NVDA
🕰️ Price × news · engine report card
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📜 Call history (newest first
31 engine calls on this stock — each with direction, magnitude and its verified outcome · sign up to view
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