The quick read
Latest quote·Oct 15
Net selling: insiders sold $368.5M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsNet selling: insiders sold $368.5M and bought $0 of CBRS stock on the open market in the 90 days to Oct 16, 2026, according to SEC Form 4 filings. $345.9M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Lie, Sean (Chief Technology Officer), who sold $187.4M. The latest filing was on Sep 30, 2026.
None. No member of Congress disclosed a CBRS trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
This summary uses filings available on Oct 16, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
8 funds hold a position, insiders have been net selling, and 3 fin-fluencers are discussing it.
Buys/Adds (3)
Philippe Laffont
$1.5B
bought
Balyasny
$247.6M
bought
Cathie Wood
$169.0M
bought
Sells (3)
Mallick Dhiraj
$80.8M
sold
Komin Robert Patrick Jr.
$6.6M
sold
Patel Yagnesh
$270K
sold
Last report
Aug 12, 2026
Financial period
Q2 2026
GAAP EPS
Company release
Revenue
$193.6M expected
EPS comparison unavailable.
Q3 2026 guidance
$214.0M to $216.0M
$212.0M expected+1.4%at the midpoint
| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / estimate | Rev. surprise |
|---|---|---|---|---|---|
| Jun 30, 2026 | Aug 12, 2026 | -$2.98 | - | $180.1M / $193.6M | -6.95% miss |
| Mar 31, 2026 | Jun 23, 2026 | -$0.22 | - | $193.4M / Unavailable | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue uses company releases and saved estimates.
Estimates as of Oct 15, 2026
EPS expected
-$0.21 to -$0.03
Revenue expected
9 analysts
Last 30 days
Analysts raising estimates
| USD | Mar 2025 | Jun 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $99.5M | $103.3M | $193.4M | $180.1M |
| Cost of what it sold | $57.9M | $71.2M | $107.2M | $154.6M |
| Gross profit | $41.6M | $32.1M | $86.2M | $25.6M |
| What it spent | ||||
| Research and development | $52.8M | $60.8M | $75.5M | $320.2M |
| Sales and admin | $17.3M | $28.5M | $11.0M | $95.7M |
| Other operating costs | — | — | $14.7M | $87.0M |
| Total operating expenses | $70.1M | $89.3M | $101.2M | $502.8M |
| What was left | ||||
| Operating profit | -$28.5M | -$57.2M | -$15.0M | -$477.2M |
| Interest on debt | $0 | $0 | $18.9M | $19.7M |
| Profit before tax | -$23.9M | $309.5M | -$12.5M | -$450.3M |
| Tax | — | — | $1.5M | $274.0K |
| Net profit | -$23.9M | $309.5M | -$14.0M | -$450.5M |
| EBITDA | -$23.9M | $309.5M | $3.1M | -$425.9M |
This stock is under pressure, and looks oversold after a sharp drop.
Trend
Under pressure
0 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
Coverage is bearish
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