Net selling: insiders sold $921.9M 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 resultsEach bar is 100% of that source’s money. The notch marks an even split.
Lean is the direction of the latest moves. Descriptive, not advice.
Buys/Adds (3)
Two Sigma
$332.7M
added
Balyasny
$116.4M
added
David Tepper
$107.3M
bought
Sells (1)
Venu_7_Bullish
StockSavvyShayBullish
Really nasty day for our favorite AI stocks with levels unseen since July. It's important to 1) understand the incentives of those creating the fear and 2) not take tweets at face value without doing your own research. Chamath made this post because it links to a paywalled article and the attention lands right in his pocket. Elon commenting "yikes" because $CRWV is a primary competitor to $SPCX, and it's a chance for a cheap dig. The truthBullish
Trader A06Short
$1.7M
position
Trader E15Short
$54K
position
Trader 977Long
$52K
position
Trader 40ELong
$27K
position
Trader 75CLong
$23
position
Last report
Aug 11, 2026
Financial period
Q2 2026
Earnings per share
-$1.45 expected
Revenue
$2.56B expected
Estimates as of Oct 21, 2026
EPS expected
-$1.78 to -$0.88
Revenue expected
35 analysts
Last 30 days
Analysts cutting estimates
Estimate drift
Change in 30 days
| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / income | Surprise |
|---|---|---|---|---|---|
| Jun 30, 2026 | Aug 11, 2026 | -$1.14 / -$1.45Company release | +21.22% beat | $2.58B $2.56B expected | +0.77% beat |
| Mar 31, 2026 | May 7, 2026 | -$1.40 | - | $2.08B No estimate | Unavailable |
| Dec 31, 2025 | Feb 26, 2026 | -$0.56 / -$0.49Yahoo Finance | -13.48% miss | $1.57B No estimate | Unavailable |
| Sep 30, 2025 | Nov 10, 2025 | -$0.08 / -$0.35Yahoo Finance | +76.57% beat | $1.36B No estimate | Unavailable |
| Jun 30, 2025 | Aug 12, 2025 | -$0.60 / -$0.21Alpha Vantage | -$0.39 miss | $1.21B No estimate | Unavailable |
| Mar 31, 2025 | May 14, 2025 | -$0.78 / -$0.12Alpha Vantage | -$0.66 miss | $982.0M No estimate | Unavailable |
| Dec 31, 2024 | Feb 26, 2025 | Unavailable | - | $747.4M No estimate | Unavailable |
| Sep 30, 2024 | Sep 30, 2024 | Unavailable | - | $583.9M No estimate | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue and income use company releases, SEC filings, Alpha Vantage or Yahoo Finance. Non-USD revenue carries its currency code. Comparisons require a paired release estimate.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $1.36B | $1.57B | $2.08B | $2.58B |
| Cost of what it sold | $368.8M | $509.1M | $716.0M | $879.0M |
| Gross profit | $995.9M | $1.06B | $1.36B | $1.70B |
| What it spent | ||||
| Sales and admin | $151.9M | $150.2M | $164.0M | $178.0M |
| Other operating costs | $792.1M | $1.00B | $1.34B | $1.57B |
| Total operating expenses | $944.0M | $1.15B | $1.51B | $1.75B |
| What was left | ||||
| Operating profit | $51.9M | -$89.6M | -$144.0M | -$49.0M |
| Interest on debt | $310.6M | $387.6M | $536.0M | $640.0M |
| Profit before tax | -$236.8M | -$466.9M | -$656.0M | -$564.0M |
| Tax | -$126.7M | -$15.1M | $84.0M | $62.0M |
| Net profit | -$110.1M | -$451.7M | -$740.0M | -$626.0M |
| EBITDA | $704.2M | $741.3M | $1.03B | $1.47B |
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