XNYS • Technology

Block, Inc. (XYZ)

Services-Prepackaged Software · 1955 BROADWAY, SUITE 600, OAKLAND, CA, 94612

XNYSstockActive listing
77.50
-0.39 (-0.50%)
Quote updated 10/19/2026, 4:00:00 AM
Previous close77.89
Open78.58
Day range77.34 – 78.58
52-week range48.21 – 86.92
Volume3,613,651
Market cap47.03B
PRICE HISTORY

Stock price history and performance

Daily closing prices from the stored market history.

250 sessions
$88$77$67$57$46Oct 21Apr 21Oct 19
STOCK RESEARCH · EDITORIAL ANALYSIS

Block, Inc. (XYZ): Investment Research & Business Outlook

A research-led explanation of the company, its financial evidence, valuation context and risks—not just a list of market numbers.

Research note

What the available evidence tells us

The latest stored quote for Block, Inc. (XYZ) is 77.50, timestamped 10/19/2026, 4:00:00 AM. A quote is a point-in-time observation; it does not, by itself, explain why the price moved or establish whether the shares are attractive.

Business and financial quality

Founded in 2009, Block provides payment services to merchants, along with related services. The company also launched Cash App, a person-to-person payment network. In 2025, Square's payment volume was almost USD 260 million. Stored fundamentals include 30 usable headline metrics. These should be read across several reporting periods and compared with peers before drawing a conclusion about business quality.

Valuation: context matters

The stored trailing P/E ratio is 493.67. P/E compares a company’s share price with its earnings, but it should be interpreted alongside expected growth, earnings quality, cyclicality and comparable companies.

Price trend and quantitative outlook

The chart is based on 250 stored daily price observations. Historical performance describes what happened over that period; it is not a guarantee of future returns. The current stored quantitative model signal is “neutral”. Treat model outputs as scenarios with uncertainty, not as certain targets or personalized advice.

Key risks and what to watch next

Risk records exist for this company; review the risk and performance section below for the available volatility, drawdown and risk-adjusted measures. The next useful evidence to review is the company’s next reported financial results, changes in forward estimates, and primary-source disclosures.

Editorial integrity: this summary uses fields available in the current database. Missing evidence is called out rather than filled with invented facts.

What the numbers mean for investors

Business quality

A reliable revenue-growth reading is not available or is not positive in the latest stored snapshot. Review multiple reporting periods before judging the growth trajectory.

Profitability

Margin data is incomplete. Revenue alone cannot show whether the company converts sales into sustainable profit.

Valuation

The stored P/E is 493.67. A multiple is not a verdict by itself: interpret it alongside expected earnings growth, cyclicality, cash flow, and comparable companies.

Price trend

The latest quote can be compared with the 20-, 50- and 200-day moving averages (76.03, 78.66, and 70.78). Moving averages describe trend, not intrinsic value, and can lag sudden market changes.

Bull case, bear case and evidence to watch

Bull case

The bullish case needs confirmation from reported revenue growth, cash generation, and future company disclosures; the current snapshot does not establish those conditions together.

Bear case

The stored P/E of 493.67 means expectations matter: a slowdown, weaker margins or downward earnings revisions could pressure the valuation.

What to watch next

Track the next earnings release, changes in revenue and margin trends, cash flow, management guidance, analyst estimate revisions, and primary-source filings. Update the thesis when new evidence arrives rather than relying on one ratio or forecast.

These interpretations are rule-based explanations of the stored fields, not independently verified company-specific forecasts. Missing data is not treated as zero; all investment cases remain conditional on new evidence.

US Market AI Research Desk · Data/research timestamp: Oct 19, 2026 · Methodology & disclaimer
QUANTITATIVE RESEARCH

Stock forecast and analysis: price outlook

Forecasts are model outputs, not promises or personalized investment advice.

neutral
HorizonModel targetExpected changeSignalConfidence score
24H77.48-0.03%neutral78
7D77.43-0.10%neutral78
30D77.30-0.26%neutral78
90D77.11-0.50%neutral78

Long-term model scenarios

Latest stored scenario per future target year. Bear, base and bull prices are model scenarios, not guaranteed targets. The relative model score is not a calibrated probability; uncertainty rises materially for distant years.

Target yearBase caseBear caseBull caseExpected CAGRRelative model scoreSignal
202779.9279.7980.064.42%73long-term-positive
203090.5488.5192.614.29%72long-term-positive
2035110.41101.11120.464.16%70long-term-positive
2040134.03113.34158.194.08%68long-term-positive
2050197.27141.67273.474.02%63long-term-positive
COMPANY FUNDAMENTALS

Financial performance and company fundamentals

Reported fields from the current fundamentals snapshot.

Revenue0Total sales reported for the period; compare growth across several periods.
Gross profit3.17BInterpret alongside the company’s history, sector peers, reporting period and data source.
Operating income446.87MInterpret alongside the company’s history, sector peers, reporting period and data source.
Net income87.07MInterpret alongside the company’s history, sector peers, reporting period and data source.
EPS (reported period)0.15Earnings per share for the stored reporting period; confirm whether the figure is quarterly, annual or trailing twelve months before comparing it with valuation multiples.
EPS growth-82.76%Interpret alongside the company’s history, sector peers, reporting period and data source.
EBITDA541.92MInterpret alongside the company’s history, sector peers, reporting period and data source.
EBIT446.87MInterpret alongside the company’s history, sector peers, reporting period and data source.
Cash & equivalents6.43BInterpret alongside the company’s history, sector peers, reporting period and data source.
Total assets39.16BInterpret alongside the company’s history, sector peers, reporting period and data source.
Total liabilities17.15BInterpret alongside the company’s history, sector peers, reporting period and data source.
Total debt0Interpret alongside the company’s history, sector peers, reporting period and data source.
Shareholders equity22.01BInterpret alongside the company’s history, sector peers, reporting period and data source.
Current assets23.14BInterpret alongside the company’s history, sector peers, reporting period and data source.
Current liabilities10.48BInterpret alongside the company’s history, sector peers, reporting period and data source.
Operating cash flow1.02BInterpret alongside the company’s history, sector peers, reporting period and data source.
Capital expenditure53.21MInterpret alongside the company’s history, sector peers, reporting period and data source.
Free cash flow966.61MCash remaining after operating needs and capital expenditure; can support investment or shareholder returns.
Return on equity+0.40%Profit generated relative to book equity; leverage and one-off gains can distort it.
Return on assets+0.22%Interpret alongside the company’s history, sector peers, reporting period and data source.
Return on invested capital+2.87%How effectively the business earns returns on capital used in operations.
Return on capital employed+1.56%Interpret alongside the company’s history, sector peers, reporting period and data source.
Debt / equity0Debt relative to shareholder equity; definitions may vary by data provider.
Price / book2.14Interpret alongside the company’s history, sector peers, reporting period and data source.
EV / EBITDA74.92Interpret alongside the company’s history, sector peers, reporting period and data source.
Price / FCF46.64Interpret alongside the company’s history, sector peers, reporting period and data source.
Earnings yield+0.74%Interpret alongside the company’s history, sector peers, reporting period and data source.
Shares outstanding608,847,000Interpret alongside the company’s history, sector peers, reporting period and data source.
Book value / share36.15Interpret alongside the company’s history, sector peers, reporting period and data source.
FCF / share1.59Interpret alongside the company’s history, sector peers, reporting period and data source.
Market cap47.03BMarket value of outstanding shares, not the same as enterprise value.
P/E ratio493.67Share price relative to earnings per share; interpret alongside growth and peers.
52-week high86.92Highest stored price over the rolling year; not a fair-value estimate.
52-week low48.21Lowest stored price over the rolling year; not a support guarantee.
Average volume3,613,651Typical shares traded; helps assess liquidity but can change around events.
TECHNICALS

Technical indicators

Latest stored daily indicator snapshot; unavailable indicators are omitted.

Oct 20, 2026
RSI (14)51.08Momentum oscillator from 0–100; extreme readings are context, not automatic buy/sell signals.
SMA 2076.03Average closing price over about 20 trading sessions; a short-term trend reference.
SMA 5078.66Average closing price over about 50 sessions; often used to assess medium-term direction.
SMA 10077.65Interpret alongside the company’s history, sector peers, reporting period and data source.
SMA 20070.78Average closing price over about 200 sessions; a longer-term trend reference.
EMA 2076.95Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 5077.55Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 20073.93Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD-0.14Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD signal-0.61Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD histogram0.47Difference between MACD and its signal line; sign and changes indicate momentum shifts.
Bollinger upper79.29Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger middle76.03Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger lower72.78Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic58.69Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic signal72.81234977147015Interpret alongside the company’s history, sector peers, reporting period and data source.
Williams %R-41.31Interpret alongside the company’s history, sector peers, reporting period and data source.
CCI95.95Interpret alongside the company’s history, sector peers, reporting period and data source.
MFI41.02Interpret alongside the company’s history, sector peers, reporting period and data source.
ROC+4.67%Interpret alongside the company’s history, sector peers, reporting period and data source.
OBV-282.32KInterpret alongside the company’s history, sector peers, reporting period and data source.
Momentum1.67Interpret alongside the company’s history, sector peers, reporting period and data source.
Volatility+33.93%Interpret alongside the company’s history, sector peers, reporting period and data source.
ATR2.23Average true range estimates recent price movement size, not direction.
ADX21Measures trend strength, not whether the trend is bullish or bearish.
Support level72.28Interpret alongside the company’s history, sector peers, reporting period and data source.
Resistance level81.17Interpret alongside the company’s history, sector peers, reporting period and data source.
TrendneutralInterpret alongside the company’s history, sector peers, reporting period and data source.
REPORTED RESULTS

Financial statements, earnings history and estimate revisions

Recent normalized financial statement records.

Showing up to 60 recent statement records. Reported periods and statement types are preserved; blank values are not estimated. Contradictory zero sentinels are withheld instead of presented as verified facts.

PeriodStatementFiscal periodBasisRevenueCost of revenueGross profitOperating incomeNet incomeBasic EPSDiluted EPSCashTotal assetsTotal liabilitiesDebtEquityOperating cash flowCapexFree cash flowSource
Jun 30, 2026balance sheetFY-2026-Q2quarterly———————6.43B39.16B17.15B022.01B———3spread
Jun 30, 2026cash flowFY-2026-Q2annual————————————1.99B83.79M1.9B3spread
Jun 30, 2026cash flowFY-2026-Q2quarterly————————————1.02B53.21M966.61M3spread
Jun 30, 2026income statementFY-2026-Q2annual0—6.08B274.88M-221.53M-0.37-0.37————————3spread
Jun 30, 2026income statementFY-2026-Q2quarterly0-3.44B3.17B446.87M87.07M0.150.15————————3spread
Mar 31, 2026balance sheetFY-2026-Q1quarterly———————6.86B39.99B18.31B021.68B———3spread
Mar 31, 2026cash flowFY-2026-Q1quarterly————————————965.6M30.57M935.02M3spread
Mar 31, 2026income statementFY-2026-Q1quarterly0—2.91B-171.99M-308.6M-0.52-0.52————————3spread
Dec 31, 2025balance sheetFY-2025-Q4quarterly———————6.56B39.55B17.38B022.17B———3spread
Dec 31, 2025cash flowFY-2025-Q4annual————————————2.58B155.04M2.42B3spread
Dec 31, 2025cash flowFY-2025-Q4quarterly————————————621M41.2M579.8M3spread
Dec 31, 2025income statementFY-2025-Q4annual24.19B—10.36B1.71B1.3B2.132.10————————3spread
Dec 31, 2025income statementFY-2025-Q4quarterly6.25B—2.87B485.37M115.56M0.190.19————————3spread
Sep 30, 2025balance sheetFY-2025-Q3quarterly———————8.34B39.18B16.71B022.47B———3spread
Sep 30, 2025cash flowFY-2025-Q3quarterly————————————1.96B113.84M1.84B3spread
Sep 30, 2025income statementFY-2025-Q3quarterly17.94B—7.49B1.22B1.19B1.941.91————————3spread
Jun 30, 2025balance sheetFY-2025-Q2quarterly———————6.38B36.86B14.74B022.12B———3spread
Jun 30, 2025cash flowFY-2025-Q2annual————————————507.66M63.19M444.47M3spread
Jun 30, 2025cash flowFY-2025-Q2quarterly————————————374.32M31.31M343.01M3spread
Jun 30, 2025income statementFY-2025-Q2quarterly0—2.54B484.29M538.33M0.880.87————————3spread
Jun 30, 2025income statementFY-2025-Q2annual0—4.83B813.6M727.06M1.181.17————————3spread
Mar 31, 2025balance sheetFY-2025-Q1quarterly———————7.09B36.4B14.96B021.44B———3spread
Mar 31, 2025cash flowFY-2025-Q1quarterly————————————133.34M31.88M101.45M3spread
Mar 31, 2025income statementFY-2025-Q1quarterly0—2.29B329.3M188.72M0.310.30————————3spread
Dec 31, 2024balance sheetFY-2024-Q4quarterly———————8.08B36.78B15.54B021.23B———3spread
Dec 31, 2024cash flowFY-2024-Q4annual————————————1.71B153.95M1.55B3spread
Dec 31, 2024cash flowFY-2024-Q4quarterly————————————343.47M26.99M316.48M3spread
Dec 31, 2024income statementFY-2024-Q4annual24.12B—8.89B892.33M2.87B4.704.56————————3spread
Dec 31, 2024income statementFY-2024-Q4quarterly6.03B—2.31B13.01M1.92B3.153.06————————3spread
Sep 30, 2024balance sheetFY-2024-Q3quarterly———————8.3B36.36B16.45B019.91B———3spread
Sep 30, 2024cash flowFY-2024-Q3quarterly————————————826.45M56.6M769.85M3spread
Sep 30, 2024income statementFY-2024-Q3quarterly5.98B—2.25B323.01M281.14M0.460.45————————3spread
Jun 30, 2024balance sheetFY-2024-Q2quarterly———————7.8B37.55B18.25B019.29B———3spread
Jun 30, 2024cash flowFY-2024-Q2quarterly————————————659.85M38.36M621.49M3spread
Jun 30, 2024cash flowFY-2024-Q2annual————————————1.01B70.36M938.43M3spread
Jun 30, 2024income statementFY-2024-Q2quarterly6.16B—2.23B306.56M189.87M0.320.31————————3spread
Jun 30, 2024income statementFY-2024-Q2annual12.11B—4.33B556.31M660.69M1.081.05————————3spread
Mar 31, 2024balance sheetFY-2024-Q1quarterly———————5.75B35.61B16.65B018.97B———3spread
Mar 31, 2024cash flowFY-2024-Q1quarterly————————————675.05M32M643.05M3spread
Mar 31, 2024income statementFY-2024-Q1quarterly5.96B—2.09B249.74M470.82M0.770.74————————3spread
Dec 31, 2023balance sheetFY-2023-Q4quarterly———————5B33.03B14.34B018.69B———3spread
Dec 31, 2023cash flowFY-2023-Q4annual————————————100.96M151.15M-50.19M3spread
Dec 31, 2023cash flowFY-2023-Q4quarterly————————————-565.25M51.69M-616.94M3spread
Dec 31, 2023income statementFY-2023-Q4annual21.92B—7.5B-278.84M-21.12M0.020.02————————3spread
Dec 31, 2023income statementFY-2023-Q4quarterly5.77B—2.03B-130.65M157.8M0.290.29————————3spread
Sep 30, 2023balance sheetFY-2023-Q3quarterly———————5.11B32.55B14.72B017.83B———3spread
Sep 30, 2023cash flowFY-2023-Q3quarterly————————————632.16M37.68M594.47M3spread
Sep 30, 2023income statementFY-2023-Q3quarterly5.62B—1.9B-9.91M-93.54M-0.15-0.15————————3spread
Jun 30, 2023balance sheetFY-2023-Q2quarterly———————4.75B31.08B13.31B017.77B———3spread
Jun 30, 2023cash flowFY-2023-Q2annual————————————587.66M61.78M525.89M3spread
Jun 30, 2023cash flowFY-2023-Q2quarterly————————————212.33M29.52M182.81M3spread
Jun 30, 2023income statementFY-2023-Q2annual10.53B—3.58B-138.28M-9.55M-0.01-0.01————————3spread
Jun 30, 2023income statementFY-2023-Q2quarterly5.53B—1.87B-132.11M-105.38M-0.17-0.17————————3spread
Mar 31, 2023balance sheetFY-2023-Q1quarterly———————5.06B31.34B13.86B017.47B———3spread
Mar 31, 2023cash flowFY-2023-Q1quarterly————————————375.33M32.25M343.08M3spread
Mar 31, 2023income statementFY-2023-Q1quarterly4.99B—1.71B-6.17M95.83M0.160.16————————3spread
Dec 31, 2022balance sheetFY-2022-Q4quarterly———————4.54B31.36B14.11B017.25B———3spread
Dec 31, 2022cash flowFY-2022-Q4annual————————————250.38M170.82M79.57M3spread
Dec 31, 2022cash flowFY-2022-Q4quarterly————————————79.15M49.11M30.04M3spread
Dec 31, 2022income statementFY-2022-Q4annual17.53B—5.99B-624.53M-553.01M-0.93-0.93————————3spread

Financial metric history

PeriodRevenue growthGross marginOperating marginNet marginROEROIC
Jun 30, 2026————+0.40%+2.87%

Earnings history

These are SEC-reported financial facts grouped by fiscal period. The displayed date is the SEC filing/observation date, not a verified earnings announcement or release date. Use the company’s investor-relations calendar for confirmed earnings-release timing.

SEC filing / observation dateFiscal periodEPS reportedEPS estimateRevenue reportedRevenue estimate
Aug 5, 2026Q20.15———
May 7, 2026Q1-0.52———
Feb 26, 2026FY2.10———
Nov 6, 2025Q30.74———
Aug 7, 2025Q20.87———
May 1, 2025Q10.30———
VALUATION

Stock valuation: P/E, forward P/E and multiples

Multiples shown only when the database has a usable value.

P/E ratio493.67
Price / book2.14
Enterprise value40.6B

Peer comparisons are withheld until a comparable industry group and a reliable peer set are verified.

LATEST DEVELOPMENTS

News and company updates

Stories linked to this stock in the current database.

Zacks Investment ResearchOct 15, 2026

Block's AI-Powered Kiosk Launch to Drive Revenue and Merchant Growth

Block, Inc. has introduced Square Kiosk, an AI-powered self-service ordering system designed for quick-service restaurants. The kiosk features a 21.5-inch touchscreen, conversational AI voice capabilities, integrated payments, and personalized loyalty features. Priced at $1,999…

bullish
Zacks Investment ResearchOct 15, 2026

Block's AI-Powered Kiosk Launch to Drive Revenue and Merchant Growth

Block, Inc. has introduced Square Kiosk, an AI-powered self-service ordering system designed for quick-service restaurants. The kiosk features a 21.5-inch touchscreen, conversational AI voice capabilities, integrated payments, and personalized loyalty features. Priced at $1,999…

bullish
RISK CONTEXT

Risk and performance profile

Computed risk/performance records; not a recommendation. Mathematically uninterpretable or extreme ratios are withheld rather than displayed as reliable facts.

Volatility+29.06%
Beta1.83
ATR2.24
Maximum drawdown-39.48%
Sharpe ratio0.13
Sortino ratio0.13
Debt / equity0
Current ratio2.21
Interest coverage8.02
1-day return+2.67%
5-day return+3.38%
1-month return-7.52%
3-month return-2.90%
6-month return+28.04%
YTD return+17.59%
1-year return-0.53%
All-time return-3.21%
RESEARCH EVIDENCE

Source data and research records

Expandable evidence tables keep the main page focused while preserving detailed data.

Institutional holders and ownership

Showing up to 50 recent holder records. Values failing a basic implied-price check are withheld, not silently corrected.

PeriodFiledHolderCIKSharesValueOwnershipShares changeChange %Source
Jun 30, 2026Jul 17, 2026CIDEL ASSET MANAGEMENT INC16219153,018229.37K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Maven Securities LTD1633046101,1007.69M———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026Empower Advisory Group, LLC19788853,043231.27K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Snowden Capital Advisors LLC19030555,456414.66K———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026Ulland Investment Advisors, LLC191149712,593Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Axxion S.A.203018190,0006.84M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Quinn Opportunity Partners LLC1633275155,50011.82M———SEC_13F_DATASET
Jun 30, 2026Jul 15, 2026HARTFORD INVESTMENT MANAGEMENT CO92243929,4032.23M———SEC_13F_DATASET
Jun 30, 2026Jul 15, 2026Prospera Financial Services Inc15416255,407411.01K———SEC_13F_DATASET
Jun 30, 2026Jul 15, 2026Acropolis Investment Management, LLC13186011,738104.59K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Point Break Capital Management, LLC163194334,5902.63M———SEC_13F_DATASET
Jun 30, 2026Jul 15, 2026Granite FO LLC2034090171.29K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026STATE OF WISCONSIN INVESTMENT BOARD854157273,20420.76M———SEC_13F_DATASET
Jun 30, 2026Jul 14, 2026City State Bank191066680561.18K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026ADAGE CAPITAL PARTNERS GP, L.L.C.1165408476,90036.24M———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026MidFirst Bank207707619014.44K———SEC_13F_DATASET
Jun 30, 2026Jul 27, 2026ADAPT Investment Managers SA2029917125,0009.5M———SEC_13F_DATASET
Jun 30, 2026Jul 27, 2026Third View Private Wealth, LLC208340627,5082.09M———SEC_13F_DATASET
Jun 30, 2026Jul 14, 2026CWA Asset Management Group, LLC16671344,470339.72K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Magnetar Financial LLC13528511,852140.75K———SEC_13F_DATASET
Jun 30, 2026Jul 27, 2026Westside Investment Management, Inc.153838348336.71K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026SC US (TTGP), LTD. 1607841975,05174.1M———SEC_13F_DATASET
Jun 30, 2026Jul 14, 2026Cromwell Holdings LLC189471269953.12K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Rafferty Asset Management, LLC1389426165,31512.56M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Siemens Fonds Invest GmbH185663711,102843.75K———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026PROFUND ADVISORS LLC11299194,484340.78K———SEC_13F_DATASET
Jun 30, 2026Jul 13, 2026Wedmont Private Capital19042748,506657.52K———SEC_13F_DATASET
Jun 30, 2026Jul 13, 2026WOLFF WIESE MAGANA LLC183209724018.24K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026Truvestments Capital LLC17504051,11484.66K———SEC_13F_DATASET
Jun 30, 2026Jul 13, 2026Independence Bank of Kentucky173047918514.06K———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Bitwise Funds Trust19285613,617274.89K———SEC_13F_DATASET
Jun 30, 2026Jul 13, 2026ARMSTRONG ADVISORY GROUP, INC1932952796K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026BROWN BROTHERS HARRIMAN & CO1466113,2191M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Sone Capital Management, LLC202621532,7682.49M———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Aberdeen Wealth Management LLC1802654151.14K———SEC_13F_DATASET
Jun 30, 2026Jul 27, 2026ASHTON THOMAS SECURITIES, LLC7715725,725434.53K———SEC_13F_DATASET
Jun 30, 2026Jul 10, 2026DiNuzzo Private Wealth, Inc.1994563443.34K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026Intellectus Partners, LLC16772539,769742.42K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Candriam S.C.A.153701432,2422.45M———SEC_13F_DATASET
Jun 30, 2026Jul 10, 2026DOLIVER ADVISORS, LP9380776,318480.17K———SEC_13F_DATASET
Jun 30, 2026Aug 4, 2026waypoint wealth counsel180790926,00024.54K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Vanguard Investments Australia, Ltd.1550100262,94219.98M———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026USS Investment Management Ltd1587381113,0558.6M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC8845464,607,488350.17M———SEC_13F_DATASET
Jun 30, 2026Jul 9, 2026Everhart Financial Group, Inc.18528585,094387.14K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026CAZ INVESTMENTS LP11593631,00076K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026KLP KAPITALFORVALTNING AS1717443203,50015.47M———SEC_13F_DATASET
Jun 30, 2026Aug 6, 2026AXQ CAPITAL, LP191690813,6851.04M———SEC_13F_DATASET
Jun 30, 2026Jul 24, 2026DHJJ Financial Advisors, Ltd.18447165380———SEC_13F_DATASET
Jun 30, 2026Aug 24, 2026CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM108101954,852,088Withheld: value fails validation———SEC_13F_DATASET
PeriodShares outstandingInstitutional ownershipInsider ownership
Jun 30, 2026608,847,000+150.77%+0.30%
Insider transactions

Reported transaction values and remaining holdings are shown only when supplied by the source.

Transaction dateFiledInsiderTitleTypeCodeSharesPriceReported valueShares afterFilingSource
Oct 19, 2026Oct 19, 2026Eisen Anthony Mathew—SaleS6,00078.58471.48K1,254,672Open filingSEC_FORM_3_4_5
Oct 16, 2026Oct 19, 2026Eisen Anthony Mathew—SaleS6,00080.43482.58K1,260,672Open filingSEC_FORM_3_4_5
Oct 15, 2026Oct 19, 2026Eisen Anthony Mathew—SaleS6,00076.99461.94K1,266,672Open filingSEC_FORM_3_4_5
Oct 14, 2026Oct 14, 2026Eisen Anthony Mathew—SaleS6,00075.70454.2K1,272,672Open filingSEC_FORM_3_4_5
Oct 13, 2026Oct 14, 2026Eisen Anthony Mathew—SaleS6,00076.80460.8K1,278,672Open filingSEC_FORM_3_4_5
Oct 12, 2026Oct 14, 2026Eisen Anthony Mathew—SaleS6,00076.97461.82K1,284,672Open filingSEC_FORM_3_4_5
Oct 9, 2026Oct 9, 2026Eisen Anthony Mathew—SaleS6,00075.75454.5K1,290,672Open filingSEC_FORM_3_4_5
Oct 8, 2026Oct 9, 2026Eisen Anthony Mathew—SaleS6,00075.17451.02K1,296,672Open filingSEC_FORM_3_4_5
Oct 7, 2026Oct 9, 2026Eisen Anthony Mathew—SaleS6,00075.35452.1K1,302,672Open filingSEC_FORM_3_4_5
Oct 6, 2026Oct 6, 2026Eisen Anthony Mathew—SaleS6,00076.68460.08K1,308,672Open filingSEC_FORM_3_4_5
Oct 5, 2026Oct 6, 2026Eisen Anthony Mathew—SaleS6,00074.24445.44K1,314,672Open filingSEC_FORM_3_4_5
Oct 2, 2026Oct 6, 2026Eisen Anthony Mathew—SaleS6,00075.61453.66K1,320,672Open filingSEC_FORM_3_4_5
Oct 1, 2026Oct 1, 2026Eisen Anthony Mathew—SaleS6,00073.67442.02K1,326,672Open filingSEC_FORM_3_4_5
Oct 1, 2026Oct 5, 2026Brooks Amy—Award/GrantA2030.00030,731Open filingSEC_FORM_3_4_5
Oct 1, 2026Oct 5, 2026BOTHA ROELOF—Award/GrantA2710.00036,744Open filingSEC_FORM_3_4_5
Oct 1, 2026Oct 5, 2026Meeker Mary G—Award/GrantA2540.000425,865Open filingSEC_FORM_3_4_5
Oct 1, 2026Oct 5, 2026Narula Neha—Award/GrantA2630.00018,013Open filingSEC_FORM_3_4_5
Oct 1, 2026Oct 5, 2026Carter Shawn Corey—Award/GrantA1690.00032,874Open filingSEC_FORM_3_4_5
Sep 30, 2026Oct 1, 2026Eisen Anthony Mathew—SaleS6,00074.33445.98K1,332,672Open filingSEC_FORM_3_4_5
Sep 29, 2026Oct 1, 2026Eisen Anthony Mathew—SaleS6,00073.29439.74K1,338,672Open filingSEC_FORM_3_4_5
SEC filings

Showing up to 30 latest filings. Open the original SEC document when a URL is available.

FiledAcceptedFormDescriptionReporting periodAccessionSEC document
Oct 19, 2026—4FORM 4Oct 15, 20260001628280-26-066356View filing
Oct 19, 2026—144——0001950047-26-010300View filing
Oct 16, 2026—144——0001950047-26-010283View filing
Oct 15, 2026—144——0001950047-26-010234View filing
Oct 14, 2026—144——0001950047-26-010216View filing
Oct 14, 2026—4FORM 4Oct 12, 20260001628280-26-065911View filing
Oct 13, 2026—144——0001950047-26-010198View filing
Oct 13, 2026—144——0001950047-26-010187View filing
Oct 9, 2026—4FORM 4Oct 7, 20260001628280-26-065556View filing
Oct 9, 2026—144——0001950047-26-010135View filing
Oct 8, 2026—144——0001950047-26-010115View filing
Oct 7, 2026—144——0001950047-26-010100View filing
Oct 6, 2026—4FORM 4Oct 2, 20260001628280-26-065269View filing
Oct 6, 2026—144——0001950047-26-010064View filing
Oct 5, 2026—4FORM 4Oct 1, 20260001628280-26-065024View filing
Oct 5, 2026—4FORM 4Oct 1, 20260001628280-26-065030View filing
Oct 5, 2026—4FORM 4Oct 1, 20260001628280-26-065023View filing
Oct 5, 2026—4FORM 4Oct 1, 20260001628280-26-065016View filing
Oct 5, 2026—144——0001950047-26-010026View filing
Oct 5, 2026—4FORM 4Oct 1, 20260001628280-26-065031View filing
Oct 2, 2026—144——0001950047-26-009995View filing
Oct 1, 2026—4FORM 4Sep 29, 20260001628280-26-064331View filing
Oct 1, 2026—144——0001950047-26-009977View filing
Sep 30, 2026—144——0001950047-26-009891View filing
Sep 29, 2026—144——0001950047-26-009857View filing
Sep 28, 2026—4FORM 4Sep 24, 20260001628280-26-063757View filing
Sep 28, 2026—144——0001950047-26-009838View filing
Sep 25, 2026—144——0001950047-26-009812View filing
Sep 24, 2026—144——0001950047-26-009790View filing
Sep 23, 2026—4FORM 4Sep 21, 20260001628280-26-063269View filing
Quarterly and monthly research
PeriodResearch summary
Jun 30, 2026Derived quarterly snapshot; AI narrative pending
Jun 30, 2026Latest reported fundamentals for fiscal period FY-2026-Q2. Revenue: $0. EPS: $0.150. EPS growth: -82.76%. Gross margin: Infinity%. Operating margin: Infinity%. Net margin: Infinity%. Free cash flow: $966609000.
MonthResearch summary
Oct 1, 2026Derived monthly snapshot; AI narrative pending
Third-party metrics and ratios

Showing up to 40 recent metric records and 40 ratio records from the query window. Provider periods, units and validity flags are preserved when available.

PeriodReport periodFiscal yearQuarterPeriod typeCategoryValueUnitCurrencyValidSource
Jun 30, 2026Jun 30, 202620262quarterlycollections_on_loans19,150,402,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualfx_effect-526,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualloans_originated_or_advanced-38,240,830,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualoriginations_of_loans_held_for_sale-3,651,413,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualother_financing_activities743,028,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualother_investing_activities323,413,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualprovision_for_credit_losses1,085,575,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualrepurchases_of_stock-700,935,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcommon_stock0—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcredit_facility_borrowings589,556,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcustomer_deposits_and_advances7,629,062,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instantnoncontrolling_interests-35,758,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instantpreferred_stock0—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instantshort_term_borrowings572,388,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlygeneral_and_administrative-825,869,000—USDNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyfair_value_adjustments4,140,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyresearch_and_development-608,660,000—USDNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyselling_and_marketing-664,955,000—USDNo3Spread
Jun 30, 2026Jun 30, 202620262instantaccounts_receivable_net2,477,706,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccrued_expenses2,277,051,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccumulated_other_comprehensive_income-257,576,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantadditional_paid_in_capital18,850,561,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualamortization_of_debt_costs-603,136,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycapital_expenditures-53,212,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcash_and_equivalents6,427,331,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_beginning_of_period13,494,520,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_end_of_period12,851,199,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_payables_to_brokers_and_customers163,500,000ratioUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_prepaid_expenses39,925,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_receivables-234,711,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_working_capital_combined59,584,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycost_of_revenue-3,438,801,000USDUSDNo3Spread
Jun 30, 2026Jun 30, 202620262instantcurrent_assets23,144,875,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcurrent_liabilities10,478,501,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcurrent_portion_of_long_term_debt0USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlydeferred_income_taxes128,572,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantdeferred_tax_assets1,261,584,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlydepreciation_and_amortization-47,082,000USDUSDNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyeps_basic0.15USD/shareUSDNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyeps_diluted0.15USD/shareUSDNo3Spread
PeriodReport periodFiscal yearQuarterPeriod typeRatio categoryRatioValuePercentileMissing inputsValidSource
Jun 30, 2026Jun 30, 202620262quarterlyefficiencyasset_turnover0+0.00%revenueNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowcf_margin_pct0+0.00%revenueNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlysectorebitda_margin_pct0+0.00%revenueNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilitygross_margin_pct0+0.00%revenueNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleverageinterest_coverage0+0.00%interest_expenseNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyefficiencyinventory_turnover0+0.00%inventoryNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilitynet_margin_pct0+0.00%revenueNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityoperating_margin_pct0+0.00%revenueNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyefficiencyreceivables_turnover0+0.00%revenueNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquiditycash_ratio0.61+68.58%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowcf_to_net_income11.71+96.35%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquiditycurrent_ratio2.21+66.34%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleveragedebt_to_assets0.44+34.18%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlysectordebt_to_ebitda31.64+79.74%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleveragedebt_to_equity0.78+44.93%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleverageequity_multiplier1.78+41.89%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowfree_cash_flow966,609,000+92.17%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowoperating_cf_ratio0.1+49.46%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquidityquick_ratio2.21+76.00%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityroa_pct0.22+32.13%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityroe_pct0.4+29.01%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquidityworking_capital12,666,374,000+98.62%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyefficiencyasset_turnover0+0.00%revenueNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowcf_margin_pct0+0.00%revenueNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlysectorebitda_margin_pct0+0.00%revenueNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilitygross_margin_pct0+0.00%revenueNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleverageinterest_coverage0+0.00%interest_expenseNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyefficiencyinventory_turnover0+0.00%inventoryNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilitynet_margin_pct0+0.00%revenueNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilityoperating_margin_pct0+0.00%revenueNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyefficiencyreceivables_turnover0+0.00%revenueNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyliquiditycash_ratio0.57+64.96%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowcf_to_net_income-3.13+7.41%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyliquiditycurrent_ratio1.99+61.30%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleveragedebt_to_assets0.46+34.90%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlysectordebt_to_ebitda-240.81+0.82%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleveragedebt_to_equity0.84+45.32%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleverageequity_multiplier1.84+42.19%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowfree_cash_flow935,021,000+92.39%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowoperating_cf_ratio0.08+52.75%—Yes3Spread
Data quality and provenance

This page does not fill gaps with sample data. Values shown above come from the connected market-data and research tables.

No verified records available for this section yet.
RetrievedDatasetProviderStatus
Oct 8, 2026company_profileUS Market AI / SEC-mapped universeVerified
Identifiers and model evaluation
IdentifierValueSource
cik1512673stocks.cik
tickerXYZstocks.symbol
No verified records available for this section yet.
QUICK ANSWERS

Frequently asked questions

What is XYZ stock's current price?

The latest stored quote for XYZ is 77.50. The quote timestamp is 10/19/2026, 4:00:00 AM. Prices can change during market hours.

What is the XYZ stock forecast and analysis?

The latest available quantitative model signal is “neutral”. Review the forecast horizons alongside the company's reported financials, valuation, technical indicators and risks below; model outputs are estimates, not guarantees or personalized investment advice.

What is the XYZ stock price target?

The forecast table shows stored quantitative model outputs for the available horizons. These are model targets, not necessarily Wall Street analyst consensus; a verified consensus target is not assumed unless explicitly stored.

What is the XYZ stock price prediction for 2030?

A stored long-term model scenario for 2030 is shown in the forecast table. Long-range scenarios are highly uncertain and should be reviewed alongside the model version and assumptions.

What are the bullish and bearish views on XYZ?

A sufficiently detailed analyst-opinion dataset is not currently stored for this stock. The bull and bear cases on this page are conditional evidence-based scenarios, not attributed analyst recommendations.

What is the XYZ stock price prediction for 2026?

A verified 2026 long-term model output is not currently stored for this stock. Check the forecast section for available horizons rather than relying on an unsupported target.

Is XYZ stock overvalued or undervalued?

The latest stored trailing P/E is 493.67. Those multiples alone cannot establish fair value; compare growth, cash flow, earnings quality, risk and relevant peers.

What is XYZ's P/E ratio?

The latest stored trailing P/E ratio is 493.67. P/E compares share price with earnings per share and should be interpreted alongside growth, cyclicality and accounting quality.

What is XYZ's 52-week high and low?

The stored 52-week range is 48.21 to 86.92. This describes the recent trading range, not a forecast or a guaranteed support/resistance level.

Does XYZ pay a dividend, and what is its dividend history?

No dividend records are currently stored for this stock. That absence does not prove the company pays no dividend.

When is XYZ's next earnings report?

The latest SEC filing/observation date in this database is Aug 5, 2026. This is not a verified earnings announcement date or a confirmed next-report date; check company investor relations for the official calendar.

How has XYZ stock performed recently?

The price chart uses 250 stored daily observations, and the market snapshot includes the latest available quote. Use the chart to inspect the period shown; past performance does not predict future returns.

Is XYZ stock in a bullish or bearish trend?

The stored technical snapshot classifies the trend as “neutral”. This rule-based label is based on available indicators and is not a standalone buy or sell signal.

What are the main risks of investing in XYZ?

Available risk metrics are shown in the risk and performance section. These metrics do not capture every business, competitive, regulatory or market risk; review company filings and disclosures as well.

Where can I find XYZ's financial statements and earnings history?

Use the Financial Statements section for stored statement records, financial metric history, earnings results and estimate revisions. Coverage depends on the data available for this company.

Does US Market AI provide a guaranteed XYZ price target?

No. Forecasts shown here are quantitative model outputs, not guarantees or personalized financial advice. Missing forecast values are left unavailable rather than filled with invented targets.

US MARKET AI · STOCK RESEARCH

Data availability varies by company and provider. Missing values are omitted rather than estimated. Forecasts are model outputs and should be independently evaluated.

Research updated Oct 19, 2026 · Research methodology · Disclaimer