En esta página
01INVA precio
02Instantánea
03Gráfico
04Divisiones de acciones
06Rendimiento
07Valoración y ratios
13Dividendos
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
23Noticias
25Señales de trading
26Mis Métricas
INVA Innoviva, Inc. - Common Stock
NASDAQ · Pharmaceuticals · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 5, 2026
$20,50
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$16,52mínimo 52 semanas
$25,15máximo 52 semanas
Capitalización Bursátil (MRQ)
$1.49B
P/E (TTM)
4.7
BPA (TTM)
$4.35
Ingresos (TTM)
$440M
tus insignias
Rango 52S
$17–$25
Calificación del Analista
BUY
Precio Objetivo
$35
P/E
4.7
ROE
36.7%
Margen de Beneficio Neto
81.2%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
INVA Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$20.50
Capitalización Bursátil (MRQ)
$1.49B
P/E (TTM)
4.7
BPA (TTM)
$4.35
Ingresos (TTM)
$440M
ROE (TTM)
36.7%
Deuda/Capital (MRQ)
0.2
Rango 52S
$17–$25
INVA Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Divisiones de acciones
| Fecha ex-dividendo | División | Tipo |
|---|---|---|
| 3 de junio de 2014 | 1241-for-1000 | Adelante |
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$411M2016-12-31 → 2025-12-31
BPA$3.302016-12-31 → 2025-12-31
Flujo de caja libre·2016-12-31 → 2021-12-31
Margen neto81.2%2017-12-31 → 2021-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | INVA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 4.7promedio 5A ≈14.6 | ≈14.6 | 12.9 | Infravalorado | |
| P/S (TTM) | 3.4 | · | 6.9 | Infravalorado | |
| P/C (MRQ) | 1.2 | · | 3.9 | Infravalorado | |
| Precio / FCF (TTM) | 7.9 | · | · | · | |
| Precio / Flujo de Caja (TTM) | 7.8 | · | 26.5 | Infravalorado | |
| Precio / Valor Contable Tangible (MRQ) | 1.4promedio 5A ≈2.3 | ≈2.3 | · | · | |
| PEG Ratio (Ratio PEG) | ≈0.5 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | INVA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 72.2% | · | · | · | |
| Margen Operativo (TTM) | 36.9% | · | 5.6% | De primer nivel | |
| Margen antes de impuestos (TTM) | 95.3% | · | 13.9% | Débil | |
| Margen de Beneficio Neto (TTM) | 81.2% | · | -13.6% | Débil | |
| ROA (TTM) | 23.5% | · | -0.47% | De primer nivel | |
| ROE (TTM) | 36.7% | · | -8.2% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | INVA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 0.2 | · | 0.4 | Baja deuda | |
| Ratio corriente (MRQ) | 16.0 | · | 2.9 | Liquidez sólida | |
| Deuda a Largo Plazo / Patrimonio (MRQ) | 0.2 | · | 0.4 | Baja deuda |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | INVA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 14.7%promedio 5A ≈5.0% | ≈5.0% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 7.5%promedio 5A ≈0.63% | ≈0.63% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 4.1% | · | · | · | |
| EPS YoY (EPS interanual) | 816.7%promedio 5A ≈150.1% | ≈150.1% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 1059.2%promedio 5A ≈187.8% | ≈187.8% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 11.7%promedio 5A ≈-11.8% | ≈-11.8% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 10.3% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 7.2%promedio 5A ≈-22.7% | ≈-22.7% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | -1.6% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | INVA | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue / Employee (Ingresos / Empleado) | ≈$2.6M | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Pago anualizado≈$1.00
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Sep 8, 2015 | $0,25 | USD | ≈7.4% |
| Jun 10, 2015 | $0,25 | USD | ≈5.5% |
| Mar 10, 2015 | $0,25 | USD | ≈3.8% |
| Nov 21, 2014 | $0,25 | USD | ≈3.6% |
| Ago 26, 2014 | $0,25 | USD | ≈1.1% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-67.1%
Próximo informe
Nov 03, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 4, 2026 | $-1.14 | $0.44 | -356.4% |
| 31 de marzo de 2026 | May 13, 2026 | $-0.05 | $0.40 | -112.6% |
| 31 de diciembre de 2025 | $1.94 | $0.56 | 245.8% | |
| 30 de septiembre de 2025 | $1.08 | $0.49 | 119.4% | |
| 30 de junio de 2025 | $0.77 | $0.51 | 51.0% | |
| 31 de marzo de 2025 | $-0.74 | $0.30 | -350.2% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $411M | $359M | $310M | $331M | $392M | $337M | $261M | $261M | $217M | $134M | $54M | $8M | |
| Gross Profit | $308M | $296M | $246M | · | · | · | · | · | · | · | · | · | |
| R&D Expense | $31M | $14M | $34M | $41M | $576.0K | $2M | $0 | $0 | $1M | $1M | $3M | $7M | |
| SG&A Expense | $113M | $116M | $98M | $64M | $16M | $14M | $15M | $20M | $32M | $23M | $20M | $35M | |
| Operating Expenses | $144M | $129M | $132M | $44M | $-53M | $-17M | $15M | $23M | $34M | $25M | $22M | $42M | |
| Operating Income | $164M | $167M | $114M | · | $375M | $321M | $246M | $238M | $184M | $109M | $32M | $-34M | |
| Interest Expense | $17M | $22M | $19M | $16M | $19M | $18M | $19M | $24M | $44M | $52M | $52M | $37M | |
| Interest Income | $21M | $19M | $16M | $6M | $2M | $2M | $6M | · | · | · | · | · | |
| Other Non-op | $-3M | $-3M | $-5M | $-3M | $-4M | $-348.0K | $-345.0K | $-6M | $-7M | $2M | $1M | $-3M | |
| Pretax Income | $327M | $37M | $194M | $287M | $445M | $354M | $233M | $210M | $134M | $60M | $-19M | $-74M | |
| Income Tax | $56M | $14M | $14M | $67M | $76M | $60M | $42M | $-196M | $4.0K | $95.0K | $0 | $0 | |
| Net Income | $271M | $23M | $180M | $220M | $369M | $294M | $191M | $406M | $134M | $60M | $-19M | · | |
| EPS (Basic) | $4.02 | $0.37 | $2.75 | $3.07 | $3.24 | $2.21 | $1.55 | $3.92 | $1.25 | $0.54 | $-0.16 | $-1.50 | |
| EPS (Diluted) | $3.30 | $0.36 | $2.20 | $2.37 | $2.87 | $2.02 | $1.43 | $3.53 | $1.17 | $0.53 | $-0.16 | $-1.50 | |
| Shares (Basic) | 67,395,000 | 62,726,000 | 65,435,000 | 69,644,000 | 82,062,000 | 101,320,000 | 101,150,000 | 100,849,000 | 106,945,000 | 110,280,000 | 115,372,000 | 112,059,000 | |
| Shares (Diluted) | 84,760,000 | 74,187,000 | 86,876,000 | 95,248,000 | 94,310,000 | 113,554,000 | 113,409,000 | 113,408,000 | 119,866,000 | 123,233,000 | 115,372,000 | 112,059,000 | |
| EBITDA | · | · | · | · | $389M | $335M | · | $252M | $198M | $123M | $46M | $-22M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $551M | $305M | $194M | $291M | $202M | $246M | $278M | $62M | $73M | $118M | $159M | $97M | |
| Short-term Investments | · | · | · | · | $0 | · | · | · | · | · | · | · | |
| Receivables | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Inventory | $39M | $34M | $41M | $56M | $0 | · | · | · | · | · | · | $0 | |
| Prepaid Expense | $27M | $21M | $22M | $30M | $1M | $2M | $962.0K | $849.0K | $754.0K | $766.0K | $814.0K | $1M | |
| Other Current Assets | $2M | $656.0K | $4M | $3M | $70.0K | · | · | · | · | · | · | · | |
| Current Assets | $728M | $554M | $344M | $444M | $314M | $342M | $431M | $199M | $200M | $198M | $214M | $252M | |
| PP&E (Net) | $2M | $514.0K | $483.0K | $170.0K | $12.0K | $28.0K | $33.0K | $160.0K | $209.0K | $368.0K | $221.0K | $324.0K | |
| PP&E (Gross) | · | · | · | · | · | · | · | · | · | · | · | $324.0K | |
| Accum. Depreciation | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Goodwill | $18M | $18M | $18M | $27M | $0 | · | · | · | · | · | · | · | |
| Intangibles | $182M | $208M | $230M | $253M | $0 | · | · | · | · | · | · | · | |
| Other Non-current Assets | $41M | $41M | $3M | $4M | $11.0K | $214.0K | $312.0K | $37.0K | $37.0K | $37.0K | $18.0K | $18M | |
| Total Assets | $1.64B | $1.30B | $1.24B | $1.23B | $926M | $1000M | $725M | $548M | $367M | $379M | $409M | $522M | |
| Accounts Payable | $5M | $2M | $7M | $3M | $27.0K | $66.0K | $10.0K | $11.0K | $601.0K | $128.0K | $818.0K | $0 | |
| Current Liabilities | $50M | $236M | $38M | $135M | $6M | $6M | $5M | $6M | $35M | $20M | $13M | $14M | |
| Capital Leases | $11M | $1M | $2M | $2M | $0 | · | · | $0 | · | · | · | · | |
| Deferred Tax | $32M | $0 | $563.0K | $6M | $0 | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $66M | $64M | $72M | $71M | $0 | $106.0K | $219.0K | $586.0K | $940.0K | $1M | $2M | $2M | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | $716M | $748M | $726M | |
| Total Debt | · | · | · | · | $395M | $386M | · | $383M | $574M | $716M | · | · | |
| Common Stock | $747.0K | $627.0K | $633.0K | $692.0K | $696.0K | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Retained Earnings | $269M | $-2M | $-25M | $-205M | $-456M | $-722M | $-946M | $-1.10B | $-1.50B | $-1.63B | $-1.69B | $-1.67B | |
| Treasury Stock | · | $0 | $394M | $394M | $394M | $0 | · | $0 | $3M | $3M | $3M | $3M | |
| AOCI | · | · | · | · | · | $0 | $27.0K | $-3.0K | $-18.0K | $1.0K | $-2.0K | $-87.0K | |
| Stockholders' Equity | $1.17B | $691M | $675M | $566M | $526M | $608M | $313M | $154M | $-243M | $-353M | $-343M | $-223M | |
| Liabilities + Equity | $1.64B | $1.30B | $1.24B | $1.23B | $926M | $1000M | $725M | $548M | $367M | $379M | $409M | $522M | |
| Shares Outstanding | 74,636,000 | 62,665,000 | 63,307,000 | 69,188,000 | 69,566,000 | 101,392,000 | 101,288,000 | 101,098,000 | 102,046,000 | 108,585,000 | 114,933,000 | 116,445,000 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $12M | |
| Stock-based Comp | $9M | $6M | $6M | $7M | $2M | $2M | $2M | $3M | $10M | $8M | $7M | $27M | |
| Deferred Tax | $44M | $-13M | $4M | $25M | $76M | $60M | $42M | $-196M | $0 | $0 | · | · | |
| Amort. of Intangibles | $26M | $26M | $22M | $6M | $0 | $0 | · | · | · | · | · | · | |
| Other Non-cash | · | · | · | · | $-97M | $-57M | · | $-4M | $-16M | · | · | · | |
| Operating Cash Flow | $197M | $189M | $141M | $202M | $364M | $313M | $257M | $224M | $142M | $61M | $10M | $-131M | |
| CapEx | $1M | $270.0K | $411.0K | $67.0K | $0 | $13.0K | $12.0K | $0 | $0 | $278.0K | $7.0K | $689.0K | |
| Investing Cash Flow | $40M | $-64M | $-67M | $-57M | $44M | $-315M | $-18M | $4M | $-23M | $-5M | $159M | $-65M | |
| Stock Issued | $3M | $1M | $170.0K | $370.0K | $1M | $436.0K | $627.0K | $1M | $435.0K | $385.0K | $8M | $55M | |
| Stock Repurchased | $5M | $15M | $76M | $9M | $394M | $0 | $0 | $0 | $98M | $78M | $26M | $0 | |
| Net Stock Activity | · | · | · | · | $-393M | $436.0K | · | $1M | $-97M | $-78M | $-20M | $49M | |
| Dividends Paid | · | · | · | · | $0 | $0 | $11.0K | $80.0K | $281.0K | $960.0K | $87M | $57M | |
| Financing Cash Flow | $9M | $-13M | $-172M | $-56M | $-452M | $-30M | $-24M | $-238M | $-163M | $-98M | $-107M | $149M | |
| Net Change in Cash | $246M | $111M | $-98M | $90M | $-45M | $-32M | $216M | $-11M | $-45M | $-41M | $62M | $-47M | |
| Taxes Paid | $19M | $12M | $0 | $54M | $0 | $0 | · | · | · | · | · | · | |
| Free Cash Flow | · | · | · | · | $364M | $313M | · | $224M | $142M | $61M | $10M | $-131M | |
| Levered FCF | · | · | · | · | $348M | $298M | · | $177M | · | · | $-42M | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | · | · | · | 95.7% | 95.3% | · | 91.3% | 84.5% | 81.6% | 58.5% | -402.3% | |
| Net Margin | · | · | · | · | 94.1% | 87.2% | · | 155.7% | 61.8% | · | · | · | |
| Pretax Margin | · | · | · | · | 113.6% | 105.2% | · | 80.6% | · | 44.6% | -34.8% | · | |
| EBITDA Margin | · | · | · | · | 99.2% | 99.5% | · | 96.6% | 91.0% | 92.0% | 84.4% | -258.0% | |
| ROA | · | · | · | · | 38.3% | 34.1% | · | 88.8% | 36.0% | · | · | · | |
| ROE | · | · | · | · | 72.1% | 68.9% | · | -910.3% | -45.1% | · | · | · | |
| ROIC | · | · | · | · | 38.4% | 28.8% | · | 85.8% | · | · | -9.2% | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | · | 54.0 | 56.0 | · | 34.9 | 5.8 | 9.9 | 15.9 | 18.3 | |
| Quick Ratio | · | · | · | · | 34.7 | 40.3 | · | 11.0 | 2.1 | 5.9 | 11.8 | 7.0 | |
| Debt / Equity | · | · | · | · | 1.0 | 0.7 | · | 2.5 | -2.4 | -2.0 | · | · | |
| LT Debt / Equity | · | · | · | · | 1.0 | 0.7 | · | 2.5 | -2.4 | -2.0 | · | · | |
| Interest Coverage | · | · | · | · | 19.7 | 17.5 | · | 9.9 | 4.2 | 2.1 | 0.6 | -0.9 |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | · | 0.4 | 0.4 | · | 0.6 | 0.6 | 0.3 | 0.1 | 0.0 | |
| Receivables Turnover | · | · | · | · | · | · | · | · | · | · | · | 84.8 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | · | · | · | $5.96 | $5.33 | · | $1.52 | $-2.38 | $-3.25 | $-2.98 | · | |
| Revenue / Share | · | · | · | · | $4.16 | $2.97 | · | $2.30 | $1.81 | $1.08 | · | · | |
| Cash Flow / Share | · | · | · | · | $3.86 | $2.76 | · | $1.97 | $1.18 | $0.49 | · | · | |
| Cash / Share | · | · | · | · | $2.90 | $2.43 | · | $0.62 | $0.72 | $1.09 | $1.39 | · | |
| Dividend / Share | · | · | · | · | · | · | · | · | $0.00 | $0.00 | $0.75 | $0.50 | |
| EPS (TTM) | $3.30 | $0.36 | $2.20 | $2.37 | $2.87 | $2.02 | $1.43 | $3.53 | $1.17 | $0.53 | $-0.16 | $-1.50 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 14.7% | 15.5% | -6.3% | -15.4% | 16.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.5% | -2.9% | -2.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.1% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 816.7% | -83.6% | -7.2% | -17.4% | 42.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 11.7% | -49.9% | 2.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 10.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 1059.2% | -87.0% | -18.4% | -40.3% | 25.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 7.2% | -60.1% | -15.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -1.6% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $411M | $359M | $310M | $331M | $392M | $337M | $261M | $261M | $217M | $134M | $54M | $8M | |
| Net Income TTM | $271M | $23M | $180M | $220M | $369M | $294M | $191M | $406M | $134M | $60M | $-19M | · | |
| Market Cap | · | · | · | · | $1.20B | $1.26B | · | $1.76B | $1.45B | $1.16B | $1.21B | · | |
| Enterprise Value | · | · | · | · | $1.39B | $1.40B | · | $2.08B | $1.95B | $1.76B | · | · | |
| P/E | 6.1 | 48.2 | 7.3 | 5.6 | 6.0 | 6.1 | 9.9 | 4.9 | 12.1 | 20.2 | -65.9 | -9.4 | |
| P/S | · | · | · | · | 3.1 | 3.7 | · | 6.8 | 6.7 | 8.7 | 22.5 | · | |
| P/B | · | · | · | · | 2.9 | 2.3 | · | 11.5 | -6.0 | -3.3 | -3.5 | · | |
| P / Tangible Book | 1.5 | 2.3 | 2.4 | 3.2 | 2.3 | 2.1 | · | · | · | · | · | · | |
| P / Cash Flow | · | · | · | · | 3.3 | 4.0 | · | 7.9 | 10.2 | 19.1 | 119.6 | · | |
| P / FCF | · | · | · | · | 3.3 | 4.0 | · | 7.9 | 10.2 | 19.1 | 119.7 | · | |
| EV / EBITDA | · | · | · | · | 3.6 | 4.2 | · | 8.3 | 9.9 | 14.3 | · | · | |
| EV / FCF | · | · | · | · | 3.8 | 4.5 | · | 9.3 | 13.8 | 29.0 | · | · | |
| EV / Revenue | · | · | · | · | 3.6 | 4.1 | · | 8.0 | 9.0 | 13.2 | · | · | |
| Dividend Yield | · | · | · | · | 0.00% | 0.00% | · | 0.00% | 0.02% | 0.08% | 7.2% | · | |
| Earnings Yield | 16.5% | 2.1% | 13.7% | 17.9% | 16.6% | 16.3% | 10.1% | 20.2% | 8.2% | 5.0% | -1.5% | -10.6% | |
| Payout Ratio | · | · | · | · | 0.00% | 0.00% | · | 0.02% | 0.21% | · | · | · | |
| Annual Payout | · | · | · | · | $0 | $0 | $11.0K | $80.0K | $281.0K | $960.0K | $87M | $57M |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $120M | $98M | $115M | $108M | $100M | $89M | $92M | $90M | $100M | $77M | $86M | $67M | $81M | $76M | $66M | $67M | |
| Gross Profit | $91M | $76M | $76M | $76M | $83M | $73M | $78M | $73M | $85M | $60M | · | · | · | · | · | · | |
| R&D Expense | $5M | $5M | $5M | $14M | $8M | $4M | $4M | $4M | $3M | $4M | $2M | $4M | $15M | $13M | $10M | $12M | |
| SG&A Expense | $35M | $32M | $32M | $27M | $26M | $27M | $31M | $26M | $28M | $30M | $26M | $29M | $24M | $20M | $17M | $28M | |
| Operating Expenses | $40M | $38M | $37M | $41M | $34M | $32M | $35M | $30M | $30M | $34M | $40M | $-19M | $75M | $35M | $130M | $-219M | |
| Operating Income | $51M | $38M | $39M | $35M | $49M | $41M | $43M | $43M | $55M | $26M | · | · | · | · | · | · | |
| Interest Expense | $5M | $5M | $3M | $4M | $5M | $5M | $5M | $6M | $6M | $6M | $6M | $4M | $4M | $4M | $4M | $5M | |
| Interest Income | $8M | $11M | $6M | $5M | $5M | $5M | $6M | $6M | $3M | $4M | $5M | $4M | $4M | $3M | $3M | $2M | |
| Other Non-op | $-15.0K | $-366.0K | $-612.0K | $-479.0K | $-777.0K | $-996.0K | $126.0K | $-914.0K | $-973.0K | $-1M | $-680.0K | $-1M | $-2M | $-1M | $-3M | $28.0K | |
| Pretax Income | $-108M | $235M | $195M | $98M | $73M | $-39M | $25M | $7M | $-39M | $45M | $61M | $86M | $6M | $41M | $-65M | $286M | |
| Income Tax | $-25M | $48M | $31M | $8M | $9M | $8M | $4M | $6M | $-5M | $9M | $-330.0K | $4M | $5M | $6M | $4M | $57M | |
| Net Income | $-83M | $187M | $164M | $90M | $64M | $-47M | $20M | $1M | $-35M | $37M | $62M | $82M | $1M | $35M | $-68M | $229M | |
| EPS (Basic) | $-1.14 | $2.52 | $2.45 | $1.30 | $1.01 | $-0.74 | $0.32 | $0.02 | $-0.55 | $0.58 | $0.96 | $1.26 | $0.02 | $0.51 | $-0.98 | $3.81 | |
| EPS (Diluted) | $-1.14 | $2.22 | $2.19 | $1.08 | $0.77 | $-0.74 | $0.43 | $0.02 | $-0.55 | $0.46 | $0.78 | $0.98 | $0.02 | $0.42 | $-0.68 | $2.80 | |
| Shares (Basic) | 73,421,000 | 74,160,000 | · | 69,058,000 | 62,865,000 | 62,709,000 | · | 62,569,000 | 62,526,000 | 63,185,000 | · | 64,953,000 | 65,341,000 | 67,786,000 | · | 69,731,000 | |
| Shares (Diluted) | 73,421,000 | 84,849,000 | · | 84,964,000 | 84,452,000 | 62,709,000 | · | 62,951,000 | 62,526,000 | 84,531,000 | · | 86,164,000 | 65,489,000 | 89,788,000 | · | 95,830,000 | |
| EBITDA | $51M | $38M | · | $35M | $49M | $41M | · | · | · | · | · | · | · | · | · | · |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $570M | $603M | $551M | $477M | $398M | $319M | $305M | $261M | $217M | $178M | · | $180M | $173M | $144M | · | $301M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $282.0K | |
| Inventory | $39M | $39M | $39M | $38M | $49M | $41M | $34M | $34M | $37M | $37M | · | $41M | $47M | $50M | · | $71M | |
| Prepaid Expense | $24M | $25M | $27M | $19M | $17M | $15M | $21M | $13M | $8M | $17M | · | $15M | $21M | $24M | · | $8M | |
| Other Current Assets | $313.0K | $4M | $2M | $171.0K | $181.0K | $313.0K | $656.0K | $2M | $2M | $3M | · | $2M | $2M | $3M | · | $2M | |
| Current Assets | $753M | $773M | $728M | $685M | $652M | $582M | $554M | $401M | $358M | $311M | · | $305M | $324M | $296M | · | $455M | |
| PP&E (Net) | $2M | $2M | $2M | $2M | $451.0K | $483.0K | $514.0K | $544.0K | $427.0K | $324.0K | · | $361.0K | $161.0K | $180.0K | · | $165.0K | |
| Goodwill | $18M | $18M | $18M | $18M | $18M | $18M | $18M | $18M | $18M | $18M | · | $18M | $15M | $28M | · | $16M | |
| Intangibles | $169M | $176M | $182M | $189M | $195M | $202M | $208M | $211M | $217M | $224M | · | $237M | $243M | $248M | · | $258M | |
| Other Non-current Assets | $40M | $41M | $41M | $41M | $41M | $41M | $41M | $3M | $3M | $3M | · | $3M | $4M | $4M | · | $5M | |
| Total Assets | $1.70B | $1.84B | $1.64B | $1.43B | $1.33B | $1.25B | $1.30B | $1.23B | $1.22B | $1.27B | · | $1.19B | $1.12B | $1.13B | · | $1.33B | |
| Accounts Payable | $4M | $7M | $5M | $6M | $5M | $5M | $2M | $4M | $2M | $890.0K | · | $4M | $5M | $6M | · | $4M | |
| Current Liabilities | $47M | $37M | $50M | $48M | $247M | $235M | $236M | $224M | $28M | $30M | · | $36M | $39M | $38M | · | $164M | |
| Capital Leases | $10M | $11M | $11M | $905.0K | $1M | $1M | $1M | $2M | $2M | $1M | · | $2M | $2M | $2M | · | $3M | |
| Deferred Tax | $37M | $73M | $32M | · | · | · | $0 | $0 | $0 | $4M | · | $0 | $0 | $5M | · | · | |
| Other Non-current Liabilities | $67M | $69M | $66M | $57M | $60M | $62M | $64M | $71M | $72M | $72M | · | $69M | $69M | $70M | · | $78M | |
| Total Debt | $258M | $258M | · | $257M | $257M | $257M | · | $256M | $447M | $447M | · | $446M | $445M | $445M | · | $444M | |
| Common Stock | $727.0K | $738.0K | $747.0K | $748.0K | $630.0K | $628.0K | $627.0K | $626.0K | $626.0K | $628.0K | · | $644.0K | $653.0K | $659.0K | · | $698.0K | |
| Retained Earnings | $373M | $456M | $269M | $105M | $15M | $-48M | $-2M | $-22M | $-23M | $11M | · | $-87M | $-169M | $-170M | · | $-137M | |
| Treasury Stock | · | · | · | · | · | · | · | $0 | $0 | $394M | · | $394M | $394M | $394M | · | $394M | |
| Stockholders' Equity | $1.23B | $1.34B | $1.17B | $1.01B | $715M | $647M | $691M | $669M | $666M | $704M | · | $627M | $555M | $561M | $566M | $641M | |
| Liabilities + Equity | $1.70B | $1.84B | $1.64B | $1.43B | $1.33B | $1.25B | $1.30B | $1.23B | $1.22B | $1.27B | · | $1.19B | $1.12B | $1.13B | · | $1.33B | |
| Shares Outstanding | 72,637,000 | 73,808,000 | 74,636,000 | 74,769,000 | 63,011,000 | 62,771,000 | 62,665,000 | 62,601,000 | 62,562,000 | 62,797,000 | 63,307,000 | 64,384,000 | 65,225,000 | 65,824,000 | 69,188,000 | 69,776,000 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $5M | |
| Stock-based Comp | $5M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $2M | $2M | $1M | $4M | |
| Deferred Tax | $-36M | $41M | $40M | $5M | $-637.0K | $-240.0K | $3M | $-3M | $-15M | $3M | $6M | $-2M | $1M | $-812.0K | $-4M | $23M | |
| Amort. of Intangibles | $7M | $7M | $7M | $7M | $6M | $6M | $7M | $6M | $6M | $6M | $7M | $7M | $5M | $4M | $4M | $2M | |
| Operating Cash Flow | $52M | $35M | $55M | $50M | $44M | $49M | $59M | $49M | $44M | $37M | $33M | $44M | $38M | $26M | $9M | $16M | |
| CapEx | $429.0K | $492.0K | $10.0K | $1M | $0 | $0 | $0 | $270.0K | $0 | $0 | $151.0K | $227.0K | $0 | $33.0K | $34.0K | $11.0K | |
| Investing Cash Flow | $-55M | $37M | $24M | $18M | $33M | $-35M | $-15M | $-5M | $0 | $-43M | $-5M | $-26M | $0 | $-36M | $-9M | $98M | |
| Stock Issued | $2M | $259.0K | $838.0K | $194.0K | $1M | $250.0K | $592.0K | $229.0K | $157.0K | $488.0K | $59.0K | $0 | $111.0K | $0 | $28.0K | $1.0K | |
| Stock Repurchased | $31M | $20M | $5M | $0 | $0 | $0 | $0 | $0 | $5M | $10M | $15M | $11M | $9M | $41M | $9M | $0 | |
| Net Stock Activity | · | $-20M | · | · | · | $250.0K | · | · | · | $-9M | · | · | · | $-41M | · | · | |
| Financing Cash Flow | $-29M | $-20M | $-4M | $11M | $1M | $183.0K | $573.0K | $211.0K | $-5M | $-9M | $-15M | $-11M | $-9M | $-137M | $-10M | $-96M | |
| Net Change in Cash | $-33M | $52M | $74M | $79M | $78M | $14M | $44M | $44M | $39M | $-15M | $14M | $7M | $29M | $-147M | $-10M | $17M | |
| Taxes Paid | $12M | $670.0K | $6M | $1M | $12M | $0 | $0 | $12M | · | · | $0 | · | · | · | $50M | · | |
| Free Cash Flow | · | $35M | · | · | · | · | · | · | · | $37M | · | · | · | $26M | · | · | |
| Levered FCF | · | $30M | · | · | · | · | · | · | · | $32M | · | · | · | $22M | · | · |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 75.8% | 77.4% | · | 70.1% | 82.9% | 82.7% | · | · | · | · | · | · | · | · | · | · | |
| Operating Margin | 42.5% | 38.9% | · | 32.1% | 48.6% | 46.7% | · | · | · | · | · | · | · | · | · | · | |
| Net Margin | -69.8% | 190.4% | · | 83.4% | 63.5% | -52.6% | · | 1.4% | -34.7% | 47.1% | · | 122.0% | 1.6% | 45.6% | · | 341.0% | |
| Pretax Margin | -90.3% | 239.4% | · | 90.7% | 72.4% | -43.5% | · | 7.6% | -39.3% | 58.2% | · | 127.8% | 7.2% | 53.9% | · | 425.9% | |
| EBITDA Margin | 42.5% | 38.9% | · | 32.1% | 48.6% | 46.7% | · | · | · | · | · | · | · | · | · | · | |
| ROA | -5.5% | 12.1% | · | 6.8% | 5.0% | -3.7% | · | 0.10% | -3.0% | 3.0% | · | 6.5% | 0.11% | 3.1% | · | 20.7% | |
| ROE | -8.6% | 18.8% | · | 10.7% | 9.2% | -6.9% | · | 0.19% | -5.7% | 5.8% | · | 12.9% | 0.27% | 7.3% | · | 43.9% | |
| ROIC | 2.6% | 1.9% | · | 2.5% | 4.4% | 5.5% | · | · | · | · | · | · | · | · | · | · |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 16.0 | 21.1 | · | 14.1 | 2.6 | 2.5 | · | 1.8 | 12.7 | 10.4 | · | 8.4 | 8.2 | 7.8 | · | 2.8 | |
| Quick Ratio | 12.1 | 16.5 | · | 9.8 | 1.6 | 1.4 | · | 1.2 | 7.7 | 6.0 | · | 5.0 | 4.4 | 3.8 | · | 1.8 | |
| Debt / Equity | 0.2 | 0.2 | · | 0.3 | 0.4 | 0.4 | · | 0.4 | 0.7 | 0.6 | · | 0.7 | 0.8 | 0.8 | · | 0.7 | |
| LT Debt / Equity | 0.2 | 0.2 | · | 0.3 | 0.4 | 0.4 | · | 0.4 | 0.7 | 0.6 | · | 0.7 | 0.8 | 0.8 | · | 0.7 | |
| Interest Coverage | 9.3 | 7.0 | · | 8.6 | 10.5 | 8.8 | · | · | · | · | · | · | · | · | · | · |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $16.98 | $18.18 | · | $13.51 | $11.34 | $10.31 | · | $10.68 | $10.64 | $11.21 | · | $9.75 | $8.51 | $8.53 | · | $9.19 | |
| Revenue / Share | $1.63 | $1.15 | · | $1.27 | $1.19 | $1.41 | · | $1.42 | $1.60 | $0.92 | · | $0.78 | $1.24 | $0.85 | · | $0.70 | |
| Cash Flow / Share | · | $0.42 | · | · | · | $0.78 | · | · | · | $0.44 | · | · | · | $0.29 | · | · | |
| Cash / Share | $7.85 | $8.17 | · | $6.37 | $6.31 | $5.08 | · | $4.16 | $3.47 | $2.84 | · | $2.80 | $2.65 | $2.19 | · | $4.31 | |
| EPS (TTM) | $4.35 | $6.26 | · | $1.54 | $0.48 | $-0.84 | · | $0.71 | $1.67 | $2.24 | · | $0.74 | $2.56 | $2.59 | · | $3.28 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $440M | $421M | · | $389M | $370M | $370M | · | $353M | $330M | $312M | · | $290M | $290M | $318M | · | $373M | |
| Net Income TTM | $357M | $504M | · | $127M | $39M | $-60M | · | $65M | $145M | $181M | · | $50M | $197M | $217M | · | $334M | |
| Market Cap | $1.65B | $1.72B | · | $1.36B | $1.27B | $1.14B | · | $1.21B | $1.03B | $957M | · | $836M | $830M | $741M | · | $810M | |
| Enterprise Value | $1.34B | $1.37B | · | $1.15B | $1.13B | $1.08B | · | $1.20B | $1.26B | $1.23B | · | $1.10B | $1.10B | $1.04B | · | $953M | |
| P/E | 5.2 | 3.7 | · | 11.9 | 41.9 | -21.6 | · | 27.2 | 9.8 | 6.8 | · | 17.6 | 5.0 | 4.3 | · | 3.5 | |
| P/S | 3.7 | 4.1 | · | 3.5 | 3.4 | 3.1 | · | 3.4 | 3.1 | 3.1 | · | 2.9 | 2.9 | 2.3 | · | 2.2 | |
| P/B | 1.3 | 1.3 | · | 1.4 | 1.8 | 1.8 | · | 1.8 | 1.5 | 1.4 | · | 1.3 | 1.5 | 1.3 | · | 1.3 | |
| P / Tangible Book | 1.6 | 1.5 | · | 1.7 | 2.5 | 2.7 | · | 2.7 | 2.4 | 2.1 | · | 2.2 | 2.8 | 2.6 | · | 2.2 | |
| P / Cash Flow | · | 48.7 | · | · | · | 23.4 | · | · | · | 25.8 | · | · | · | 28.8 | · | · | |
| EV / Revenue | 3.0 | 3.3 | · | 2.9 | 3.0 | 2.9 | · | 3.4 | 3.8 | 3.9 | · | 3.8 | 3.8 | 3.3 | · | 2.6 | |
| Dividend Yield | 0.00% | 0.00% | · | 0.00% | 0.00% | 0.00% | · | 0.00% | 0.00% | 0.00% | · | 0.00% | 0.00% | 0.00% | · | 0.00% | |
| Earnings Yield | 19.1% | 26.9% | · | 8.4% | 2.4% | -4.6% | · | 3.7% | 10.2% | 14.7% | · | 5.7% | 20.1% | 23.0% | · | 28.2% | |
| Annual Payout | $0 | $0 | · | $0 | $0 | $0 | · | $0 | $0 | $0 | · | $0 | $0 | $0 | · | $0 |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $411M | $359M | $310M | $331M | $392M |
| Margen Operativo % | · | · | · | · | 95.7% |
| Beneficio neto | $271M | $23M | $180M | $220M | $369M |
| EPS Diluido | $3.30 | $0.36 | $2.20 | $2.37 | $2.87 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | · | · | · | · | 1.0 |
| Ratio corriente | · | · | · | · | 54.0 |
| Ratio Rápido | · | · | · | · | 34.7 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | · | · | · | · | $364M |
Propietarios institucionales (13F) 324 declarantes · $1.8B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
324
Valor en tenencia
$1.8B
Nuevas posiciones
44
Posiciones cerradas
21
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 44 (-12 vs trimestre anterior) | 21 (-13 vs trimestre anterior) | 131 (+20 vs trimestre anterior) | 83 (-1 vs trimestre anterior) | +3K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $262 418 797 | 11 555 209 | 14,33% | Acciones |
| VANGUARD GROUP INC | $158 262 890 | 7 917 103 | 8,64% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $102 062 559 | 4 494 053 | 5,57% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $95 842 400 | 4 220 273 | 5,24% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $91 669 642 | 4 036 532 | 5,01% | Acciones |
| STATE STREET CORP | $74 216 371 | 3 268 004 | 4,05% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $71 719 384 | 3 158 053 | 3,92% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $57 708 585 | 2 541 109 | 3,15% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $47 125 306 | 2 074 709 | 2,57% | Acciones |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $45 955 194 | 2 023 565 | 2,51% | Acciones |
| Boston Partners | $43 777 396 | 1 927 959 | 2,39% | Acciones |
| Sarissa Capital Management LP | $42 935 617 | 1 890 604 | 2,35% | Acciones |
| BANK OF AMERICA CORP /DE/ | $37 873 400 | 1 667 697 | 2,07% | Acciones |
| GOLDMAN SACHS GROUP INC | $36 792 312 | 1 620 093 | 2,01% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $34 020 579 | 1 498 044 | 1,86% | Acciones |
| MARSHALL WACE, LLP | $33 027 585 | 1 454 319 | 1,80% | Acciones |
| MORGAN STANLEY | $27 725 102 | 1 220 831 | 1,51% | Acciones |
| ROYCE & ASSOCIATES LP | $26 631 790 | 1 172 690 | 1,45% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $26 146 182 | 1 151 307 | 1,43% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $23 455 047 | 1 032 807 | 1,28% | Acciones |
| Qube Research & Technologies Ltd | $22 122 356 | 974 124 | 1,21% | Acciones |
| DEUTSCHE BANK AG\ | $20 846 894 | 917 961 | 1,14% | Acciones |
| NORTHERN TRUST CORP | $18 876 530 | 831 199 | 1,03% | Acciones |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $18 857 793 | 830 374 | 1,03% | Acciones |
| Invesco Ltd. | $16 640 071 | 732 720 | 0,91% | Acciones |
| Nuveen, LLC | $15 158 154 | 667 466 | 0,83% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $14 583 817 | 642 176 | 0,80% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $14 211 963 | 625 802 | 0,78% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $12 480 349 | 549 553 | 0,68% | Acciones |
| UBS Group AG | $12 349 494 | 543 791 | 0,67% | Acciones |
| Bank of New York Mellon Corp | $11 607 062 | 511 099 | 0,63% | Acciones |
| Allianz Asset Management GmbH | $11 029 770 | 485 679 | 0,60% | Acciones |
| Russell Investments Group, Ltd. | $10 867 504 | 478 533 | 0,59% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $10 654 079 | 469 136 | 0,58% | Acciones |
| Assenagon Asset Management S.A. | $10 088 282 | 444 222 | 0,55% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $9 461 440 | 416 620 | 0,52% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7 954 246 | 350 253 | 0,43% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $7 725 215 | 340 168 | 0,42% | Acciones |
| Empowered Funds, LLC | $7 407 935 | 326 197 | 0,40% | Acciones |
| FIRST TRUST ADVISORS LP | $6 489 314 | 285 747 | 0,35% | Acciones |
| Balyasny Asset Management L.P. | $6 486 203 | 285 610 | 0,35% | Acciones |
| Baird Financial Group, Inc. | $6 231 420 | 274 391 | 0,34% | Acciones |
| FRANKLIN RESOURCES INC | $6 203 690 | 273 170 | 0,34% | Acciones |
| JANE STREET GROUP, LLC | $6 153 002 | 270 938 | 0,34% | Acciones |
| Edgestream Partners, L.P. | $6 116 893 | 269 348 | 0,33% | Acciones |
| Uniplan Investment Counsel, Inc. | $6 000 241 | 264 211 | 0,33% | Acciones |
| Public Sector Pension Investment Board | $5 471 021 | 240 908 | 0,30% | Acciones |
| ASSETMARK, INC | $5 162 437 | 227 320 | 0,28% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $4 942 741 | 217 646 | 0,27% | Acciones |
| AMERIPRISE FINANCIAL INC | $4 777 253 | 210 359 | 0,26% | Acciones |
Activistas y propietarios del %+ 5 5 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Innoviva, Inc., Innoviva Strategic Opportunities LLC ×24 presentaciones | 13 de mayo de 2026 | 82,70% | Enmienda | · | SEC |
| Sarissa Capital Management LP, DENNER ALEXANDER J ×2 presentaciones | 17 de marzo de 2025 | 4,70% | Enmienda | · | SEC |
| Innoviva, Inc, Innoviva Strategic Opportunities LLC ×2 presentaciones | 14 de noviembre de 2024 | · | Presentación inicial | · | SEC |
| OR ×4 presentaciones | 15 de mayo de 2023 | · | Presentación inicial | · | SEC |
| 5 de abril de 2021 | · | Presentación inicial | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Informantes de la empresa 53 insiders · 23 directivos · 28 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Pavel Raifeld | Chief Executive Officer | 20 de agosto de 2026 F | 284 799 | 0 | 0 | $0 |
| Stephen Basso | Chief Financial Officer | 20 de agosto de 2026 F | 88 013 | 0 | 0 | $0 |
| Eric Desparbes | SVP and CFO | 21 de mayo de 2018 S | 373 081 | 0 | 0 | $0 |
| Marty Glick | Executive VP, Finance and CFO | 5 de octubre de 2004 P | 267 805 | 0 | 0 | $0 |
| Matthew Ronsheim | Dr. Ronsheim is President of Innoviva Specialty Therapeutics, Inc. which is a wholly owned subsidiary of Innoviva Specialty Ther | 20 de mayo de 2024 F | 40 510 | 0 | 0 | $0 |
| Michael W Aguiar | President & Chief Exec Officer | 4 de diciembre de 2017 S | 980 907 | 0 | 0 | $0 |
| Marianne Zhen | Chief Accounting Officer | 20 de agosto de 2026 F | 56 389 | 0 | 0 | $0 |
| Margaret Koziel | Chief Medical Officer | 31 de julio de 2023 A | · | 0 | 0 | $0 |
| Geoffrey Hulme | Interim Principal Exec Officer | 20 de mayo de 2020 F | 46 251 | 0 | 0 | $0 |
| Theodore L Witek JR | Sr. VP & Chief Scientific Off. | 21 de agosto de 2018 S | 247 767 | 0 | 0 | $0 |
| George B Abercrombie | Sr. VP & Chief Comm. Officer | 21 de agosto de 2018 S | 285 479 | 0 | 0 | $0 |
| Michael E. Faerm | Sr VP & Chief Business Officer | 20 de noviembre de 2017 F | 279 422 | 0 | 0 | $0 |
| Junning Lee | Sr. VP, Technical Operations | 20 de agosto de 2014 F | 262 198 | 0 | 0 | $0 |
| Mathai Mammen | SVP, Research & Early Clin Dev | 20 de agosto de 2014 F | 334 040 | 0 | 0 | $0 |
| Bradford J Shafer | Sr VP, Gen. Counsel, Secretary | 20 de agosto de 2014 F | 443 013 | 0 | 0 | $0 |
| Leonard M Blum | Sr VP, Chief Comm. Officer | 16 de junio de 2014 A | 404 799 | 0 | 0 | $0 |
| Frank Pasqualone | Sr. Vice President, Operations | 23 de enero de 2014 A | 20 000 | 0 | 0 | $0 |
| Jeffrey David Jonker | Senior VP, Corp. & Bus. Dev. | 22 de octubre de 2013 A | 15 000 | 0 | 0 | $0 |
| David L Brinkley | Head of Business Dev. | 29 de mayo de 2013 S | 48 749 | 0 | 0 | $0 |
| Michael Kitt | Sr. Vice President Development | 4 de junio de 2008 M | 30 738 | 0 | 0 | $0 |
| Arthur L Campbell | Sr. VP, Technical Operations | 29 de enero de 2008 A | 5 376 | 0 | 0 | $0 |
| Patrick Pa Humphrey | Executive VP Research | 10 de diciembre de 2007 M | 54 310 | 0 | 0 | $0 |
| Gregory A Sturmer | Vice President Finance | 10 de febrero de 2005 A | 290 | 0 | 0 | $0 |
| Josephine Linden | Consejero | 18 de mayo de 2026 A | 15 194 | 0 | 0 | $0 |
| Mark Dipaolo | Consejero | 4 de mayo de 2026 A | 140 492 | 0 | 0 | $0 |
| Derek A Small | Consejero | 4 de mayo de 2026 A | 45 035 | 0 | 0 | $0 |
| Sarah J. Schlesinger | Consejero | 4 de mayo de 2026 A | 140 492 | 0 | 0 | $0 |
| Jules Haimovitz | Consejero | 4 de mayo de 2026 A | 152 692 | 0 | 0 | $0 |
| Sapna Srivastava | Consejero | 17 de junio de 2024 A | 44 096 | 0 | 0 | $0 |
| Odysseas D Kostas | Consejero | 17 de junio de 2024 A | 122 625 | 0 | 0 | $0 |
| Deborah Birx | Consejero | 22 de mayo de 2023 A | 58 984 | 0 | 0 | $0 |
| George Bickerstaff | Consejero | 25 de abril de 2022 A | 137 207 | 0 | 0 | $0 |
| Paul Pepe | Consejero | 20 de abril de 2017 A | 73 805 | 0 | 0 | $0 |
| Barbara Gayle Duncan | Consejero | 20 de abril de 2017 A | 52 318 | 0 | 0 | $0 |
| James L Tyree | Consejero | 20 de abril de 2017 A | 70 554 | 0 | 0 | $0 |
| William H Waltrip | Consejero | 20 de abril de 2017 A | 161 789 | 0 | 0 | $0 |
| Patrick G Lepore | Consejero | 20 de abril de 2017 A | 58 278 | 0 | 0 | $0 |
| Terrence C Kearney | Consejero | 24 de abril de 2015 A | 37 083 | 0 | 0 | $0 |
| Rick E Winningham | Consejero | 15 de agosto de 2014 D | 825 391 | 0 | 0 | $0 |
| Henrietta Fore | Consejero | 22 de mayo de 2014 A | 33 000 | 0 | 0 | $0 |
| Robert V Gunderson JR | Consejero | 22 de mayo de 2014 A | 115 970 | 0 | 0 | $0 |
| George M Whitesides | Consejero | 22 de mayo de 2014 A | 606 377 | 0 | 0 | $0 |
| William D Young | Consejero | 22 de mayo de 2014 A | 83 935 | 0 | 0 | $0 |
| Peter S Ringrose | Consejero | 22 de mayo de 2014 A | 36 000 | 0 | 0 | $0 |
| Burton G Malkiel | Consejero | 22 de mayo de 2014 A | 40 000 | 0 | 0 | $0 |
| DRAZAN JEFFREY M | Consejero | 1 de mayo de 2012 S | 33 465 | 0 | 0 | $0 |
| Eve Elizabeth Slater | Consejero | 25 de abril de 2007 A | · | 0 | 0 | $0 |
| Ronn Loewenthal | Consejero | 2 de mayo de 2006 M | 0 | 0 | 0 | $0 |
| Julian C. Baker | Consejero | 26 de abril de 2006 A | 0 | 0 | 0 | $0 |
| GSK plc | · | 20 de mayo de 2021 S | 0 | 0 | 0 | $0 |
| Cathy Friedman | · | 20 de abril de 2017 A | 73 805 | 0 | 0 | $0 |
| Arnold J Levine | · | 21 de marzo de 2014 M | 111 794 | 0 | 0 | $0 |
| VAGELOS P ROY | · | 23 de diciembre de 2009 M | 404 802 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 66 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| PJP · Invesco Exchange-Traded Fund Trust | 3,21% | 844 579 SH | 1 de octubre de 2026 | Diario |
| SCOW · Pacer Funds Trust | 1,04% | 851 NS | 31 de julio de 2026 | N-PORT |
| PILL · Direxion Shares ETF Trust | 1,04% | 10 214 NS | 31 de julio de 2026 | N-PORT |
| RNIN · EA Series Trust | 0,98% | 84 978 NS | 31 de julio de 2026 | N-PORT |
| PSCH · Invesco Exchange-Traded Fund Trust … | 0,83% | 69 613 SH | 1 de octubre de 2026 | Diario |
| HSMV · First Trust Exchange-Traded Fund III | 0,63% | 10 579 NS | 31 de julio de 2026 | N-PORT |
| CAFG · Pacer Funds Trust | 0,59% | 8 470 NS | 31 de julio de 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,57% | 52 620 NS | 31 de julio de 2026 | N-PORT |
| QQQS · Invesco Exchange-Traded Fund Trust … | 0,53% | 5 773 SH | 1 de octubre de 2026 | Diario |
| ROSC · Lattice Strategies Trust | 0,49% | 14 251 NS | 31 de julio de 2026 | N-PORT |
| VFMV · VANGUARD WELLINGTON FUND | 0,46% | 84 775 SH | 19 de agosto de 2026 | Diario |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 0,46% | 61 253 SH | 1 de octubre de 2026 | Diario |
| IHE · iShares Trust | 0,33% | 259 677 SH | 11 de septiembre de 2026 | Diario |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,29% | 192 060 NS | 31 de julio de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,24% | 68 619 NS | 31 de julio de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,19% | 11 742 NS | 31 de julio de 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0,16% | 281 067 NS | 31 de julio de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,11% | 9 099 NS | 31 de julio de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,11% | 65 756 SH | 19 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,11% | 425 619 NS | 31 de julio de 2026 | N-PORT |
| IBBQ · Invesco Exchange-Traded Fund Trust … | 0,10% | 5 119 SH | 1 de octubre de 2026 | Diario |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,10% | 49 242 SH | 19 de agosto de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,09% | 10 402 SH | 1 de octubre de 2026 | Diario |
| FSMD · FIDELITY COVINGTON TRUST | 0,09% | 110 972 NS | 31 de julio de 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,09% | 245 491 SH | 19 de agosto de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,08% | 455 NS | 31 de julio de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,08% | 96 256 SH | 1 de octubre de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,07% | 508 220 NS | 31 de julio de 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,07% | 61 003 SH | 19 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 19 394 NS | 31 de julio de 2026 | N-PORT |
| IWM · iShares Trust | 0,05% | 1 938 845 SH | 11 de septiembre de 2026 | Diario |
| RSSL · Global X Funds | 0,05% | 36 129 NS | 31 de julio de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,05% | 434 766 SH | 19 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,03% | 241 993 NS | 31 de julio de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,03% | 1 021 419 SH | 19 de agosto de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | 0,03% | 10 116 SH | 19 de agosto de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,03% | 27 199 SH | 1 de octubre de 2026 | Diario |
| ISCG · iShares Trust | 0,03% | 12 247 SH | 11 de septiembre de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,03% | 3 144 SH | 1 de octubre de 2026 | Diario |
| FHLC · FIDELITY COVINGTON TRUST | 0,02% | 33 538 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 803 072 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,02% | 1 610 347 SH | 19 de agosto de 2026 | Diario |
| VHT · VANGUARD WORLD FUND | 0,02% | 211 449 SH | 19 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,01% | 4 033 SH | 11 de septiembre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,01% | 198 691 NS | 31 de julio de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 53 396 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 6 691 NS | 31 de julio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 1 559 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 8 987 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 20 704 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 24 791 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 103 511 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 19 040 SH | 3 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 2 231 526 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 52 609 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 6 178 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,00% | 16 651 SH | 19 de agosto de 2026 | Diario |
| IJR · iShares Trust | · | 4 277 518 SH | 10 de septiembre de 2026 | Diario |
| IJT · iShares Trust | · | 392 937 SH | 9 de septiembre de 2026 | Diario |
| IJS · iShares Trust | · | 254 717 SH | 8 de septiembre de 2026 | Diario |
| IWN · iShares Trust | · | 710 119 SH | 11 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 9 719 SH | 31 de agosto de 2026 | Diario |
| SVAL · iShares Trust | · | 26 399 SH | 3 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 3 289 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 7 550 SH | 11 de septiembre de 2026 | Diario |
| SMMV · iShares Trust | · | 29 790 SH | 1 de septiembre de 2026 | Diario |
INVA Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 11 analistas
COMPRA
Objetivo mediano
$35.00
+70,7%
4 36,4%
Compra fuerte
5 45,5%
Compra
1 9,1%
Mantener
1 9,1%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
5 analistas · 2026-09-29Objetivo medio $35.00 +70,7%
Ahora
Precio Actual $20.50
Mín$18.00
Media$35.00
Máx$46.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| INVA | · | 6.1 | 14.7% | · | · | · |
| OCUL | $2.62B | -8.5 | -18.5% | -511.9% | -55.4% | · |
| ETON | $457M | · | 104.9% | -5.8% | -18.4% | 53.5% |
| RAPP | $1.45B | -10.6 | · | · | -29.8% | · |
| NKTR | $862M | -4.3 | -43.9% | -297.1% | -500.1% | · |
| PAHC | · | 12.9 | 17.1% | 6.6% | 29.7% | 33.8% |
| MAZE | $2.04B | -13.6 | · | · | -598.9% | · |
| XERS | $1.30B | · | 43.7% | 0.19% | -19.7% | · |
| KARD | · | · | · | · | · | · |
| OMER | $1.23B | -343.6 | · | · | 1.9% | · |
| AVLN | · | · | · | · | · | · |
Últimas noticias Noticias recientes que mencionan a esta empresa
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
BLUECHIP_DIP
Stop out
riesgo 1
recompensa 3,12
entrada
$21.13
R:R 3,12
BLUECHIP_DIP
Stop out
riesgo 1
recompensa 5,00
entrada
$22.18
R:R 5,00
BLUECHIP_DIP
Expirada
riesgo 1
recompensa 4,79
entrada
$21.36
R:R 4,79
Ninguna señal abierta en este momento — ninguna tarjeta está completada, y eso es honesto.
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Fuente: SEC 10-Q presentada el Ago 5, 2026