APPN Classe A Appian Corporation - Class A Common Stock
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Informazioni su Appian Corporation - Class A Common Stock Panoramica della società da Wikipedia
Appian Corporation is an enterprise software company that specializes in process automation and AI agent orchestrations. It is headquartered in McLean, Virginia, part of Dulles Technology Corridor. The company sells software to automate complex processes in large enterprises and governments in North America, Europe, the Middle East, South America, Oceania and Southeast Asia.
History
Founding and early growth: 1999–2013
Appian was founded in 1999 by Michael Beckley, Robert Kramer, Marc Wilson and Matthew Calkins, who is CEO.
In 2001, the company developed Army Knowledge Online, regarded at the time as "the world's largest intranet."
In 2008, the company completed a $10,000,000 Series A funding by Novak Biddle Venture Partners. In 2010, Appian Cloud was accredited with Federal Information Security Management Act (FISMA) low-level security by the U.S. Education Department. In 2013, it received FISMA Moderate Authorization and Accreditation from the General Services Administration (GSA).
Secondary investments and Nasdaq: 2014–2017
In 2014, the company received $37.5 million in secondary investments from New Enterprise Associates, which was paid out to shareholders.
On May 25, 2017, Appian became a publicly traded company, trading as APPN on the NASDAQ Global Exchange.
Process mining and artificial intelligence: 2018–present
In May 2019, Appian released Appian AI. In March 2020, the company updated the platform's artificial intelligence and robotic process automation capabilities.
In 2020, Appian Cloud was certified as compliant with the Payment Card Industry (PCI) Data Security Standards (SS) maintained by the Payment Card Industry Security Standards Council. Also in 2020, Appian RPA achieved authorization from the Federal Risk and Authorization Management Program (FedRAMP) as part of Appian Cloud. In 2025, Appian Government Cloud (AGC) obtained Federal Risk and Authorization management Program (FedRAMP) High authorization and renewed its Impact Level 5 (IL5) Provisional Authority to Operate (PA) from the Defense Information Systems Agency (DISA) for a three-year period.
In April 2022, process mining was integrated into all Appian products, including its automation, artificial intelligence, and low-code capabilities.
In May 2022, Appian was awarded $2.04 billion in damages against Pegasystems Inc. Pegasystems was found to have violated the Virginia Computer Crimes Act when it hired a developer to spy on Appian, stealing trade secrets in an operation Pegasystems referred to as "Project Crush". In January 2026, following the decision from the Supreme Court of Virginia remanding the case for retrial and rejecting Pega's arguments seeking to dismiss the case entirely. Appian announced that it would press its trade secret claims against Pegasystems Inc.
In 2025, Appian released AI Document Center (renamed DocCenter in December 2025), which extended the company's intelligent document processing (IDP) capabilities with AI.
Products and services
Appian develops software for business process automation, application development, and process orchestration. Its platform is used to build applications and automate workflows that involved human users, software systems, and robotic process automation tools.
The company has expanded the platform over time to include artificial intelligence features, document processing, and tools for building and managing AI agents. In 2025, Appian introduced Agent Studio, a product for development AI agents for us in business processes.
Appian also offers a data fabric intended to connect data from source systems without requiring full migration into a single database. The company says this capability supports both reading from and writing to connected systems.
Following its 2021 acquisition of process mining company Lana Labs, Appian added process mining to its platform. In 2024, it introduced Process HQ, a product that combines process mining, AI, and data integration tools.
Acquisitions
On January 7, 2020, Appian announced acquisition of Novayre Solutions SL, developer of the Jidoka robotic process automation (RPA) platform. In August 2021, Appian acquired the process mining company Lana Labs. The company's applications help companies discover the work patterns being used within their organization by looking through system logs for common actions and sequences.
Analyst recognition
Appian has been recognized by industry analyst firms including Gartner, Forrester, IDC, and Everest Group across categories such as business process automation, digital process automation, and low-code application platforms.
Appian was named a Leader in the 2025 Gartner Magic Quadrant for Business Orchestration and Automation Technologies (BOAT)
Appian was named a Leader in the 2025 Forrester Wave: Digital Process Automation Software, Q3 2025, Q3 2023, and Q3 2021
Appian was named a Leader in the Everest Group PEAK Matrix Assessment for Process Orchestration consecutively from 2022 through 2025
Appian was named a Leader in the Gartner Magic Quadrant for Enterprise Low-Code Application Platforms in 2023, 2024, and 2025
Appian has received the Voice of the Customer for Enterprise Low-Code Application Platforms recognition from Gartner Peer Insights in 2025, 2022
Appian is ranked #1 in Automated Processing Use Cases for IDP by Gartner in the 2025 Gartner Critical Capabilities for Intelligent Document Processing Solutions
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
| Metrica | Tendenza 5 anni | APPN | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | -262.0media 5 anni ≈330.4 | ≈330.4 | · | · | |
| P/S (TTM) | 3.3media 5 anni ≈4.4 | ≈4.4 | 6.3 | Sottovalutato | |
| P/B (MRQ) | -25.0media 5 anni ≈-15.4 | ≈-15.4 | · | · | |
| EV / EBITDA | 4515.7media 5 anni ≈1076.4 | ≈1076.4 | 18.4 | Sopravvalutato | |
| Prezzo / FCF (TTM) | 34.3media 5 anni ≈198.2 | ≈198.2 | · | · | |
| Prezzo / Flusso di cassa (TTM) | 32.6media 5 anni ≈87.3 | ≈87.3 | 15.1 | Sopravvalutato | |
| EV / Ricavi (TTM) | 3.4media 5 anni ≈4.5 | ≈4.5 | · | · | |
| EV / FCF (TTM) | 35.2media 5 anni ≈205.9 | ≈205.9 | · | · | |
| Prezzo / Valore contabile tangibile (MRQ) | -24.9 | · | · | · |
La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
| Metrica | Tendenza 5 anni | APPN | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine lordo (TTM) | 71.1%media 5 anni ≈73.0% | ≈73.0% | 76.8% | Debole | |
| Margine Operativo (TTM) | 1.3%media 5 anni ≈-16.7% | ≈-16.7% | 11.5% | Debole | |
| EBITDA Margin (Margine EBITDA) | 0.08%media 5 anni ≈-15.9% | ≈-15.9% | 11.5% | Debole | |
| Margine ante imposte (TTM) | -0.67%media 5 anni ≈-17.9% | ≈-17.9% | 11.4% | Debole | |
| Margine di Profitto Netto (TTM) | -1.3%media 5 anni ≈-18.3% | ≈-18.3% | 4.9% | Debole | |
| ROA (TTM) | -1.8%media 5 anni ≈-15.5% | ≈-15.5% | 1.6% | Sotto la media | |
| ROE (TTM) | 13.4%media 5 anni ≈-18.9% | ≈-18.9% | 18.0% | Debole | |
| ROIC | 0.06%media 5 anni ≈-32.5% | ≈-32.5% | 15.3% | Debole |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | APPN | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto (MRQ) | -2.2media 5 anni ≈-2.0 | ≈-2.0 | 0.5 | Basso indebitamento | |
| Rapporto corrente (MRQ) | 1.0media 5 anni ≈1.3 | ≈1.3 | 1.3 | Bassa liquidità | |
| Quick Ratio (MRQ) | 0.8media 5 anni ≈1.1 | ≈1.1 | 1.0 | Bassa liquidità | |
| Debito a lungo termine / Patrimonio netto (MRQ) | -2.2media 5 anni ≈-2.2 | ≈-2.2 | 0.3 | Basso indebitamento |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | APPN | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 17.8%media 5 anni ≈19.1% | ≈19.1% | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | 15.8%media 5 anni ≈18.6% | ≈18.6% | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | 19.0% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | APPN | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 1.1media 5 anni ≈0.9 | ≈0.9 | 0.5 | Di prim'ordine | |
| Receivables Turnover (Rotazione dei crediti) | 3.2media 5 anni ≈3.2 | ≈3.2 | 4.3 | Debole | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$338.3K | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2026 | Ago 5, 2026 | $0.13 | $0.00 | — |
| 31 Marzo 2026 | $0.27 | $0.19 | 44.1% | |
| 31 Dicembre 2025 | $0.15 | $0.09 | 67.0% | |
| 30 Settembre 2025 | $0.32 | $0.05 | 483.9% | |
| 30 Giugno 2025 | $0.00 | $-0.13 | 100.0% | |
| 31 Marzo 2025 | $0.13 | $0.03 | 305.0% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $727M | $617M | $545M | $468M | $369M | $305M | $260M | $227M | $177M | $133M | |
| Cost of Revenue | $200M | $168M | $160M | $133M | $104M | $89M | $94M | $85M | $65M | $50M | |
| Gross Profit | $527M | $449M | $385M | $335M | $265M | $216M | $167M | $142M | $112M | $83M | |
| R&D Expense | $172M | $163M | $160M | $139M | $98M | $70M | $58M | $45M | $35M | $23M | |
| SG&A Expense | $113M | $108M | $83M | $120M | $84M | $53M | $41M | $38M | $27M | $17M | |
| Operating Expenses | $527M | $510M | $493M | $480M | $349M | $254M | $217M | $189M | $144M | $94M | |
| Operating Income | $609.0K | $-61M | $-108M | $-145M | $-84M | $-38M | $-50M | $-47M | $-32M | $-11M | |
| Interest Income | $7M | $7M | $9M | $900.0K | $0 | · | · | · | · | · | |
| Other Non-op | $27M | $-7M | $18M | $-4M | $-4M | $6M | $941.0K | $-2M | $2M | $-2M | |
| Pretax Income | $6M | $-91M | $-108M | $-150M | $-88M | $-33M | $-50M | $-49M | $-30M | $-14M | |
| Income Tax | $5M | $1M | $3M | $692.0K | $778.0K | $883.0K | $820.0K | $239.0K | $761.0K | $-2M | |
| Net Income | $1M | $-92M | $-111M | $-151M | $-89M | $-33M | $-51M | $-49M | $-31M | $-12M | |
| EPS (Basic) | $0.02 | $-1.26 | $-1.52 | $-2.08 | $-1.25 | $-0.48 | $-0.77 | · | · | · | |
| EPS (Diluted) | $0.02 | $-1.26 | $-1.52 | $-2.08 | $-1.25 | $-0.48 | $-0.77 | · | · | · | |
| Shares (Basic) | 74,049,000 | 72,988,000 | 73,102,000 | 72,455,000 | 71,036,000 | 69,050,565 | 65,479,327 | · | · | · | |
| Shares (Diluted) | 74,649,000 | 72,988,000 | 73,102,000 | 72,455,000 | 71,036,000 | 69,050,565 | 65,479,327 | · | · | · | |
| EBITDA | $609.0K | $-61M | $-100M | $-139M | $-79M | $-33M | $-46M | $-45M | $-31M | · |
Stato Patrimoniale
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $136M | $119M | $149M | $148M | $101M | $112M | $160M | $95M | $74M | $31M | |
| Short-term Investments | $51M | $41M | $10M | $48M | $55M | $110M | $0 | · | · | · | |
| Receivables | $255M | $195M | $172M | $166M | $130M | $97M | $70M | $79M | $55M | $47M | |
| Prepaid Expense | $42M | $44M | $50M | $28M | $27M | $28M | $33M | $21M | $7M | $3M | |
| Current Assets | $519M | $436M | $414M | $422M | $338M | $365M | $278M | $210M | $145M | $88M | |
| PP&E (Net) | · | · | · | · | · | · | $40M | $8M | $3M | $3M | |
| PP&E (Gross) | · | · | · | · | · | · | $47M | $15M | $8M | $8M | |
| Accum. Depreciation | · | · | · | · | · | · | $7M | $7M | $6M | $5M | |
| Goodwill | $29M | $26M | $27M | $26M | $28M | $5M | $0 | · | · | · | |
| Intangibles | $1M | $2M | $4M | $5M | $7M | $2M | $0 | · | · | · | |
| Other Non-current Assets | $12M | $25M | $36M | $3M | $2M | $4M | $592.0K | $601.0K | $510.0K | $381.0K | |
| Total Assets | $691M | $621M | $628M | $594M | $505M | $513M | $371M | $233M | $161M | $103M | |
| Accounts Payable | $7M | $4M | $6M | $8M | $6M | $3M | $5M | $9M | $5M | $5M | |
| Accrued Liabilities | $18M | $11M | $11M | $12M | $15M | $6M | $7M | $7M | $6M | $3M | |
| Current Liabilities | $452M | $355M | $371M | $270M | $216M | $156M | $112M | $128M | $95M | $76M | |
| Capital Leases | $46M | $52M | $59M | $57M | $49M | $51M | $44M | $0 | · | · | |
| Deferred Tax | · | $0 | $2.0K | $102.0K | $209.0K | $70.0K | $38.0K | $42.0K | $87.0K | $32.0K | |
| Other Non-current Liabilities | $398.0K | $431.0K | $0 | $0 | $3M | $5M | $0 | $15M | $1M | $2M | |
| Total Liabilities | $738M | $654M | $575M | $449M | $271M | $216M | $166M | $160M | $116M | $111M | |
| Long-term Debt | $241M | $250M | $207M | $118M | $0 | · | · | · | $0 | $20M | |
| Total Debt | $241M | $250M | $207M | $118M | · | · | · | · | $0 | · | |
| Common Stock | · | · | · | · | · | · | · | · | $0 | $3.0K | |
| Retained Earnings | $-611M | $-612M | $-520M | $-408M | $-258M | $-169M | $-135M | $-146M | $-96M | $-65M | |
| Treasury Stock | $17M | $0 | $0 | · | · | · | · | · | · | · | |
| AOCI | $-36M | $-12M | $-24M | $-7M | $-6M | $-5M | $-285.0K | $542.0K | $439.0K | $1M | |
| Stockholders' Equity | $-47M | $-33M | $52M | $146M | $234M | $297M | $205M | $73M | $46M | $-63M | |
| Liabilities + Equity | $691M | $621M | $628M | $594M | $505M | $513M | $371M | $233M | $161M | $103M | |
| Shares Outstanding | 73,954,625 | 74,028,786 | 73,366,766 | 72,817,887 | 71,462,094 | 70,679,190 | 67,468,022 | · | 0 | 34,274,718 |
Flusso di cassa
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $10M | $8M | $6M | $5M | $5M | $5M | $2M | $900.0K | $800.0K | |
| Stock-based Comp | $42M | $39M | $43M | $39M | $24M | $15M | $16M | $16M | $13M | $0 | |
| Deferred Tax | $-342.0K | $-949.0K | $-2M | $-908.0K | $-472.0K | $-184.0K | $-334.0K | $-218.0K | $-251.0K | $-1M | |
| Amort. of Intangibles | $1M | $2M | $2M | $2M | $800.0K | $400.0K | · | · | · | · | |
| Other Non-cash | · | · | $-49M | $647.0K | $6M | $5M | $21M | $294.0K | $8M | · | |
| Operating Cash Flow | $63M | $7M | $-110M | $-107M | $-54M | $-8M | $-9M | $-31M | $-9M | $-8M | |
| CapEx | $3M | $4M | $10M | $9M | $6M | $1M | $32M | $7M | $433.0K | $984.0K | |
| Investing Cash Flow | $-13M | $-35M | $29M | $10M | $42M | $-153M | $-32M | $-7M | $-433.0K | $-984.0K | |
| Net Debt Issued | · | · | · | · | · | · | $0 | $0 | $-40M | · | |
| Stock Issued | · | · | · | · | · | · | $102M | $58M | $0 | $0 | |
| Stock Repurchased | $20M | $50M | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | $-20M | $-50M | · | · | · | · | $102M | $58M | · | · | |
| Financing Cash Flow | $-36M | $-258.0K | $79M | $143M | $3M | $110M | $106M | $61M | $51M | $10M | |
| Net Change in Cash | $17M | $-31M | $-1M | $46M | $-9M | $-47M | $65M | $21M | $43M | $-250.0K | |
| Taxes Paid | $5M | $3M | $4M | · | · | · | · | · | · | · | |
| Free Cash Flow | $60M | $3M | $-120M | $-116M | $-60M | $-9M | $-41M | $-38M | $-10M | · |
Redditività
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 72.5% | 75.7% | 73.7% | 71.5% | 71.8% | 70.9% | 64.0% | 62.5% | 63.4% | · | |
| Operating Margin | 0.08% | -9.9% | -19.8% | -31.0% | -22.7% | -12.4% | -19.4% | -20.6% | -18.0% | · | |
| Net Margin | 0.17% | -14.9% | -20.4% | -32.2% | -24.0% | -11.0% | -19.5% | -21.8% | -17.5% | · | |
| Pretax Margin | 0.89% | -14.8% | -19.9% | -32.1% | -23.8% | -10.7% | -19.2% | -21.7% | -17.1% | · | |
| EBITDA Margin | 0.08% | -9.9% | -18.3% | -29.8% | -21.4% | -10.7% | -17.6% | -19.7% | -17.5% | · | |
| ROA | 0.19% | -14.8% | -18.2% | -27.5% | -17.4% | -7.6% | -16.8% | -25.1% | -23.5% | · | |
| ROE | -2.5% | 223.8% | -185.1% | -94.7% | -36.1% | -11.3% | -24.2% | -63.8% | 345.1% | · | |
| ROIC | 0.06% | -28.3% | -42.9% | -55.2% | -36.2% | -13.1% | -25.0% | -64.1% | -71.6% | · |
Liquidità e Solvibilità
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | 1.2 | 1.1 | 1.6 | 1.6 | 2.3 | 2.5 | 1.6 | 1.5 | · | |
| Quick Ratio | 1.0 | 1.0 | 0.9 | 1.3 | 1.3 | 2.0 | 2.0 | 1.4 | 1.4 | · | |
| Debt / Equity | -5.1 | -7.7 | 3.9 | 0.8 | · | · | · | · | 0.0 | · | |
| LT Debt / Equity | -4.9 | -7.4 | 2.7 | 0.8 | · | · | · | · | 0.0 | · |
Efficienza
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.1 | 1.0 | 0.9 | 0.9 | 0.7 | 0.7 | 0.9 | 1.2 | 1.3 | · | |
| Receivables Turnover | 3.2 | 3.4 | 3.2 | 3.2 | 3.2 | 3.6 | 3.5 | 3.4 | 3.5 | · |
Per Azione
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $-0.64 | $-0.44 | $0.71 | $2.00 | · | · | · | · | · | · | |
| Revenue / Share | $9.74 | $8.45 | $7.46 | $6.46 | $5.20 | · | · | · | · | · | |
| Cash Flow / Share | $0.84 | $0.09 | $-1.51 | $-1.47 | $-0.76 | · | · | · | · | · | |
| Cash / Share | $1.84 | $1.60 | $2.04 | $2.03 | · | · | · | · | · | · | |
| EPS (TTM) | $0.02 | $-1.26 | $-1.52 | $-2.08 | $-1.25 | $-0.48 | $-0.77 | · | · | · |
Tassi di Crescita
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 17.8% | 13.1% | 16.5% | 26.7% | 21.2% | · | · | · | · | · | |
| Revenue CAGR 3Y | 15.8% | 18.7% | 21.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 19.0% | · | · | · | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $727M | $617M | $545M | $468M | $369M | $305M | $260M | $227M | $177M | · | |
| Net Income TTM | $1M | $-92M | $-111M | $-151M | $-89M | $-33M | $-51M | $-49M | $-31M | · | |
| Market Cap | $2.62B | $2.44B | $2.76B | $2.37B | · | · | · | · | $0 | · | |
| Enterprise Value | $2.67B | $2.53B | $2.81B | $2.29B | · | · | · | · | $-74M | · | |
| P/E | 1771.0 | -26.2 | -24.8 | -15.7 | -52.2 | -337.7 | -49.6 | · | · | · | |
| P/S | 3.6 | 4.0 | 5.1 | 5.1 | · | · | · | · | 0.0 | · | |
| P/B | -55.8 | -74.8 | 52.8 | 16.3 | · | · | · | · | · | · | |
| P / Tangible Book | · | · | 129.4 | 20.8 | · | · | · | · | · | · | |
| P / Cash Flow | 41.7 | 354.8 | -25.0 | -22.3 | · | · | · | · | 0.0 | · | |
| P / FCF | 44.0 | 792.4 | -23.0 | -20.5 | · | · | · | · | 0.0 | · | |
| EV / EBITDA | 4391.9 | -41.6 | -28.1 | -16.5 | · | · | · | · | 2.4 | · | |
| EV / FCF | 44.9 | 821.8 | -23.4 | -19.8 | · | · | · | · | 7.7 | · | |
| EV / Revenue | 3.7 | 4.1 | 5.2 | 4.9 | · | · | · | · | -0.4 | · | |
| Earnings Yield | 0.06% | -3.8% | -4.0% | -6.4% | -1.9% | -0.30% | -2.0% | · | · | · |
Conto Economico
| Metrica | Tendenza | 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 | $203M | $202M | $203M | $187M | $171M | $166M | $167M | $154M | $146M | $150M | $145M | $137M | $128M | $135M | $126M | $118M | |
| Cost of Revenue | $59M | $54M | $71M | $45M | $49M | $44M | $54M | $37M | $39M | $38M | $51M | $36M | $37M | $36M | $35M | $34M | |
| Gross Profit | $145M | $148M | $131M | $142M | $122M | $122M | $113M | $117M | $107M | $112M | $94M | $101M | $91M | $99M | $90M | $84M | |
| R&D Expense | $47M | $46M | $52M | $40M | $43M | $42M | $46M | $39M | $39M | $40M | $42M | $37M | $40M | $42M | $38M | $38M | |
| SG&A Expense | $33M | $34M | $6M | $36M | $28M | $25M | $-546.0K | $35M | $40M | $33M | $264.0K | $23M | $29M | $30M | $30M | $29M | |
| Operating Expenses | $150M | $145M | $132M | $129M | $133M | $123M | $108M | $124M | $146M | $131M | $111M | $116M | $132M | $134M | $131M | $122M | |
| Operating Income | $-5M | $3M | $-687.0K | $13M | $-11M | $-834.0K | $5M | $-7M | $-39M | $-20M | $-17M | $-15M | $-41M | $-35M | $-41M | $-38M | |
| Interest Income | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $2M | $500.0K | $200.0K | |
| Other Non-op | $-827.0K | $84.0K | $2M | $1M | $18M | $6M | $-13M | $13M | $2M | $-8M | $13M | $-2M | $4M | $3M | $9M | $-6M | |
| Pretax Income | $-10M | $-932.0K | $-4M | $9M | $1M | $-436.0K | $-13M | $-781.0K | $-44M | $-33M | $-9M | $-22M | $-42M | $-36M | $-33M | $-44M | |
| Income Tax | $2M | $593.0K | $2M | $1M | $2M | $741.0K | $364.0K | $1M | $-164.0K | $-465.0K | $1M | $178.0K | $824.0K | $1M | $2M | $255.0K | |
| Net Income | $-12M | $-2M | $-5M | $8M | $-312.0K | $-1M | $-14M | $-2M | $-44M | $-33M | $-10M | $-22M | $-42M | $-37M | $-34M | $-44M | |
| EPS (Basic) | $-0.16 | $-0.02 | $-0.07 | $0.11 | $0.00 | $-0.02 | $-0.18 | $-0.03 | $-0.60 | $-0.45 | $-0.13 | $-0.30 | $-0.58 | $-0.51 | $-0.47 | $-0.61 | |
| EPS (Diluted) | $-0.16 | $-0.02 | $-0.06 | $0.10 | $0.00 | $-0.02 | $-0.18 | $-0.03 | $-0.60 | $-0.45 | $-0.13 | $-0.30 | $-0.58 | $-0.51 | $-0.47 | $-0.61 | |
| Shares (Basic) | 72,896,000 | 73,820,000 | · | 74,008,000 | 74,202,000 | 74,094,000 | · | 72,396,000 | 72,300,000 | 73,300,000 | · | 73,178,000 | 73,041,000 | 72,869,000 | · | 72,503,000 | |
| Shares (Diluted) | 72,896,000 | 73,820,000 | · | 74,575,000 | 74,202,000 | 74,094,000 | · | 72,396,000 | 72,300,000 | 73,300,000 | · | 73,178,000 | 73,041,000 | 72,869,000 | · | 72,503,000 | |
| EBITDA | $-5M | $3M | · | $13M | $-11M | $-834.0K | · | $-5M | $-37M | $-18M | · | $-13M | $-39M | $-33M | · | $-36M |
Stato Patrimoniale
| Metrica | Tendenza | 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 | $121M | $150M | $136M | $125M | $112M | $135M | $119M | $99M | $121M | $170M | · | $131M | $172M | $199M | $148M | $52M | |
| Short-term Investments | $47M | $56M | $51M | $66M | $73M | $65M | $41M | · | · | $0 | · | $39M | $65M | $56M | · | $41M | |
| Receivables | $171M | $174M | $255M | $173M | $151M | $136M | $195M | $140M | $132M | $129M | · | $134M | $134M | $148M | · | $143M | |
| Prepaid Expense | $33M | $39M | $42M | $41M | $41M | $41M | $44M | $45M | $48M | $56M | · | $51M | $33M | $37M | · | $32M | |
| Current Assets | $410M | $454M | $519M | $439M | $412M | $412M | $436M | $360M | $364M | $390M | · | $385M | $436M | $472M | · | $298M | |
| Goodwill | $28M | $28M | $29M | $29M | $29M | $27M | $26M | $27M | $26M | $27M | $27M | $26M | $27M | $27M | $26M | $24M | |
| Intangibles | $588.0K | $904.0K | $1M | $2M | $2M | $2M | $2M | $3M | $3M | $3M | · | $4M | $5M | $5M | · | $5M | |
| Other Non-current Assets | $14M | $14M | $12M | $15M | $18M | $22M | $25M | $28M | $27M | $32M | · | $41M | $3M | $3M | · | $3M | |
| Total Assets | $586M | $623M | $691M | $612M | $591M | $593M | $621M | $550M | $555M | $595M | · | $597M | $612M | $645M | · | $455M | |
| Accounts Payable | $8M | $4M | $7M | $9M | $9M | $7M | $4M | $7M | $6M | $10M | · | $6M | $7M | $4M | · | $5M | |
| Accrued Liabilities | $22M | $22M | $18M | $20M | $15M | $14M | $11M | $11M | $14M | $12M | · | $11M | $12M | $15M | · | $13M | |
| Current Liabilities | $412M | $403M | $452M | $370M | $347M | $330M | $355M | $298M | $294M | $294M | · | $323M | $325M | $324M | · | $224M | |
| Capital Leases | $45M | $44M | $46M | $48M | $50M | $52M | $52M | $54M | $56M | $57M | · | $60M | $60M | $56M | · | $53M | |
| Deferred Tax | · | · | · | · | · | · | · | $0 | $0 | $2.0K | · | $87.0K | $86.0K | $103.0K | · | $153.0K | |
| Other Non-current Liabilities | $311.0K | $341.0K | $398.0K | $435.0K | $493.0K | $374.0K | $431.0K | $375.0K | $435.0K | $493.0K | · | · | · | · | · | $956.0K | |
| Total Liabilities | $691M | $682M | $738M | $660M | $644M | $625M | $654M | $600M | $600M | $605M | · | $529M | $532M | $528M | · | $282M | |
| Long-term Debt | $236M | $238M | $241M | $246M | $246M | $248M | $250M | $253M | $254M | $255M | · | $207M | $208M | $209M | · | · | |
| Total Debt | $236M | $238M | · | $246M | $246M | $248M | · | $253M | $254M | $255M | · | $207M | $208M | $209M | · | · | |
| Retained Earnings | $-624M | $-612M | $-611M | $-606M | $-614M | $-613M | $-612M | $-599M | $-596M | $-553M | · | $-510M | $-488M | $-445M | · | $-374M | |
| Treasury Stock | $70M | $29M | $17M | $20M | $10M | · | $0 | $43M | $46M | $50M | · | · | · | · | · | · | |
| AOCI | $-34M | $-36M | $-36M | $-35M | $-35M | $-16M | $-12M | $-23M | $-12M | $-11M | · | $-10M | $-11M | $-8M | · | $-3M | |
| Stockholders' Equity | $-105M | $-59M | $-47M | $-49M | $-54M | $-32M | $-33M | $-50M | $-46M | $-10M | $52M | $68M | $81M | $116M | $146M | $173M | |
| Liabilities + Equity | $586M | $623M | $691M | $612M | $591M | $593M | $621M | $550M | $555M | $595M | · | $597M | $612M | $645M | · | $455M | |
| Shares Outstanding | 71,800,000 | 73,500,000 | 74,000,000 | 73,800,000 | 74,000,000 | 74,220,200 | 74,028,786 | 72,400,000 | 72,300,000 | 72,200,000 | 73,366,766 | 73,224,030 | 73,113,333 | 72,955,379 | 72,817,887 | · |
Flusso di cassa
| Metrica | Tendenza | 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 | $3M | $2M | $2M | $2M | $3M | $2M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | |
| Stock-based Comp | $11M | $12M | $11M | $10M | $11M | $10M | $9M | $10M | $10M | $11M | $10M | $11M | $11M | $11M | $11M | $11M | |
| Amort. of Intangibles | $300.0K | $300.0K | $300.0K | $300.0K | $300.0K | $300.0K | $300.0K | $400.0K | $400.0K | $400.0K | $300.0K | $400.0K | $400.0K | $400.0K | $300.0K | $400.0K | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | $39M | · | · | · | $-1M | · | · | |
| Operating Cash Flow | $12M | $49M | $1M | $19M | $-2M | $45M | $14M | $-8M | $-18M | $19M | $-8M | $-65M | $-12M | $-25M | $-13M | $-44M | |
| CapEx | $2M | $188.0K | $867.0K | $654.0K | $1M | $651.0K | $511.0K | $355.0K | $734.0K | $2M | $1M | $473.0K | $3M | $4M | $3M | $1M | |
| Investing Cash Flow | $7M | $-5M | $15M | $6M | $-9M | $-24M | $-1M | $-13M | $-29M | $7M | $28M | $26M | $-13M | $-12M | $-10M | $20M | |
| Stock Repurchased | $44M | $22M | $0 | $10M | $10M | $0 | $0 | $0 | $0 | $50M | $0 | $0 | $0 | $0 | · | · | |
| Net Stock Activity | · | $-22M | · | · | · | $0 | · | · | · | $-50M | · | · | · | · | · | · | |
| Financing Cash Flow | $-47M | $-29M | $-6M | $-11M | $-13M | $-6M | $8M | $-2M | $-2M | $-4M | $-3M | $-3M | $-2M | $88M | $118M | $175.0K | |
| Net Change in Cash | $-29M | $14M | $11M | $13M | $-23M | $16M | $19M | $-22M | $-49M | $21M | $19M | $-43M | $-27M | $51M | $97M | $-25M | |
| Free Cash Flow | · | $49M | · | · | · | $44M | · | · | · | $17M | · | · | · | $-30M | · | · |
Redditività
| Metrica | Tendenza | 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 | 71.2% | 73.1% | · | 75.8% | 74.3% | 76.6% | · | 75.9% | 73.1% | 74.6% | · | 73.7% | 71.2% | 73.3% | · | 71.4% | |
| Operating Margin | -2.7% | 1.6% | · | 7.0% | -6.4% | -0.50% | · | -4.7% | -26.8% | -13.0% | · | -11.1% | -31.8% | -26.1% | · | -32.0% | |
| Net Margin | -5.8% | -0.75% | · | 4.2% | -0.18% | -0.71% | · | -1.4% | -29.8% | -22.0% | · | -16.2% | -33.2% | -27.2% | · | -37.3% | |
| Pretax Margin | -4.9% | -0.46% | · | 4.9% | 0.74% | -0.26% | · | -0.51% | -29.9% | -22.3% | · | -16.1% | -32.5% | -26.4% | · | -37.1% | |
| EBITDA Margin | -2.7% | 1.6% | · | 7.0% | -6.4% | -0.50% | · | -3.2% | -25.3% | -11.7% | · | -9.6% | -30.3% | -24.6% | · | -30.9% | |
| ROA | -2.0% | -0.25% | · | 1.4% | -0.05% | -0.20% | · | -0.37% | -7.5% | -5.3% | · | -4.2% | -7.8% | -6.4% | · | -9.3% | |
| ROE | 14.9% | 3.4% | · | -15.9% | 0.63% | 5.7% | · | -22.9% | -249.3% | -61.7% | · | -18.5% | -29.6% | -20.5% | · | -20.5% | |
| ROIC | -4.9% | 2.9% | · | 5.7% | 1.4% | -1.0% | · | -9.5% | -18.7% | -7.8% | · | -5.6% | -14.3% | -11.2% | · | -22.0% |
Liquidità e Solvibilità
| Metrica | Tendenza | 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 | 1.0 | 1.1 | · | 1.2 | 1.2 | 1.2 | · | 1.2 | 1.2 | 1.3 | · | 1.2 | 1.3 | 1.5 | · | 1.3 | |
| Quick Ratio | 0.8 | 0.9 | · | 1.0 | 1.0 | 1.0 | · | 0.8 | 0.9 | 1.0 | · | 0.9 | 1.1 | 1.2 | · | 1.1 | |
| Debt / Equity | -2.2 | -4.0 | · | -5.1 | -4.6 | -7.8 | · | -5.1 | -5.6 | -26.4 | · | 3.0 | 2.6 | 1.8 | · | · | |
| LT Debt / Equity | -2.2 | -3.9 | · | -4.8 | -4.4 | -7.5 | · | -4.9 | -5.4 | -25.7 | · | 2.1 | 1.8 | 1.2 | · | · |
Efficienza
| Metrica | Tendenza | 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 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.2 | · | 0.3 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 1.3 | 1.3 | · | 1.2 | 1.2 | 1.3 | · | 1.1 | 1.1 | 1.1 | · | 1.0 | 1.0 | 1.0 | · | 0.9 |
Per Azione
| Metrica | Tendenza | 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 | $-1.46 | $-0.80 | · | $-0.66 | $-0.73 | $-0.43 | · | $-0.69 | $-0.63 | $-0.13 | · | $0.93 | $1.10 | $1.60 | · | · | |
| Revenue / Share | $2.79 | $2.74 | · | $2.51 | $2.30 | $2.25 | · | $2.13 | $2.03 | $2.04 | · | $1.87 | $1.75 | $1.86 | · | $1.63 | |
| Cash Flow / Share | · | $0.66 | · | · | · | $0.61 | · | · | · | $0.26 | · | · | · | $-0.35 | · | · | |
| Cash / Share | $1.69 | $2.04 | · | $1.70 | $1.52 | $1.82 | · | $1.37 | $1.67 | $2.36 | · | $1.79 | $2.35 | $2.72 | · | · | |
| EPS (TTM) | $-0.14 | $0.02 | · | $-0.10 | $-0.23 | $-0.83 | · | $-1.21 | $-1.48 | $-1.46 | · | $-1.86 | $-2.17 | $-2.27 | · | $-1.97 |
Valutazione (TTM)
| Metrica | Tendenza | 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 | $795M | $763M | · | $691M | $658M | $634M | · | $596M | $579M | $560M | · | $526M | $507M | $489M | · | $447M | |
| Net Income TTM | $-11M | $885.0K | · | $-7M | $-17M | $-61M | · | $-89M | $-109M | $-108M | · | $-136M | $-158M | $-165M | · | $-142M | |
| Market Cap | $1.64B | $1.77B | · | $2.26B | $2.21B | $2.14B | · | $2.47B | $2.23B | $2.88B | · | $3.34B | $3.48B | $3.24B | · | · | |
| Enterprise Value | $1.71B | $1.80B | · | $2.31B | $2.27B | $2.19B | · | $2.63B | $2.36B | $2.97B | · | $3.38B | $3.45B | $3.19B | · | · | |
| P/E | -163.6 | 1205.5 | · | -305.7 | -129.8 | -34.7 | · | -28.2 | -20.9 | -27.4 | · | -24.5 | -21.9 | -19.6 | · | -20.7 | |
| P/S | 2.1 | 2.3 | · | 3.3 | 3.4 | 3.4 | · | 4.1 | 3.9 | 5.2 | · | 6.4 | 6.9 | 6.6 | · | · | |
| P/B | -15.6 | -30.1 | · | -46.5 | -41.1 | -67.4 | · | -49.6 | -48.9 | -298.4 | · | 49.0 | 43.2 | 27.8 | · | · | |
| P / Tangible Book | · | · | · | · | · | · | · | · | · | · | · | 87.8 | 70.4 | 38.2 | · | · | |
| P / Cash Flow | · | 36.3 | · | · | · | 47.6 | · | · | · | 152.9 | · | · | · | -128.2 | · | · | |
| EV / Revenue | 2.2 | 2.4 | · | 3.3 | 3.5 | 3.5 | · | 4.4 | 4.1 | 5.3 | · | 6.4 | 6.8 | 6.5 | · | · | |
| Earnings Yield | -0.61% | 0.08% | · | -0.33% | -0.77% | -2.9% | · | -3.5% | -4.8% | -3.6% | · | -4.1% | -4.6% | -5.1% | · | -4.8% |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ricavi | $727M | $617M | $545M | $468M | $369M |
| Margine Lordo % | 72.5% | 75.7% | 73.7% | 71.5% | 71.8% |
| Margine Operativo % | 0.08% | -9.9% | -19.8% | -31.0% | -22.7% |
| Utile netto | $1M | $-92M | $-111M | $-151M | $-89M |
| EPS Diluito | $0.02 | $-1.26 | $-1.52 | $-2.08 | $-1.25 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto | -5.1 | -7.7 | 3.9 | 0.8 | · |
| Rapporto corrente | 1.1 | 1.2 | 1.1 | 1.6 | 1.6 |
| Quick Ratio | 1.0 | 1.0 | 0.9 | 1.3 | 1.3 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flusso di cassa libero | $60M | $3M | $-120M | $-116M | $-60M |
Proprietari istituzionali (13F) 240 filer · $1.1B totale · Aggiornato al 30 Settembre 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 36 (-11 vs trimestre precedente) | 28 (-42 vs trimestre precedente) | 83 (+13 vs trimestre precedente) | 54 (-21 vs trimestre precedente) | -1.3M |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $215.916.920 | 6.095.904 | 19,75% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $95.854.499 | 4.185.786 | 8,77% | Azioni |
| BlackRock, Inc. | $81.989.031 | 3.580.307 | 7,50% | Azioni |
| Fivespan Partners, LP | $80.399.770 | 3.510.907 | 7,35% | Azioni |
| Lead Edge Capital Management, LLC | $65.918.658 | 2.878.544 | 6,03% | Azioni |
| RPD Fund Management LLC | $42.524.865 | 1.856.981 | 3,89% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $38.354.775 | 1.674.881 | 3,51% | Azioni |
| AQR CAPITAL MANAGEMENT LLC | $32.313.320 | 1.411.062 | 2,96% | Azioni |
| FIRST TRUST ADVISORS LP | $32.084.709 | 1.401.079 | 2,93% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $31.708.829 | 1.384.665 | 2,90% | Azioni |
| STATE STREET CORP | $24.852.660 | 1.085.269 | 2,27% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $24.274.000 | 1.059.811 | 2,22% | Azioni |
| Mudita Advisors LLP | $19.222.260 | 839.400 | 1,76% | Azioni |
| BAILLIE GIFFORD & CO | $16.835.118 | 735.158 | 1,54% | Azioni |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $15.796.992 | 689.825 | 1,44% | Azioni |
| CITADEL ADVISORS LLC | $14.175.673 | 619.025 | 1,30% | Azioni |
| Qube Research & Technologies Ltd | $12.334.535 | 538.626 | 1,13% | Azioni |
| MORGAN STANLEY | $9.592.787 | 418.899 | 0,88% | Azioni |
| FMR LLC | $9.554.852 | 417.242 | 0,87% | Azioni |
| Trexquant Investment LP | $9.083.995 | 396.681 | 0,83% | Azioni |
| Squarepoint Ops LLC | $8.752.632 | 382.211 | 0,80% | Azioni |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $8.390.354 | 366.391 | 0,77% | Azioni |
| NORTHERN TRUST CORP | $8.379.522 | 365.918 | 0,77% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.971.513 | 348.101 | 0,73% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $7.685.927 | 335.630 | 0,70% | Azioni |
| D. E. Shaw & Co., Inc. | $7.604.930 | 332.093 | 0,70% | Azioni |
| GOLDMAN SACHS GROUP INC | $7.253.232 | 316.735 | 0,66% | Azioni |
| Nuveen, LLC | $7.062.314 | 308.398 | 0,65% | Azioni |
| ARMISTICE CAPITAL, LLC | $6.870.000 | 300.000 | 0,63% | Azioni |
| National Philanthropic Trust | $6.859.283 | 299.532 | 0,63% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $6.442.640 | 281.338 | 0,59% | Azioni |
| Russell Investments Group, Ltd. | $6.230.635 | 274.414 | 0,57% | Azioni |
| Cubist Systematic Strategies, LLC | $6.158.609 | 201.459 | 0,56% | Azioni |
| UBS Group AG | $4.913.928 | 214.582 | 0,45% | Azioni |
| JPMORGAN CHASE & CO | $4.861.727 | 216.269 | 0,44% | Azioni |
| Holocene Advisors, LP | $4.718.339 | 206.041 | 0,43% | Azioni |
| TWO SIGMA ADVISERS, LP | $4.280.578 | 120.852 | 0,39% | Azioni |
| BANK OF AMERICA CORP /DE/ | $4.071.208 | 177.782 | 0,37% | Azioni |
| JANE STREET GROUP, LLC | $4.044.140 | 176.600 | 0,37% | Opzione Call |
| Point72 Asset Management, L.P. | $4.021.881 | 175.628 | 0,37% | Azioni |
| Harber Asset Management LLC | $3.853.978 | 168.296 | 0,35% | Azioni |
| CANADA PENSION PLAN INVESTMENT BOARD | $3.629.650 | 158.500 | 0,33% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $3.543.935 | 154.757 | 0,32% | Azioni |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $2.942.971 | 128.514 | 0,27% | Azioni |
| Connor, Clark & Lunn Investment Management Ltd. | $2.897.148 | 126.513 | 0,26% | Azioni |
| Bank of New York Mellon Corp | $2.674.983 | 116.811 | 0,24% | Azioni |
| Gotham Asset Management, LLC | $2.509.016 | 109.564 | 0,23% | Azioni |
| BARCLAYS PLC | $2.140.876 | 93.488 | 0,20% | Azioni |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.073.461 | 86.000 | 0,19% | Azioni |
| Nebula Research & Development LLC | $2.022.448 | 67.731 | 0,18% | Azioni |
Attivisti e proprietari del 5%+ 2 partecipazioni
Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.
| Depositante | Depositato | Partecipazione | Stato | Scopo | Deposito |
|---|---|---|---|---|---|
| Fivespan Partners, LP, Dylan Haggart ×2 depositi | 05 Febbraio 2026 | 7,90% | Modifica | · | SEC |
| Abdiel Qualified Master Fund, LP, Abdiel Capital, LP, Abdiel Partners, LLC, Abdiel Capital Management, LLC, Abdiel Capital Advisors, LP, Colin T. Moran ×55 depositi | 27 Agosto 2025 | 4,90% | Modifica | · | 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.
Insider aziendali 31 insider · 11 dirigenti · 12 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Matthew W Calkins | CEO and President | 08 Settembre 2026 S | 1.629.144 | 0 | 10 | $-5.577.083 |
| Srdjan Tanjga | Chief Financial Officer | 05 Agosto 2026 M | 39.799 | 0 | 0 | $0 |
| Mark Matheos | Chief Financial Officer | 05 Novembre 2024 M | 10.925 | 0 | 0 | $0 |
| Mark Dorsey | Chief Revenue Officer | 05 Agosto 2026 M | 17.174 | 2 | 0 | $99.993 |
| Pavel Zamudio-Ramirez | Chief Customer Officer | 05 Maggio 2026 A | 33.062 | 0 | 0 | $0 |
| Robert Charles Kramer | General Manager | 03 Marzo 2026 M | 313.937 | 0 | 0 | $0 |
| Christopher Winters | General Counsel | 05 Novembre 2025 M | 29.782 | 0 | 0 | $0 |
| Christopher M Jones | Chief Revenue Officer | 11 Settembre 2023 S | 7.983 | 0 | 0 | $0 |
| Eric Calvin Cross | Chief Revenue Officer | 10 Maggio 2022 M | 0 | 0 | 0 | $0 |
| David Leon Mitchell | Senior VP, Worldwide Sales | 06 Marzo 2020 M | 15.646 | 0 | 0 | $0 |
| Edward L Hughes | Senior VP, Worldwide Sales | 03 Dicembre 2018 C | 114.364 | 0 | 0 | $0 |
| David Forrest Link | Direttore | 01 Ottobre 2026 A | 4.317 | 0 | 0 | $0 |
| Carl Joseph Hartman II | Direttore | 01 Ottobre 2026 A | 9.442 | 0 | 0 | $0 |
| Shirley Ann Edwards | Direttore | 01 Ottobre 2026 A | 15.069 | 0 | 0 | $0 |
| Mark Steven Lynch | Direttore | 01 Ottobre 2026 A | 47.514 | 0 | 1 | $-257.310 |
| Bobbie G Kilberg | Direttore | 01 Ottobre 2026 A | 886 | 0 | 0 | $0 |
| William D. Mccarthy | Direttore | 01 Aprile 2026 A | 14.243 | 0 | 0 | $0 |
| Albert G.W. Biddle III | Direttore | 01 Gennaio 2026 A | 32.735 | 0 | 0 | $0 |
| Michael J. Mulligan | Direttore | 01 Aprile 2024 A | 28.276 | 0 | 0 | $0 |
| Prashanth Boccassam | Direttore | 03 Aprile 2023 A | 27.214 | 0 | 0 | $0 |
| Michael G Devine | Direttore | 01 Ottobre 2022 A | 5.859 | 0 | 0 | $0 |
| Anthony A. Florence, Jr. | Proprietario del 10% | 13 Febbraio 2018 C | 1.924 | 0 | 0 | $0 |
| Peter W. Sonsini | Proprietario del 10% | 13 Febbraio 2018 C | 339 | 0 | 0 | $0 |
| New Enterprise Associates 14, L.P. | Proprietario del 10% | 13 Febbraio 2018 C | 0 | 0 | 0 | $0 |
| Ravi Viswanathan | Proprietario del 10% | 13 Febbraio 2018 C | 509 | 0 | 0 | $0 |
| Forest Baskett | Proprietario del 10% | 13 Febbraio 2018 C | 2.031 | 0 | 0 | $0 |
| Scott D. Sandell | Proprietario del 10% | 13 Febbraio 2018 C | 679 | 0 | 0 | $0 |
| Patrick J. Kerins | Proprietario del 10% | 13 Febbraio 2018 C | 1.523 | 0 | 0 | $0 |
| David M Mott | Proprietario del 10% | 13 Febbraio 2018 C | 2.031 | 0 | 0 | $0 |
| James M Barrett | Proprietario del 10% | 13 Febbraio 2018 C | 1.015 | 0 | 0 | $0 |
| Peter J Barris | Proprietario del 10% | 13 Febbraio 2018 C | 1.167 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 29 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| ABLS · Abacus FCF ETF Trust | 2,07% | 356 NS | 31 Luglio 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,16% | 75.191 NS | 31 Luglio 2026 | N-PORT |
| IWO · iShares Trust | 0,09% | 374.953 SH | 11 Settembre 2026 | Giornaliero |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,05% | 42.807 SH | 19 Agosto 2026 | Giornaliero |
| IGV · iShares Trust | 0,05% | 182.004 SH | 11 Settembre 2026 | Giornaliero |
| IWM · iShares Trust | 0,04% | 1.028.325 SH | 11 Settembre 2026 | Giornaliero |
| ISCG · iShares Trust | 0,04% | 11.646 SH | 11 Settembre 2026 | Giornaliero |
| RSSL · Global X Funds | 0,03% | 19.091 NS | 31 Luglio 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,03% | 24.755 SH | 30 Settembre 2026 | Giornaliero |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,03% | 6.812 NS | 31 Luglio 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,03% | 229.836 SH | 19 Agosto 2026 | Giornaliero |
| VBK · VANGUARD INDEX FUNDS | 0,02% | 484.163 SH | 19 Agosto 2026 | Giornaliero |
| FTEC · FIDELITY COVINGTON TRUST | 0,02% | 114.453 NS | 31 Luglio 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 1.054 SH | 01 Ottobre 2026 | Giornaliero |
| TECB · iShares Trust | 0,01% | 1.641 SH | 10 Settembre 2026 | Giornaliero |
| WSML · iShares Trust | 0,01% | 2.099 SH | 11 Settembre 2026 | Giornaliero |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 457.401 SH | 19 Agosto 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | 0,01% | 822.793 SH | 19 Agosto 2026 | Giornaliero |
| VGT · VANGUARD WORLD FUND | 0,01% | 813.947 SH | 19 Agosto 2026 | Giornaliero |
| IGM · iShares Trust | 0,01% | 17.887 SH | 11 Settembre 2026 | Giornaliero |
| ITOT · iShares Trust | 0,00% | 52.619 SH | 11 Settembre 2026 | Giornaliero |
| IWV · iShares Trust | 0,00% | 10.587 SH | 09 Settembre 2026 | Giornaliero |
| TILT · FlexShares Trust | 0,00% | 972 NS | 31 Luglio 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1.144.415 SH | 19 Agosto 2026 | Giornaliero |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 35.458 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 3.313 SH | 19 Agosto 2026 | Giornaliero |
| ESGV · VANGUARD WORLD FUND | 0,00% | 8.661 SH | 19 Agosto 2026 | Giornaliero |
| ISCB · iShares Trust | · | 1.614 SH | 11 Settembre 2026 | Giornaliero |
| SMLF · iShares Trust | · | 163.811 SH | 11 Settembre 2026 | Giornaliero |
APPN Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
Target Price a 12 Mesi
5 analisti · 2026-09-30Target medio $34.00 -7,3%
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| APPN | $2.62B | 1771.0 | 17.8% | 0.17% | -2.5% | 72.5% |
| VRNS | $3.86B | -29.0 | 13.2% | -20.7% | -27.5% | 78.8% |
| TENB | · | -78.4 | 11.0% | -3.6% | -10.7% | 78.1% |
| ADEA | $1.88B | 17.4 | 17.9% | 25.1% | 25.3% | · |
| TDC | $2.82B | 22.5 | -5.0% | 7.8% | 64.0% | 59.4% |
| ATEN | $1.26B | 31.0 | 11.0% | 14.5% | 20.3% | 79.3% |
| PRGS | $1.75B | 24.9 | 29.8% | 7.5% | 15.7% | 80.8% |
| AIP | $686M | -18.9 | 22.3% | -49.2% | 313.6% | 90.2% |
| RPD | · | 42.2 | 1.9% | · | · | · |
| NABL | · | -74.8 | 9.3% | -3.7% | · | 76.9% |
| MSFT | $2.77T | 20.8 | 17.8% | 40.3% | 34.0% | 67.9% |
Ultime notizie Notizie recenti che menzionano questa società
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