SYM Symbotic Inc. - Class A Common Stock
$40,30
Cena · Sie 18, 2026
Dane fundamentalne na dzień Sie 5, 2026
Zakres 52 tyg.
$38–$88
4% of range
Ocena Analityków
BUY
23 analysts
Cena Docelowa
$64
+60% upside
P/E (TTM)
-256.8
ROE
-8.1%
Marża Zysku Netto
-0.75%
SYM Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$40.30
Kapitalizacja Rynkowa
$24.28B
P/E (TTM)
-256.8
EPS (TTM)
$-0.16
Przychody (TTM)
$2.25B
Stopa dywidendy
—
ROE
-8.1%
D/E Dług/Kapitał
—
Zakres 52 tyg.
$38 – $88
SYM Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Configure
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Przychody i Zysk Netto
$2.25B
2020-09-26
→
2025-09-27
EPS
$-0.16
2022-09-24
→
2025-09-27
Wolny przepływ pieniężny
—
2022-09-24
→
2024-09-28
Marże
-0.75%
2022-09-24
→
2025-09-27
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
SYM
Mediana porównawcza
P/E (TTM)
-256.8
29.6
P/S (TTM)
10.8
4.4
P/B
109.7
3.6
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
SYM
Mediana porównawcza
Gross Margin (Marża brutto)
18.8%
39.3%
Operating Margin (Marża Operacyjna)
-5.1%
—
Net Profit Margin (Marża Zysku Netto)
-0.75%
12.7%
ROA
-0.85%
7.4%
ROE
-8.1%
13.9%
ROIC
-50.9%
—
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
SYM
Mediana porównawcza
Current Ratio (Wskaźnik bieżący)
1.1
1.5
Quick Ratio (Wskaźnik Szybkości)
0.8
—
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
SYM
Mediana porównawcza
Revenue YoY (Przychody R/R)
25.7%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
55.9%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
89.4%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
SYM
Mediana porównawcza
SYM Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
23 analityków
- Mocne kupno 3 13,0%
- Kup 10 43,5%
- Trzymaj 7 30,4%
- Sprzedaj 3 13,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
15 analityków · 2026-08-17
Mediana
$70.00
Średnia
$64.32
← Poniżej wszystkich celów
$40.30
Niski
$42.00
Wysoki
$85.00
Średni cel
$70.00
+73,7%
Średnia cel
$64.32
+59,6%
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
-0.08%
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $-0.05 | $0.17 | -0.22% |
| 31 marca 2026 | $0.03 | $0.15 | -0.12% |
| 31 grudnia 2025 | $0.07 | $0.13 | -0.06% |
| 30 września 2025 | $0.03 | $0.11 | -0.08% |
| 30 czerwca 2025 | $0.11 | $0.04 | 0.07% |
| 31 marca 2025 | $-0.01 | $0.05 | -0.06% |
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| SYM | $30.81B | -325.9 | 25.7% | -0.75% | -8.1% | 18.8% |
| ITW | $71.08B | 23.5 | 0.92% | 19.1% | 95.3% | — |
| IR | $30.98B | 54.6 | 5.8% | 7.6% | 5.7% | 43.6% |
| DOV | — | 24.6 | 4.5% | 13.5% | 14.7% | 39.8% |
| OTIS | — | 25.0 | 1.2% | 9.6% | -27.0% | — |
| XYL | $33.17B | 34.7 | 5.5% | 10.6% | 8.6% | 38.5% |
| SNA | — | 18.3 | 0.93% | 19.7% | 18.0% | — |
| ITT | — | 28.4 | 8.5% | 12.4% | 14.2% | 35.4% |
| FTV | $17.30B | 31.9 | 1.9% | 13.9% | 7.0% | 63.5% |
| RBC | $17.42B | 58.6 | 14.3% | 15.4% | 8.8% | 44.4% |
| IEX | $16.03B | 27.8 | 5.8% | 14.0% | 12.3% | 44.5% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue | $2.25B | $1.79B | $1.18B | $593M | · | · | |
| Cost of Revenue | $1.82B | $1.54B | $987M | $494M | · | · | |
| Gross Profit | $423M | $246M | $190M | $100M | · | · | |
| R&D Expense | $216M | $173M | $195M | $124M | · | · | |
| SG&A Expense | $299M | $189M | $218M | $116M | $6M | · | |
| Operating Expenses | $538M | $362M | $413M | $240M | · | · | |
| Operating Income | $-115M | $-117M | $-223M | $-140M | $-6M | · | |
| Other Non-op | $36M | $37M | $11M | $1M | $16.4K | · | |
| Pretax Income | $-79M | $-80M | $-213M | $-139M | · | · | |
| Income Tax | $-2M | $4M | $-5M | $0 | · | · | |
| Net Income | $-17M | $-13M | $-24M | $-7M | $-6M | · | |
| EPS (Basic) | $-0.16 | $-0.14 | $-0.37 | $-0.13 | · | · | |
| EPS (Diluted) | $-0.16 | $-0.14 | $-0.37 | $-0.13 | · | · | |
| Shares (Basic) | 108,670,159 | 95,697,368 | 64,338,580 | 54,086,381 | · | · | |
| Shares (Diluted) | 108,670,159 | 95,697,368 | 64,338,580 | 54,086,381 | · | · | |
| EBITDA | $-75M | $-93M | $-212M | $-134M | $-6M | · |
Bilans 25
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.24B | $727M | $259M | $353M | $812.9K | $0 | |
| Receivables | $187M | $202M | $69M | $3M | · | · | |
| Inventory | $164M | $106M | $136M | $92M | · | · | |
| Prepaid Expense | $87M | $101M | $85M | $26M | $740.8K | $6.2K | |
| Current Assets | $1.88B | $1.36B | $992M | $605M | $2M | $6.2K | |
| PP&E (Net) | $118M | $97M | $35M | $25M | · | · | |
| PP&E (Gross) | $168M | $131M | $53M | $49M | · | · | |
| Accum. Depreciation | $50M | $34M | $19M | $24M | · | · | |
| Goodwill | $60M | $0 | · | · | · | · | |
| Intangibles | $79M | $4M | $217.0K | $650.0K | · | · | |
| Other Non-current Assets | $131M | $41M | $24M | $337.0K | · | · | |
| Total Assets | $2.40B | $1.58B | $1.05B | $631M | $322M | $132.9K | |
| Accounts Payable | $287M | $175M | $110M | $68M | $194.6K | $9.0K | |
| Accrued Liabilities | · | $166M | $100M | $47M | $3M | $100.0K | |
| Short-term Debt | · | · | · | · | · | $17.8K | |
| Current Liabilities | $1.73B | $1.02B | $1.03B | $523M | $4M | $126.8K | |
| Capital Leases | $24M | $16M | $12M | · | · | · | |
| Other Non-current Liabilities | $64M | $42M | $28M | $8M | · | · | |
| Total Liabilities | $1.92B | $1.19B | $1.05B | $562M | $15M | $126.8K | |
| Paid-in Capital | $1.56B | $1.52B | $1.25B | $1.24B | $0 | $24.2K | |
| Retained Earnings | $-1.33B | $-1.32B | $-1.31B | $-1.29B | $-14M | $-18.8K | |
| AOCI | $-3M | $-3M | $-2M | $-2M | · | · | |
| Stockholders' Equity | $220M | $197M | $82.0K | $7M | $-14M | $6.2K | |
| Liabilities + Equity | $2.40B | $1.58B | $1.05B | $631M | $322M | $132.9K | |
| Shares Outstanding | 590,888,439 | 585,963,959 | 556,572,919 | 553,889,249 | · | · |
Przepływy pieniężne 14
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| D&A | $40M | $21M | $9M | $6M | · | · | |
| Stock-based Comp | $184M | $112M | $154M | $27M | · | · | |
| Deferred Tax | $-4M | $4M | $-5M | $0 | · | · | |
| Amort. of Intangibles | $14M | $500.0K | $400.0K | $500.0K | · | · | |
| Restructuring | $23M | $0 | $0 | · | · | · | |
| Other Non-cash | $665M | $-184M | $94M | $-109M | · | · | |
| Operating Cash Flow | $867M | $-58M | $231M | $-148M | $-3M | · | |
| CapEx | · | $42M | $16M | $18M | · | · | |
| Investing Cash Flow | $-351M | $156M | $-299M | $-18M | $-320M | · | |
| Stock Issued | $0 | $258M | $0 | $0 | · | · | |
| Net Stock Activity | $0 | $258M | $3M | · | · | · | |
| Financing Cash Flow | $668.0K | $371M | $-24M | $362M | $324M | · | |
| Net Change in Cash | $517M | $469M | $-93M | $197M | $812.9K | · | |
| Free Cash Flow | · | $-100M | $215M | $-166M | · | · |
Rentowność 8
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Gross Margin | 18.8% | 13.7% | 16.1% | 16.8% | · | · | |
| Operating Margin | -5.1% | -6.5% | -19.0% | -23.7% | · | · | |
| Net Margin | -0.75% | -0.75% | -2.0% | -12.2% | · | · | |
| Pretax Margin | -3.5% | -4.5% | -18.1% | -23.4% | · | · | |
| EBITDA Margin | -3.4% | -5.2% | -18.0% | -22.7% | · | · | |
| ROA | -0.85% | -1.0% | -2.8% | -15.1% | -2.1% | · | |
| ROE | -8.1% | -13.7% | -656.9% | 2269.3% | 54.8% | · | |
| ROIC | -50.9% | -62.3% | -266313.5% | -1954.0% | · | · |
Płynność i wypłacalność 2
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | 1.3 | 1.0 | 1.2 | 0.0 | · | |
| Quick Ratio | 0.8 | 0.9 | 0.3 | 0.7 | 0.0 | · |
Efektywność 3
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.1 | 1.4 | 1.4 | 1.2 | · | · | |
| Inventory Turnover | 13.5 | 12.7 | 8.7 | 7.9 | · | · | |
| Receivables Turnover | 11.6 | 13.2 | 32.4 | 17.8 | · | · |
Stopy Wzrostu 3
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue YoY | 25.7% | 51.9% | 98.4% | 135.5% | · | · | |
| Revenue CAGR 3Y | 55.9% | 92.2% | 133.8% | · | · | · | |
| Revenue CAGR 5Y | 89.4% | · | · | · | · | · |
Wycena (TTM) 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.25B | $1.79B | $1.18B | $593M | · | · | |
| Net Income TTM | $-17M | $-13M | $-24M | $-7M | $-6M | · | |
| Market Cap | $30.81B | $14.95B | $18.61B | $5.84B | · | · | |
| P/E | -325.9 | -182.3 | -90.4 | -81.1 | · | · | |
| P/S | 13.7 | 8.4 | 15.8 | 9.8 | · | · | |
| P/B | 139.2 | 75.8 | 226905.3 | 812.6 | · | · | |
| P / Tangible Book | 379.5 | 77.3 | · | 893.5 | · | · | |
| P / Cash Flow | 35.5 | -257.5 | 80.6 | -39.4 | · | · | |
| P / FCF | · | -149.1 | 86.5 | -35.1 | · | · | |
| Earnings Yield | -0.31% | -0.55% | -1.1% | -1.2% | · | · |
Rachunek zysków i strat 16
| Wskaźnik | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $721M | $676M | $630M | $618M | $592M | $550M | $487M | $565M | $470M | $393M | $360M | $392M | $312M | $267M | $206M | $244M | |
| Cost of Revenue | $560M | $527M | $497M | $492M | $480M | $439M | $406M | $468M | $415M | $363M | $296M | $333M | $259M | $224M | $171M | $208M | |
| Gross Profit | $161M | $150M | $133M | $126M | $112M | $111M | $81M | $96M | $55M | $30M | $64M | $59M | $53M | $43M | $35M | $37M | |
| R&D Expense | $44M | $51M | $43M | $59M | $50M | $58M | $43M | $40M | $45M | $46M | $42M | $46M | $49M | $50M | $51M | $43M | |
| SG&A Expense | $84M | $93M | $81M | $84M | $72M | $73M | $61M | $45M | $48M | $49M | $47M | $67M | $46M | $51M | $54M | $48M | |
| Operating Expenses | $128M | $144M | $127M | $150M | $138M | $131M | $104M | $86M | $93M | $95M | $89M | $113M | $95M | $101M | $105M | $91M | |
| Operating Income | $33M | $6M | $7M | $-23M | $-26M | $-20M | $-23M | $11M | $-38M | $-65M | $-25M | $-54M | $-42M | $-58M | $-70M | $-54M | |
| Other Non-op | $31M | $11M | $13M | $8M | $8M | $12M | $8M | $9M | $12M | $10M | $6M | $4M | $3M | $2M | $2M | $1M | |
| Pretax Income | $63M | $17M | $20M | $-15M | $-17M | $-9M | $-15M | $20M | $-26M | $-55M | $-19M | $-50M | $-39M | $-55M | $-68M | $-53M | |
| Income Tax | $-1M | $572.0K | $615.0K | $-424.0K | $44.0K | $-1M | $150.0K | $4M | $182.0K | $-252.0K | $172.0K | $-5M | $5.0K | $-17.0K | $251.0K | $0 | |
| Net Income | $12M | $2M | $3M | $-4M | $-4M | $-2M | $-3M | $3M | $-5M | $-9M | $-3M | $-6M | $-4M | $-6M | $-7M | $47M | |
| EPS (Basic) | $0.09 | $0.02 | $0.02 | $-0.04 | $-0.04 | $-0.02 | $-0.03 | $0.03 | $-0.05 | $-0.09 | $-0.03 | $-0.08 | $-0.07 | $-0.10 | $-0.12 | $-0.10 | |
| EPS (Diluted) | $0.09 | $0.01 | $0.02 | $-0.04 | $-0.04 | $-0.02 | $-0.03 | $0.03 | $-0.05 | $-0.09 | $-0.03 | $-0.08 | $-0.07 | $-0.10 | $-0.12 | $-0.10 | |
| Shares (Basic) | 128,076,383 | 125,538,207 | 115,474,119 | -214,357,130 | 109,201,745 | 107,726,978 | 106,098,566 | -183,081,628 | 102,414,284 | 93,043,769 | 83,320,943 | -116,182,931 | 61,782,886 | 60,503,119 | 58,235,506 | 3,422,235 | |
| Shares (Diluted) | 133,252,947 | 134,364,904 | 127,870,238 | -214,357,130 | 109,201,745 | 107,726,978 | 106,098,566 | -183,081,628 | 102,414,284 | 93,043,769 | 83,320,943 | -116,182,931 | 61,782,886 | 60,503,119 | 58,235,506 | 3,422,235 | |
| EBITDA | $33M | $6M | $15M | · | $-37M | $-32M | $-17M | · | · | · | $3M | · | $-42M | $-58M | $-67M | · |
Bilans 24
| Wskaźnik | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.75B | $2.01B | $1.82B | $1.24B | $778M | $955M | $903M | $727M | $870M | $901M | $486M | $259M | $255M | $257M | $351M | $353M | |
| Receivables | $289M | $133M | $108M | $187M | $136M | $138M | $134M | $202M | $100M | $128M | $153M | · | $74M | $125M | $52M | · | |
| Inventory | $221M | $201M | $184M | $164M | $139M | $146M | $109M | $106M | $132M | $120M | $138M | · | $167M | $140M | $111M | · | |
| Prepaid Expense | $83M | $82M | $70M | $92M | $102M | $94M | $86M | $101M | $101M | $110M | $104M | · | $36M | $39M | $32M | · | |
| Current Assets | $2.86B | $2.92B | $2.46B | $1.89B | $1.43B | $1.50B | $1.46B | $1.36B | $1.31B | $1.45B | $1.25B | · | $922M | $866M | $772M | · | |
| PP&E (Net) | $159M | $146M | $116M | $118M | $73M | $124M | $105M | $97M | $81M | $75M | $35M | · | $41M | $36M | $30M | · | |
| PP&E (Gross) | $226M | $209M | $171M | $168M | $119M | $171M | $145M | $131M | $115M | $99M | $56M | · | $69M | $62M | $56M | · | |
| Accum. Depreciation | $68M | $63M | $55M | $50M | $46M | $47M | $40M | $34M | $34M | $24M | $21M | · | $29M | $27M | $25M | · | |
| Goodwill | $60M | $60M | $60M | $60M | $61M | $69M | · | $0 | · | · | · | · | · | · | · | · | |
| Intangibles | $83M | $87M | $75M | $79M | $83M | $126M | $15M | $4M | $0 | $0 | $0 | · | $335.0K | $427.0K | $540.0K | · | |
| Other Non-current Assets | $224M | $144M | $141M | $131M | $79M | $63M | $51M | $41M | $106M | $29M | $30M | · | $7M | $7M | $6M | · | |
| Total Assets | $3.52B | $3.50B | $2.99B | $2.40B | $1.83B | $1.96B | $1.72B | $1.58B | $1.50B | $1.55B | $1.32B | · | $970M | $910M | $809M | · | |
| Accounts Payable | $328M | $294M | $266M | $287M | $216M | $220M | $206M | $175M | $128M | $133M | $103M | · | $74M | $88M | $61M | · | |
| Accrued Liabilities | · | · | · | · | · | · | $203M | · | · | $119M | $116M | · | $61M | $71M | $73M | · | |
| Current Liabilities | $2.15B | $2.02B | $1.78B | $1.73B | $1.32B | $1.47B | $1.20B | $1.02B | $1.02B | $1.08B | $1.10B | · | $898M | $850M | $736M | · | |
| Capital Leases | $18M | $20M | $22M | $24M | $23M | $24M | $23M | · | $16M | $17M | $17M | · | $3M | $4M | $4M | · | |
| Other Non-current Liabilities | $60M | $62M | $61M | $64M | $62M | $62M | $48M | $42M | $49M | $39M | $37M | · | $17M | $15M | $13M | · | |
| Total Liabilities | $2.39B | $2.47B | $2.03B | $1.92B | $1.38B | $1.54B | $1.32B | $1.19B | $1.15B | $1.16B | $1.15B | · | $948M | $888M | $759M | · | |
| Paid-in Capital | $2.03B | $2.02B | $2.00B | $1.56B | $1.55B | $1.54B | $1.53B | $1.52B | $1.53B | $1.52B | $1.26B | · | $1.25B | $1.25B | $1.24B | · | |
| Retained Earnings | $-1.32B | $-1.33B | $-1.33B | $-1.34B | $-1.34B | $-1.33B | $-1.33B | $-1.32B | $-1.33B | $-1.32B | $-1.31B | · | $-1.30B | $-1.30B | $-1.29B | · | |
| AOCI | $-3M | $-3M | $-3M | $-3M | $-3M | $-3M | $-3M | $-3M | $-3M | $-2M | $-2M | · | $-2M | $-2M | $-2M | · | |
| Stockholders' Equity | $709M | $686M | $664M | $221M | $211M | $205M | $197M | $197M | $197M | $197M | $-57M | · | $2M | $2M | $5M | · | |
| Liabilities + Equity | $3.52B | $3.50B | $2.99B | $2.40B | $1.83B | $1.96B | $1.72B | $1.58B | $1.50B | $1.55B | $1.32B | · | $970M | $910M | $809M | · | |
| Shares Outstanding | 603,863,978 | 602,515,397 | 599,767,158 | 590,888,439 | 589,827,300 | 588,913,293 | 587,419,729 | 585,963,959 | 584,895,701 | 583,961,872 | 573,109,172 | 556,572,919 | 555,461,479 | 555,296,804 | 553,906,749 | 553,889,249 |
Przepływy pieniężne 13
| Wskaźnik | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $11M | $9M | $5M | $14M | $12M | $7M | $4M | $11M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | |
| Stock-based Comp | $48M | $49M | $46M | $64M | $49M | $43M | $25M | $25M | $29M | $28M | $29M | $32M | $37M | $35M | $50M | $27M | |
| Amort. of Intangibles | $4M | $4M | $4M | $4M | $6M | $4M | $700.0K | · | · | · | · | · | · | · | · | · | |
| Restructuring | $0 | $12.0K | $3M | $7M | $16M | $0 | $0 | $0 | $0 | · | · | $-6M | $6M | $5M | · | · | |
| Other Non-cash | · | · | $134M | · | · | · | $174M | · | · | · | · | · | · | · | $57M | · | |
| Operating Cash Flow | $-147M | $261M | $192M | $531M | $-138M | $270M | $205M | $-99M | $50M | $21M | $-30M | $45M | $54M | $31M | $101M | $-52M | |
| CapEx | · | · | · | · | · | · | $7M | · | $17M | $2M | $2M | · | $7M | $6M | $7M | $7M | |
| Investing Cash Flow | $-91M | $-75M | $-41M | $-66M | $-39M | $-221M | $-25M | $-45M | $-34M | $137M | $99M | $-28M | $-55M | $-112M | $-104M | $-7M | |
| Stock Issued | $0 | $-61.0K | $424M | $0 | $0 | $0 | $0 | $0 | $0 | · | · | $0 | $-987.0K | · | · | $0 | |
| Net Stock Activity | · | · | $424M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $14.0K | $4M | $423M | $2M | $57.0K | $3M | $-4M | $2M | $-48M | $258M | $159M | $-13M | $0 | $-11M | $0 | $0 | |
| Net Change in Cash | $-238M | $190M | $574M | $467M | $-177M | $52M | $176M | $-143M | $-31M | $416M | $227M | $3M | $-1M | $-92M | $-3M | $-58M | |
| Free Cash Flow | · | · | · | · | · | · | $198M | · | · | · | $-32M | · | · | · | $94M | · |
Rentowność 8
| Wskaźnik | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 22.3% | 22.2% | 21.2% | · | 18.2% | 19.6% | 16.4% | · | · | · | · | · | 17.0% | 16.1% | 17.1% | · | |
| Operating Margin | 4.6% | 0.90% | 1.0% | · | -6.2% | -5.8% | -5.1% | · | · | · | · | · | -13.5% | -21.6% | -33.7% | · | |
| Net Margin | 1.6% | 0.29% | 0.41% | · | -1.0% | -0.71% | -0.71% | · | · | · | · | · | -1.4% | -2.3% | -3.5% | · | |
| Pretax Margin | 8.8% | 2.5% | 3.1% | · | -4.8% | -3.7% | -3.5% | · | · | · | · | · | -12.5% | -20.8% | -32.8% | · | |
| EBITDA Margin | 4.6% | 0.90% | 2.4% | · | -6.2% | -5.8% | -3.5% | · | · | · | · | · | -13.5% | -21.6% | -32.7% | · | |
| ROA | 0.44% | 0.07% | 0.11% | · | -0.36% | -0.22% | -0.23% | · | · | · | · | · | -0.55% | -0.99% | -1.3% | · | |
| ROE | 2.5% | 0.44% | 0.60% | · | -2.9% | -1.9% | -5.0% | · | · | · | · | · | -91.6% | 158.2% | 136.7% | · | |
| ROIC | 4.7% | 0.86% | 0.95% | · | -17.4% | -14.5% | -12.6% | · | · | · | · | · | -1696.9% | -2436.6% | -1311.8% | · |
Płynność i wypłacalność 2
| Wskaźnik | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.4 | 1.4 | · | 1.1 | 1.0 | 1.2 | · | 1.3 | 1.3 | 1.1 | · | 1.0 | 1.0 | 1.0 | · | |
| Quick Ratio | 0.9 | 1.1 | 1.1 | · | 0.7 | 0.7 | 0.9 | · | 0.9 | 1.0 | 0.6 | · | 0.4 | 0.4 | 0.5 | · |
Efektywność 3
| Wskaźnik | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.2 | 0.3 | · | 0.4 | 0.3 | 0.3 | · | · | · | · | · | 0.4 | 0.4 | 0.4 | · | |
| Inventory Turnover | 3.1 | 3.0 | 3.4 | · | 3.6 | 3.3 | 3.3 | · | · | · | · | · | 1.8 | 3.2 | 3.1 | · | |
| Receivables Turnover | 3.4 | 5.0 | 5.2 | · | 5.0 | 4.1 | 3.4 | · | · | · | · | · | 8.2 | 4.3 | 7.9 | · |
Wycena (TTM) 10
| Wskaźnik | Trend | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.62B | $2.45B | $2.26B | · | $2.19B | $2.07B | $1.91B | · | $1.54B | $1.33B | $1.14B | · | $961M | $745M | $555M | · | |
| Net Income TTM | $12M | $-3M | $-10M | · | $-10M | $-9M | $-14M | · | $-21M | $-22M | $-20M | · | $-19M | $-34M | $-30M | · | |
| Market Cap | $24.90B | $30.38B | $34.78B | · | $21.97B | $11.87B | $14.15B | · | $20.56B | $26.28B | $29.42B | · | $21.95B | $12.04B | $6.10B | · | |
| P/E | 515.5 | -1260.5 | -579.9 | · | -413.9 | -224.0 | -172.0 | · | -146.5 | -155.2 | -160.4 | · | -123.5 | · | · | · | |
| P/S | 9.5 | 12.4 | 15.4 | · | 10.0 | 5.7 | 7.4 | · | 13.4 | 19.7 | 25.7 | · | 22.8 | 16.2 | 11.0 | · | |
| P/B | 35.1 | 44.3 | 52.4 | · | 104.3 | 57.8 | 72.0 | · | 104.6 | 133.3 | -514.9 | · | 8863.6 | 5084.0 | 1146.7 | · | |
| P / Tangible Book | 44.0 | 56.4 | 65.8 | · | 326.5 | 1084.0 | 77.9 | · | 104.6 | 133.3 | · | · | 10250.5 | 6202.4 | 1276.2 | · | |
| P / Cash Flow | · | · | 181.6 | · | · | · | 69.0 | · | · | · | -975.7 | · | · | · | 60.4 | · | |
| P / FCF | · | · | · | · | · | · | 71.6 | · | · | · | -910.1 | · | · | · | 64.9 | · | |
| Earnings Yield | 0.19% | -0.08% | -0.17% | · | -0.24% | -0.45% | -0.58% | · | -0.68% | -0.64% | -0.62% | · | -0.81% | · | · | · |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-09-24 | 2021-12-31 | |
|---|---|---|---|---|---|
| Przychody | $2.25B | $1.79B | $1.18B | $593M | — |
| Marża Brutto % | 18.8% | 13.7% | 16.1% | 16.8% | — |
| Marża Operacyjna % | -5.1% | -6.5% | -19.0% | -23.7% | — |
| Zysk netto | $-17M | $-13M | $-24M | $-7M | $-6M |
| Rozwodniony EPS | $-0.16 | $-0.14 | $-0.37 | $-0.13 | — |
Bilans
| 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-09-24 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wskaźnik bieżący | 1.1 | 1.3 | 1.0 | 1.2 | 0.0 |
| Wskaźnik Szybkości | 0.8 | 0.9 | 0.3 | 0.7 | 0.0 |
Przepływy pieniężne
| 2025-09-27 | 2024-09-28 | 2023-09-30 | 2022-09-24 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | — | $-100M | $215M | $-166M | — |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
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Właściciele instytucjonalni (13F) 477 emitentów · $3.7B łącznie · Na dzień 30 czerwca 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 99 (+12 vs poprzedni kw.) | 75 (+18 vs poprzedni kw.) | 164 (+29 vs poprzedni kw.) | 89 (-25 vs poprzedni kw.) | +8.0M |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| SOFTBANK GROUP CORP. | $899 000 000 | 20 000 000 | 24,09% | Akcje |
| Walmart Inc. | $674 250 000 | 15 000 000 | 18,07% | Akcje |
| SVF Sponsor III (DE) LLC | $297 388 000 | 5 590 000 | 7,97% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $193 089 557 | 4 295 652 | 5,17% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $128 165 036 | 2 851 280 | 3,43% | Akcje |
| AMERIPRISE FINANCIAL INC | $87 683 165 | 1 950 677 | 2,35% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $63 384 130 | 1 410 103 | 1,70% | Akcje |
| FMR LLC | $55 230 470 | 1 228 709 | 1,48% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $43 156 495 | 960 100 | 1,16% | Akcje |
| Daiwa Securities Group Inc. | $42 579 607 | 947 266 | 1,14% | Akcje |
| MORGAN STANLEY | $42 485 616 | 945 175 | 1,14% | Akcje |
| CANADA PENSION PLAN INVESTMENT BOARD | $38 854 780 | 864 400 | 1,04% | Akcje |
| BANK OF AMERICA CORP /DE/ | $36 780 922 | 818 263 | 0,99% | Akcje |
| ARK Investment Management LLC | $35 813 868 | 796 749 | 0,96% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $34 655 551 | 770 980 | 0,93% | Akcje |
| GOLDMAN SACHS GROUP INC | $34 498 001 | 767 475 | 0,92% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $32 652 085 | 726 409 | 0,87% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $30 999 246 | 689 359 | 0,83% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $29 105 125 | 647 500 | 0,78% | Opcja kupna |
| TCW GROUP INC | $29 086 471 | 647 085 | 0,78% | Akcje |
| Navis Wealth Advisors, LLC | $27 657 330 | 615 291 | 0,74% | Akcje |
| STATE STREET CORP | $25 037 465 | 557 007 | 0,67% | Akcje |
| TWO SIGMA ADVISERS, LP | $24 454 500 | 411 000 | 0,66% | Akcje |
| Trexquant Investment LP | $22 448 390 | 499 408 | 0,60% | Akcje |
| S SQUARED TECHNOLOGY, LLC | $21 896 314 | 487 126 | 0,59% | Akcje |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $21 627 863 | 481 154 | 0,58% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21 571 505 | 479 900 | 0,58% | Opcja sprzedaży |
| JANE STREET GROUP, LLC | $21 571 505 | 479 900 | 0,58% | Opcja kupna |
| BAILLIE GIFFORD & CO | $21 103 890 | 469 497 | 0,57% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $20 744 740 | 461 507 | 0,56% | Akcje |
| CITADEL ADVISORS LLC | $19 737 545 | 439 100 | 0,53% | Opcja kupna |
| JANE STREET GROUP, LLC | $18 519 400 | 412 000 | 0,50% | Opcja sprzedaży |
| Point72 Asset Management, L.P. | $18 004 543 | 400 546 | 0,48% | Akcje |
| PEAK6 LLC | $17 633 885 | 392 300 | 0,47% | Opcja kupna |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $17 158 269 | 381 719 | 0,46% | Akcje |
| Cubist Systematic Strategies, LLC | $17 000 060 | 315 400 | 0,46% | Opcja sprzedaży |
| VANGUARD FIDUCIARY TRUST CO | $16 892 660 | 375 810 | 0,45% | Akcje |
| USS Investment Management Ltd | $14 419 448 | 320 860 | 0,39% | Akcje |
| LPL Financial LLC | $13 804 909 | 307 117 | 0,37% | Akcje |
| Thematics Asset Management | $13 769 564 | 255 465 | 0,37% | Akcje |
| FIRST TRUST ADVISORS LP | $13 476 279 | 299 806 | 0,36% | Akcje |
| Walleye Trading LLC | $12 082 560 | 268 800 | 0,32% | Opcja kupna |
| RPG Investment Advisory, LLC | $11 999 807 | 266 959 | 0,32% | Akcje |
| AXA Investment Managers S.A. | $11 908 181 | 220 931 | 0,32% | Akcje |
| CITADEL ADVISORS LLC | $11 853 315 | 263 700 | 0,32% | Opcja sprzedaży |
| SIERRA SUMMIT ADVISORS LLC | $11 645 602 | 259 079 | 0,31% | Akcje |
| Mitsubishi UFJ Trust & Banking Corp | $11 609 596 | 258 278 | 0,31% | Akcje |
| Driehaus Capital Management LLC | $11 574 805 | 257 504 | 0,31% | Akcje |
| WOLVERINE TRADING, LLC | $11 530 458 | 214 600 | 0,31% | Opcja kupna |
| WOLVERINE TRADING, LLC | $10 552 572 | 196 400 | 0,28% | Opcja sprzedaży |
| MIROVA | $9 747 587 | 216 854 | 0,26% | Akcje |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $9 348 207 | 207 969 | 0,25% | Akcje |
| Cubist Systematic Strategies, LLC | $8 920 450 | 165 500 | 0,24% | Opcja kupna |
| Bridgewater Associates, LP | $8 269 676 | 183 975 | 0,22% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $8 091 045 | 180 001 | 0,22% | Akcje |
| Amundi | $8 018 001 | 178 376 | 0,21% | Akcje |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $7 735 041 | 172 081 | 0,21% | Akcje |
| Mubadala Investment Co PJSC | $7 726 905 | 171 900 | 0,21% | Akcje |
| Qube Research & Technologies Ltd | $7 160 760 | 159 305 | 0,19% | Akcje |
| NATIXIS | $7 097 785 | 157 904 | 0,19% | Akcje |
| &PARTNERS | $6 334 804 | 140 800 | 0,17% | Akcje |
| SEVEN GRAND MANAGERS, LLC | $6 180 625 | 137 500 | 0,17% | Akcje |
| CAPITAL FUND MANAGEMENT S.A. | $6 173 118 | 137 333 | 0,17% | Akcje |
| Walleye Trading LLC | $6 014 310 | 133 800 | 0,16% | Opcja sprzedaży |
| Swiss National Bank | $5 955 875 | 132 500 | 0,16% | Akcje |
| TUDOR INVESTMENT CORP ET AL | $5 452 974 | 121 312 | 0,15% | Akcje |
| BLAIR WILLIAM & CO/IL | $5 300 504 | 117 920 | 0,14% | Akcje |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | $4 969 357 | 110 553 | 0,13% | Akcje |
| Slow Capital, Inc. | $4 839 273 | 107 659 | 0,13% | Akcje |
| CITADEL ADVISORS LLC | $4 503 810 | 100 196 | 0,12% | Akcje |
| STIFEL FINANCIAL CORP | $4 308 114 | 95 842 | 0,12% | Akcje |
| BOURNE LENT ASSET MANAGEMENT INC | $4 032 464 | 89 710 | 0,11% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $4 029 768 | 89 650 | 0,11% | Akcje |
| Schonfeld Strategic Advisors LLC | $3 932 315 | 87 482 | 0,11% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3 866 150 | 86 010 | 0,10% | Akcje |
| ExodusPoint Capital Management, LP | $3 734 311 | 83 077 | 0,10% | Akcje |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3 707 189 | 69 684 | 0,10% | Akcje |
| BlackRock, Inc. | $3 600 630 | 80 103 | 0,10% | Akcje |
| PICTON MAHONEY ASSET MANAGEMENT | $3 479 311 | 77 404 | 0,09% | Akcje |
| DDD Partners, LLC | $3 406 805 | 75 791 | 0,09% | Akcje |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $3 302 387 | 73 468 | 0,09% | Akcje |
| FORA Capital, LLC | $3 236 534 | 72 003 | 0,09% | Akcje |
| Woodson Capital Management, LP | $3 146 500 | 70 000 | 0,08% | Akcje |
| MARATHON CAPITAL MANAGEMENT | $3 136 611 | 69 780 | 0,08% | Akcje |
| Abacus FCF Advisors LLC | $3 108 742 | 69 160 | 0,08% | Akcje |
| ALGERT GLOBAL LLC | $3 084 918 | 68 630 | 0,08% | Akcje |
| Cetera Investment Advisers | $3 067 579 | 68 244 | 0,08% | Akcje |
| Point72 Asset Management, L.P. | $3 043 115 | 67 700 | 0,08% | Opcja sprzedaży |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2 972 337 | 55 871 | 0,08% | Akcje |
| Legacy Capital Wealth Partners, LLC | $2 854 909 | 63 513 | 0,08% | Akcje |
| Entropy Technologies, LP | $2 833 828 | 63 044 | 0,08% | Akcje |
| Register Financial Advisors LLC | $2 810 364 | 62 522 | 0,08% | Akcje |
| 180 WEALTH ADVISORS, LLC | $2 774 175 | 61 717 | 0,07% | Akcje |
| Taylor Frigon Capital Management LLC | $2 728 465 | 60 700 | 0,07% | Akcje |
| XTX Topco Ltd | $2 695 517 | 59 967 | 0,07% | Akcje |
| WOLVERINE TRADING, LLC | $2 633 039 | 49 005 | 0,07% | Akcje |
| Holocene Advisors, LP | $2 603 279 | 57 915 | 0,07% | Akcje |
| Engineers Gate Manager LP | $2 559 004 | 56 930 | 0,07% | Akcje |
| PEAK6 LLC | $2 488 297 | 55 357 | 0,07% | Akcje |
| SIMPLEX TRADING, LLC | $2 460 248 | 54 733 | 0,07% | Akcje |
Insiderzy spółki 21 insiderów · 7 dyrektorzy generalni · 8 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Ioannis Pipilis | Chief Executive Officer | 7 czerwca 2022 M | 50 000 | 0 | 0 | $0 |
| Navneet Govil | Chief Financial Officer | 7 czerwca 2022 M | 62 500 | 0 | 0 | $0 |
| Thomas C Ernst JR | Chief Financial Officer | 7 czerwca 2022 A | 984 501 | 0 | 0 | $0 |
| William M Boyd III | Chief Strategy Officer | 23 lipca 2026 M | 57 112 | 0 | 3 | $-608 306 |
| James Kuffner | Chief Technology Officer | 23 lipca 2026 M | 214 062 | 0 | 1 | $-766 695 |
| Maria G Freve | Reporting Person's title is VP, Controller and Chief Accounting Officer | 23 lipca 2026 M | 3 096 | 0 | 1 | $-90 388 |
| Brian Daniel Alexander | SVP, Commercial | 23 lipca 2026 M | 55 611 | 0 | 1 | $-367 939 |
| Michael D. Rhodin | Dyrektor | 19 lipca 2022 A | 754 698 | 0 | 0 | $0 |
| Rollin L. Ford | Dyrektor | 19 lipca 2022 A | 1 212 420 | 0 | 0 | $0 |
| Cristiana Falcone | Dyrektor | 7 czerwca 2022 M | 50 000 | 0 | 0 | $0 |
| Michael Tobin | Dyrektor | 7 czerwca 2022 M | 50 000 | 0 | 0 | $0 |
| Merline Saintil | Dyrektor | 7 czerwca 2022 A | 20 000 | 0 | 0 | $0 |
| Michael A Carpenter | Dyrektor | 7 czerwca 2022 M | 50 000 | 0 | 0 | $0 |
| Walmart Inc. | Posiadacz 10% | 12 grudnia 2023 X | 61 350 823 | 0 | 0 | $0 |
| David A Ladensohn | Posiadacz 10% | 24 lipca 2023 J | 0 | 0 | 0 | $0 |
| SVF Sponsor III (DE) LLC | Posiadacz 10% | 7 czerwca 2022 M | 9 090 000 | 0 | 0 | $0 |
| Stephen G Pagliuca | — | 14 sierpnia 2026 A | — | 0 | 0 | $0 |
| Todd Krasnow | — | 3 sierpnia 2026 J | 0 | 0 | 11 | $-444 705 |
| Charles Kane | — | 3 sierpnia 2026 J | 89 852 | 0 | 10 | $-1 575 197 |
| Izilda P Martins | — | 23 lipca 2026 M | 35 171 | 0 | 1 | $-1 120 490 |
| Eric Branderiz | — | 5 marca 2026 M | 11 860 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 8 akcji
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| SoftBank Group Corp., SB Investment Advisers (US) Inc., SVF Sponsor III (DE) LLC, SB Global Advisers Limited, SoftBank Vision Fund II-2 L.P., SVF II Aggregator (Jersey) L.P., SVF II Holdings (DE) LLC, SVF II SPAC Investment 3 (DE) LLC, Silver Brick Management PTE. LTD., SB Northstar LP, SVF II Strategic Investments AIV LLC ×2 zgłoszenia | 29 maja 2026 | 31,30% | Aneks | — | SEC |
| Ronald M. Wright, The Goose Pond Trust | 19 maja 2026 | 7,90% | Pierwotne zgłoszenie | — | SEC |
| David A. Ladensohn, The RBC Millennium Trust, The Tilia Mill Trust, The Serenade QSST Trust, The 2014 QSST F/B/O Perry Cohen ×5 zgłoszenia | 19 maja 2026 | 58,20% | Aneks | — | SEC |
| Richard B. Cohen, RJJRP Holdings, Inc., Richard B. Cohen Revocable Trust ×7 zgłoszenia | 22 września 2025 | 29,00% | Aneks | — | SEC |
| The RBC Millennium GST Non-Exempt Trust | 26 czerwca 2025 | 60,30% | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| Walmart Inc. ×4 zgłoszenia | 17 stycznia 2025 | 45,40% | Aneks | Kampania zarządu | SEC |
| Janet L. Cohen, The RBC Millennium Trust, The Jill Cohen Mill Trust ×4 zgłoszenia | 23 lutego 2024 | — | Pierwotne zgłoszenie | — | SEC |
| SVF II SPAC Investment 3 (DE) LLC, SVF II Holdings (DE) LLC, SVF II Aggregator (Jersey) L.P., SoftBank Vision Fund II-2 L.P., SB Global Advisers Limited, SB Northstar LP, SB Northstar GP, SVF II Strategic Investments AIV LLC, Sunlight Investment Corp., SoftBank Group Corp. ×3 zgłoszenia | 25 lipca 2023 | — | Pierwotne zgłoszenie | — | 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.
Posiadanie ETF-ów Posiadane przez 61 funduszy ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| AIFD · TCW ETF Trust | 2,70% | 48 993 NS | 30 kwietnia 2026 | N-PORT |
| ABLD · Abacus FCF ETF Trust | 2,03% | 29 287 NS | 30 kwietnia 2026 | N-PORT |
| ARKQ · ARK ETF Trust | 1,89% | 671 818 NS | 30 kwietnia 2026 | N-PORT |
| SUPP · TCW ETF Trust | 1,66% | 3 401 NS | 30 kwietnia 2026 | N-PORT |
| ROBO · EXCHANGE TRADED CONCEPTS TRUST | 1,65% | 493 942 NS | 30 kwietnia 2026 | N-PORT |
| RNIN · EA Series Trust | 1,29% | 33 378 NS | 30 kwietnia 2026 | N-PORT |
| BOTZ · Global X Funds | 1,18% | 948 192 NS | 31 maja 2026 | N-PORT |
| FBOT · Fidelity Covington Trust | 1,13% | 51 623 NS | 31 maja 2026 | N-PORT |
| ABFL · Abacus FCF ETF Trust | 0,82% | 68 888 NS | 30 kwietnia 2026 | N-PORT |
| SHPP · Pacer Funds Trust | 0,35% | 119 NS | 30 kwietnia 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,29% | 25 777 NS | 30 kwietnia 2026 | N-PORT |
| QQQJ · Invesco Exchange-Traded Fund Trust … | 0,25% | 72 531 SH | 8 sierpnia 2026 | Dziennie |
| TRFM · ETF Series Solutions | 0,24% | 6 195 NS | 30 kwietnia 2026 | N-PORT |
| BULD · Pacer Funds Trust | 0,18% | 145 NS | 30 kwietnia 2026 | N-PORT |
| GSEW · Goldman Sachs ETF Trust | 0,15% | 58 524 NS | 31 maja 2026 | N-PORT |
| RILA · Spinnaker ETF Series | 0,14% | 971 NS | 30 kwietnia 2026 | N-PORT |
| MADE · iShares Trust | 0,10% | 1 698 SH | 8 sierpnia 2026 | Dziennie |
| SMLF · iShares Trust | 0,09% | 98 662 SH | 8 sierpnia 2026 | Dziennie |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,09% | 7 093 NS | 30 kwietnia 2026 | N-PORT |
| GINN · Goldman Sachs ETF Trust | 0,09% | 3 923 NS | 31 maja 2026 | N-PORT |
| ISCG · iShares Trust | 0,08% | 20 103 SH | 8 sierpnia 2026 | Dziennie |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,08% | 17 062 NS | 30 kwietnia 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,07% | 25 348 NS | 30 kwietnia 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,06% | 284 974 NS | 31 maja 2026 | N-PORT |
| JSTC · Tidal Trust I | 0,05% | 3 750 NS | 31 maja 2026 | N-PORT |
| IGPT · Invesco Exchange-Traded Fund Trust | 0,05% | 14 273 SH | 8 sierpnia 2026 | Dziennie |
| FIDU · FIDELITY COVINGTON TRUST | 0,04% | 14 936 NS | 30 kwietnia 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,04% | 440 026 SH | 8 sierpnia 2026 | Dziennie |
| VIS · VANGUARD WORLD FUND | 0,04% | 80 316 SH | 8 sierpnia 2026 | Dziennie |
| ESML · iShares Trust | 0,04% | 29 031 SH | 8 sierpnia 2026 | Dziennie |
| ISCB · iShares Trust | 0,04% | 2 892 SH | 8 sierpnia 2026 | Dziennie |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 687 906 SH | 8 sierpnia 2026 | Dziennie |
| VOT · VANGUARD INDEX FUNDS | 0,03% | 252 977 SH | 8 sierpnia 2026 | Dziennie |
| TECB · iShares Trust | 0,03% | 3 607 SH | 8 sierpnia 2026 | Dziennie |
| WSML · iShares Trust | 0,03% | 4 237 SH | 8 sierpnia 2026 | Dziennie |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,02% | 2 134 NS | 31 maja 2026 | N-PORT |
| VUG · VANGUARD INDEX FUNDS | 0,02% | 1 999 782 SH | 8 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,02% | 759 253 SH | 8 sierpnia 2026 | Dziennie |
| GSLC · Goldman Sachs ETF Trust | 0,02% | 62 734 NS | 31 maja 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 33 487 NS | 31 maja 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,01% | 712 850 SH | 8 sierpnia 2026 | Dziennie |
| VEGN · ETF Series Solutions | 0,01% | 244 NS | 30 kwietnia 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 24 590 NS | 30 kwietnia 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 2 310 NS | 30 kwietnia 2026 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0,01% | 5 165 NS | 30 kwietnia 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,01% | 286 NS | 31 maja 2026 | N-PORT |
| ONOF · Global X Funds | 0,00% | 141 NS | 31 maja 2026 | N-PORT |
| GXLC · Global X Funds | 0,00% | 4 NS | 31 maja 2026 | N-PORT |
| GUSA · Goldman Sachs ETF Trust II | 0,00% | 2 051 NS | 31 maja 2026 | N-PORT |
| SCHK · SCHWAB STRATEGIC TRUST | 0,00% | 4 876 NS | 31 maja 2026 | N-PORT |