| Profitability | 48/100 |
| Growth | 77/100 |
| Momentum | 100/100 |
| Quality | 77/100 |
| Earnings Quality | 68/100 |
| Balance Sheet | 83/100 |
| Value | 24/100 |
| Risk (safety) | 100/100 |
| Overall | 62.6/100 |
| Symbol | IS Score |
|---|---|
| NTAP | 75 |
| HPQ | 43 |
| HPE | 55 |
| SMCI | 31 |
| LOGI | 82 |
| WDC | 70 |
| P | 63 |
These two disagree — business quality 63, price structure 43 out of 100, so the business reads better than the price does. We publish the disagreement rather than resolving it: they answer different questions, and the gap between them is information, not an error.
| Trigger | Where it stands now | What it would mean |
|---|---|---|
| IS Score reaches 75 and holds two consecutive quarters | now 62.6 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 58 → 62 → 73 → 63 | the direction matters more than the level |
| Technical vote share back above 50% | now 45% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 814 → now 814 | fewer institutions willing to hold is our clearest warning |
This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.
| Quarter | Holders | 13F shares | Value | Reported own% |
|---|---|---|---|---|
| 2026 Q2 | 814 | 277.1M | $21.1B | 83.2% |
| 2026 Q1 | 767 | 270.9M | $15.5B | 81.4% |
| 2025 Q4 | 783 | 277.9M | $17.8B | 83.5% |
| 2025 Q3 | 769 | 274.1M | $22.2B | 82.3% |
| 2025 Q2 | 690 | 278.8M | $15.4B | 83.7% |
| 2025 Q1 | 648 | 276.7M | $12.1B | 83.1% |
| 2024 Q4 | 657 | 272.8M | $16.2B | 82.0% |
| 2024 Q3 | 611 | 268.1M | $13.0B | 80.5% |
| 2024 Q2 | 646 | 273.1M | $16.8B | 82.0% |
| 2024 Q1 | 555 | 271.9M | $13.3B | 81.7% |
| 2023 Q4 | 471 | 262.2M | $9.1B | 78.8% |
| 2023 Q3 | 464 | 261.5M | $9.6B | 78.5% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Colgrove John | director, Chief Visionary Officer | 2026-10-14 | GIFT | 100,000 | — | 5,393,309 |
| Colgrove John | director, Chief Visionary Officer | 2026-10-14 | GIFT | 100,000 | — | 100,000 |
| Colgrove John | director, Chief Visionary Officer | 2026-10-14 | SELL | 21,965 | $3.10M | 78,035 |
| Colgrove John | director, Chief Visionary Officer | 2026-10-14 | SELL | 17,600 | $2.50M | 60,435 |
| Colgrove John | director, Chief Visionary Officer | 2026-10-14 | SELL | 5,000 | $0.72M | 55,435 |
| Colgrove John | director, Chief Visionary Officer | 2026-10-14 | SELL | 7,694 | $1.11M | 47,741 |
| Colgrove John | director, Chief Visionary Officer | 2026-10-14 | SELL | 8,003 | $1.16M | 39,738 |
| Colgrove John | director, Chief Visionary Officer | 2026-10-14 | SELL | 4,601 | $0.67M | 35,137 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 180 | 3,225,457 | $329.1M | Counted |
| M — Exercises (paired A/D) | 2 | 1,000,000 | $14.9M | None — mechanics |
| F — Tax withholding | 16 | 587,151 | $41.7M | None — compensation |
| G — Gifts | 14 | 1,101,500 | — | None |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-10-14 | Cather Gst Exempt Trust | 30,000 | $4.3M |
| 2026-10-14 | Miles Gst Exempt Trust | 30,000 | $4.2M |
| 2026-10-13 | The Eec Trust U/A Dtd 02/08/2011 | 50,000 | $7.7M |
| 2026-10-13 | Ajay Singh | 18,267 | $2.8M |
| Trailing 12 mo | 42 filings | 2,223,171 | $239M |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-09-25 | 2026-10-09 |
| Michael McCaul | House | BUY | $1,001 - $15,000 | 2026-04-27 | 2026-05-11 |
| Michael T. McCaul | House | BUY | $1,001 - $15,000 | 2026-04-27 | 2026-05-11 |
| Manager | Shares | Value |
|---|---|---|
| Assenagon Asset Management S.A. | 994,061 | $130M |
| Artemis Investment Management Llp | 775,776 | $101M |
| Banque Pictet & Cie Sa | 242,400 | $32M |
| Bailard, Inc. | 184,671 | $24M |
| Unicom Systems, Inc. | 144,311 | $19M |
| Counterpoint Mutual Funds Llc | 101,658 | $13M |
| Fund | Weight | Position |
|---|---|---|
| FGCKX | 1.6% | $1.6B |
| FDGRX | 1.6% | $1.6B |
| VITSX | 0.1% | $1.3B |
| VSMPX | 0.1% | $1.3B |
| VTI | 0.1% | $1.3B |
| VTSAX | 0.1% | $1.3B |
| Region | Revenue | Share |
|---|---|---|
| UNITED STATES | $2.5B | 67% |
| Non-US | $1.2B | 33% |
Moat score 46/100 — Weak; primary source Efficient Scale.
| Officer | Title |
|---|---|
| Charles H. Giancarlo | Chairman & Chief Executive Officer |
| John Colgrove | Founder, Chief Visionary Officer & Director |
| Ajay Singh | Chief Product Officer |
| Tarek A. Robbiati | Chief Financial Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY14 | FY15 | FY16 | FY17 | FY26 |
|---|---|---|---|---|---|
| Revenue | — | +26.4% | +19.0% | +5.9% | +149.7% |
| Gross profit | — | +13.1% | +5.0% | +2.0% | +415.9% |
| Operating income | — | +464.2% | +87.5% | -568.2% | -92.3% |
| Net income | — | +458.0% | +102.2% | +51.1% | -136.3% |
| $B · FY ends | FY14 | FY15 | FY16 | FY17 | FY26 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 0.9 | 1.2 | 1.4 | 1.5 | 3.7 | |
| Cost of revenue | 0.5 | 0.7 | 0.9 | 1.0 | 1.1 | |
| Gross profit | 0.4 | 0.5 | 0.5 | 0.5 | 2.6 | |
| R&D expense | 0.1 | 0.1 | 0.1 | 0.2 | 1.0 | |
| SG&A expense | 0.4 | 0.6 | 0.7 | 0.7 | 1.4 | |
| Operating income | -0.0 | -0.2 | -0.3 | 1.5 | 0.1 | |
| EBITDA | -0.0 | -0.1 | -0.3 | -0.4 | 0.4 | |
| D&A | 0.0 | 0.0 | 0.1 | -1.9 | 0.1 | |
| Pretax income | -0.0 | -0.2 | -0.3 | -0.5 | 0.2 | |
| Income tax | 0.0 | -0.0 | -0.0 | -0.0 | 0.0 | |
| Net income | -0.0 | -0.2 | -0.3 | -0.5 | 0.2 | |
| Diluted EPS ($) | -0.15 | -0.79 | -1.49 | -2.13 | 0.47 | |
| Diluted shares (M) | 205 | 214 | 231 | 244 | 346 |
| $B | FY15 | FY16 | FY17 | FY26 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.3 | 0.2 | 0.5 | 0.9 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.7 | |
| Receivables (net) | 0.3 | 0.3 | 0.3 | 0.9 | |
| Total current assets | 0.7 | 0.6 | 0.9 | 3.1 | |
| PP&E (net) | 0.1 | 0.1 | 0.1 | 0.8 | |
| Goodwill + intangibles | 0.4 | 0.4 | 0.1 | 0.4 | |
| Total assets | 1.2 | 1.2 | 1.2 | 4.7 | |
| Accounts payable | 0.0 | 0.0 | 0.0 | 0.2 | |
| Short-term debt | 0.0 | 0.0 | 0.0 | 0.0 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 1.2 | |
| Total current liabilities | 0.2 | 0.3 | 0.2 | 1.9 | |
| Long-term debt | 0.2 | 0.3 | 0.3 | 0.0 | |
| Total liabilities | 0.5 | 0.6 | 1.0 | 3.2 | |
| Shareholders' equity | 0.7 | 0.6 | 0.2 | 1.4 |
| $B | FY15 | FY16 | FY17 | FY26 | |
|---|---|---|---|---|---|
| Net income | (0.2) | (0.3) | (0.5) | 0.2 | |
| D&A | 0.0 | 0.1 | 0.1 | 0.1 | |
| Stock-based compensation | 0.1 | 0.1 | 0.1 | 0.5 | |
| Working capital change | (0.0) | (0.1) | (0.1) | 0.1 | |
| Operating cash flow | (0.0) | (0.2) | (0.2) | 0.9 | |
| Capital expenditures | (0.0) | (0.1) | (0.0) | (0.3) | |
| Investing cash flow | (0.1) | (0.1) | 0.1 | (0.1) | |
| Buybacks | 0.0 | 0.0 | 0.0 | 0.1 | |
| Dividends paid | 0.0 | 0.0 | 0.0 | 0.0 | |
| Debt issuance / (repay) | 0.3 | 0.1 | (0.1) | (0.1) | |
| Financing cash flow | 0.3 | 0.1 | 0.4 | (0.6) | |
| Free cash flow | (0.1) | (0.3) | (0.2) | 0.6 |
| Ratio | FY25 | FY26 | TTM | Trend |
|---|---|---|---|---|
| PROFITABILITY | ||||
| ROE | -33.6% | 13.7% | 17% | |
| ROA | -9.5% | 4.4% | 4.9% | |
| ROIC | -284.6% | 84.1% | 6.6% | |
| Gross margin | 47.5% | 70.4% | 69.7% | |
| Operating margin | -11.8% | 3.1% | 5.3% | |
| Net margin | -12.2% | 5.1% | 5.9% | |
| EBITDA margin | -7.2% | 10.4% | 10.1% | |
| FCF margin | 3.5% | 16.8% | — | |
| VALUATION | ||||
| P/E | -11.74 | 15.41 | 163.2 | |
| P/B | 2.20 | 2.01 | 26.8 | |
| P/S | 1.44 | 0.79 | 9.70 | |
| P/FCF | 40.61 | 4.71 | 322.4 | |
| EV/EBITDA | -11.35 | 4.20 | 95.6 | |
| EV/Revenue | 0.82 | 0.43 | 9.7 | |
| Earnings yield | -8.5% | 6.5% | 0.61% | |
| FCF yield | 2.5% | 21.2% | 0.31% | |
| Ratio | FY25 | FY26 | TTM | Trend |
|---|---|---|---|---|
| LEVERAGE & SOLVENCY | ||||
| Current ratio | 1.61 | 1.60 | 1.44 | |
| Quick ratio | 1.58 | 1.56 | 1.39 | |
| Debt / equity | 0.22 | 0.15 | 0.15 | |
| Debt / assets | 7.1% | 4.6% | 4.3% | |
| Net debt / EBITDA | 8.62 | -3.56 | -0.37 | |
| Interest coverage | -9.59 | 66.99 | — | |
| Ratio | FY25 | FY26 | TTM | Trend |
|---|---|---|---|---|
| EFFICIENCY | ||||
| Asset turnover | 0.78 | 0.85 | 0.82 | |
| Receivables turnover | 3.93 | 4.51 | 4.1 | |
| DSO (days) | 93 | 81 | 88 | |
| DPO (days) | 22 | 45 | 93 | |
| Cash conversion cycle | 90 | 56 | 25 | |
| GROWTH (YoY) | ||||
| Revenue growth | 36.5% | 83.0% | — | |
| Net income growth | 52.8% | 176.8% | — | |
| EPS growth | 65.6% | 176.2% | — | |
| FCF growth | 128.7% | 769.7% | — | |
| PER SHARE ($) | ||||
| EPS (diluted, TTM) | -0.71 | 0.54 | 0.76 | |
| Book value / share | 3.81 | 4.18 | 4.63 | |
| Revenue / share | 5.83 | 10.58 | 12.80 | |
| FCF / share | 0.21 | 1.78 | 0.38 | |
| Cash / share | 4.44 | 4.47 | 3.03 | |
| SHAREHOLDER RETURN & SCORES | ||||
| Buyback yield | 6.7% | 11.8% | 1.25% | |
| Altman Z-Score | 0.78 | 1.42 | 7.7 | |
| Piotroski F-Score | 5 | 7 | 5/9 | |
| Beneish M-Score | -1.66 | -2.84 | -1.81 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 5 / 9 | Middling | |
| Altman Z-Score | 7.7 | Safe (>2.99) | Safe |
| Income quality | 1.69 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -1.81 | Elevated | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.91 |
| Interest burden | 1.03 |
| Operating margin | 6.3% |
| Asset turnover | 0.92× |
| Financial leverage | 3.23× |
| = ROE | 18% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.78 |
| Earnings stability | 0.25 |
| Earnings persistence | 0.50 |
| Revenue CAGR 3y | 43.7% |
| EPS CAGR 3y | — |
| FCF CAGR 3y | — |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| NTAP | $40.0B | 28.4 | 115% | 18.5% | +12.2% | 7/9 | +73.3% |
| HPQ | $27.1B | 11.3 | -494% | 4.2% | +8.1% | 7/9 | +16.0% |
| HPE | $73.2B | 27.4 | 11% | 12.6% | +26.6% | 8/9 | +146.4% |
| SMCI | $20.8B | 8.7 | 21% | 10.6% | +77.8% | 5/9 | -41.3% |
| LOGI | $15.0B | 19.0 | 35% | 19.2% | +6.6% | 9/9 | — |
| WDC | $124.3B | 12.2 | 133% | — | -2.7% | 6/9 | — |
| IONQ | $12.7B | -7.3 | -63% | — | +370.6% | 5/9 | — |
| STX | $145.3B | 43.9 | 372% | 35.7% | +34.1% | 8/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $3.64B | $3.79B / $3.49B | $1.95 | $2.06 / $1.69 | 7 |
| FY2027 | $5.05B | $5.06B / $5.03B | $2.78 | $2.99 / $2.62 | 13 |
| FY2028 | $6.91B | $6.98B / $6.82B | $4.17 | $4.29 / $3.98 | 13 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $158.11 | +27.5% | 9 |
| Last Quarter | $137.20 | +10.6% | 25 |
| Last Year | $117.39 | -5.3% | 44 |
| All Time | $92.60 | -25.3% | 85 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $135.33 | -11.32 | -8.36% | Below |
| SMA 50 | $115.68 | +8.33 | +7.20% | Above |
| SMA 200 | $63.64 | +60.37 | +94.86% | Above |
| EMA 9 | $139.89 | -15.88 | -11.35% | Below |
| EMA 21 | $133.44 | -9.43 | -7.07% | Below |
| EMA 50 | $117.47 | +6.54 | +5.57% | Above |
| EMA 200 | $74.63 | +49.38 | +66.17% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $132.13 / $136.37 / $139.34 | S1 / S2 | $129.16 / $124.92 |
| Bollinger (20,2) | $106.16 – $164.50 | Squeeze | Off |
| 52-wk range | $7.58 – $157.57 | Off 52-wk high | -21.3% |
| ATR (14) | $7.83 (6.3%) | Historical vol | 77.9% |
| Computed from live weekly prices | P | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 87.99% | 1.83% |
| Best / worst week (1y) | +627.2% / -15.1% | — |
| Max drawdown (5y, monthly) | -88.7% | — |
| 1-week VaR (95%) | -11.9% | — |
| Beta (5y) | 1.43 | 1.00 |
| Reading | P | Computer Hardware n=357 | Technology n=6,969 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -12.3 | -22.4 | -20.7 | -20.5 |
| Trend | +3.7 | -20.6 | -20.8 | -21.3 |
| Momentum | -47.1 | -34.1 | -28.5 | -15.8 |
| Volume | +45.4 | -1.0 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Charles Giancarlo Chief Executive Officer | $14.1M | 94% equity+incentive |
| Kevan Krysler Chief Financial Officer | $6.7M | 92% equity+incentive |
| John Colgrove Chief Visionary Officer | $5.5M | 90% equity+incentive |
| Ajay Singh Chief Products Officer | $5.0M | 89% equity+incentive |
| Dan FitzSimons Chief Revenue Officer | $4.7M | 88% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 64 |
| Social | 52 |
| Governance | 57 |
| Composite ESG | 58 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-08-26 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-06-12 | Shareholder Vote | 5.07 |
| 2026-05-27 | Earnings Release; Exhibits | 2.02,9.01 |
Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.
| Data domain | Source | Coverage for this report |
|---|---|---|
| Price & volume | market_db.historical_prices | 52 rows |
| Fundamentals | income_statements_annual | 6 rows · 2012 to 2026 |
| Reported vs consensus | fact/earnings_calendar | 24 rows · 2020-08-25 to 2026-08-26 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-02-01 to 2028-02-01 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 44 rows · 2010 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-10-14 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | not present for this symbol |
| Short-sale volume (FINRA) | edgar/short_volume_daily | 60 rows · 2026-07-23 to 2026-10-15 |
| Dark pool (ATS, tier 1) | edgar/darkpool_weekly | 12 rows · 2026-06-15 to 2026-08-31 |
| ETF & fund holding | etf_holdings_changelog (30d) | 1 record |
| Peer set | stock_peers_dynamic | 8 rows |
| Industry medians | industry_medians | 1 record |
| Congressional trades | congress_db (House + Senate) | 1 record |
| ESG | fact/esg_disclosures | 1 record |
Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.
Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.