InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$77.85

2026-10-16

Market Cap

$46.8B

Volume

4.9M

52-Wk High

$86.92

52-Wk Low

$48.21

Trailing PE

136.6

P/S

1.87

Gross Margin

46.4%

Net Margin

1.4%

ROE

2%

ROIC

4%

Piotroski

7/9

Altman Z

2.9

1-Yr Return

+4.4%

5-Yr Return

+20.9%

Block, Inc., operating through its subsidiaries, develops innovative tools that empower merchants to process card payments, gain insights from robust reporting and analytics, and benefit from expedited next-day fund settlement. The company offers a diverse range of hardware solutions, including the Magstripe reader for traditional swipe-based transactions, and the Contactless and chip reader, which accommodates Europay, MasterCard, and Visa (EMV) chip cards alongside Near Field Communication (NFC) payments. For comprehensive point-of-sale functionality, Block provides the Square Stand, enabling an iPad to serve as a complete payment terminal, and the Square Register, an integrated system combining proprietary hardware, software, and payment processing capabilities. Additionally, the Square Terminal offers a modern alternative to conventional keypad devices, functioning as both a payment processor and receipt printer, accepting tap, dip, and swipe payment methods. Beyond physical devices, Block supplies an extensive suite of software products. These encompass Square Point of Sale, Square Appointments, specialized applications for Retail and Restaurants, online commerce solutions like Square Online and Checkout, Square Invoices, Square Virtual Terminal, Square Team Management, Square Contracts, and a suite for Loyalty, Marketing, and Gift Cards, all managed through the Square Dashboard. Furthermore, Block supports developers with a dedicated platform featuring application programming interfaces (APIs) and software development kits (SDKs). Its portfolio also includes Cash App, a popular mobile service for sending, spending, and saving money, and Weebly, which delivers website hosting and domain registration services to customers. Serving an international clientele, the company's operations extend across the United States, Canada, Japan, Australia, Ireland, France, Spain, and the United Kingdom. Originally established as Square, Inc. in 2009, the San Francisco, California-based firm officially adopted the name Block, Inc. in December 2021.

SectorTechnologyIndustrySoftware - InfrastructureExchangeNYSEMarket Cap$46.8BEmployees10,205 (SEC-filed)CEOJack DorseyIPO2015-11-19CountryUS

1955 Broadway, Oakland, CA 94612 · Tel 415 375 3176 · block.xyz

INSIDERSTREET SCORE48 / 100Street mean $99.33 (18 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$72M sold / 6 mo, zero open-market buys

1 Year vs S&P 500 · XYZ +4.4% · S&P 500 +15.9% · spread -11.4pp

7 Years vs S&P 500 · XYZ +20.9% · S&P 500 +189.9% · spread -168.9pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

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INSIDERSTREET
SCORE48of 100

Score Breakdown

Profitability	22/100
Growth	24/100
Momentum	58/100
Quality	70/100
Earnings Quality	56/100
Balance Sheet	81/100
Value	44/100
Risk (safety)	65/100
Overall	48.4/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
TWLO	73
ZS	47
CRWV	17
OKTA	74
VRSN	56
MDB	74
XYZ	48

IS Score Trend — quarterly

14 quarters, 23 Q1 to 26 Q2. Peak 58 in 24 Q4, latest 48 — -9 since. Fell in 2 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY48 / 100IS Score 48.4 / 100 · -9.4 from peak of 58

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBULLISHTechnical Score 67 / 100 · Power +34 · 16 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

These two disagree — business quality 48, price structure 67 out of 100, so the price reads better than the business 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 55 and holds two consecutive quarters	now 48.4	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 53 → 48 → 45 → 48	the direction matters more than the level
Technical vote share back above 50%	now 91%	price structure no longer broken

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

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.

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Site Convergence Score1 of 4top 66% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)0 buysnone disclosed

Insider Buys (180d)0none disclosed

ETF Funds (30d)427 up / 262 downnet +165 funds

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Eisen Anthony Mathew	director	2026-10-14	SELL	6,000	$0.45M	1,272,672
Eisen Anthony Mathew	director	2026-10-13	SELL	6,000	$0.46M	1,278,672
Eisen Anthony Mathew	director	2026-10-12	SELL	6,000	$0.46M	1,284,672
Eisen Anthony Mathew	director	2026-10-09	SELL	6,000	$0.45M	1,290,672
Eisen Anthony Mathew	director	2026-10-08	SELL	6,000	$0.45M	1,296,672
Eisen Anthony Mathew	director	2026-10-07	SELL	6,000	$0.45M	1,302,672
Eisen Anthony Mathew	director	2026-10-06	SELL	6,000	$0.46M	1,308,672
Eisen Anthony Mathew	director	2026-10-05	SELL	6,000	$0.45M	1,314,672

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	117	910,491	$72.0M	Counted
F — Tax withholding	15	132,504	$9.9M	None — compensation
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal

Open-Market Sells$72.0M117 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Member	Chamber	Trade	Size band	Traded	Disclosed
Ro Khanna	House	SELL	$1,001 - $15,000	2025-09-29	2025-10-03
Jefferson Shreve	House	SELL	$15,001 - $50,000	2025-05-07	2025-06-23
Jefferson Shreve	House	SELL	$15,001 - $50,000	2025-04-10	2025-05-09

House 12-Mo1 trades0 purchases

Senate 12-Mo0 tradesNone purchases

CoverageSTOCK Act filings30-45 day disclosure lag

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13F Filers (last complete Q)0

13F Shares0M0.0% of shares out

New / Closed0 / 0positions, QoQ

Increased / Reduced0 / 0positions, QoQ

Put/Call (13F)—option positions

Free Float88.6%532M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Assenagon Asset Management S.A.	1.0M	$77M
Ifp Advisors, Inc	192,474	$14M
Czech National Bank	155,389	$11M
Vontobel Holding Ltd.	147,435	$11M
Fjarde Ap-Fonden /Fourth Swedish N	132,190	$10M
Ifm Investors Pty Ltd	113,259	$8M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.1%	$1.3B
VTI	0.1%	$1.3B
VTSAX	0.1%	$1.3B
VSMPX	0.1%	$1.3B
VFFSX	0.1%	$1.0B
VFIAX	0.1%	$1.0B

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session50.3%2026-10-15

20-Day Avg49.4%50-day 51.5%

TrendFalling20d vs 50d

By Market CenterQ: 50% · N: 46% · B: 46%latest session

Weekly Notional ($B)

Where XYZ Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	6.9M	63 sh
Ubsa Ubs Ats	6.4M	58 sh
Ebxl Level Ats	4.2M	36 sh
Sgmt Sigma X2	4.1M	62 sh
Mstx Ms Trajectory Cross (Ats-1)	4.1M	88 sh
Mlix Instinct X	2.3M	87 sh

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Where a dollar of Block, Inc. revenue goes. All values FY2025 filings, live.

Region	Revenue	Share
UNITED STATES	$22.2B	92%
Non-US	$2.0B	8%

XYZ (live moat model)Peer median: TWLO · ZS · CRWV · OKTA · VRSN

Component scores from the live moat model. Peer median illustrative.

Moat score 49/100 — Weak; primary source Intangible Assets.

3.8 · Employees (SEC filings)

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Officer	Title
Amrita Ahuja	Foundational Lead, Chief Operating Officer, Chief Financial Officer & Treasurer
Brian Grassadonia	Ecosystem Lead
Owen Britton Jennings	Business Lead
Chrysty Esperanza	Counsel Lead, Chief Legal Officer & Corporate Secretary

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

Quarterly EPS — Actual vs. Consensus

Beats (>2%)2 of 6recent quarters

Avg Surprise-2.7%

Next Report2026-11-03

Income Quality11.41OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

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Profit Margins (%)

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+86.0%	-0.7%	+25.0%	+10.1%	+0.3%
Gross profit	+61.9%	+39.1%	+22.3%	+21.3%	+16.5%
Operating income	+171.4%	-236.3%	-201.3%	+41.0%	+91.5%
Net income	-22.0%	-425.2%	-101.8%	+29546.4%	-55.0%

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$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	17.7	17.5	21.9	24.1	24.2
Cost of revenue	13.4	11.5	14.6	15.2	13.8
Gross profit	4.3	6.0	7.3	8.9	10.4
R&D expense	1.3	2.1	2.7	2.9	0.0
SG&A expense	2.5	3.7	4.0	4.1	2.0
Operating income	0.5	-0.6	0.6	0.9	1.7
EBITDA	0.4	0.3	0.4	2.1	1.8
D&A	0.2	0.3	0.4	0.4	0.0
Pretax income	0.2	-0.6	-0.0	1.4	1.7
Income tax	-0.0	-0.0	-0.0	-1.5	0.4
Net income	0.2	-0.5	0.0	2.9	1.3
Diluted EPS ($)	0.33	-0.93	0.02	4.55	2.10
Diluted shares (M)	502	579	614	636	623

Operating CF$3B

CapEx$0B

Free cash flow$2B

SBC$1B

Buybacks$2B

Net cash change$-1B

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Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	7.7	5.0	12.3	6.6
ST investments	1.1	1.2	0.5	0.5
Receivables (net)	5.3	5.8	5.7	4.0
Total current assets	15.6	17.8	19.9	22.9
PP&E (net)	0.7	0.5	0.5	0.3
Goodwill + intangibles	14.0	13.7	12.9	13.1
Total assets	31.4	33.0	36.8	39.5
Accounts payable	0.6	0.1	0.1	0.3
Short-term debt	0.9	0.8	1.2	1.6
Deferred revenue	0.1	0.2	0.2	0.0
Total current liabilities	8.4	8.9	8.5	10.4
Long-term debt	5.0	5.0	6.4	5.7
Total liabilities	14.1	14.3	15.5	17.4
Shareholders' equity	17.3	18.7	21.2	22.2

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	(0.6)	(0.0)	2.9	1.3
D&A	0.3	0.4	0.4	0.4
Stock-based compensation	1.1	1.3	1.3	1.2
Working capital change	(0.6)	(0.7)	(0.6)	(0.8)
Operating cash flow	0.2	0.1	1.7	2.6
Capital expenditures	(0.2)	(0.2)	(0.2)	(0.2)
Investing cash flow	1.2	0.7	0.6	(2.8)
Buybacks	0.0	(0.2)	(1.2)	(2.3)
Dividends paid	0.0	0.0	0.0	0.0
Debt issuance / (repay)	(0.3)	(0.2)	1.9	1.2
Financing cash flow	0.1	(0.2)	2.0	(0.6)
Free cash flow	0.0	(0.1)	1.6	2.4

Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

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Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	5.6%	-5.3%	0.5%	14.5%	6.0%	2%
ROA	1.4%	-2.4%	0.3%	8.3%	3.4%	0.9%
ROIC	48.2%	-0.4%	3.3%	20.1%	8.2%	4.3%
Gross margin	24.4%	34.2%	33.5%	36.9%	42.8%	46.4%
Operating margin	2.6%	-3.6%	2.9%	3.7%	7.1%	10.2%
Net margin	0.9%	-3.1%	0.0%	12.0%	5.4%	1.4%
EBITDA margin	2.3%	1.8%	1.7%	8.6%	7.5%	5.1%
FCF margin	3.0%	0.0%	-0.2%	6.4%	10.0%	—
VALUATION
P/E	487.37	-69.60	568.45	18.76	31.05	136.6
P/B	24.76	2.19	2.60	2.55	1.83	2.1
P/S	4.59	2.15	2.22	2.25	1.68	1.87
P/FCF	154.60	7396.48	-969.57	34.98	16.72	12.0
EV/EBITDA	213.41	-1478.98	104.65	26.77	16.83	32.6
EV/Revenue	4.44	2.01	2.21	2.05	1.68	1.7
Earnings yield	0.2%	-1.4%	0.2%	5.3%	3.2%	0.77%
FCF yield	0.6%	0.0%	-0.1%	2.9%	6.0%	8.30%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	1.94	1.85	2.01	2.33	2.20	2.21
Quick ratio	1.92	1.84	1.99	2.31	2.20	2.19
Debt / equity	1.69	0.37	0.32	0.37	0.33	0.33
Debt / assets	39.6%	20.2%	18.4%	21.5%	18.4%	18.3%
Net debt / EBITDA	-7.15	104.05	-0.38	-2.61	0.09	-3.71
Interest coverage	5.75	-13.01	—	49.25	15.86	—

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Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	1.48	0.77	0.68	0.69	0.63	0.64
Receivables turnover	15.17	6.16	4.28	5.07	7.58	3.0
DSO (days)	24	59	85	72	48	121
DPO (days)	9	14	9	3	6	3
Cash conversion cycle	17	48	79	71	44	123
GROWTH (YoY)
Revenue growth	86.0%	-0.7%	25.0%	10.1%	0.3%	—
Net income growth	-22.0%	-425.2%	115.8%	3284.2%	-54.9%	—
EPS growth	-25.0%	-372.5%	115.1%	3230.3%	-53.7%	—
FCF growth	115.5%	-99.0%	-1086.4%	3195.0%	56.1%	—
PER SHARE ($)
EPS (diluted, TTM)	0.33	-0.90	0.14	4.53	2.10	0.60
Book value / share	6.52	28.76	29.72	33.27	35.65	36.82
Revenue / share	35.20	29.27	34.84	37.73	38.84	41.89
FCF / share	1.04	0.01	-0.08	2.43	3.89	6.49
Cash / share	16.23	14.70	9.93	19.94	11.37	20.52
SHAREHOLDER RETURN & SCORES
Buyback yield	0.0%	0.0%	0.3%	2.2%	5.7%	4.09%
Altman Z-Score	6.33	2.36	3.01	3.35	2.69	2.9
Piotroski F-Score	6	4	8	6	6	7/9
Beneish M-Score	-1.83	-0.65	-2.39	-2.34	-2.99	-2.84

Model	Score	Zone	Note
Piotroski F-Score	7 / 9	Strong
Altman Z-Score	2.9	Grey zone	Grey
Income quality	11.41	Cash-backed	OCF ÷ net income
Beneish M-Score	-2.84	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.50
Interest burden	0.68
Operating margin	4.2%
Asset turnover	0.66×
Financial leverage	1.72×
= ROE	2%

Growth Quality (live)	Value
Revenue stability	0.94
Earnings stability	0.20
Earnings persistence	0.50
Revenue CAGR 3y	8.3%
EPS CAGR 3y	—
FCF CAGR 3y	129.4%

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Buyback Yield4.09%

Dividend Yield0.00%none paid

Total Shareholder Return3.92%cash yield

SBC / Revenue4.8%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
TWLO	$37.5B	32.5	13%	71.2%	+17.8%	6/9	+129.9%
ZS	$33.8B	-531.7	-3%	-0.4%	+25.4%	5/9	-30.7%
CRWV	$33.8B	-16.8	-44%	-24.3%	+245.9%	3/9	-56.7%
OKTA	$31.3B	110.8	4%	14.4%	+11.2%	9/9	+113.5%
VRSN	$27.3B	32.8	-40%	49.8%	+6.9%	6/9	—
MDB	$27.2B	462.1	2%	5.3%	+25.5%	7/9	—
CPAY	$26.3B	24.0	31%	18.5%	+20.4%	7/9	—
SNPS	$87.1B	78.9	4%	22.0%	+46.4%	5/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Buy

39 Analysts

Str Sell (0)Sell (1)Hold (8)Buy (30)Str Buy (0)

Mean Target (qtr)$99.3318 targets

Target vs. Price+27.6%last-quarter mean

Next Report2026-11-03street $1.03

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$26.03B	$26.29B / $25.48B	$4.06	$4.14 / $4.02	26
FY2027	$29.01B	$29.55B / $27.72B	$5.24	$5.76 / $4.08	27
FY2028	$32.28B	$35.85B / $29.99B	$6.54	$8.43 / $4.29	19

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Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$101.00	+29.7%	2
Last Quarter	$99.33	+27.6%	18
Last Year	$90.43	+16.2%	40
All Time	$117.97	+51.5%	145

Rolling mean of published targets vs. last close $77.85. Aggregated from StreetInsider, Benzinga, Pulse 2.0.

Third-Party Composite Rating

B-

DCF

3/5

ROE

2/5

ROA

2/5

Debt/Eq

2/5

P/E

1/5

P/B

4/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

XYZ +4.4% vs S&P 500 +15.9% — spread -11.4pp

Sector — XLK +29.0%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

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Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$76.05	+1.80	+2.37%	Above
SMA 50	$78.68	-0.83	-1.05%	Below
SMA 200	$70.72	+7.13	+10.08%	Above
EMA 9	$77.08	+0.77	+1.00%	Above
EMA 21	$76.92	+0.93	+1.21%	Above
EMA 50	$77.55	+0.30	+0.39%	Above
EMA 200	$73.69	+4.16	+5.65%	Above

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

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TECHNICAL VERDICTBULLISHPower Score +3416 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%78

Momentum 25%73

Volume 20%56

Volatility 10%83

Patterns 15%38

This Week91% bullishof 11 price-based votes

4 Weeks Ago18%+73 pts since

12 Weeks Ago45%+46 pts since

ReadImprovingweek-over-week trajectory

Price vs SMA 20$76.05

Price vs SMA 50$78.68

Price vs SMA 200$70.72

EMA 9/21 Cross77.1/76.9

SMA 50/200Golden

ADX DirectionADX 14

Supertrend$80

Parabolic SAR$75

SMA Slope0.080

RSI52.2

Stochastic K/D74/77

StochRSI K/D79/83

Williams %R-37

CCI136

TSI vs Signal-2.9

CMO4.3

ROC4.74%

OBV SignalDistrib

Chaikin MF0.140

MFI41

Force Index1M

Elder Ray Bull4.25

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 77

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$78.69 / $81.23 / $82.64	S1 / S2	$77.28 / $74.74
Bollinger (20,2)	$72.76 – $79.34	Squeeze	ON
52-wk range	$48.21 – $86.92	Off 52-wk high	-10.4%
ATR (14)	$2.46 (3.2%)	Historical vol	35.6%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

+3.2%Jan55%

+5.0%Feb73%

-1.0%Mar45%

+1.2%Apr50%

+0.1%May50%

+4.9%Jun80%

+10.1%Jul90%

+2.2%Aug50%

-3.9%Sep40%

+1.0%Oct50%

+10.7%Nov64%

-2.5%Dec45%

Sample: 11 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	XYZ	S&P 500
Weekly volatility (σ, 1y)	6.58%	1.83%
Best / worst week (1y)	+23.6% / -12.2%	—
Max drawdown (5y, monthly)	-84.1%	—
1-week VaR (95%)	-10.8%	—
Beta (5y)	2.52	1.00

XYZ EQUITY WEATHER (LIVE)CLOUDY · -12

Trend-21

Momentum+31

Volume-35

Volatility-30

Breadth-17

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 399 stories, weekly buckets, −1 to +1.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Overall-11.9+6.5 vs industry

Trend-21.4-4.1 vs industry

Momentum+30.6+50.8 vs industry

Volume-34.6-33.6 vs industry

Reading	XYZ	Software - Infrastructure n=566	Technology n=6,969	All US symbols n=70,435
Overall	-11.9	-18.4	-20.7	-20.5
Trend	-21.4	-17.3	-20.8	-21.3
Momentum	+30.6	-20.2	-28.5	-15.8
Volume	-34.6	-1.0	+0.0	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Pillar (live disclosure scores)	Score
Environmental	62
Social	57
Governance	56
Composite ESG	58

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.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	15 rows · 2022-11-03 to 2026-08-05
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	not present for this symbol
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-10-01 to 2026-10-14
Proposed sales (Form 144)	edgar/form144	not present for this symbol
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.

Block, Inc. (XYZ)

Block, Inc. (XYZ)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

Block, Inc. (XYZ)

Monthly Net Insider Flow (000 shares)

Signal Summary

Block, Inc. (XYZ)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

Where XYZ Trades in the Dark

Block, Inc. (XYZ)

3.8 · Employees (SEC filings)

Block, Inc. (XYZ)

Block, Inc. (XYZ)

Block, Inc. (XYZ)

Block, Inc. (XYZ)

Balance Sheet — Full

Cash Flow Statement — Full

Block, Inc. (XYZ)

Block, Inc. (XYZ)

Block, Inc. (XYZ)

Block, Inc. (XYZ)

Street Price Target — Trajectory

Third-Party Composite Rating

Block, Inc. (XYZ)

Block, Inc. (XYZ)

Family Scores (site weights)

Block, Inc. (XYZ)

Block, Inc. (XYZ)

Block, Inc. (XYZ)