AIAI (AIAI)


Market Price (8/17/2026): $5.73 | Market Cap: $402.9 MilSector: Industrials | Industry: Industrial Conglomerates

AIAI (AIAI)


Market Price (8/17/2026): $5.73
Market Cap: $402.9 Mil
Sector: Industrials
Industry: Industrial Conglomerates

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Weak multi-year price returns
2Y Excs Rtn is -107%, 3Y Excs Rtn is -135%

High stock price volatility
Vol 12M is 124%

Key risks
AIAI key risks include [1] its dependency on core AI technology licensed from a related party, Show more.

0 Weak multi-year price returns
2Y Excs Rtn is -107%, 3Y Excs Rtn is -135%
1 High stock price volatility
Vol 12M is 124%
2 Key risks
AIAI key risks include [1] its dependency on core AI technology licensed from a related party, Show more.

AIAI in ETFs

Weight = AIAI's share of each fund

ITOT0.00%
SCHA0.01%
SCHB0.00%

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 8/11/2026

AIAI (AIAI) stock has lost about 60% since it went public on 5/14/2026 because of the following key factors:

1. Poor Direct Listing Execution and Weak Initial Market Reception. AIAI's direct listing on May 14, 2026, opened at $12.00 per share, representing a 40% discount from its $20.00 reference price. The stock closed its first trading day at $15.09, which was a 25.6% decline from the reference price. This initial investor apprehension and the direct listing mechanism, which primarily facilitates existing shareholders selling shares rather than raising new capital, contributed to immediate downward pressure and weak investor demand.

2. Weak Financial Performance in Fiscal Q1 2026. The company reported disappointing financial results for its fiscal Q1 2026, which ended on March 31, 2026. As a standalone entity, AIAI reported a net loss of $2.7 million for the quarter and generated no revenue. Additionally, its acquired subsidiary, C.C. Carlton Industries, experienced a 5.6% year-over-year revenue decrease from $62.4 million in fiscal Q1 2025 to $58.9 million in fiscal Q1 2026. This subsidiary also swung from a net income of $2.5 million in fiscal Q1 2025 to a net loss of $3.7 million in fiscal Q1 2026, with its gross margin dropping significantly from 14.3% to 5.9%.

Show more
Updated on 8/11/2026

AIAI (AIAI) stock has lost about 60% since it went public on 5/14/2026 because of the following key factors:

1. Poor Direct Listing Execution and Weak Initial Market Reception. AIAI's direct listing on May 14, 2026, opened at $12.00 per share, representing a 40% discount from its $20.00 reference price. The stock closed its first trading day at $15.09, which was a 25.6% decline from the reference price. This initial investor apprehension and the direct listing mechanism, which primarily facilitates existing shareholders selling shares rather than raising new capital, contributed to immediate downward pressure and weak investor demand.

2. Weak Financial Performance in Fiscal Q1 2026. The company reported disappointing financial results for its fiscal Q1 2026, which ended on March 31, 2026. As a standalone entity, AIAI reported a net loss of $2.7 million for the quarter and generated no revenue. Additionally, its acquired subsidiary, C.C. Carlton Industries, experienced a 5.6% year-over-year revenue decrease from $62.4 million in fiscal Q1 2025 to $58.9 million in fiscal Q1 2026. This subsidiary also swung from a net income of $2.5 million in fiscal Q1 2025 to a net loss of $3.7 million in fiscal Q1 2026, with its gross margin dropping significantly from 14.3% to 5.9%.

3. Broad Investor Skepticism Towards the AI Market and Unproven Business Model. The stock's decline has been exacerbated by broad investor skepticism concerning a potential AI "bubble" and AIAI's unproven diversified acquisition-based AI integration business model. The company aims to acquire firms across various industries and integrate licensed AI technology to enhance their performance, but it remains pre-revenue at the holding-company level, leading to concerns about its operational performance and the efficacy of its strategy.

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Stock Movement Drivers

Fundamental Drivers

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Market Drivers

4/30/2026 to 8/16/2026
ReturnCorrelation
AIAI  
Market (SPY)8.0%8.9%
Sector (XLI)6.8%15.8%

Fundamental Drivers

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Market Drivers

1/31/2026 to 8/16/2026
ReturnCorrelation
AIAI  
Market (SPY)12.5%8.9%
Sector (XLI)13.1%15.8%

Fundamental Drivers

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Market Drivers

7/31/2025 to 8/16/2026
ReturnCorrelation
AIAI  
Market (SPY)23.9%8.9%
Sector (XLI)24.0%15.8%

Fundamental Drivers

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Market Drivers

7/31/2023 to 8/16/2026
ReturnCorrelation
AIAI  
Market (SPY)75.6%8.9%
Sector (XLI)75.9%15.8%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
AIAI Return------62%-62%
Peers Return5%-14%39%76%28%-4%173%
S&P 500 Return27%-19%24%23%16%14%108%

Monthly Win Rates [3]
AIAI Win Rate-----50% 
Peers Win Rate58%43%57%55%53%50% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
AIAI Max Drawdown------ 
Peers Max Drawdown-24%-33%-21%-18%-27%-34% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: DHR, ROP, HON, PLTR, LDOS.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/14/2026 (YTD)

How Low Can It Go

AIAI has limited trading history. Below is the Industrials sector ETF (XLI) in its place.

EventXLIS&P 500
2025 US Tariff Shock
  % Loss-15.8%-18.8%
  % Gain to Breakeven18.8%23.1%
  Time to Breakeven34 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-11.7%-9.5%
  % Gain to Breakeven13.2%10.5%
  Time to Breakeven45 days24 days
2022 Inflation Shock & Fed Tightening
  % Loss-20.1%-24.5%
  % Gain to Breakeven25.1%32.4%
  Time to Breakeven125 days427 days
2020 COVID-19 Crash
  % Loss-41.6%-33.7%
  % Gain to Breakeven71.2%50.9%
  Time to Breakeven231 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-23.7%-19.2%
  % Gain to Breakeven31.1%23.8%
  Time to Breakeven120 days105 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-11.1%-12.2%
  % Gain to Breakeven12.5%13.9%
  Time to Breakeven51 days62 days

Compare to DHR, ROP, HON, PLTR, LDOS

In The Past

State Street Industrial Select Sector SPDR ETF's stock fell -15.8% during the 2025 US Tariff Shock. Such a loss loss requires a 18.8% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

AIAI has limited trading history. Below is the Industrials sector ETF (XLI) in its place.

EventXLIS&P 500
2022 Inflation Shock & Fed Tightening
  % Loss-20.1%-24.5%
  % Gain to Breakeven25.1%32.4%
  Time to Breakeven125 days427 days
2020 COVID-19 Crash
  % Loss-41.6%-33.7%
  % Gain to Breakeven71.2%50.9%
  Time to Breakeven231 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-23.7%-19.2%
  % Gain to Breakeven31.1%23.8%
  Time to Breakeven120 days105 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-22.5%-17.9%
  % Gain to Breakeven29.0%21.8%
  Time to Breakeven114 days123 days
2008-2009 Global Financial Crisis
  % Loss-60.5%-53.4%
  % Gain to Breakeven153.2%114.4%
  Time to Breakeven700 days1085 days

Compare to DHR, ROP, HON, PLTR, LDOS

In The Past

State Street Industrial Select Sector SPDR ETF's stock fell -15.8% during the 2025 US Tariff Shock. Such a loss loss requires a 18.8% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About AIAI (AIAI)

AIAI is a public company focused on building an AI-powered ecosystem by acquiring and scaling companies that have high potential for improved operating results through the integration of its proprietary Artificial Intelligence (AI). Unlike a typical investment vehicle, AIAI actively enhances the performance of its subsidiaries by applying AI licensed from Messier 42 LLC (M42), a company controlled by its founder. The company seeks to identify, acquire, and consolidate high-potential, AI-adjacent companies across various sectors, aiming to unlock hidden value and create synergies that traditional approaches often miss.

AIAI's core strategy differentiates itself by directly applying its AI technology to the operations of its wholly-owned subsidiaries, rather than pursuing external licensing agreements with unrelated clients. This acquisition-driven approach is designed to facilitate faster AI implementation—typically within four to six months post-acquisition—and reduce execution risk and pursuit costs compared to the significantly longer timelines associated with third-party licensing. The M42 AI platform provides advanced analytical tools such as predictive modeling and pattern recognition, which AIAI leverages to build a "shared intelligence layer" across its portfolio, detecting cross-company patterns and recommending solutions to optimize operations.

The company targets acquisitions in a wide range of industry sectors, including construction, healthcare, defense, blockchain data infrastructure, digital assets, and government services. By combining diverse capabilities within its integrated AI ecosystem, AIAI aims to generate synergistic value at industry intersections. Its primary customers are the acquired companies themselves, whose operating performance is improved through AI integration, ultimately driving increased value for AIAI's stockholders.

AI Analysis | Feedback

  • A Danaher for the AI era
  • A Berkshire Hathaway focused on AI transformation
  • A private equity firm that builds an AI ecosystem

AI Analysis | Feedback

  • Company Acquisition and Consolidation: AIAI identifies, acquires, and consolidates high-potential companies across diverse industry sectors to integrate them into its AI-powered ecosystem.
  • AI-driven Operational Transformation: AIAI applies its proprietary, licensed AI technology to the operations of its wholly-owned subsidiaries to enhance performance, unlock synergies, and generate increased stockholder value.
  • Integrated AI Ecosystem Development: AIAI builds a portfolio of AI-integrated companies that form a shared intelligence layer, facilitating cross-company pattern detection and shared insights to predict outcomes and deepen relationships.

AI Analysis | Feedback

AIAI does not have external major customers in the traditional sense.

The company's business model involves acquiring companies and then integrating its proprietary AI technology directly into the operations of these wholly-owned subsidiaries. Its strategy explicitly states it creates a "captive client base" through these targeted acquisitions, rather than marketing, selling, or licensing its AI to unrelated third-party clients.

Therefore, its "customers" are its own acquired and integrated subsidiaries, not external companies or individuals purchasing its services.

AI Analysis | Feedback

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AI Analysis | Feedback

John P. Rochon, Ph.D., Chairman of the Board

John P. Rochon is the founder of AIAI and M42. He is a veteran investor and operator with over four decades of success in finance, operations, business planning, marketing, political strategy, and private equity. He previously led the leveraged buyout of Mary Kay and has been involved in more than 350 business transactions. He is the founder and chairman of Richmont, a private investment and holding company, and the Rochon Family Office. Richmont's investments have included companies and brands such as Mary Kay Cosmetics, Avon, Armor Holdings, and RealPage. His career includes orchestrating one of the most successful leveraged buyouts in history as CEO of Mary Kay Cosmetics.

Todd A. Furniss, Chief Executive Officer and Director

Todd A. Furniss is a co-founder of AIAI. He is a seasoned executive, private equity investor, healthcare visionary, published author, and business strategist with over 25 years of global experience across operations, consulting, and investment. He is the Founder and CEO of gTC Group, a private equity firm focused on middle-market healthcare and business services companies. He previously served as President and COO at Everest Group.

Stephanie Liebman, Executive Vice President and Chief Financial Officer

Stephanie Liebman is the former Chief Accounting Officer/SVP at HP Inc. She possesses extensive experience in finance operations, risk management, and audit leadership. She is a CPA and CFE with expertise in global finance operations and was also a former NTT DATA leader.

Kenneth Betts, Executive Vice President and General Counsel

Kenneth Betts is a capital markets and corporate finance attorney with over 40 years of experience. He was a former partner at Winston & Strawn and Egan Nelson LLP and advises on public and private securities transactions.

Barbara Barton Weiszhaar, Senior Vice President and Chief Accounting and Tax Officer

Barbara Barton Weiszhaar is a former senior finance/tax executive at HP, where she led global tax integration and public-company transformation initiatives. She also served as the former Chief Tax Officer at HP/EDS, bringing extensive experience in global tax, compliance, and finance transformation.

AI Analysis | Feedback

Key Business Risks for AIAI:

  1. Dependency on Licensed AI from a Related Party: AIAI's core AI technology is licensed from Messier 42 LLC (M42), a company controlled by its founder, John P. Rochon. This creates a significant dependency on an external, related entity for its fundamental intellectual property and operational capabilities, exposing AIAI to potential risks related to the license terms, M42's continued development and support of the AI, or potential conflicts of interest.
  2. Challenges and Execution Risk of AI Integration into Diverse Acquired Businesses: The company's strategic thesis relies heavily on its ability to rapidly and successfully integrate its proprietary AI into the operations of a diverse portfolio of acquired companies across multiple industry verticals (e.g., construction, healthcare, defense). Despite AIAI's anticipated shorter implementation timelines (four to six months post-acquisition), successfully applying and integrating complex AI solutions across disparate businesses, cultures, and operational frameworks is inherently challenging and carries significant operational risk, particularly given that "90% of all successful AI pilot projects were never implemented." Failure to achieve effective integration could hinder expected performance improvements and value generation.
  3. Risk of Unsuccessful Acquisition and Scaling Strategy: AIAI's business model is predicated on identifying, acquiring, and successfully scaling "high potential, AI-adjacent companies." There is an inherent risk that the company may not be able to consistently identify suitable acquisition targets, successfully negotiate favorable terms, or achieve the anticipated operational improvements and synergies through its AI integration, which could negatively impact its growth strategy and stockholder returns.

AI Analysis | Feedback

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The primary emerging threat to AIAI stems from the potential for the broader AI market to develop and offer highly effective, easily deployable, and cost-efficient AI solutions and integration services. AIAI's business model is explicitly built on the premise that acquiring companies and directly integrating its licensed AI is a superior method to the "generally accepted industry practice of marketing, selling and negotiating individual license agreements with multiple unrelated clients." AIAI claims this approach leads to accelerated implementation, reduced execution risk, and lower pursuit costs. If independent AI vendors, major technology companies, or specialized AI consulting firms can provide competitive AI technologies that are easy for companies to license, adopt, and integrate quickly and effectively on their own, or with less intrusive partnerships, it would undermine AIAI's core value proposition. This could diminish the appeal for companies to be acquired by AIAI for AI integration purposes, thereby reducing AIAI's pool of high-potential acquisition targets and challenging the fundamental competitive advantage of its acquisition-based operating strategy.

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AI Analysis | Feedback

AIAI aims to create an AI-powered ecosystem by acquiring companies in various high-potential verticals and integrating its proprietary Artificial Intelligence. The addressable markets for AIAI's AI integration services within these main sectors on a global scale are:

  • Construction: The global AI in construction market size was valued at approximately USD 4.86 billion in 2025 and is projected to grow to about USD 35.53 billion by 2034.
  • Healthcare: The global AI in healthcare market size is expected to reach around USD 701.79 billion by 2034, growing from approximately USD 37.09 billion in 2025.
  • Defense: The global AI in defense market size was valued at roughly USD 16.51 billion in 2025 and is projected to reach about USD 211.82 billion by 2035.
  • Blockchain Data Infrastructure and Digital Assets: The Global Crypto Making AI Market size is expected to be around USD 5.1 billion in 2025 and is projected to grow to approximately USD 55.2 billion by 2035.
  • Government Services: The global AI in Government and Public Services Market was valued at approximately USD 26.4 billion in 2025 and is expected to grow to about USD 98.13 billion by 2033.

AI Analysis | Feedback

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Here are 3-5 expected drivers of future revenue growth for AIAI over the next 2-3 years:

  1. Strategic Acquisitions and Expansion of Portfolio: AIAI's core strategy involves identifying, acquiring, and consolidating high-potential, AI-adjacent companies across multiple industry verticals. Each successful acquisition will directly contribute to the company's consolidated revenue base as it expands its portfolio.
  2. Enhanced Operational Performance of Subsidiaries via Proprietary AI Integration: The company's fundamental premise is to improve the operating results of its acquired subsidiaries through the application of its proprietary AI, licensed from M42. This integration is expected to unlock hidden value, create efficiencies, and generate increased revenue within the acquired entities.
  3. Synergistic Value Creation Across Diverse Verticals: By integrating diverse companies into a cohesive AI ecosystem and developing a shared intelligence layer, AIAI anticipates unlocking synergies and creating solutions that are "greater than the sum of their parts." This cross-vertical perspective is expected to reveal undiscerned patterns, predict outcomes, and lead to new revenue opportunities that traditional models miss.
  4. Accelerated AI Implementation and Monetization: AIAI's acquisition strategy, as opposed to licensing, is designed to enable a significantly faster implementation of its AI solutions within acquired companies (anticipated 4-6 months). This accelerated integration allows for quicker realization of the AI's benefits and, consequently, a more rapid impact on the revenue generation of its subsidiaries.
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AI Analysis | Feedback

Share Issuance

  • AIAI Holdings Corporation began trading on NASDAQ on May 14, 2026, through a direct public offering (DPO).
  • The IPO involved an offering of 69,483,430 Class A shares at an IPO price of $20.00, totaling a deal size of $1.39 billion.

Outbound Investments

  • The company's core strategy is to acquire and scale companies internationally by integrating its proprietary AI into their operations.
  • AIAI aims to build a diversified portfolio across multiple verticals such as construction, healthcare, defense, blockchain data infrastructure, digital assets, and government services.
  • Projected combined 2025 revenues of around $272 million across portfolio companies post-DPO indicate past or planned acquisitions.

Peer Outperformance in Industrial Conglomerates

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Share of Industrial Conglomerates constituents that AIAI has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
insufficient peer history
3Y
insufficient peer history
5Y
insufficient peer history
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Median price return by industry across the Industrials sector, ranked by 5Y. Industrial Conglomerates is AIAI's own industry. Use this to see which corners of the sector have carried the returns.
Industry Names 1Y med3Y med5Y med Top 3 by 5Y
Construction & Engineering 31 39.6%143.7%221.9% CDNL 2932% · STRL 2512% · FIX 2318%
Marine Transportation 4 54.5%63.2%164.0% MATX 211% · SFL 179% · KEX 149%
Construction Machinery & Heavy Transportation Equipment 13 17.2%61.4%115.2% CAT 337% · ALSN 259% · WAB 248%
Aerospace & Defense 55 21.8%88.9%92.6% DFNS 3604% · ATI 1103% · FTAI 1014%
Industrial Machinery & Supplies & Components 71 17.9%58.9%64.9% CRS 1578% · PSIX 953% · EROC 861%
Passenger Ground Transportation 3 -11.4%58.0%59.0% UBER 85% · CAR 59% · LYFT -64%
Cargo Ground Transportation 16 49.6%18.4%54.2% XPO 293% · R 288% · CVLG 222%
Diversified Support Services 34 9.8%41.3%45.6% LIME 4210% · TH 418% · WLFC 378%
Trading Companies & Distributors 18 8.5%40.5%45.2% DXPE 550% · AIT 323% · URI 247%
Electrical Components & Equipment 40 33.1%57.1%40.3% POWL 2616% · BE 1032% · VRT 995%
Rail Transportation 7 36.0%70.9%39.2% FSTR 117% · CSX 59% · UNP 46%
Building Products 33 -2.1%23.3%31.9% GFF 449% · LMB 415% · PPIH 292%
Environmental & Facilities Services 28 -8.6%18.4%7.0% CECO 1053% · ADUR 667% · NVRI 306%
Office Services & Supplies 10 19.3%28.1%6.7% TILE 192% · PBI 169% · EBF 56%
Industrial Conglomerates ← 18 22.6%36.6%2.0% RCMT 735% · TTI 209% · CSW 177%
Research & Consulting Services 13 -8.2%-19.9%-3.8% HURN 211% · CRAI 96% · GRNQ 7%
Passenger Airlines 11 17.3%2.1%-16.8% LTM 2325% · UAL 177% · SKYW 157%
Agricultural & Farm Machinery 17 -8.8%-14.8%-17.1% BLBD 181% · DE 73% · GENC 57%
Data Processing & Outsourced Services 6 -33.1%-13.5%-30.4% EXLS 44% · BR 6% · G -30%
Human Resource & Employment Services 21 13.9%-20.1%-31.4% BBSI 78% · ADP 42% · KFY 37%
Air Freight & Logistics 12 -7.6%-1.6%-34.0% CHRW 83% · FDX 66% · EXPD 59%
Security & Alarm Services 10 -27.8%-10.9%-40.4% CIX 116% · MG 89% · BCO 55%
Airport Services 3 -69.2%-66.6%-55.3% JOBY -15% · ASLE -55% · UP -100%
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

AIAIDHRROPHONPLTRLDOSMedian
NameAIAI Danaher Roper Te.Honeywel.Palantir.Leidos  
Mkt Price5.88202.45399.34233.96174.04143.83188.25
Mkt Cap0.4142.840.174.2417.718.157.1
Rev LTM-25,1078,28036,1306,15617,63417,634
Op Inc LTM-5,1272,3165,9902,6352,0802,635
FCF LTM-5,4662,5614,0103,3582,1633,358
FCF 3Y Avg-5,1362,3045,0621,9211,6452,304
CFO LTM-6,6352,6695,1183,4002,3003,400
CFO 3Y Avg-6,4172,4165,9651,9461,8002,416

Growth & Margins

AIAIDHRROPHONPLTRLDOSMedian
NameAIAI Danaher Roper Te.Honeywel.Palantir.Leidos  
Rev Chg LTM-4.6%10.9%5.4%78.9%3.4%5.4%
Rev Chg 3Y Avg-2.9%12.7%0.1%46.3%5.9%5.9%
Rev Chg Q-5.5%8.5%4.3%92.8%7.2%7.2%
QoQ Delta Rev Chg LTM-1.3%2.0%1.1%17.8%1.8%1.8%
Op Inc Chg LTM-16.1%10.5%-6.5%362.6%2.9%10.5%
Op Inc Chg 3Y Avg--3.3%12.2%-5.5%333.7%21.9%12.2%
Op Mgn LTM-20.4%28.0%16.6%42.8%11.8%20.4%
Op Mgn 3Y Avg-20.0%28.2%18.1%23.7%11.2%20.0%
QoQ Delta Op Mgn LTM-1.2%-0.1%-0.3%4.7%-0.4%-0.1%
CFO/Rev LTM-26.4%32.2%14.2%55.2%13.0%26.4%
CFO/Rev 3Y Avg-26.5%32.5%17.3%44.7%10.6%26.5%
FCF/Rev LTM-21.8%30.9%11.1%54.6%12.3%21.8%
FCF/Rev 3Y Avg-21.2%31.0%14.7%44.1%9.7%21.2%

Valuation

AIAIDHRROPHONPLTRLDOSMedian
NameAIAI Danaher Roper Te.Honeywel.Palantir.Leidos  
Mkt Cap0.4142.840.174.2417.718.157.1
P/S-5.74.82.167.81.04.8
P/Op Inc-27.917.312.4158.58.717.3
P/EBIT-28.311.96.4158.59.011.9
P/E-35.716.09.0138.513.216.0
P/CFO-21.515.014.5122.87.915.0
Total Yield-3.5%7.2%15.2%0.7%8.8%7.2%
Dividend Yield0.0%0.7%0.9%4.1%0.0%1.2%0.8%
FCF Yield 3Y Avg-3.4%4.9%7.1%1.0%10.2%4.9%
D/E0.00.20.30.50.00.40.2
Net D/E0.00.20.30.3-0.00.30.2

Returns

AIAIDHRROPHONPLTRLDOSMedian
NameAIAI Danaher Roper Te.Honeywel.Palantir.Leidos  
1M Rtn-15.9%-0.7%10.0%4.3%31.5%35.1%7.1%
3M Rtn-60.7%25.3%24.8%9.0%29.9%16.7%20.7%
6M Rtn-61.0%-4.4%24.9%-2.7%32.4%-17.9%-3.5%
12M Rtn-61.0%-3.3%-23.9%15.6%-1.8%-18.2%-10.7%
3Y Rtn-61.0%-8.3%-16.3%40.6%1,130.0%54.5%16.2%
1M Excs Rtn-18.5%-4.6%6.3%0.3%26.1%29.5%3.3%
3M Excs Rtn-64.8%19.5%22.1%3.6%26.3%11.2%15.3%
6M Excs Rtn-75.0%-19.4%11.5%-16.0%20.8%-29.5%-17.7%
12M Excs Rtn-81.4%-22.9%-43.3%-5.8%-26.0%-40.5%-33.3%
3Y Excs Rtn-135.3%-83.7%-90.9%-35.3%967.0%-21.7%-59.5%

Comparison Analyses

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Financials

Price Behavior

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AIAI Betas & Captures as of 7/31/2026

 1M2M3M6M1Y3Y
Beta2.571.29-1.09-0.292.15-0.39
Up Beta11.395.561.22-2.752.00-1.31
Down Beta3.611.20-1.43-4.50-0.61-1.68
Up Capture-621%-236%-153%-64%-28%-3%
Bmk +ve Days11223567138427
Stock +ve Days71923232323
Down Capture621%255%267%139%92%51%
Bmk -ve Days11212859114326
Stock -ve Days152430303030

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with AIAI
AIAI-61.2%124.4%-2.44-
Sector ETF (XLI)23.7%17.0%1.0815.8%
Equity (SPY)21.5%12.8%1.258.9%
Gold (GLD)30.0%28.5%0.91-5.3%
Commodities (DBC)38.1%20.1%1.492.4%
Real Estate (VNQ)14.4%13.9%0.73-18.8%
Bitcoin (BTCUSD)-49.1%42.8%-1.45-1.0%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with AIAI
AIAI-17.2%124.4%-2.44-
Sector ETF (XLI)14.2%17.6%0.6315.8%
Equity (SPY)13.4%17.2%0.608.9%
Gold (GLD)19.5%18.6%0.85-5.3%
Commodities (DBC)9.6%19.6%0.382.4%
Real Estate (VNQ)2.3%18.9%0.02-18.8%
Bitcoin (BTCUSD)8.0%52.8%0.34-1.0%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with AIAI
AIAI-9.0%124.4%-2.44-
Sector ETF (XLI)14.4%20.0%0.6315.8%
Equity (SPY)15.4%17.9%0.738.9%
Gold (GLD)12.0%16.2%0.60-5.3%
Commodities (DBC)7.7%18.0%0.342.4%
Real Estate (VNQ)5.0%20.7%0.20-18.8%
Bitcoin (BTCUSD)59.9%66.1%1.00-1.0%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date7312026
Short Interest: Shares Quantity1.0 Mil
Short Interest: % Change Since 7152026-18.5%
Average Daily Volume0.2 Mil
Days-to-Cover Short Interest6.5 days
Basic Shares Quantity70.3 Mil
Short % of Basic Shares1.4%

Earnings Returns History

Updated 6/2/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
SUMMARY STATS   
# Positive000
# Negative000
Median Positive   
Median Negative   
Max Positive   
Max Negative   
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
SUMMARY STATS   
# Positive000
# Negative000
Median Positive   
Median Negative   
Max Positive   
Max Negative   

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202606/22/202610-Q
09/30/202501/26/2026S-1
12/31/202405/14/2026424B4
Collapse to Preview
Report DateFiling DateFiling
03/31/202606/22/202610-Q
09/30/202501/26/2026S-1
12/31/202405/14/2026424B4

Insider Activity

Updated 7/8/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Glajch, JeffreyDirectSell708202612.977,48597,0804,413,963Form
2Glajch, JeffreyDirectSell708202613.6014,295194,4124,730,162Form
3Weiszhaar, Barbara BartonSVP/CAODirectSell630202614.2114,781210,0382,292,627Form
4Liebman, StephanieEVP/CFODirectSell630202614.2114,780210,0242,291,490Form
5Weiszhaar, Barbara BartonSVP/CAODirectSell630202615.215,00076,0502,678,785Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Glajch, JeffreyDirectSell708202612.977,48597,0804,413,963Form
2Glajch, JeffreyDirectSell708202613.6014,295194,4124,730,162Form
3Weiszhaar, Barbara BartonSVP/CAODirectSell630202614.2114,781210,0382,292,627Form
4Liebman, StephanieEVP/CFODirectSell630202614.2114,780210,0242,291,490Form
5Weiszhaar, Barbara BartonSVP/CAODirectSell630202615.215,00076,0502,678,785Form
6Liebman, StephanieEVP/CFODirectSell630202614.9810,000149,8002,637,064Form
7Weiszhaar, Barbara BartonSVP/CAODirectSell630202615.621,39721,8212,829,094Form
8Liebman, StephanieEVP/CFODirectSell630202615.621,39721,8212,905,929Form
9Weiszhaar, Barbara BartonSVP/CAODirectSell518202613.5638,503522,2392,088,983Form
10Liebman, StephanieEVP/CFODirectSell518202613.5638,503522,2392,088,983Form
Core Cache Last Updated: 8/16/2026