Tearsheet

Amaze (AMZE)


Market Price (5/21/2026): $0.14 | Market Cap: $5.0 Mil
Sector: Information Technology | Industry: Application Software

Amaze (AMZE)


Market Price (5/21/2026): $0.14
Market Cap: $5.0 Mil
Sector: Information Technology
Industry: Application Software

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

0

Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 833%

Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -63%

Weak multi-year price returns
2Y Excs Rtn is -139%, 3Y Excs Rtn is -178%

Penny stock
Mkt Price is 0.1

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -24 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -990%

Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 106%

Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 117%

Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -812%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -818%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -1097%

High stock price volatility
Vol 12M is 1934%

Key risks
AMZE key risks include [1] substantial doubt about its ability to continue as a going concern due to poor financial health, Show more.

0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 833%
1 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -63%
2 Weak multi-year price returns
2Y Excs Rtn is -139%, 3Y Excs Rtn is -178%
3 Penny stock
Mkt Price is 0.1
4 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -24 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -990%
5 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 106%
6 Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 117%
7 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -812%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -818%
8 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -1097%
9 High stock price volatility
Vol 12M is 1934%
10 Key risks
AMZE key risks include [1] substantial doubt about its ability to continue as a going concern due to poor financial health, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Amaze (AMZE) stock has lost about 70% since 1/31/2026 because of the following key factors:

1. Widening Net Losses and Negative Operating Cash Flow: Amaze Holdings reported a significant widening of its net loss to $5.6 million in the first quarter of 2026, compared to a net loss of $2.1 million in the prior-year quarter. This persistent unprofitability, coupled with an operating loss of $5.3 million in Q1 2026 despite a 679% year-over-year revenue surge to $469K, indicates a lack of sustainable profitability and is a core concern for investors.

2. Substantial Doubt About Going Concern and Liquidity Issues: The company's cash reserves declined to approximately $850,000, and it reported a working capital deficit of about $22.2 million as of March 31, 2026. Management explicitly disclosed "substantial doubt about Amaze's ability to continue as a going concern," indicating a critical need for additional debt or equity financing to sustain operations.

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Stock Movement Drivers

Fundamental Drivers

The -68.5% change in AMZE stock from 1/31/2026 to 5/20/2026 was primarily driven by a -82.9% change in the company's Shares Outstanding (Mil).
(LTM values as of)13120265202026Change
Stock Price ($)0.470.15-68.5%
Change Contribution By: 
Total Revenues ($ Mil)225.8%
P/S Multiple1.32.274.0%
Shares Outstanding (Mil)636-82.9%
Cumulative Contribution-68.5%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 5/20/2026
ReturnCorrelation
AMZE-68.5% 
Market (SPY)7.4%23.3%
Sector (XLK)23.3%22.1%

Fundamental Drivers

The -83.8% change in AMZE stock from 10/31/2025 to 5/20/2026 was primarily driven by a -95.5% change in the company's Shares Outstanding (Mil).
(LTM values as of)103120255202026Change
Stock Price ($)0.900.15-83.8%
Change Contribution By: 
Total Revenues ($ Mil)12125.4%
P/S Multiple1.42.258.7%
Shares Outstanding (Mil)236-95.5%
Cumulative Contribution-83.8%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 5/20/2026
ReturnCorrelation
AMZE-83.8% 
Market (SPY)9.3%30.1%
Sector (XLK)18.2%27.4%

Fundamental Drivers

The -98.7% change in AMZE stock from 4/30/2025 to 5/20/2026 was primarily driven by a -98.0% change in the company's Shares Outstanding (Mil).
(LTM values as of)43020255202026Change
Stock Price ($)11.360.15-98.7%
Change Contribution By: 
Total Revenues ($ Mil)02694.5%
P/S Multiple27.32.2-91.9%
Shares Outstanding (Mil)136-98.0%
Cumulative Contribution-98.7%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2025 to 5/20/2026
ReturnCorrelation
AMZE-98.7% 
Market (SPY)35.2%-8.1%
Sector (XLK)69.7%-6.1%

Fundamental Drivers

The -98.7% change in AMZE stock from 4/30/2023 to 5/20/2026 was primarily driven by a -98.5% change in the company's Shares Outstanding (Mil).
(LTM values as of)43020235202026Change
Stock Price ($)11.040.15-98.7%
Change Contribution By: 
Total Revenues ($ Mil)32-16.9%
P/S Multiple2.12.24.1%
Shares Outstanding (Mil)136-98.5%
Cumulative Contribution-98.7%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2023 to 5/20/2026
ReturnCorrelation
AMZE-98.7% 
Market (SPY)85.2%-2.8%
Sector (XLK)139.8%-2.0%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
AMZE Return-28%-81%-7%-36%-97%-66%-100%
Peers Return16%-44%45%29%6%-20%3%
S&P 500 Return27%-19%24%23%16%7%96%

Monthly Win Rates [3]
AMZE Win Rate0%25%58%25%17%20% 
Peers Win Rate53%31%56%56%44%33% 
S&P 500 Win Rate75%42%67%75%67%60% 

Max Drawdowns [4]
AMZE Max Drawdown--86%-87%-72%-99%-83% 
Peers Max Drawdown-31%-58%-37%-31%-38%-37% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: SHOP, ETSY, GDDY.
[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 5/20/2026 (YTD)

How Low Can It Go

EventAMZES&P 500
2024 Yen Carry Trade Unwind
  % Loss-62.9%-7.8%
  % Gain to Breakeven169.4%8.5%
  Time to Breakeven48 days18 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-37.7%-9.5%
  % Gain to Breakeven60.5%10.5%
  Time to Breakeven11 days24 days

Compare to SHOP, ETSY, GDDY

In The Past

Amaze's stock fell -62.9% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 169.4% 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.

EventAMZES&P 500
2024 Yen Carry Trade Unwind
  % Loss-62.9%-7.8%
  % Gain to Breakeven169.4%8.5%
  Time to Breakeven48 days18 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-37.7%-9.5%
  % Gain to Breakeven60.5%10.5%
  Time to Breakeven11 days24 days

Compare to SHOP, ETSY, GDDY

In The Past

Amaze's stock fell -62.9% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 169.4% 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 Amaze (AMZE)

Fresh Vine Wine, Inc. produces and sells low-carb and low-calorie wines in the United States and Puerto Rico. Its wine varietals include cabernet sauvignon, pinot noir, chardonnay, and rose. The company offers its products through wholesale, retail, and direct-to-consumer channels. Fresh Vine Wine, Inc. was founded in 2019 and is based in Plymouth, Minnesota. Fresh Vine Wine, Inc. operates as a subsidiary of Nechio & Novak, LLC.

AI Analysis | Feedback

Fresh Vine Wine, Inc. is like a:

  • Diet Coke for wine

  • Halo Top for wine

AI Analysis | Feedback

  • Cabernet Sauvignon Wine: A low-carb and low-calorie red wine varietal offered by the company.
  • Pinot Noir Wine: A low-carb and low-calorie red wine varietal sold by the company.
  • Chardonnay Wine: A low-carb and low-calorie white wine varietal produced by the company.
  • Rose Wine: A low-carb and low-calorie pink wine varietal available from the company.

AI Analysis | Feedback

Amaze (AMZE) serves the following major customer categories based on its operational channels:

  • Wholesale Customers: These include various businesses such as wine distributors, restaurants, hotels, and large retail chains that purchase Fresh Vine Wine products in bulk for resale or use in their establishments.
  • Retail Shoppers: Individual consumers who purchase Fresh Vine Wine products from third-party retail outlets like grocery stores and liquor stores where the company's wines are stocked.
  • Direct-to-Consumer Customers: Individuals who purchase wine directly from Amaze (AMZE) through its own channels, such as its website or direct shipping programs.

AI Analysis | Feedback

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AI Analysis | Feedback

Aaron Day, Chief Executive Officer

Aaron Day brings over two decades of executive leadership experience, with a track record of successfully scaling companies across multiple industries, including technology and industrial manufacturing. He previously served as CEO of several companies, including Trend, and held key leadership roles with organizations such as Canva, where he contributed to its growth within the digital design space. Day previously led Amaze Software, Inc., which was acquired by Fresh Vine Wine, Inc., resulting in the formation of Amaze Holdings, Inc..

Keith Johnson, Chief Financial Officer

Keith Johnson is an accomplished senior executive and corporate officer with experience in business and technology management, accounting systems, financial controls, and business development. He most recently served as Chief Financial Officer of Fresh Vine Wine. Prior to that, he held various leadership positions at Watertech Equipment & Sales, Hudson Technologies, Efficiency Technologies, and YRT. Johnson also serves on the board of directors for Amergent Hospitality Group Inc., where he is the chairman of its audit committee and a member of its compensation committee.

Gwan Yip, Chief Product Officer

Gwan Yip brings extensive experience in e-commerce, product development, and technology innovation to Amaze. He began his career by establishing e-commerce divisions for fashion retailers in the early 2000s. Later, Yip founded a product-focused development agency and served as CEO and Co-Founder of Core3D, a web-based 3D design platform that partnered with brands like Theory and Brooks Brothers.

Danielle Pederson, Senior Vice President of Marketing

Danielle Pederson has over 15 years of marketing leadership experience, with deep expertise in brand development, demand generation, and community engagement. Before joining Amaze, she led strategic marketing initiatives across a range of industries, aligning creative vision with data-driven execution.

Michael Pruitt, Vice-Chairman of the Board

Michael Pruitt serves as the Vice-Chairman of the Board for Amaze, and he played a role in the new officer appointments for Amaze Holdings, Inc..

AI Analysis | Feedback

The key risks to Amaze (AMZE), based on its description as Fresh Vine Wine, Inc., a producer and seller of low-carb and low-calorie wines, are as follows:

Key Business Risks for Amaze (AMZE)

  1. Intense Competition and Shifting Consumer Preferences: Fresh Vine Wine operates in a specialized segment of the highly competitive wine market (low-carb, low-calorie wines). The business is vulnerable to rapid changes in consumer health trends, dietary preferences, and overall alcohol consumption patterns, which could significantly impact demand for its niche products. The broader wine industry is also experiencing declining sales among younger demographics and increasing negative perceptions of wine's health benefits, potentially affecting all wine categories, including specialized ones.
  2. Dependence on the Three-Tier Distribution System: In the United States, Fresh Vine Wine relies heavily on a three-tier distribution system involving third-party distributors to reach its wholesale and retail channels. Consolidation among these distributors or retailers, or a decrease in demand from distributors, could materially and adversely affect the company's sales and profitability.
  3. Supply Chain Vulnerabilities and Production Challenges: As a wine producer, Fresh Vine Wine faces inherent risks related to securing a consistent supply of quality grapes, which can be impacted by climate variability, adverse weather patterns, pests, and diseases. Furthermore, the wine industry broadly experiences supply chain disruptions, including shortages of raw materials like bottles, and labor challenges, which can lead to increased production costs and limit capacity.

AI Analysis | Feedback

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AI Analysis | Feedback

The public company Amaze (symbol: AMZE), which previously operated as Fresh Vine Wine, Inc., has undergone a significant business transformation. While the company initially focused on producing and selling low-carb and low-calorie wines, its main products and services have shifted following a merger with Amaze Software, Inc. in March 2025. The company is now primarily a creator-powered commerce platform. For its current main business, the creator-powered commerce platform, the global total addressable market is estimated to be $3 trillion. For its legacy wine products, the "better-for-you" sector of the U.S. wine market, which includes low-calorie wines, reached $788.5 million in sales in 2023. This segment has shown impressive double-digit growth. The broader U.S. organic wine market was estimated at $1,012.5 million in 2024 and is projected to grow at a compound annual growth rate (CAGR) of 10.2% from 2025 to 2030.

AI Analysis | Feedback

Amaze Holdings, Inc. (AMZE), formerly Fresh Vine Wine, Inc., has undergone a significant strategic transformation, pivoting its business model through the acquisition of Amaze Software, Inc.. This shift positions Amaze as a creator-powered commerce platform, and its future revenue growth over the next 2-3 years is expected to be driven primarily by the following factors:

  1. Expansion of the Creator-Powered Commerce Platform: Amaze is focused on growing its creator base and expanding the range of products and services offered through its platform. The company reported significant growth with 1.4 million new creators joining the platform in 2024, and it continues to provide tools for product creation, marketing, and sales to help creators monetize their influence. This expansion of the platform is central to increasing revenue opportunities for creators and, consequently, for Amaze Holdings, Inc..
  2. Global Market Expansion and Enhanced Fulfillment Capabilities: The company has expanded its global fulfillment capabilities by adding new facilities in key international markets such as India and Mexico. These expanded capabilities are expected to facilitate access to high-growth markets, improve logistics, and accelerate revenue growth by enabling creators to reach a wider international audience.
  3. Strategic Partnerships and Platform Integrations: Amaze has formed strategic partnerships, including those with Adobe Express and Pietra, and integrated its platform with major social media channels like YouTube, TikTok Shops, Twitch, Discord, OnlyFans, and LinkTree. These collaborations are anticipated to broaden the company's distribution channels and unlock new revenue streams by increasing the reach and engagement of its creator network.
  4. Introduction of New Product Categories for Creators: A key outcome of the merger is the ability for Amaze to introduce wine and spirits into its product catalog, allowing creators to launch their own branded selections through the platform. This expansion into premium product lines, leveraging Fresh Vine Wine's expertise, creates new and diversified revenue opportunities by enabling creators to deepen fan connections with exclusive, custom-branded items.
  5. Operational Efficiencies and Synergy from the Acquisition: The strategic integration of Amaze Software's digital commerce platform is expected to generate cost savings through operational efficiencies and back-office consolidation. While directly impacting profitability, these efficiencies are also cited as supporting stronger revenue potential by enabling the company to scale operations more effectively and invest in new distribution channels and product innovation.

AI Analysis | Feedback

Share Issuance

  • Fresh Vine Wine, Inc. completed an Initial Public Offering (IPO) in December 2021, selling 2,200,000 shares of common stock at $10.00 per share, raising approximately $22 million.
  • The company concluded a subscription rights offering in March 2023, generating net proceeds of approximately $2.7 million.
  • In the first half of 2025, Amaze Holdings, Inc. (formerly Fresh Vine Wine, Inc.) raised $855,000 from a preferred stock offering and $4,732,000 from the issuance of notes payable.

Inbound Investments

  • Fresh Vine Wine, Inc. received approximately $22 million in funding from its Initial Public Offering (IPO) in December 2021.
  • On February 6, 2025, the company secured a $1.5 million Post IPO funding round.
  • Amaze Holdings, Inc. entered into a securities purchase agreement with Parler Cloud, resulting in a $6.0 million investment in exchange for shares and a warrant to purchase additional shares.

Outbound Investments

  • Fresh Vine Wine, Inc. completed the strategic acquisition of Amaze Software, Inc. in March 2025, subsequently changing its corporate name to Amaze Holdings, Inc. and its ticker symbol to AMZE.
  • The aggregate merger consideration for the acquisition of Amaze Software included 750,000 shares of Series D Convertible Preferred Stock and warrants to purchase 8,750,000 shares of common stock.
  • This business combination contributed approximately $98 million in goodwill and intangibles to Amaze Holdings, Inc.

Capital Expenditures

  • The company's wine segment maintains an "asset-light" operating model, utilizing third-party partners for grape sourcing, production, and bottling, which minimizes capital expenditure.
  • In fiscal year 2022, Fresh Vine Wine, Inc. invested $3.7 million in inventory as a strategy to mitigate industry supply chain disruptions.
  • Net cash used in investing activities was approximately $308,000 for the six months ended June 30, 2025, primarily due to the issuance of a note receivable related to the Amaze Software acquisition.

Better Bets vs. Amaze (AMZE)

Trade Ideas

Select ideas related to AMZE.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
PLTR_4302026_Monopoly_xInd_xCD_Getting_Cheaper04302026PLTRPalantir TechnologiesMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
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ADSK_4102026_Dip_Buyer_FCFYield04102026ADSKAutodeskDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
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8.5%8.5%0.0%
BSY_4102026_Dip_Buyer_FCFYield04102026BSYBentley SystemsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
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ENPH_4102026_Dip_Buyer_ValueBuy04102026ENPHEnphase EnergyDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
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BL_4102026_Dip_Buyer_High_CFO_Margins_ExInd_DE04102026BLBlackLineDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
3.2%3.2%-3.0%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

AMZESHOPETSYGDDYMedian
NameAmaze Shopify Etsy GoDaddy  
Mkt Price0.15105.0160.8992.2476.56
Mkt Cap0.0136.95.912.39.1
Rev LTM212,3662,8645,0243,944
Op Inc LTM-242,1054081,202805
FCF LTM-192,1206731,6411,157
FCF 3Y Avg-81,6336791,3421,010
CFO LTM-192,1477251,6661,196
CFO 3Y Avg-81,6587261,3791,052

Growth & Margins

AMZESHOPETSYGDDYMedian
NameAmaze Shopify Etsy GoDaddy  
Rev Chg LTM832.8%31.8%3.2%7.8%19.8%
Rev Chg 3Y Avg238.2%28.0%2.9%6.8%17.4%
Rev Chg Q679.0%34.3%3.1%6.1%20.2%
QoQ Delta Rev Chg LTM20.8%7.0%0.7%1.5%4.2%
Op Inc Chg LTM-518.3%45.9%-0.4%22.1%10.9%
Op Inc Chg 3Y Avg-144.3%164.0%3.3%31.7%17.5%
Op Mgn LTM-989.5%17.0%14.3%23.9%15.6%
Op Mgn 3Y Avg-1,042.4%12.4%13.8%20.5%13.1%
QoQ Delta Op Mgn LTM32.2%0.7%0.7%0.9%0.8%
CFO/Rev LTM-811.5%17.4%25.3%33.2%21.3%
CFO/Rev 3Y Avg-723.8%16.9%25.9%29.3%21.4%
FCF/Rev LTM-817.5%17.1%23.5%32.7%20.3%
FCF/Rev 3Y Avg-725.8%16.6%24.3%28.5%20.4%

Valuation

AMZESHOPETSYGDDYMedian
NameAmaze Shopify Etsy GoDaddy  
Mkt Cap0.0136.95.912.39.1
P/S2.311.12.02.52.4
P/Op Inc-0.265.014.310.312.3
P/EBIT-0.165.014.110.012.1
P/E-0.1102.820.614.217.4
P/CFO-0.363.78.17.47.7
Total Yield-1,093.0%1.0%4.9%7.1%2.9%
Dividend Yield0.0%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg-554.0%1.3%12.0%8.7%5.0%
D/E1.20.00.50.30.4
Net D/E1.1-0.00.30.20.2

Returns

AMZESHOPETSYGDDYMedian
NameAmaze Shopify Etsy GoDaddy  
1M Rtn-12.7%-22.3%-5.1%5.3%-8.9%
3M Rtn-60.9%-13.7%38.2%1.9%-5.9%
6M Rtn-46.3%-28.1%14.6%-25.8%-26.9%
12M Rtn-98.3%-1.3%29.1%-51.0%-26.2%
3Y Rtn-98.7%74.4%-31.7%28.9%-1.4%
1M Excs Rtn-15.8%-25.1%-11.8%-1.1%-13.8%
3M Excs Rtn-70.1%-23.5%18.2%-4.3%-13.9%
6M Excs Rtn-71.8%-36.4%0.1%-37.7%-37.0%
12M Excs Rtn-123.0%-28.4%4.8%-76.1%-52.2%
3Y Excs Rtn-178.4%-9.2%-117.5%-51.1%-84.3%

Comparison Analyses

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Financials

Price Behavior

Price Behavior
Market Price$0.15 
Market Cap ($ Bil)0.0 
First Trading Date12/14/2021 
Distance from 52W High-98.7% 
   50 Days200 Days
DMA Price$0.18$1.00
DMA Trenddowndown
Distance from DMA-20.1%-85.3%
 3M1YR
Volatility139.0%1,942.1%
Downside Capture626.39205.94
Upside Capture108.19-330.63
Correlation (SPY)20.2%-8.1%
AMZE Betas & Captures as of 4/30/2026

 1M2M3M6M1Y3Y
Beta0.370.651.333.16-13.34-2.22
Up Beta-1.38-0.730.904.721.43-0.14
Down Beta-4.800.04-0.492.01-33.17-3.97
Up Capture-10%-114%-58%10%-71%-4%
Bmk +ve Days15223166141428
Stock +ve Days813214489317
Down Capture1460%339%332%275%117%110%
Bmk -ve Days4183056108321
Stock -ve Days13294279159422

[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 AMZE
AMZE-98.4%1,942.1%0.81-
Sector ETF (XLK)52.2%20.6%1.93-6.1%
Equity (SPY)26.2%12.1%1.62-8.3%
Gold (GLD)40.2%26.8%1.245.2%
Commodities (DBC)46.2%18.7%1.8916.2%
Real Estate (VNQ)11.1%13.4%0.54-6.9%
Bitcoin (BTCUSD)-27.4%41.8%-0.652.0%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with AMZE
AMZE-75.7%931.0%0.38-
Sector ETF (XLK)22.6%24.8%0.80-0.8%
Equity (SPY)14.1%17.0%0.65-1.2%
Gold (GLD)19.5%18.0%0.894.2%
Commodities (DBC)11.1%19.4%0.468.2%
Real Estate (VNQ)4.0%18.8%0.11-0.8%
Bitcoin (BTCUSD)9.1%55.6%0.371.5%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with AMZE
AMZE-50.6%931.0%0.38-
Sector ETF (XLK)25.0%24.4%0.92-0.8%
Equity (SPY)15.5%17.9%0.74-1.2%
Gold (GLD)13.1%16.0%0.684.2%
Commodities (DBC)7.9%17.9%0.368.2%
Real Estate (VNQ)5.4%20.7%0.23-0.8%
Bitcoin (BTCUSD)67.1%66.9%1.061.5%

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

Short Interest

Short Interest: As Of Date4302026
Short Interest: Shares Quantity0.9 Mil
Short Interest: % Change Since 4152026-42.5%
Average Daily Volume2.3 Mil
Days-to-Cover Short Interest1
Basic Shares Quantity35.8 Mil
Short % of Basic Shares2.6%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
11/14/2025-9.1%-39.2%-20.2%
8/15/20251.5%-10.7%-23.8%
11/15/20220.4%-1.6%-18.6%
SUMMARY STATS   
# Positive200
# Negative133
Median Positive0.9%  
Median Negative-9.1%-10.7%-20.2%
Max Positive1.5%  
Max Negative-9.1%-39.2%-23.8%

SEC Filings

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Report DateFiling DateFiling
03/31/202605/15/202610-Q
12/31/202504/01/202610-K
09/30/202511/14/202510-Q
06/30/202508/14/202510-Q
03/31/202505/20/202510-Q
12/31/202403/31/202510-K
09/30/202411/14/202410-Q
06/30/202408/14/202410-Q
03/31/202405/14/202410-Q
12/31/202303/08/202410-K
09/30/202311/14/202310-Q
06/30/202308/14/202310-Q
03/31/202305/22/202310-Q
12/31/202203/31/202310-K
09/30/202211/14/202210-Q
06/30/202208/12/202210-Q

Recent Forward Guidance [BETA]

Latest: Q3 2025 Earnings Reported 11/14/2025

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q4 2025 Revenue Growth      
Q4 2025 Revenue      
Q4 2025 Net Income      
Q1 2026 Net Income      

Prior: Q2 2025 Earnings Reported 8/15/2025

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q3 2025 Net Revenue      
Q4 2025 Net Revenue      
Q4 2025 Net Income      
Q1 2026 Net Income      

Insider Activity

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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Day, AaronChief Executive OfficerDirectBuy112620250.30335,440100,598172,537Form
2Day, AaronHeld by Day Family TrustBuy61220250.4473,71632,22132,221Form