HUCK Home Investment Highlights Valuation & Metrics Price Chart Why The Stock Moved Return vs. Risk About HUCK Interactive Breakdown Better Bets vs. HUCK Peer Outperformance Latest Trefis Analyses Trade Ideas More From Trefis Peer Comparisons FDIC Bank Data FDA Approved Drugs Data Clinical Pipeline Financials Segment Financials Price Behavior Short Interest Earnings Returns History SEC Filings Forward Guidance Insider Activity Investor Activity (13F) Trade Sentinel Investor Videos Industry Resource Links External Quote Links

    Huckleberry.ai (HUCK)

    Market Price (10/17/2026): $3.1 | Market Cap: $120.4 MilSector: Information Technology | Industry: Application Software

    Huckleberry.ai (HUCK)

    Market Price (10/17/2026): $3.1
    Market Cap: $120.4 Mil
    Sector: Information Technology
    Industry: Application Software

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

    0

    Low stock price volatility
    Vol 12M is 33%

    Megatrend and thematic drivers
    Megatrends include Artificial Intelligence, and Autonomous Technologies. Themes include AI Software Platforms, and Machine Learning.

    Weak multi-year price returns
    2Y Excs Rtn is -43%, 3Y Excs Rtn is -87%

    Meaningful short interest
    Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 16%

    Not profitable at operating income level
    Op Inc LTMOperating Income, Last Twelve Months is -60 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -19%

    Significant share based compensation
    SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 19%

    Not cash flow generative
    CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -3.9%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -7.0%

    Key risks
    HUCK key risks include [1] a fundamental uncertainty in its future strategy after divesting its core business, Show more.

    0 Low stock price volatility
    Vol 12M is 33%
    1 Megatrend and thematic drivers
    Megatrends include Artificial Intelligence, and Autonomous Technologies. Themes include AI Software Platforms, and Machine Learning.
    2 Weak multi-year price returns
    2Y Excs Rtn is -43%, 3Y Excs Rtn is -87%
    3 Meaningful short interest
    Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 16%
    4 Not profitable at operating income level
    Op Inc LTMOperating Income, Last Twelve Months is -60 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -19%
    5 Significant share based compensation
    SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 19%
    6 Not cash flow generative
    CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -3.9%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -7.0%
    7 Key risks
    HUCK key risks include [1] a fundamental uncertainty in its future strategy after divesting its core business, Show more.

    HUCK in ETFs

    Weight = HUCK's share of each fund

    VTI0.00%
    IWM0.00%
    IWN0.67%
    IWO0.00%
    SCHA0.00%
    SCHB0.00%
    IWV0.00%

    Valuation & Metrics

    FYE: 1/31HUCK [1]S&P 500 [2]
    REVENUE GROWTH
    LTM Revenue [3]$318.5 Mil—
    FY 2027 Sales$312.3 Mil—
    FY 2028 Sales$314.4 Mil—
    FY 2027 Sales Growth-1.9%—
    FY 2028 Sales Growth0.7%13.4%
    EARNINGS
    LTM Net Income (GAAP) [3]$-82.9 Mil—
    FY 2027 Net Income (Non-GAAP)$2.8 Mil—
    FY 2028 Net Income (Non-GAAP)$2.2 Mil—
    FY 2028 Net Income Growth-20.4%19.1%
    FY 2027 EPS (Non-GAAP)$0.07—
    FY 2028 EPS (Non-GAAP)$0.05—
    FY 2028 EPS Growth-20.4%—
    VALUATION
    FY 2027 P/S0.41.7
    FY 2028 P/S0.4—
    FY 2027 P/E43.57.7
    FY 2028 P/E54.6—

    [1] HUCK forward figures are analyst consensus for the next two fiscal years (fiscal year end 1/31). Net Income and EPS are non-GAAP (adjusted) consensus. P/S and P/E divide the current market cap by the consensus figure.
    [2] S&P 500 figures are the SPY ETF's holdings-weighted forward aggregate. P/S and P/E reflect FY1/FY2 consensus blended to the 12-month window ending 10/31/27 (~one year forward), shown when ≥90% of index weight has estimates. Growth is the aggregate next-fiscal-year vs current-fiscal-year (FY1→FY2) change. Index-level dollar Sales, Net Income and EPS are not applicable.
    [3] LTM = reported trailing-twelve-month actuals (GAAP).
    null

    AI Analysis | Feedback

    MetricValueDateSource
    Net Operating Loss Carryforwardsover $900 million9222026Link

    Price Chart

    No Events

    Why The Stock Moved

    Qualitative Assessment

    AI Analysis | Feedback

    Updated on 10/14/2026

    Huckleberry.ai (HUCK) stock has lost about 10% since it went public on 9/25/2026 because of the following key factors:

    1. Significant Earnings Miss. Huckleberry.ai reported an earnings per share of -0.21 USD for the last reported fiscal quarter, significantly missing the analyst estimation of 0.00 USD, which resulted in a -12,100% surprise. This substantial earnings miss likely dampened investor confidence shortly after the company's rebranding to Huckleberry.ai in September 2026.

    2. Broader AI Sector Correction and Rising Interest Rates. The period from late September to mid-October 2026 was marked by a broader negative sentiment in the technology and AI sectors. "Sharp swings in AI stocks whipsawed equity books" in September 2026. This was exacerbated by news on October 8, 2026, that OpenAI's revenue was reportedly lower than investor expectations, triggering an "AI selloff" that saw the Nasdaq Composite fall 1.25%. Concurrently, rising interest rates placed considerable pressure on growth-oriented stocks, with the 10-year Treasury yield climbing to its highest level since 2002 in September 2026.

    Show more
    Updated on 10/14/2026

    Huckleberry.ai (HUCK) stock has lost about 10% since it went public on 9/25/2026 because of the following key factors:

    1. Significant Earnings Miss. Huckleberry.ai reported an earnings per share of -0.21 USD for the last reported fiscal quarter, significantly missing the analyst estimation of 0.00 USD, which resulted in a -12,100% surprise. This substantial earnings miss likely dampened investor confidence shortly after the company's rebranding to Huckleberry.ai in September 2026.

    2. Broader AI Sector Correction and Rising Interest Rates. The period from late September to mid-October 2026 was marked by a broader negative sentiment in the technology and AI sectors. "Sharp swings in AI stocks whipsawed equity books" in September 2026. This was exacerbated by news on October 8, 2026, that OpenAI's revenue was reportedly lower than investor expectations, triggering an "AI selloff" that saw the Nasdaq Composite fall 1.25%. Concurrently, rising interest rates placed considerable pressure on growth-oriented stocks, with the 10-year Treasury yield climbing to its highest level since 2002 in September 2026.

    3. Historical Underperformance and High Volatility. The company, formerly known as Domo, Inc., has a history of significant stock depreciation, with HUCK stock showing a -76.48% decrease over the last year and reaching an all-time low of $1.84 on June 16, 2026. This long-term trend of underperformance, coupled with the stock's high volatility (evidenced by a beta coefficient of 2.72), likely contributed to investor caution and magnified price movements following the company's rebranding and through the specified period.

    Show less
    Holding a concentrated position? Know your true downside before the momentum shifts.
    Protect Your Wealth →

    Stock Movement Drivers

    Fundamental Drivers

    null
    null

    Market Drivers

    6/30/2026 to 10/16/2026
    ReturnCorrelation
    HUCK  
    Market (SPY)2.2%39.2%
    Sector (XLK)-3.7%21.5%

    Fundamental Drivers

    null
    null

    Market Drivers

    3/31/2026 to 10/16/2026
    ReturnCorrelation
    HUCK  
    Market (SPY)17.7%39.2%
    Sector (XLK)38.2%21.5%

    Fundamental Drivers

    null
    null

    Market Drivers

    9/30/2025 to 10/16/2026
    ReturnCorrelation
    HUCK  
    Market (SPY)15.5%39.2%
    Sector (XLK)30.7%21.5%

    Fundamental Drivers

    null
    null

    Market Drivers

    9/30/2023 to 10/16/2026
    ReturnCorrelation
    HUCK  
    Market (SPY)84.7%39.2%
    Sector (XLK)127.8%21.5%

    Return vs. Risk

    Price Returns Compared

     202120222023202420252026Total [1]
    Returns
    HUCK Return------5%-5%
    Peers Return-3%-52%104%76%22%12%128%
    S&P 500 Return27%-19%24%23%16%14%108%

    Monthly Win Rates [3]
    HUCK Win Rate-----0% 
    Peers Win Rate50%33%57%50%48%54% 
    S&P 500 Win Rate75%42%67%75%67%50% 

    Max Drawdowns [4]
    HUCK Max Drawdown------ 
    Peers Max Drawdown-41%-58%-27%-34%-39%-41% 
    S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 

    [1] Cumulative total returns since the beginning of 2021
    [2] Peers: PLTR, AI, SNOW, CRM, MSFT.
    [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 10/16/2026 (YTD)

    How Low Can It Go

    HUCK has limited trading history. Below is the Information Technology sector ETF (XLK) in its place.

    EventXLKS&P 500
    2025 US Tariff Shock
      % Loss-25.7%-18.8%
      % Gain to Breakeven34.5%23.1%
      Time to Breakeven65 days79 days
    2024 Yen Carry Trade Unwind
      % Loss-17.0%-7.8%
      % Gain to Breakeven20.4%8.5%
      Time to Breakeven92 days18 days
    Summer-Fall 2023 Five Percent Yield Shock
      % Loss-10.0%-9.5%
      % Gain to Breakeven11.2%10.5%
      Time to Breakeven15 days24 days
    2022 Inflation Shock & Fed Tightening
      % Loss-33.1%-24.5%
      % Gain to Breakeven49.5%32.4%
      Time to Breakeven246 days427 days
    2020 COVID-19 Crash
      % Loss-31.2%-33.7%
      % Gain to Breakeven45.2%50.9%
      Time to Breakeven78 days140 days
    Q4 2018 Fed Policy Error / Growth Scare
      % Loss-23.8%-19.2%
      % Gain to Breakeven31.2%23.8%
      Time to Breakeven100 days105 days

    Compare to PLTR, AI, SNOW, CRM, MSFT

    In The Past

    State Street Technology Select Sector SPDR ETF's stock fell -25.7% during the 2025 US Tariff Shock. Such a loss loss requires a 34.5% 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.

    HUCK has limited trading history. Below is the Information Technology sector ETF (XLK) in its place.

    EventXLKS&P 500
    2025 US Tariff Shock
      % Loss-25.7%-18.8%
      % Gain to Breakeven34.5%23.1%
      Time to Breakeven65 days79 days
    2022 Inflation Shock & Fed Tightening
      % Loss-33.1%-24.5%
      % Gain to Breakeven49.5%32.4%
      Time to Breakeven246 days427 days
    2020 COVID-19 Crash
      % Loss-31.2%-33.7%
      % Gain to Breakeven45.2%50.9%
      Time to Breakeven78 days140 days
    Q4 2018 Fed Policy Error / Growth Scare
      % Loss-23.8%-19.2%
      % Gain to Breakeven31.2%23.8%
      Time to Breakeven100 days105 days
    2008-2009 Global Financial Crisis
      % Loss-51.5%-53.4%
      % Gain to Breakeven106.2%114.4%
      Time to Breakeven797 days1085 days

    Compare to PLTR, AI, SNOW, CRM, MSFT

    In The Past

    State Street Technology Select Sector SPDR ETF's stock fell -25.7% during the 2025 US Tariff Shock. Such a loss loss requires a 34.5% 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 Huckleberry.ai (HUCK)

    Huckleberry.ai (HUCK) operates a cloud-based business intelligence platform designed to digitally connect various facets of an organization, from leadership to frontline staff. Its core offering provides real-time access to data and insights, enabling improved decision-making and operational management across the enterprise.

    The company's platform serves as a central hub, integrating people, data, and systems within an organization. A key feature is the ability for users to manage their business directly from smartphones, offering flexibility and immediate access to critical information. Huckleberry.ai caters to a wide range of customers, targeting businesses and organizations across the United States, Japan, and other international markets.

    AI Analysis | Feedback

    1. Like a Microsoft Power BI or Google Looker dashboard for your entire organization, providing real-time insights on your smartphone.

    2. Salesforce's Tableau, but designed to connect every employee to real-time business data and insights on their smartphone.

    AI Analysis | Feedback

    • Cloud-based Business Intelligence Platform: This platform digitally connects stakeholders from top executives to frontline employees, providing real-time data and insights to manage business operations from various devices, including smartphones.

    AI Analysis | Feedback

    null

    AI Analysis | Feedback

    null

    AI Analysis | Feedback

    null

    AI Analysis | Feedback

    Here are the key risks to Huckleberry.ai (symbol: HUCK):

    1. Uncertainty of Future Business Operations and Strategy: Huckleberry.ai, formerly known as Domo, Inc., has divested its core operating business, a cloud-based business intelligence platform, to Progress Software. The company is now evaluating opportunities to deploy its capital and significant net operating loss (NOL) carryforwards. This fundamental change leaves Huckleberry.ai without an established core business, creating substantial uncertainty regarding its future strategic direction, revenue generation, and long-term viability.
    2. Risks Related to Capital Deployment and Utilization of Tax Assets: Huckleberry.ai currently holds approximately $221 million in cash and retains over $900 million in net operating loss carryforwards. The company's success heavily depends on its board's ability to identify, evaluate, and successfully execute new ventures or investments that can effectively deploy this capital and strategically utilize its NOLs. There is an inherent risk that the company may not find suitable opportunities or that any new ventures may not generate sufficient returns, potentially impacting shareholder value.
    3. Execution Risk for New Ventures/Investments: As Huckleberry.ai embarks on a new chapter without its previous operational infrastructure and business model, any future strategic shift towards new business areas or significant investments will carry inherent execution risks. The successful implementation of new plans, the ability to build new operational capabilities, and the competition in any chosen markets will be critical for the company's future performance.

    AI Analysis | Feedback

    null

    AI Analysis | Feedback

    null

    AI Analysis | Feedback

    null

    AI Analysis | Feedback

    null

    Recent Active Movers

    Top Gainers

    TickerCompanyMkt Cap (B)1W RtnYTD Rtn
    LQDALiquidia3.125.5%-0.4%
    FIGSFIGS3.221.2%68.3%
    CBRLCracker Barrel Old Country Store1.520.5%178.1%
    BHBiglari1.419.3%30.6%
    BH-ABiglari1.317.0%21.0%
    BBWIBath & Body Works4.016.1%3.3%
    BLMNBloomin Brands0.915.7%61.3%
    FICOFair Isaac17.515.5%-54.4%
    FIZZNational Beverage3.314.5%21.3%
    GRNTGranite Ridge Resources0.714.3%23.9%

    Top Losers

    TickerCompanyMkt Cap (B)1W RtnYTD Rtn
    CTNMContineum Therapeutics0.3-47.1%-38.1%
    QMCOQuantum0.4-39.3%186.5%
    NUAINew Era Energy & Digital0.3-33.8%6.1%
    CIFRCipher Digital3.7-33.6%-39.2%
    BRUNBoost Run0.5-32.5%-57.6%
    BLZEBackblaze0.5-32.2%84.5%
    FMCFMC0.7-32.2%-58.3%
    AAOIApplied Optoelectronics6.2-31.1%116.8%
    INDIIndie Semiconductor0.4-30.0%-48.4%
    SHAZSharonAI0.5-29.9%-71.3%

    Top Gainers

    TickerCompanyMkt Cap (B)1M RtnYTD Rtn
    MYPSPLAYSTUDIOS0.5716.5%507.4%
    KODKodiak Sciences5.4161.0%206.7%
    CBRLCracker Barrel Old Country Store1.558.2%178.1%
    PCRXPacira BioSciences1.448.4%40.4%
    GRALGRAIL5.147.4%37.6%
    SGSweetgreen1.246.8%48.5%
    FIGSFIGS3.246.4%68.3%
    PTCPTC22.143.5%10.8%
    RXORXO4.941.9%126.3%
    TTANServiceTitan7.238.2%-29.6%

    Top Losers

    TickerCompanyMkt Cap (B)1M RtnYTD Rtn
    CTVACorteva8.6-84.2%-80.7%
    EMATEvolution Metals & Technologies1.0-61.7%-92.8%
    XNDUXanadu Quantum Technologies0.9-60.3%-73.6%
    GLASGlass House Brands0.3-60.1%-64.0%
    EOSEEos Energy Enterprises0.6-54.3%-84.1%
    SHAZSharonAI0.5-53.1%-71.3%
    QUREuniQure1.4-50.6%-9.0%
    LQDALiquidia3.1-49.8%-0.4%
    BLSMBlossomHill Therapeutics0.4-48.0%-12.9%
    NKTRNektar Therapeutics1.2-47.7%-15.4%

    More From Trefis

    Research & Analysis

    Invest in Strategies

    Wealth Management

    Peer Comparisons

    Peers to compare with:

    Financials

    HUCKPLTRAISNOWCRMMSFTMedian
    NameHucklebe.Palantir.C3.ai SnowflakeSalesfor.Microsoft 
    Mkt Price3.10184.1411.26305.00239.45527.06211.79
    Mkt Cap-441.91.7106.5196.33,913.9196.3
    Rev LTM3186,1562325,43543,938331,8395,795
    Op Inc LTM-602,635-460-1,2379,455155,2371,287
    FCF LTM-223,358-1561,19315,15466,9872,276
    FCF 3Y Avg-181,921-10591413,03770,8901,418
    CFO LTM-133,400-1551,25315,750182,9352,327
    CFO 3Y Avg-81,946-9999413,664145,8821,470

    Growth & Margins

    HUCKPLTRAISNOWCRMMSFTMedian
    NameHucklebe.Palantir.C3.ai SnowflakeSalesfor.Microsoft 
    Rev Chg LTM0.0%78.9%-37.5%32.0%11.2%17.8%14.5%
    Rev Chg 3Y Avg9.5%46.3%-1.5%30.5%9.9%16.1%13.0%
    Rev Chg Q0.1%92.8%-25.5%35.1%10.8%17.7%14.3%
    QoQ Delta Rev Chg LTM0.0%17.8%-7.1%8.0%2.6%4.3%3.4%
    Op Inc Chg LTM-5.4%362.6%-22.2%19.7%12.8%20.8%16.2%
    Op Inc Chg 3Y Avg1.1%333.7%-16.6%-9.3%31.8%20.6%10.9%
    Op Mgn LTM-18.9%42.8%-198.1%-22.8%21.5%46.8%1.3%
    Op Mgn 3Y Avg-23.6%23.7%-132.2%-32.9%20.6%45.7%-1.5%
    QoQ Delta Op Mgn LTM0.0%4.7%-3.3%3.4%-0.3%-0.0%0.0%
    CFO/Rev LTM-3.9%55.2%-66.5%23.1%35.8%55.1%29.5%
    CFO/Rev 3Y Avg-2.7%44.7%-35.6%23.7%34.1%50.6%28.9%
    FCF/Rev LTM-7.0%54.6%-67.0%22.0%34.5%20.2%21.1%
    FCF/Rev 3Y Avg-5.7%44.1%-37.7%21.7%32.5%25.3%23.5%

    Valuation

    HUCKPLTRAISNOWCRMMSFTMedian
    NameHucklebe.Palantir.C3.ai SnowflakeSalesfor.Microsoft 
    Mkt Cap-441.91.7106.5196.33,913.9196.3
    P/S-71.87.519.64.511.811.8
    P/Op Inc-167.7-3.8-86.120.825.220.8
    P/EBIT-167.7-3.8-99.915.523.215.5
    P/E-146.5-3.9-97.720.329.320.3
    P/CFO-130.0-11.385.012.521.421.4
    Total Yield-0.7%-25.4%-1.0%5.7%4.1%0.7%
    Dividend Yield-0.0%0.0%0.0%0.8%0.7%0.0%
    FCF Yield 3Y Avg-1.0%-5.1%1.4%6.0%2.2%1.4%
    D/E-0.00.00.00.20.00.0
    Net D/E--0.0-0.40.00.2-0.0-0.0

    Returns

    HUCKPLTRAISNOWCRMMSFTMedian
    NameHucklebe.Palantir.C3.ai SnowflakeSalesfor.Microsoft 
    1M Rtn-8.0%5.6%6.6%-7.9%-4.3%7.5%0.7%
    3M Rtn-8.0%39.1%27.7%13.4%40.5%34.1%30.9%
    6M Rtn-8.0%25.8%21.9%111.8%32.0%25.2%25.5%
    12M Rtn-8.0%3.4%-37.7%27.1%-1.8%3.9%0.8%
    3Y Rtn-8.0%932.2%-57.2%91.4%16.3%62.4%39.4%
    1M Excs Rtn-10.2%2.3%2.2%-12.1%-3.6%3.7%-0.7%
    3M Excs Rtn-12.9%31.7%25.9%6.3%33.2%26.4%26.2%
    6M Excs Rtn-17.6%16.3%12.4%102.3%22.5%15.6%16.0%
    12M Excs Rtn-25.1%-14.3%-58.5%9.7%-14.9%-13.5%-14.6%
    3Y Excs Rtn-86.6%850.0%-135.8%8.6%-60.0%-15.8%-37.9%

    Comparison Analyses

    null

    Financials

    $ Mil | FY: 1/312025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q12022Q4
    Period End10/31/20247/31/20244/30/20241/31/202410/31/20237/31/20234/30/20231/31/202310/31/20227/31/20224/30/20221/31/2022
    Filing Date12/10/20249/6/20246/7/20243/28/202412/8/20239/5/20236/9/20233/27/202312/9/20229/8/20226/8/20223/23/2022
    Key Financials Quarterly            
    Total Revenue807880808080798079767470
    Ebitda-9-12-19-11-10-9-18-14-17-24-27-28
    Operating Income-11-14-21-13-11-11-20-15-19-25-29-30
    Net Income-19-19-26-19-16-16-24-20-24-29-33-33
    EPS-0.48-0.51-0.69-0.51-0.45-0.45-0.69-0.57-0.69-0.86-0.99-1.01
    Key Financials TTM            
    Total Revenue TTM318318320319318318314309299285272258
    Ebitda TTM-51-52-49-48-51-59-74-82-97-103-96-83
    Operating Income TTM-60-60-56-55-57-64-79-88-102-109-102-88
    Net Income TTM-83-81-77-76-77-84-97-106-119-124-117-102
    Growth Rates Quarterly            
    Total Revenue Growth0.1%-1.6%0.8%0.7%0.8%5.5%6.7%13.8%21.4%20.2%24.0%23.1%
    EBITDA Growth7.9%-33.2%-4.8%21.8%44.4%62.4%32.6%49.7%26.5%-37.7%-94.1%-81.9%
    Operating Income Growth1.2%-36.6%-8.8%15.7%39.4%57.8%31.2%48.3%25.9%-35.2%-91.5%-77.5%
    Net Income Growth-14.3%-21.3%-6.6%5.7%30.8%44.9%25.8%40.4%16.8%-31.0%-81.7%-69.5%
    Margins Quarterly            
    EBITDA Margin-11.1%-15.3%-23.8%-13.9%-12.0%-11.3%-22.9%-17.9%-21.8%-31.7%-36.3%-40.5%
    Operating Income Margin-13.9%-18.5%-26.8%-16.3%-14.1%-13.3%-24.8%-19.4%-23.4%-33.3%-38.5%-42.8%
    Net Income Margin-23.5%-24.9%-32.5%-23.3%-20.6%-20.2%-30.7%-24.9%-30.0%-38.6%-44.2%-47.5%
    Cash & Debt            
    Total Cash415257575460626367808484
    Total Debt129130130129129129129129127127126124
    Net Debt / (Cash)887872727569666659474241
    Cash Flows Quarterly            
    FCF from Operations-14-625-411-3-6-211
    Cash Flows TTM            
    FCF from Operations TTM-13-343-6-8-11-11-7-140
    Returns to Shareholders Quarterly            
    Dividends000000000000
    Share Repurchases00-0-0-0-0-0-0-0-0-01
    Return on Invested Capital (ROIC) Quarterly            
    ROIC-3.2%-4.3%-6.4%-3.9%-3.4%-3.3%-6.2%-5.0%-6.1%-8.4%-9.8%-10.3%
    Return on Invested Capital (ROIC) TTM            
    ROIC TTM-4.3%-4.4%-4.2%-4.1%-4.3%-5.0%-6.2%-7.0%-8.4%-9.1%-8.7%-7.7%

    Segment Financials

    Revenue by Segment
    $ Mil20242023202220212020
    Single Segment319309   
    Professional services and other  352727
    Subscription  223184147
    Total319309258210173


    Price Behavior

    Price Behavior
    Market Price$3.09 
    First Trading Date06/29/2018 
    Distance from 52W High-8.3% 
       50 Days200 Days
    DMA Price  
    DMA Trend  
    Distance from DMA  
     3M1YR
    Volatility33.4%33.4%
    Downside Capture  
    Upside Capture  
    Correlation (S&P 500)  
    HUCK Betas & Captures as of 9/30/2026

     1M2M3M6M1Y3Y
    Beta0.32-0.610.87-1.25-0.89-0.18
    Up Beta������
    Down Beta-3.503.48-1.74-1.71-2.13-0.83
    Up Capture0%0%0%0%0%0%
    Bmk +ve Days6162766132424
    Stock +ve Days222222
    Down Capture19%13%8%5%2%1%
    Bmk -ve Days16263760120328
    Stock -ve Days111111

    [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 HUCK
    HUCK-8.3%33.4%-4.34-
    Sector ETF (XLK)29.7%26.4%0.9521.5%
    Equity (SPY)15.8%12.7%0.8639.2%
    Gold (GLD)-1.4%29.4%-0.0544.2%
    Commodities (DBC)50.4%20.7%1.86-10.2%
    Real Estate (VNQ)4.8%13.7%0.0938.1%
    Bitcoin (BTCUSD)-25.9%43.6%-0.5714.8%

    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 HUCK
    HUCK-1.7%33.4%-4.34-
    Sector ETF (XLK)20.2%26.0%0.6921.5%
    Equity (SPY)13.2%17.1%0.5939.2%
    Gold (GLD)18.4%18.9%0.7944.2%
    Commodities (DBC)9.6%19.5%0.37-10.2%
    Real Estate (VNQ)1.6%18.8%-0.0238.1%
    Bitcoin (BTCUSD)8.8%51.8%0.3514.8%

    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 HUCK
    HUCK-0.9%33.4%-4.34-
    Sector ETF (XLK)23.9%25.0%0.8621.5%
    Equity (SPY)15.2%17.9%0.7239.2%
    Gold (GLD)12.3%16.4%0.6144.2%
    Commodities (DBC)8.1%18.1%0.36-10.2%
    Real Estate (VNQ)5.2%20.7%0.2138.1%
    Bitcoin (BTCUSD)63.2%66.2%1.0314.8%

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

    Short Interest

    Short Interest: As Of Date9302026
    Short Interest: Shares Quantity6.1 Mil
    Short Interest: % Change Since 9152026-10.5%
    Average Daily Volume1.3 Mil
    Days-to-Cover Short Interest4.8 days
    Basic Shares Quantity38.8 Mil
    Short % of Basic Shares15.8%

    SEC Filings

    Expand for More
    Report DateFiling DateFiling
    10/31/202412/10/202410-Q
    07/31/202409/06/202410-Q
    04/30/202406/07/202410-Q
    01/31/202403/28/202410-K
    10/31/202312/08/202310-Q
    07/31/202309/05/202310-Q
    04/30/202306/09/202310-Q
    01/31/202303/27/202310-K
    10/31/202212/09/202210-Q
    07/31/202209/08/202210-Q
    04/30/202206/08/202210-Q
    01/31/202203/23/202210-K
    10/31/202112/10/202110-Q
    07/31/202109/09/202110-Q
    04/30/202106/09/202110-Q
    01/31/202104/01/202110-K
     Collapse to Preview
    Report DateFiling DateFiling
    10/31/202412/10/202410-Q
    07/31/202409/06/202410-Q
    04/30/202406/07/202410-Q
    01/31/202403/28/202410-K
    10/31/202312/08/202310-Q
    07/31/202309/05/202310-Q
    04/30/202306/09/202310-Q
    01/31/202303/27/202310-K
    10/31/202212/09/202210-Q
    07/31/202209/08/202210-Q
    04/30/202206/08/202210-Q
    01/31/202203/23/202210-K
    10/31/202112/10/202110-Q
    07/31/202109/09/202110-Q
    04/30/202106/09/202110-Q
    01/31/202104/01/202110-K
    10/31/202012/10/202010-Q
    07/31/202009/09/202010-Q
    04/30/202006/09/202010-Q
    01/31/202004/13/202010-K
    10/31/201912/12/201910-Q
    07/31/201909/12/201910-Q
    04/30/201906/13/201910-Q
    01/31/201904/15/201910-K
    10/31/201812/13/201810-Q
    07/31/201809/13/201810-Q
    04/30/201806/29/2018424B4

    Insider Activity

    Updated 10/6/2026
    Expand for More
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Jolley, David R DirectSell100620263.2012,84541,063860,310Form
    2Thayne, DarenCTO & EVP of ProductDirectSell62420262.3852,365124,5031,184,166Form
    3Crane, TodChief Financial OfficerDirectSell62420262.3868,483162,825658,141Form
    4James, Joshua GFounder and CEODirectSell62420262.3896,088228,4593,896,584Form
    5Rpd, Fund Management LlcSee footnotesSell60320264.4639,034174,09218,677,628Form
     Collapse to Preview
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Jolley, David R DirectSell100620263.2012,84541,063860,310Form
    2Thayne, DarenCTO & EVP of ProductDirectSell62420262.3852,365124,5031,184,166Form
    3Crane, TodChief Financial OfficerDirectSell62420262.3868,483162,825658,141Form
    4James, Joshua GFounder and CEODirectSell62420262.3896,088228,4593,896,584Form
    5Rpd, Fund Management LlcSee footnotesSell60320264.4639,034174,09218,677,628Form
    6Rpd, Fund Management LlcSee footnotesSell60320264.1238,583158,96217,414,593Form
    7Rpd, Fund Management LlcSee footnotesSell60320263.8423,86991,65716,379,236Form
    8Rpd, Fund Management LlcSee footnotesSell60320263.7127,439101,79915,913,284Form
    9Rpd, Fund Management LlcSee footnotesSell60320263.6815,82858,24715,885,581Form
    10Rpd, Fund Management LlcSee footnotesSell60320263.6511,83743,20515,813,851Form
    11Rpd, Fund Management LlcSee footnotesSell60320263.5620,87074,29715,466,060Form
    12Rpd, Fund Management LlcSee footnotesSell60320263.7932,955124,89916,544,370Form
    13Rpd, Fund Management LlcSee footnotesSell60320263.6616,62860,85816,097,500Form
    14Rpd, Fund Management LlcSee footnotesSell60320263.4922,68379,16415,407,833Form
    15Rpd, Fund Management LlcSee footnotesSell60320262.561,100,900  Form
    16Rpd, Fund Management LlcSee footnotesBuy60320262.57924,7092,376,50211,404,465Form
    17Daniel, Daniel David Iii Twenty Acre Capital managed accountsSell1008202515.26273,900  Form

    Industry Resources

    External Quote Links


    Prefer one of these to Trefis? Tell us why.
    Core Cache Last Updated: 10/16/2026