iPower (IPW)
Market Price (1/21/2026): $5.0 | Market Cap: $5.3 MilSector: Consumer Discretionary | Industry: Broadline Retail
iPower (IPW)
Market Price (1/21/2026): $5.0Market Cap: $5.3 MilSector: Consumer DiscretionaryIndustry: Broadline Retail
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -65% | Weak multi-year price returns2Y Excs Rtn is -116%, 3Y Excs Rtn is -139% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -4.8 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -8.1% |
| Attractive yieldFCF Yield is 8.9% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 97% | |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Future of Agriculture. Themes include Online Marketplaces, Direct-to-Consumer Brands, Show more. | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -25%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -12%, Rev Chg QQuarterly Revenue Change % is -37% | |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -71% | ||
| High stock price volatilityVol 12M is 110% | ||
| Key risksIPW key risks include [1] potential Nasdaq delisting due to its low share price, Show more. |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -65% |
| Attractive yieldFCF Yield is 8.9% |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Future of Agriculture. Themes include Online Marketplaces, Direct-to-Consumer Brands, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -116%, 3Y Excs Rtn is -139% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -4.8 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -8.1% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 97% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -25%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -12%, Rev Chg QQuarterly Revenue Change % is -37% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -71% |
| High stock price volatilityVol 12M is 110% |
| Key risksIPW key risks include [1] potential Nasdaq delisting due to its low share price, Show more. |
Why The Stock Moved
Qualitative Assessment
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iPower (IPW) stock has lost about 70% since 9/30/2025 because of the following key factors:
Here are the key points highlighting why iPower (IPW) stock moved by approximately -55% from October 31, 2025, to January 19, 2026:
1. Poor Fiscal First Quarter 2026 Financial Results: The company reported a significant year-over-year decline in total revenue to $12.0 million from $19.0 million for the quarter ended September 30, 2025, primarily due to lower product sales to its largest channel partner. Gross profit also decreased to $4.8 million with a 40.0% gross margin, down from $8.5 million and 44.7% a year earlier.
2. Investor Skepticism Towards Digital Asset Treasury Strategy: Several announcements in late December 2025 and early January 2026, including a strategic $30 million financing facility and the launch of a Digital Asset Treasury with subsequent cryptocurrency purchases, were met with "double-digit percentage declines" in the stock price, indicating investor skepticism or risk aversion towards this new strategic direction.
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Here are the key points highlighting why iPower (IPW) stock moved by approximately -55% from October 31, 2025, to January 19, 2026:
1. Poor Fiscal First Quarter 2026 Financial Results: The company reported a significant year-over-year decline in total revenue to $12.0 million from $19.0 million for the quarter ended September 30, 2025, primarily due to lower product sales to its largest channel partner. Gross profit also decreased to $4.8 million with a 40.0% gross margin, down from $8.5 million and 44.7% a year earlier.
2. Investor Skepticism Towards Digital Asset Treasury Strategy: Several announcements in late December 2025 and early January 2026, including a strategic $30 million financing facility and the launch of a Digital Asset Treasury with subsequent cryptocurrency purchases, were met with "double-digit percentage declines" in the stock price, indicating investor skepticism or risk aversion towards this new strategic direction.
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Stock Movement Drivers
Fundamental Drivers
The -59.3% change in IPW stock from 10/31/2025 to 1/20/2026 was primarily driven by a -54.5% change in the company's P/S Multiple.| 10312025 | 1202026 | Change | |
|---|---|---|---|
| Stock Price ($) | 12.10 | 4.92 | -59.34% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 66.14 | 59.15 | -10.57% |
| P/S Multiple | 0.19 | 0.09 | -54.48% |
| Shares Outstanding (Mil) | 1.05 | 1.05 | -0.13% |
| Cumulative Contribution | -59.34% |
Market Drivers
10/31/2025 to 1/20/2026| Return | Correlation | |
|---|---|---|
| IPW | -59.3% | |
| Market (SPY) | -0.7% | 4.0% |
| Sector (XLY) | -0.7% | 8.6% |
Fundamental Drivers
The -75.1% change in IPW stock from 7/31/2025 to 1/20/2026 was primarily driven by a -68.8% change in the company's P/S Multiple.| 7312025 | 1202026 | Change | |
|---|---|---|---|
| Stock Price ($) | 19.78 | 4.92 | -75.13% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 74.11 | 59.15 | -20.18% |
| P/S Multiple | 0.28 | 0.09 | -68.78% |
| Shares Outstanding (Mil) | 1.05 | 1.05 | -0.20% |
| Cumulative Contribution | -75.13% |
Market Drivers
7/31/2025 to 1/20/2026| Return | Correlation | |
|---|---|---|
| IPW | -75.1% | |
| Market (SPY) | 7.5% | 21.7% |
| Sector (XLY) | 7.8% | 17.0% |
Fundamental Drivers
The -77.1% change in IPW stock from 1/31/2025 to 1/20/2026 was primarily driven by a -69.5% change in the company's P/S Multiple.| 1312025 | 1202026 | Change | |
|---|---|---|---|
| Stock Price ($) | 21.51 | 4.92 | -77.12% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 78.57 | 59.15 | -24.72% |
| P/S Multiple | 0.29 | 0.09 | -69.54% |
| Shares Outstanding (Mil) | 1.05 | 1.05 | -0.22% |
| Cumulative Contribution | -77.12% |
Market Drivers
1/31/2025 to 1/20/2026| Return | Correlation | |
|---|---|---|
| IPW | -77.1% | |
| Market (SPY) | 13.6% | 14.6% |
| Sector (XLY) | 3.3% | 12.5% |
Fundamental Drivers
The -82.7% change in IPW stock from 1/31/2023 to 1/20/2026 was primarily driven by a -72.6% change in the company's P/S Multiple.| 1312023 | 1202026 | Change | |
|---|---|---|---|
| Stock Price ($) | 28.44 | 4.92 | -82.70% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 88.07 | 59.15 | -32.84% |
| P/S Multiple | 0.32 | 0.09 | -72.64% |
| Shares Outstanding (Mil) | 0.99 | 1.05 | -6.25% |
| Cumulative Contribution | -82.77% |
Market Drivers
1/31/2023 to 1/20/2026| Return | Correlation | |
|---|---|---|
| IPW | -82.7% | |
| Market (SPY) | 72.9% | 8.3% |
| Sector (XLY) | 64.0% | 6.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| IPW Return | -87% | -83% | 12% | 85% | -70% | -27% | -99% |
| Peers Return | -22% | -69% | 16% | -19% | 3% | 6% | -75% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 85% |
Monthly Win Rates [3] | |||||||
| IPW Win Rate | 17% | 17% | 42% | 50% | 33% | 0% | |
| Peers Win Rate | 43% | 27% | 45% | 40% | 47% | 80% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| IPW Max Drawdown | -88% | -84% | -8% | -11% | -70% | -27% | |
| Peers Max Drawdown | -34% | -73% | -25% | -33% | -47% | -0% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | 0% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: GRWG, HYFM, SMG, CENT, W.
[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 1/20/2026 (YTD)
How Low Can It Go
| Event | IPW | S&P 500 |
|---|---|---|
| 2018 Correction | ||
| % Loss | -11.1% | -19.8% |
| % Gain to Breakeven | 12.5% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -49.6% | -56.8% |
| % Gain to Breakeven | 98.4% | 131.3% |
| Time to Breakeven | Not Fully Recovered days | 1,480 days |
Compare to GRWG, HYFM, SMG, CENT, W
In The Past
iPower's stock fell -11.1% during the 2018 Correction from a high on 1/5/2017. A -11.1% loss requires a 12.5% gain to breakeven.
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iPower Inc. supplies hydroponics equipment online in the United States. It offers various products, including advanced indoor and greenhouse grow-light systems, ventilation systems, activated carbon filters, nutrients, growing media, hydroponic water-resistant grow tents, trimming machines, pumps, and accessories for hydroponic gardening, as well as other indoor and outdoor growing products under the iPower and Simple Deluxe brands through its Zenhydro.com website and various third-party e-commerce channels. The company was formerly known as BZRTH Inc. and changed its name to iPower Inc. in September 2020. iPower Inc. was incorporated in 2018 and is based in Duarte, California.
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Analogy 1: Chewy for gardening and hydroponics supplies.
Analogy 2: Wayfair for indoor growing equipment.
Analogy 3: The online Home Depot for specialized gardening and hydroponics.
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- Hydroponics Grow Systems: iPower offers a wide range of complete kits and individual components like grow tents, LED grow lights, and ventilation systems for indoor plant cultivation.
- Plant Nutrients & Media: The company provides various fertilizers, supplements, and growing substrates such as coco coir and rockwool to support optimal plant growth.
- Gardening Tools & Accessories: iPower sells essential handheld tools, meters, timers, and environmental controllers necessary for maintaining an indoor garden.
- Pest & Disease Control Products: Solutions including organic sprays and beneficial insects are available to protect indoor plants from common pests and diseases.
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Major Customers of iPower (IPW)
iPower (IPW) is an online retailer and supplier of hydroponics equipment and accessories. While their end-users are primarily individual home and commercial growers, iPower generates the vast majority of its revenue by selling its products through major e-commerce marketplaces. Based on their SEC filings, these marketplaces represent their major "customer companies" in terms of sales channels and revenue concentration.
- Amazon (Symbol: AMZN)
For the fiscal year ended June 30, 2023, sales generated through Amazon represented approximately 77% of iPower's total net revenue. Amazon serves as iPower's primary sales channel and a critical business partner, facilitating the sale of its products to a wide consumer base.
- eBay (Symbol: EBAY)
eBay is another significant e-commerce marketplace through which iPower sells its products. While accounting for a smaller percentage of total revenue compared to Amazon, it remains a key platform for reaching individual customers.
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Chenlong Tan, Co-Founder, Chairman, Chief Executive Officer, President, and Interim Chief Financial Officer
Mr. Tan co-founded iPower Inc. in 2018 and has served as its Chief Executive Officer since April 2018. He also assumed the positions of Chairman, President, and Interim Chief Financial Officer in January 2020, holding the Interim CFO role until January 2021. Subsequently, Mr. Tan again stepped in as Interim Chief Financial Officer effective May 31, 2025, following the resignation of Kevin Vassily. Prior to iPower, from 2010 to 2018, Mr. Tan was the co-founder, Chief Executive Officer, and Chief Information Officer at BizRight LLC, a predecessor to iPower, where he grew the business to achieve $20 million in sales. From 2002 to 2010, he worked as a Solution Architect and Senior Software Engineer, leading consultants, business architects, and project managers for various companies, including those in healthcare, government, and insurance sectors. He holds a B.Sc. with honors from the University of Auckland, New Zealand.
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The key risks to iPower's business include:
- Nasdaq Listing Compliance and Share Price Volatility: iPower faces the risk of non-compliance with Nasdaq listing requirements, specifically the need for its stock price to exceed $1.00. The company's share price has been highly volatile and it maintains a relatively small market capitalization, which can further impact its ability to meet and sustain listing standards.
- Revenue Decline and Profitability Challenges: iPower has reported significant declines in revenue, primarily due to reduced sales volume, indicating challenges in market demand. The company also faces ongoing profitability challenges, evidenced by negative net margins and operating losses.
- Supply Chain Concentration and Geopolitical Risks: Historically, iPower's supply chain has been heavily concentrated in China, exposing the company to risks from global economic conditions, geopolitical tensions, and tariffs. While iPower is actively diversifying its supply chain by onboarding U.S. and Vietnamese suppliers, the concentration in China remains a factor contributing to potential disruptions and elevated costs.
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Emergence of Advanced All-in-One Smart Growing Systems: The indoor gardening and hydroponics market is experiencing an increasing trend towards integrated, automated, and "smart" growing systems. These solutions often combine lighting, nutrient delivery, climate control, and monitoring into a single, user-friendly package, frequently controllable via smartphone applications. As these all-in-one systems become more affordable, efficient, and widely adopted, they could reduce consumer demand for individual components (such as grow lights, tents, nutrients, and meters) which are core to iPower’s product offerings. Consumers seeking simplicity, convenience, and automation may increasingly opt for these integrated systems over assembling a setup from discrete parts, potentially disrupting iPower's sales model focused on component supply.
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iPower (IPW) operates as an online retailer and supplier of consumer home, garden, and pet products, including hydroponic equipment and general gardening supplies, primarily in the United States.
The addressable markets for their main products and services are as follows:
- U.S. Hydroponics Market: The market for hydroponic equipment and related products in the U.S. is projected to be valued at USD 4.2 billion in 2024 and is expected to reach USD 15.1 billion by 2033, growing at a Compound Annual Growth Rate (CAGR) of 15.2%.
- Global Hydroponics Market: The global market is estimated to be valued at USD 17.3 billion in 2024 and is expected to reach USD 66.6 billion by 2033, with a CAGR of 16.2%.
- U.S. Gardening Market: The overall gardening market in the U.S. was valued at approximately USD 22 billion in 2024 and is projected to reach USD 27.4 billion by 2030.
- U.S. Gardening Tools Market: The gardening tools market in the U.S. generated a revenue of USD 21.8 billion in 2024.
- Global Gardening Tools Market: The global gardening tools market was valued at USD 93.2 billion in 2024 and is expected to grow from USD 98 billion in 2025 to USD 161 billion in 2034, at a CAGR of 5.7%.
- Global Home and Garden Products B2C E-commerce Market: This market is forecast to increase by USD 49.62 billion, at a CAGR of 13.4% between 2024 and 2029.
- U.S. Home and Garden Retailing Market: The total U.S. home and garden retailing market was valued at USD 150.20 billion in 2024 and is expected to grow to USD 186.71 billion by 2034.
- U.S. Lawn and Garden Consumables Market: This market was evaluated at USD 6.97 billion in 2024 and is projected to be worth around USD 12.75 billion by 2034, growing at a CAGR of 6.23% from 2025 to 2034.
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iPower (IPW) is expected to drive future revenue growth over the next 2-3 years through several strategic initiatives and ongoing business developments:- Expansion of SuperSuite Supply Chain and Domestic Manufacturing: iPower is focused on enhancing its SuperSuite partner network and bolstering domestic manufacturing infrastructure, including the "Made in USA" module. These efforts are designed to optimize operations, diversify product offerings, strengthen supply chain resilience, and contribute to long-term value. This strategic shift aims to improve logistical control and reduce exposure to potential tariff and freight issues.
- Formation of New Strategic Partnerships: The company is actively building momentum by forming new partnerships with prominent brands, such as TCL. These collaborations are intended to diversify offerings and support future margin stability.
- Development of Digital Asset Strategy and E-commerce Platform: iPower is advancing its digital asset strategy, which involves integrating blockchain capabilities across its treasury operations, consumer offerings, and future commerce infrastructure. This includes plans to develop consumer-focused digital asset products, such as cloud mining resale and hardware wallet distribution, creating new product and service layers for global commerce.
- Continued Growth with Largest Channel Partner: iPower has demonstrated growth in product sales to its largest channel partner, which was a primary driver for its 14% revenue increase in fiscal Q2 2025. Maintaining and expanding this relationship is anticipated to be a continued source of revenue growth.
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Share Issuance
- iPower Inc. completed an Initial Public Offering (IPO) on May 12, 2021, issuing 3,400,000 shares at $5.00 per share, which raised $17 million.
- Between September 14, 2023, and September 20, 2024, the number of common shares outstanding increased from 29,764,374 to 31,425,290, indicating share issuance during this period.
- A 1-for-30 reverse stock split was announced on October 21, 2025, and became effective on October 27, 2025, significantly reducing the number of outstanding shares.
Outbound Investments
- iPower holds a 60% equity interest in GSM and a 40% equity interest in Box Harmony.
- During fiscal year 2025, iPower launched a domestic joint-venture manufacturing line through United Package NV LLC to localize production and enhance cost control.
Capital Expenditures
- Capital expenditures for the fiscal year ended June 30, 2024, were approximately $37,149.
- Capital expenditures were approximately $47,950 for the fiscal year ended June 30, 2023, and $54,105 for the fiscal year ended June 30, 2022.
- In the last 12 months (ending around November 2025), capital expenditures amounted to approximately -$163,588.
Latest Trefis Analyses
| Title | Topic | |
|---|---|---|
| DASHBOARDS | ||
| iPower Earnings Notes | ||
| Would You Still Hold iPower Stock If It Fell 30%? | Return |
| Title | |
|---|---|
| ARTICLES |
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Peer Comparisons for iPower
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 18.36 |
| Mkt Cap | 1.0 |
| Rev LTM | 1,645 |
| Op Inc LTM | -20 |
| FCF LTM | 137 |
| FCF 3Y Avg | 43 |
| CFO LTM | 168 |
| CFO 3Y Avg | 185 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -11.8% |
| Rev Chg 3Y Avg | -8.1% |
| Rev Chg Q | -6.1% |
| QoQ Delta Rev Chg LTM | -1.2% |
| Op Mgn LTM | -4.3% |
| Op Mgn 3Y Avg | -5.7% |
| QoQ Delta Op Mgn LTM | 0.9% |
| CFO/Rev LTM | 4.2% |
| CFO/Rev 3Y Avg | 4.8% |
| FCF/Rev LTM | 1.6% |
| FCF/Rev 3Y Avg | 3.0% |
Price Behavior
Price Behavior
| Market Price | $4.92 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 07/25/2008 | |
| Distance from 52W High | -83.1% | |
| 50 Days | 200 Days | |
| DMA Price | $9.30 | $15.34 |
| DMA Trend | down | down |
| Distance from DMA | -47.1% | -67.9% |
| 3M | 1YR | |
| Volatility | 160.3% | 110.6% |
| Downside Capture | 494.56 | 205.59 |
| Upside Capture | -226.19 | 12.43 |
| Correlation (SPY) | 10.7% | 13.5% |
IPW Betas & Captures as of 12/31/2025
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -2.52 | -0.14 | 2.53 | 2.13 | 0.80 | 0.79 |
| Up Beta | -11.57 | 2.37 | 5.77 | 4.01 | 0.57 | 0.35 |
| Down Beta | -8.96 | -3.68 | 1.35 | 1.27 | 0.68 | 1.27 |
| Up Capture | -247% | -157% | -10% | 10% | 21% | 23% |
| Bmk +ve Days | 11 | 23 | 37 | 72 | 143 | 431 |
| Stock +ve Days | 8 | 15 | 28 | 61 | 112 | 332 |
| Down Capture | 435% | 202% | 311% | 262% | 134% | 96% |
| Bmk -ve Days | 11 | 18 | 27 | 55 | 108 | 320 |
| Stock -ve Days | 13 | 25 | 35 | 65 | 136 | 397 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| IPW vs. Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| IPW | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -80.3% | 5.5% | 15.3% | 75.7% | 3.6% | 7.5% | -7.9% |
| Annualized Volatility | 110.0% | 24.1% | 19.3% | 20.3% | 15.3% | 16.8% | 34.3% |
| Sharpe Ratio | -0.95 | 0.17 | 0.61 | 2.67 | 0.03 | 0.26 | -0.08 |
| Correlation With Other Assets | 12.2% | 14.4% | -0.5% | 5.2% | 1.5% | 8.2% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, Bitcoin = BTCUSD
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Based On 5-Year Data
| IPW vs. Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| IPW | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -63.3% | 8.4% | 13.8% | 20.4% | 11.5% | 6.0% | 21.1% |
| Annualized Volatility | 135.1% | 23.8% | 17.1% | 15.7% | 18.7% | 18.8% | 48.0% |
| Sharpe Ratio | -0.10 | 0.32 | 0.65 | 1.05 | 0.50 | 0.22 | 0.47 |
| Correlation With Other Assets | 13.8% | 13.4% | 5.4% | 3.1% | 10.2% | 10.7% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, Bitcoin = BTCUSD
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Based On 10-Year Data
| IPW vs. Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| IPW | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -35.4% | 13.6% | 15.3% | 15.4% | 8.0% | 5.7% | 70.5% |
| Annualized Volatility | 117.8% | 22.0% | 18.0% | 14.9% | 17.6% | 20.8% | 55.7% |
| Sharpe Ratio | -0.04 | 0.57 | 0.73 | 0.86 | 0.37 | 0.24 | 0.91 |
| Correlation With Other Assets | 14.7% | 14.8% | 4.4% | 6.0% | 10.8% | 9.1% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/14/2025 | -2.5% | -3.6% | 1.6% |
| 5/15/2025 | -11.4% | -15.7% | 0.7% |
| 2/13/2025 | 4.8% | -17.0% | -24.7% |
| 9/19/2024 | -21.0% | 1.2% | -3.7% |
| 5/14/2024 | 42.6% | 78.8% | 248.5% |
| 2/7/2024 | -3.2% | 3.9% | 23.2% |
| 11/14/2023 | -9.3% | -6.4% | -16.2% |
| 8/31/2023 | -2.0% | -5.1% | -4.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 5 | 6 | 5 |
| # Negative | 10 | 9 | 10 |
| Median Positive | 8.1% | 8.1% | 23.2% |
| Median Negative | -4.9% | -6.2% | -19.8% |
| Max Positive | 42.6% | 78.8% | 248.5% |
| Max Negative | -22.0% | -29.2% | -43.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/14/2025 | 10-Q (09/30/2025) |
| 06/30/2025 | 10/09/2025 | 10-K (06/30/2025) |
| 03/31/2025 | 05/15/2025 | 10-Q (03/31/2025) |
| 12/31/2024 | 02/14/2025 | 10-Q (12/31/2024) |
| 09/30/2024 | 11/14/2024 | 10-Q (09/30/2024) |
| 06/30/2024 | 09/20/2024 | 10-K (06/30/2024) |
| 03/31/2024 | 05/14/2024 | 10-Q (03/31/2024) |
| 12/31/2023 | 02/14/2024 | 10-Q (12/31/2023) |
| 09/30/2023 | 11/14/2023 | 10-Q (09/30/2023) |
| 06/30/2023 | 09/15/2023 | 10-K (06/30/2023) |
| 03/31/2023 | 05/15/2023 | 10-Q (03/31/2023) |
| 12/31/2022 | 02/14/2023 | 10-Q (12/31/2022) |
| 09/30/2022 | 11/14/2022 | 10-Q (09/30/2022) |
| 06/30/2022 | 09/28/2022 | 10-K (06/30/2022) |
| 03/31/2022 | 05/16/2022 | 10-Q (03/31/2022) |
| 12/31/2021 | 02/14/2022 | 10-Q (12/31/2021) |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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