MNTN (MNTN)
Market Price (7/10/2026): $10.79 | Market Cap: $797.3 MilSector: Information Technology | Industry: Application Software
MNTN (MNTN)
Market Price (7/10/2026): $10.79Market Cap: $797.3 MilSector: Information TechnologyIndustry: Application Software
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -27% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 21%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 16% Attractive yieldFCF Yield is 6.1% Megatrend and thematic driversMegatrends include Social Media & Creator Economy, and Digital Advertising. Themes include Ad-Tech Platforms. | Weak multi-year price returns2Y Excs Rtn is -40%, 3Y Excs Rtn is -68% | Key risksMNTN key risks include [1] challenges in executing its ambitious growth strategy to justify its valuation and achieve sustained profitability after a history of operational inefficiencies, Show more. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -27% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 21%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 16% |
| Attractive yieldFCF Yield is 6.1% |
| Megatrend and thematic driversMegatrends include Social Media & Creator Economy, and Digital Advertising. Themes include Ad-Tech Platforms. |
| Weak multi-year price returns2Y Excs Rtn is -40%, 3Y Excs Rtn is -68% |
| Key risksMNTN key risks include [1] challenges in executing its ambitious growth strategy to justify its valuation and achieve sustained profitability after a history of operational inefficiencies, Show more. |
Qualitative Assessment
AI Analysis | Feedback
MNTN (MNTN) stock has gained about 25% since 3/31/2026 because of the following key factors:
1. Strong Fiscal Q1 2026 Performance: MNTN reported robust financial results for fiscal Q1 2026, which ended March 31, 2026, and were announced on May 5, 2026. The company's revenue grew 25% year-over-year to $73.7 million, surpassing consensus estimates of $72.63 million. Additionally, MNTN achieved positive net income of $8.8 million, a significant improvement from a net loss of $21.1 million in the prior year, and Adjusted EBITDA increased by 74% year-over-year to $16.3 million. This strong operational performance highlighted continued customer adoption of its Performance TV platform and enhanced gross margins, which improved to 81% from 69% in fiscal Q1 2025.
2. Upward Revision of Full-Year 2026 Guidance: Following the strong fiscal Q1 2026 results, MNTN raised its financial outlook for the full fiscal year 2026. The company now expects revenue to be between $347 million and $357 million, representing approximately 24% year-over-year growth at the midpoint, and Adjusted EBITDA is projected to be between $96 million and $101 million. This increased guidance signaled management's confidence in sustained growth and profitability, even though the Q2 2026 revenue guidance of $81 million to $83 million initially fell slightly below analyst expectations.
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MNTN (MNTN) stock has gained about 25% since 3/31/2026 because of the following key factors:
1. Strong Fiscal Q1 2026 Performance: MNTN reported robust financial results for fiscal Q1 2026, which ended March 31, 2026, and were announced on May 5, 2026. The company's revenue grew 25% year-over-year to $73.7 million, surpassing consensus estimates of $72.63 million. Additionally, MNTN achieved positive net income of $8.8 million, a significant improvement from a net loss of $21.1 million in the prior year, and Adjusted EBITDA increased by 74% year-over-year to $16.3 million. This strong operational performance highlighted continued customer adoption of its Performance TV platform and enhanced gross margins, which improved to 81% from 69% in fiscal Q1 2025.
2. Upward Revision of Full-Year 2026 Guidance: Following the strong fiscal Q1 2026 results, MNTN raised its financial outlook for the full fiscal year 2026. The company now expects revenue to be between $347 million and $357 million, representing approximately 24% year-over-year growth at the midpoint, and Adjusted EBITDA is projected to be between $96 million and $101 million. This increased guidance signaled management's confidence in sustained growth and profitability, even though the Q2 2026 revenue guidance of $81 million to $83 million initially fell slightly below analyst expectations.
3. Positive Analyst Sentiment and Price Targets: Despite an initial dip in share price following the fiscal Q1 2026 earnings announcement due to a slight miss on EPS and conservative fiscal Q2 guidance, Wall Street analysts maintained a largely positive outlook for MNTN. As of July 8, 2026, analysts held a "Moderate Buy" consensus rating with an average price target of $19.85, indicating a significant upside potential of 82.06% from the current price. Several firms issued "Buy" or "Strong Buy" ratings, with median price targets around $18.50 to $20, reflecting confidence in the company's long-term growth prospects within the Connected TV advertising market.
4. Strategic Product Development and Leadership Hires: MNTN continued its focus on innovation and market expansion within the specified period. The company released QuickFrame AI 3.0, enhancing its AI-driven platform for targeting, creative development, and optimization in Connected TV advertising. Additionally, MNTN made key senior leadership hires, including a Chief Revenue Officer and Head of Content, aimed at accelerating revenue growth and expanding access to premium streaming content, further solidifying its competitive position. The integration with HubSpot for advanced data attribution to CTV also demonstrated ongoing platform enhancements.
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Stock Movement Drivers
Fundamental Drivers
The 22.7% change in MNTN stock from 3/31/2026 to 7/9/2026 was primarily driven by a 18.6% change in the company's P/S Multiple.| (LTM values as of) | 3312026 | 7092026 | Change |
|---|---|---|---|
| Stock Price ($) | 8.80 | 10.80 | 22.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 290 | 299 | 3.2% |
| P/S Multiple | 2.2 | 2.7 | 18.6% |
| Shares Outstanding (Mil) | 74 | 74 | 0.3% |
| Cumulative Contribution | 22.7% |
Market Drivers
3/31/2026 to 7/9/2026| Return | Correlation | |
|---|---|---|
| MNTN | 22.7% | |
| Market (SPY) | 15.6% | -0.1% |
| Sector (XLK) | 39.5% | -5.5% |
Fundamental Drivers
The -9.5% change in MNTN stock from 12/31/2025 to 7/9/2026 was primarily driven by a -17.3% change in the company's P/S Multiple.| (LTM values as of) | 12312025 | 7092026 | Change |
|---|---|---|---|
| Stock Price ($) | 11.94 | 10.80 | -9.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 273 | 299 | 9.7% |
| P/S Multiple | 3.2 | 2.7 | -17.3% |
| Shares Outstanding (Mil) | 74 | 74 | -0.3% |
| Cumulative Contribution | -9.5% |
Market Drivers
12/31/2025 to 7/9/2026| Return | Correlation | |
|---|---|---|
| MNTN | -9.5% | |
| Market (SPY) | 10.5% | 13.3% |
| Sector (XLK) | 28.9% | 10.2% |
Fundamental Drivers
The -50.6% change in MNTN stock from 6/30/2025 to 7/9/2026 was primarily driven by a -67.4% change in the company's P/S Multiple.| (LTM values as of) | 6302025 | 7092026 | Change |
|---|---|---|---|
| Stock Price ($) | 21.87 | 10.80 | -50.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 167 | 299 | 79.3% |
| P/S Multiple | 8.2 | 2.7 | -67.4% |
| Shares Outstanding (Mil) | 62 | 74 | -15.5% |
| Cumulative Contribution | -50.6% |
Market Drivers
6/30/2025 to 7/9/2026| Return | Correlation | |
|---|---|---|
| MNTN | -50.6% | |
| Market (SPY) | 22.7% | 14.3% |
| Sector (XLK) | 47.0% | 11.2% |
Fundamental Drivers
The 1.4% change in MNTN stock from 6/30/2023 to 7/9/2026 was primarily driven by a 0.0% change in the company's P/E Multiple.| (LTM values as of) | 6302023 | 7092026 | Change |
|---|---|---|---|
| Stock Price ($) | 10.65 | 10.80 | 1.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | 299 | 0.0% |
| Net Income Margin (%) | � | 7.8% | 0.0% |
| P/E Multiple | � | 34.0 | 0.0% |
| Shares Outstanding (Mil) | 62 | 74 | -15.5% |
| Cumulative Contribution | 0.0% |
Market Drivers
6/30/2023 to 7/9/2026| Return | Correlation | |
|---|---|---|
| MNTN | 1.4% | |
| Market (SPY) | 75.6% | 3.1% |
| Sector (XLK) | 117.2% | 6.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| MNTN Return | - | 4% | 7% | 1% | 9% | -9% | 11% |
| Peers Return | -8% | -34% | -15% | 89% | -46% | 24% | -35% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 9% | 99% |
Monthly Win Rates [3] | |||||||
| MNTN Win Rate | - | 83% | 92% | 67% | 25% | 43% | |
| Peers Win Rate | 50% | 25% | 52% | 78% | 53% | 46% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 43% | |
Max Drawdowns [4] | |||||||
| MNTN Max Drawdown | - | - | -1% | -8% | -86% | -38% | |
| Peers Max Drawdown | -27% | -42% | -17% | -55% | -62% | -44% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: ADSK, HIT, BMR, QNT, RTB.
[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 7/9/2026 (YTD)
How Low Can It Go
| Event | MNTN | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -29.8% | -18.8% |
| % Gain to Breakeven | 42.4% | 23.1% |
| Time to Breakeven | 34 days | 79 days |
In The Past
MNTN's stock fell -29.8% during the 2025 US Tariff Shock. Such a loss loss requires a 42.4% 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.
| Event | MNTN | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -29.8% | -18.8% |
| % Gain to Breakeven | 42.4% | 23.1% |
| Time to Breakeven | 34 days | 79 days |
In The Past
MNTN's stock fell -29.8% during the 2025 US Tariff Shock. Such a loss loss requires a 42.4% 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 MNTN (MNTN)
Everest Consolidator Acquisition Corporation, trading under the symbol MNTN, is a company established with the primary objective of acquiring existing businesses or assets. It operates as an acquisition vehicle, designed to identify a suitable target company and merge with it, acquire its stock, or purchase its assets, effectively bringing a private entity to the public market or integrating it into a larger structure.
MNTN's strategic focus is exclusively on the wealth management industry. This means the company is actively seeking to combine with or acquire businesses that operate in areas such as financial planning, investment advisory, or other services related to managing wealth. Its function is to locate and execute a business combination with a promising company within this specialized financial sector.
AI Analysis | Feedback
MNTN is like a Rollins for wealth management firms, acquiring and consolidating financial advisory businesses.
Think of it as a Procter & Gamble for financial advisory brands, building a portfolio of wealth management companies.
AI Analysis | Feedback
- Identification of Acquisition Targets: The company actively seeks and evaluates businesses, primarily in the wealth management industry, that are suitable candidates for merger or acquisition.
- Execution of Business Combinations: It undertakes the process of acquiring assets, businesses, or entities through various corporate finance mechanisms such as mergers, capital stock exchanges, asset acquisitions, or stock purchases.
AI Analysis | Feedback
Based on the provided company description, MNTN (Everest Consolidator Acquisition Corporation) is an acquisition company whose primary business is to acquire assets and businesses or entities in the wealth management industry through mergers, stock exchanges, asset acquisitions, or similar business combinations. Its core function is to identify and acquire, rather than to sell products or services to external entities or individuals.
Therefore, MNTN does not have major customers in the traditional sense of companies or individuals purchasing its offerings.
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Adam Dooley Chairman, Chief Executive Officer, President, Treasurer, Secretary, and Director
Adam Dooley has nearly 30 years of experience in the financial services industry, with a specialization in the wealth management sector. He has a proven track record of leading international transformation initiatives for several prominent publicly traded companies in this space. Dooley is the founder, Chairman, and Chief Executive Officer of Belay International Corporation, a private equity firm established in January 2021. He also founded and serves as the managing principal of Belay Associates, a dedicated SPAC sponsor platform. Prior to these roles, he was President of PREP Securities, a broker-dealer subsidiary, from December 2019 to December 2020. From February 2014 to December 2019, Dooley was a Managing Director and Partner at CR Capital Group LLC, a financial firm where he led advisory and joint partnerships with alternative investment managers to build capital-raising platforms within the private wealth management sector. Earlier in his career, he served as Vice President and National Sales Manager at MetLife, Inc. from November 2012 to December 2013, and was previously the head of wealth management at MetLife Europe. He began his career as a private client advisor at Smith Barney. Dooley's extensive experience with private equity through Belay International Corporation and CR Capital Group LLC, alongside his role in launching and managing SPACs, demonstrates a consistent pattern of involvement with private equity-backed initiatives and capital markets.
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- Failure to Consummate a Business Combination: The most significant risk stems from the company's inability to complete its initial business combination. Everest Consolidator Acquisition Corporation's primary purpose is to merge with or acquire another entity. The company has already faced significant challenges in this regard, including being delisted from the New York Stock Exchange (NYSE) in November 2024 for failing to consummate a business combination within the specified timeframe. Despite extending its deadline multiple times, most recently to December 2026, it remains a blank-check company with no significant operations or revenue.
- Risk of Liquidation: Should Everest Consolidator Acquisition Corporation ultimately fail to complete a business combination by its extended deadline, it will be forced to liquidate. In such a scenario, while public shareholders typically receive a portion of their initial investment back from the trust account, there is a risk of losing the entire investment, particularly for investors in warrants or other securities not covered by the trust.
- Disputes and Legal Challenges Related to Business Combinations: The company has encountered disputes over its proposed merger agreements. For instance, in September 2024, target companies attempted to terminate a definitive business combination agreement, which Everest Consolidator Acquisition Corporation disputed as a breach of contract. Such conflicts can lead to prolonged legal battles, increased expenses, and further hinder the company's ability to complete a merger.
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Share Repurchases
- On September 24, 2021, Everest Consolidator Acquisition Corporation reacquired 1,437,500 shares of its Class B common stock from its sponsor for $6,250.
- In August 2024, stockholders exercised their right to redeem approximately 61.5% of the public shares, resulting in the removal of about $51.6 million from the company's trust account.
- In November 2024, shareholders holding 2,817,827 Public Shares, representing approximately 99.02% of the outstanding Public Shares, exercised their right to redeem their shares for a pro rata portion of the funds in the Trust Account.
Share Issuance
- The company priced its Initial Public Offering (IPO) at $150 million on November 23, 2021.
- The IPO successfully raised approximately $172.5 million in proceeds.
- Concurrently with the IPO, the sponsor agreed to purchase 5,733,333 warrants (with an option for 6,333,333 warrants if the over-allotment was exercised in full) at $1.50 per warrant through a private placement.
Inbound Investments
- Everest Consolidator Acquisition Corporation raised approximately $172.5 million from its IPO in November 2021.
- The sponsor agreed to purchase warrants at $1.50 per warrant in a private placement concurrent with the IPO.
- For each one-month extension of the business combination period, the company was required to deposit $10,000 into the Trust Account.
Outbound Investments
- In July 2023, Everest Consolidator Acquisition Corporation announced a definitive business combination agreement with Unifund Financial Technologies, a consumer debt servicing company.
Capital Expenditures
- Everest Consolidator Acquisition Corporation has not commenced any significant operations nor generated any revenues, thus incurring no material capital expenditures.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| MNTN Stock Pre-Market (+41%): Q4 Earnings Crush Estimates & Guides Higher | 02/11/2026 | |
| MNTN Earnings Notes | 12/16/2025 | |
| MNTN Stock Drop Looks Sharp, But How Deep Can It Go? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 14.38 |
| Mkt Cap | 0.5 |
| Rev LTM | 299 |
| Op Inc LTM | 41 |
| FCF LTM | 49 |
| FCF 3Y Avg | 882 |
| CFO LTM | 62 |
| CFO 3Y Avg | 924 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 21.5% |
| Rev Chg 3Y Avg | 13.8% |
| Rev Chg Q | 14.2% |
| QoQ Delta Rev Chg LTM | 3.2% |
| Op Inc Chg LTM | 44.0% |
| Op Inc Chg 3Y Avg | 27.4% |
| Op Mgn LTM | 13.8% |
| Op Mgn 3Y Avg | 5.0% |
| QoQ Delta Op Mgn LTM | 2.1% |
| CFO/Rev LTM | 20.6% |
| CFO/Rev 3Y Avg | 16.2% |
| FCF/Rev LTM | 16.3% |
| FCF/Rev 3Y Avg | 12.4% |
Price Behavior
| Market Price | $10.80 | |
| Market Cap ($ Bil) | 0.8 | |
| First Trading Date | 01/14/2022 | |
| Distance from 52W High | -65.7% | |
| 50 Days | 200 Days | |
| DMA Price | $14.54 | $15.31 |
| DMA Trend | down | up |
| Distance from DMA | -25.7% | -29.5% |
| 3M | 1YR | |
| Volatility | 89.7% | 78.9% |
| Downside Capture | -42.30 | 108.53 |
| Upside Capture | 54.52 | -3.08 |
| Correlation (SPY) | -2.1% | 14.3% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.37 | -0.55 | 0.18 | 0.87 | 0.91 | 0.57 |
| Up Beta | -1.88 | -4.88 | -0.97 | -0.27 | 0.24 | -0.76 |
| Down Beta | 0.72 | 1.79 | 1.05 | 2.68 | 2.16 | 0.42 |
| Up Capture | 81% | -26% | 46% | 27% | 1% | 13% |
| Bmk +ve Days | 11 | 24 | 40 | 67 | 140 | 429 |
| Stock +ve Days | 8 | 20 | 34 | 55 | 112 | 240 |
| Down Capture | 96% | -20% | 60% | 107% | 123% | 78% |
| Bmk -ve Days | 10 | 17 | 23 | 58 | 112 | 321 |
| Stock -ve Days | 12 | 20 | 28 | 69 | 137 | 238 |
[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 MNTN | |
|---|---|---|---|---|
| MNTN | -48.7% | 79.1% | -0.51 | - |
| Sector ETF (XLK) | 45.4% | 24.3% | 1.49 | 11.0% |
| Equity (SPY) | 22.3% | 12.5% | 1.33 | 14.3% |
| Gold (GLD) | 24.4% | 27.8% | 0.77 | -1.0% |
| Commodities (DBC) | 23.6% | 18.7% | 1.00 | 1.4% |
| Real Estate (VNQ) | 13.2% | 13.9% | 0.65 | 3.8% |
| Bitcoin (BTCUSD) | -42.8% | 42.8% | -1.18 | 14.9% |
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 MNTN | |
|---|---|---|---|---|
| MNTN | -14.2% | 52.1% | -0.35 | - |
| Sector ETF (XLK) | 21.1% | 25.5% | 0.74 | 7.5% |
| Equity (SPY) | 13.4% | 17.1% | 0.61 | 7.7% |
| Gold (GLD) | 18.0% | 18.3% | 0.80 | -1.2% |
| Commodities (DBC) | 7.5% | 19.5% | 0.28 | -1.1% |
| Real Estate (VNQ) | 2.9% | 18.9% | 0.06 | 0.2% |
| Bitcoin (BTCUSD) | 12.3% | 53.5% | 0.42 | 7.7% |
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 MNTN | |
|---|---|---|---|---|
| MNTN | -7.4% | 52.1% | -0.35 | - |
| Sector ETF (XLK) | 25.6% | 24.7% | 0.93 | 7.5% |
| Equity (SPY) | 15.8% | 17.9% | 0.75 | 7.7% |
| Gold (GLD) | 11.7% | 16.1% | 0.59 | -1.2% |
| Commodities (DBC) | 6.1% | 18.0% | 0.27 | -1.1% |
| Real Estate (VNQ) | 5.2% | 20.7% | 0.22 | 0.2% |
| Bitcoin (BTCUSD) | 58.0% | 66.2% | 0.98 | 7.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 6/8/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/5/2026 | -22.8% | -28.3% | -14.7% |
| 2/10/2026 | 37.1% | 28.4% | 20.7% |
| 11/4/2025 | -8.1% | -5.3% | -12.1% |
| 8/5/2025 | -17.9% | -27.0% | -34.8% |
| SUMMARY STATS | |||
| # Positive | 1 | 1 | 1 |
| # Negative | 3 | 3 | 3 |
| Median Positive | 37.1% | 28.4% | 20.7% |
| Median Negative | -17.9% | -27.0% | -14.7% |
| Max Positive | 37.1% | 28.4% | 20.7% |
| Max Negative | -22.8% | -28.3% | -34.8% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/5/2026 | -22.8% | -28.3% | -14.7% |
| 2/10/2026 | 37.1% | 28.4% | 20.7% |
| 11/4/2025 | -8.1% | -5.3% | -12.1% |
| 8/5/2025 | -17.9% | -27.0% | -34.8% |
| SUMMARY STATS | |||
| # Positive | 1 | 1 | 1 |
| # Negative | 3 | 3 | 3 |
| Median Positive | 37.1% | 28.4% | 20.7% |
| Median Negative | -17.9% | -27.0% | -14.7% |
| Max Positive | 37.1% | 28.4% | 20.7% |
| Max Negative | -22.8% | -28.3% | -34.8% |
Recent Forward Guidance
Updated 7/9/2026Latest: Q1 2026 Earnings Reported 5/5/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2026 Revenue | 81.00 Mil | 82.00 Mil | 83.00 Mil | 13.4% | Higher New | Guidance: 72.30 Mil for Q1 2026 | |
| Q2 2026 Adjusted EBITDA | 19.00 Mil | 20.50 Mil | 22.00 Mil | 51.9% | Higher New | Guidance: 13.50 Mil for Q1 2026 | |
| 2026 Revenue | 347.00 Mil | 352.00 Mil | 357.00 Mil | 0.6% | Raised | Guidance: 350.00 Mil for 2026 | |
| 2026 Adjusted EBITDA | 96.00 Mil | 98.50 Mil | 101.00 Mil | 1.4% | Raised | Guidance: 97.10 Mil for 2026 | |
Prior: Q4 2025 Earnings Reported 2/10/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Revenue | 71.30 Mil | 72.30 Mil | 73.30 Mil | -15.9% | Lower New | Guidance: 86.00 Mil for Q4 2025 | |
| Q1 2026 Adjusted EBITDA | 13.00 Mil | 13.50 Mil | 14.00 Mil | -47.1% | Lower New | Guidance: 25.50 Mil for Q4 2025 | |
| 2026 Revenue | 345.00 Mil | 350.00 Mil | 355.00 Mil | ||||
| 2026 Adjusted EBITDA | 94.60 Mil | 97.10 Mil | 99.60 Mil | ||||
Q3 2025 Earnings Reported 11/4/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q4 2025 Revenue | 85.50 Mil | 86.00 Mil | 86.50 Mil | 22.9% | Higher New | Guidance: 70.00 Mil for Q3 2025 | |
| Q4 2025 Adjusted EBITDA | 25.00 Mil | 25.50 Mil | 26.00 Mil | 82.1% | Higher New | Guidance: 14.00 Mil for Q3 2025 | |
Insider Activity
Updated 7/8/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Partovi, Hadi | Hadi Partovi Investments LLC | Sell | 12032025 | 13.39 | 86,665 | Form | |||
| 2 | Partovi, Hadi | Hadi Partovi Investments LLC | Sell | 12032025 | 13.39 | 168,257 | 2,252,961 | 1,160,444 | Form | |
| 3 | Partovi, Hadi | Hadi Partovi Investments LLC | Sell | 12032025 | 13.46 | 192,598 | 2,592,369 | 3,431,250 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Partovi, Hadi | Hadi Partovi Investments LLC | Sell | 12032025 | 13.39 | 86,665 | Form | |||
| 2 | Partovi, Hadi | Hadi Partovi Investments LLC | Sell | 12032025 | 13.39 | 168,257 | 2,252,961 | 1,160,444 | Form | |
| 3 | Partovi, Hadi | Hadi Partovi Investments LLC | Sell | 12032025 | 13.46 | 192,598 | 2,592,369 | 3,431,250 | Form |
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