Volato (SOAR)
Market Price (1/24/2026): $0.4505 | Market Cap: $2.3 MilSector: Industrials | Industry: Airport Services
Volato (SOAR)
Market Price (1/24/2026): $0.4505Market Cap: $2.3 MilSector: IndustrialsIndustry: Airport Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 410%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 406% | Weak multi-year price returns2Y Excs Rtn is -142%, 3Y Excs Rtn is -176% | Penny stockMkt Price is 0.5 |
| 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 -135% | Meaningful short interestShort 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 17% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -2.7 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -4.6% |
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization. Themes include Travel & Leisure Tech. | Weak revenue growthRev Chg QQuarterly Revenue Change % is -99% | |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -15%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -15% | ||
| High stock price volatilityVol 12M is 1622% | ||
| Key risksSOAR key risks include [1] potential delisting from the NYSE due to non-compliance with listing standards and weak financial health, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 410%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 406% |
| 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 -135% |
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization. Themes include Travel & Leisure Tech. |
| Weak multi-year price returns2Y Excs Rtn is -142%, 3Y Excs Rtn is -176% |
| Meaningful short interestShort 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 17% |
| Penny stockMkt Price is 0.5 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -2.7 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -4.6% |
| Weak revenue growthRev Chg QQuarterly Revenue Change % is -99% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -15%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -15% |
| High stock price volatilityVol 12M is 1622% |
| Key risksSOAR key risks include [1] potential delisting from the NYSE due to non-compliance with listing standards and weak financial health, Show more. |
Why The Stock Moved
Stock Movement Drivers
Fundamental Drivers
The -74.6% change in SOAR stock from 9/30/2025 to 1/23/2026 was primarily driven by a -48.5% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 9302025 | 1232026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.77 | 0.45 | -74.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 96 | 58 | -39.5% |
| P/S Multiple | 0.0 | 0.0 | -18.3% |
| Shares Outstanding (Mil) | 3 | 5 | -48.5% |
| Cumulative Contribution | -74.6% |
Market Drivers
9/30/2025 to 1/23/2026| Return | Correlation | |
|---|---|---|
| SOAR | -74.6% | |
| Market (SPY) | 3.5% | 24.3% |
| Sector (XLI) | 6.5% | 25.5% |
Fundamental Drivers
The -65.1% change in SOAR stock from 6/30/2025 to 1/23/2026 was primarily driven by a -63.0% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 6302025 | 1232026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.29 | 0.45 | -65.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 72 | 58 | -18.7% |
| P/S Multiple | 0.0 | 0.0 | 16.1% |
| Shares Outstanding (Mil) | 2 | 5 | -63.0% |
| Cumulative Contribution | -65.1% |
Market Drivers
6/30/2025 to 1/23/2026| Return | Correlation | |
|---|---|---|
| SOAR | -65.1% | |
| Market (SPY) | 11.9% | 23.3% |
| Sector (XLI) | 11.8% | 23.7% |
Fundamental Drivers
The -92.7% change in SOAR stock from 12/31/2024 to 1/23/2026 was primarily driven by a -86.7% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 12312024 | 1232026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.12 | 0.45 | -92.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 51 | 58 | 15.2% |
| P/S Multiple | 0.1 | 0.0 | -52.0% |
| Shares Outstanding (Mil) | 1 | 5 | -86.7% |
| Cumulative Contribution | -92.7% |
Market Drivers
12/31/2024 to 1/23/2026| Return | Correlation | |
|---|---|---|
| SOAR | -92.7% | |
| Market (SPY) | 18.6% | -1.1% |
| Sector (XLI) | 25.9% | -1.5% |
Fundamental Drivers
nullnull
Market Drivers
12/31/2022 to 1/23/2026| Return | Correlation | |
|---|---|---|
| SOAR | -99.8% | |
| Market (SPY) | 86.9% | -0.5% |
| Sector (XLI) | 74.5% | -1.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SOAR Return | - | 4% | -63% | -94% | -90% | -23% | -100% |
| Peers Return | -27% | -38% | -60% | -61% | -45% | -4% | -96% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 84% |
Monthly Win Rates [3] | |||||||
| SOAR Win Rate | - | 75% | 92% | 17% | 33% | 0% | |
| Peers Win Rate | 38% | 38% | 42% | 31% | 31% | 50% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| SOAR Max Drawdown | - | 0% | -65% | -95% | -98% | -23% | |
| Peers Max Drawdown | -30% | -40% | -74% | -76% | -64% | -19% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: FLYX, UP, SRFM, JTAI.
[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 1/23/2026 (YTD)
How Low Can It Go
| Event | SOAR | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -89.0% | -25.4% |
| % Gain to Breakeven | 806.8% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
Compare to FLYX, UP, SRFM, JTAI
In The Past
Volato's stock fell -89.0% during the 2022 Inflation Shock from a high on 11/29/2023. A -89.0% loss requires a 806.8% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth over time.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
Volato Group, Inc. operates as a private aviation company. The company offers fractional ownership, aircraft management, jet cards, deposit, and charter programs. Its fractional programs provide flexible hours and a revenue share for owners in a fleet of HondaJets. The company was founded in 2021 and is based in Chamblee, Georgia.
AI Analysis | Feedback
Analogy 1: A modern alternative to NetJets.
Analogy 2: The Tesla of private jet fractional ownership.
AI Analysis | Feedback
- Fractional Jet Ownership: Clients purchase a share of a private jet, granting them guaranteed access to flight hours with specific aircraft.
- Volato Programs (Jet Cards): Offers pre-paid block hours or subscription models for private jet travel, providing preferred rates and access.
- On-Demand Private Jet Charter: Provides traditional private jet charter services, allowing clients to book flights as needed without long-term commitments.
- Aircraft Management Services: Offers comprehensive operational, maintenance, and administrative support for private aircraft owners.
AI Analysis | Feedback
Volato (SOAR) primarily sells its private jet fractional ownership, jet card, and on-demand charter services directly to end-users rather than to other companies for resale. As such, its major customers fall into the following categories:
- High-Net-Worth Individuals and Families: These customers utilize Volato's services for personal travel, leisure, vacations, and family trips. They prioritize privacy, comfort, convenience, time savings, and the flexibility that private aviation offers for their demanding lifestyles.
- Businesses and Corporate Executives: Companies and their senior leadership or key personnel leverage Volato's private jet services for essential business travel. This includes attending critical meetings, conducting site visits, transporting teams, and maximizing executive productivity by enabling confidential work and efficient transit for time-sensitive engagements.
AI Analysis | Feedback
- Honda Motor Co., Ltd. (NYSE: HMC)
- General Dynamics Corporation (NYSE: GD)
AI Analysis | Feedback
```htmlMatthew Liotta, Chief Executive Officer and Director
Mr. Liotta co-founded Volato and has served as its Chief Executive Officer and Director since its inception. Prior to co-founding Volato, he founded Agrify (NASDAQ: AGFY), an agricultural technology company, where he served as President from 2016 to 2019 and Chief Technology Officer from 2019 to 2020. Mr. Liotta has also worked for several Silicon Valley venture capital-backed portfolio companies, including gMoney Corporation, Yipes, TeamToolz, and DevX. He co-founded CEADS, a non-profit organization for controlled environment agriculture, serving as its President until 2022, and currently serves as a Director for Fintainium, a cloud-based financial technology company.
Mark Heinen, Chief Financial Officer
Mr. Heinen has served as Volato's Chief Financial Officer since November 28, 2023. He brings over 25 years of finance and accounting experience, having served as Chief Financial Officer at Better and Better Therapeutics, and as SVP, Global Corporate Controller, and interim Chief Financial Officer at Trintech, Inc. Mr. Heinen's career began in public accounting at PricewaterhouseCoopers, and he has held leadership positions in both publicly traded and private technology companies.
Nicholas Cooper, CFA, Chief Commercial Officer and Director
Mr. Cooper co-founded Volato and has served as a Director and in various executive officer roles, including Chief Commercial Officer. He founded Apptuto, a 500 Startups accelerator portfolio company focused on mobile-first consumer edtech, where he was Chief Executive Officer from 2015 to 2017. Before his entrepreneurial career, Mr. Cooper gained experience in investment banking, serving as Investment Manager at Al Nahdha Investment and Abu Dhabi Capital Group, where he managed Private Equity and Venture Capital portfolios from 2010 to 2015. He was also a Senior Associate at Macquarie Bank from 2003 to 2009.
Michael Prachar, Chief Operating Officer
Mr. Prachar has served as Volato's Chief Operating Officer since February 1, 2022. Prior to joining Volato, he served as Chief Operating Officer of Big Green IT, an information technology and Microsoft cloud consulting business, from 2015 to 2022. Mr. Prachar also built a 20-year operations career with roles including Chief Operating Officer of LinkSource Technologies from 2010 to 2015, and President and Chief Operating Officer of Rapid Link, Inc. from 2006 to 2010.
Gary Waldman, Executive Vice President Fleet Performance
Mr. Waldman has served as Volato's Executive Vice President Fleet Performance since December 2022, focusing on scaling the HondaJet floating fleet. Before Volato, he held executive leadership positions at XOJET (acquired by Vista Global Holdings), JetSuite, and Jet Edge (acquired by Vista Global Holdings). Mr. Waldman's career in commercial and private aviation also includes co-founding B2B-focused Stellar Labs (acquired by Magellan Jets) and travel metasearch company SideStep (acquired by Kayak).
AI Analysis | Feedback
Key Risks to Volato (SOAR)
- Non-compliance with NYSE American Listing Standards and Weak Financial Health: Volato has received a notice of non-compliance from the NYSE American LLC for failing to meet minimum stockholders' equity requirements after sustaining losses in recent fiscal years. The company's small market capitalization, declining earnings over the past five years, and limited cash runway further highlight its precarious financial position. Failure to regain compliance could lead to delisting, severely impacting the company's ability to raise capital and its public trading status.
- High Stock Volatility and Speculative Nature: Volato's share price has demonstrated high volatility, and the stock is considered speculative, particularly as it trades below $5. This characteristic tends to attract risk-tolerant investors, but it also exposes shareholders to significant and rapid fluctuations in value.
- Shareholder Dilution: The company has engaged in capital-raising activities, including the issuance of convertible notes. Aggregate sales pursuant to a Share Purchase Agreement could substantially reduce the collective ownership of existing shareholders, potentially diluting their stake to approximately 7% of outstanding shares if all future issuances occur as described.
AI Analysis | Feedback
nullAI Analysis | Feedback
Volato (SOAR) operates in the private aviation industry, primarily offering fractional ownership programs, jet card programs, and on-demand charter services. The addressable markets for these services are substantial, particularly within North America.
Addressable Markets:
-
Private Jet Charter Services (including On-Demand Charter and Jet Card Programs):
- The United States private jet charter market is estimated to be $28.9 billion in 2025.
- Globally, the private jet charter services market reached USD 16.38 billion in 2025 and is projected to reach USD 24.02 billion by 2030, with a Compound Annual Growth Rate (CAGR) of 7.95%. North America holds the dominant share of this market, accounting for 82.47% of revenue in 2024.
- Another estimate indicates the global private jet charter market was worth $21.24 billion in 2024 and is expected to grow to $24.28 billion in 2025, demonstrating a CAGR of 14.3%.
- The U.S. air charter services market was valued at USD 12.2 billion in 2024. The private charter services market is projected to grow at a CAGR of 6.1% until 2034.
-
Fractional Ownership Programs (part of the broader Business Jet Market):
- The global business jet market size was valued at USD 46.51 billion in 2024 and is anticipated to grow to USD 67.68 billion by 2032, exhibiting a CAGR of 4.99% from 2025–2032. North America held a significant market share of 44.74% in 2024.
- Another report estimates the global business jet market size at USD 72.15 billion in 2024, with a projection to reach USD 113.48 billion by 2030, growing at a CAGR of 7.9% from 2025 to 2030. North America accounted for the largest global revenue share of 37.8% in 2024.
- Specifically for the United States, the business jet market size was valued at USD 5 billion in 2024 and is estimated to reach USD 6.4 billion by 2033, showing a CAGR of 2.7% from 2025-2033. The expansion of fractional ownership programs is a key driver for this market.
AI Analysis | Feedback
Volato (SOAR) anticipates several key drivers to fuel its revenue growth over the next two to three years, primarily centered around its evolving business model from traditional private aviation services to a more technology- and asset-light approach.
- Growth in Aircraft Sales: Volato expects continued revenue generation from its aircraft sales program. The company delivered two HondaJets and its first Gulfstream G280 in Q3 2024, with orders for three additional Gulfstream G280 jets anticipated for delivery in 2025. Additionally, Volato's aircraft-trading program generated $25.1 million in revenue in the first quarter of 2025, with similar results expected in the second quarter.
- Expansion of Software and Technology Platforms (Vaunt and Parslee AI): A central pillar of Volato's future growth strategy involves advancing its software initiatives.
- Vaunt: Volato's experiential private aviation platform, Vaunt, reached breakeven in Q1 2025 and is on track for full-year profitability. Its expansion, including adding 59 aircraft through new partnerships to bring its total fleet to 111, is expected to drive further top-line growth and nationwide coverage.
- Parslee AI: Originally developed for internal operational workflows, Parslee Document Intelligence is evolving into a standalone enterprise software platform. This shift aims to generate scalable, defensible technology revenue by offering solutions for document intelligence and workflow automation, opening new customer adoption paths.
- New Aircraft Leasing Strategy: Volato has introduced an aircraft leasing strategy focused on high-demand charter platforms. This initiative is designed to create a new stream of asset-efficient, recurring revenue by acquiring and placing charter-relevant aircraft with top-tier operators, while maintaining a focus on core technology platforms.
- Merger with M2i Global: A planned merger with M2i Global, Inc., anticipated to close in Q4 2025, is a significant strategic move. This combination is expected to leverage Volato's software and technology expertise to create long-term value across aviation and other industries, specifically critical minerals supply chains, and further complements the growth trajectory of the Parslee platform.
AI Analysis | Feedback
Share Issuance
- Volato went public in December 2023 through a SPAC merger, raising over $60 million in new capital funding via the conversion of convertible debt, Series A Preferred Equity, and additional private investments into common stock.
- In May 2025, stockholders approved the issuance of 20% or more of the company's Class A common stock under a Securities Purchase Agreement with JAK Opportunities Fund IX LLC.
- Between December 2024 and July 2025, Volato issued approximately $9 million in 10% original issue discount senior unsecured convertible promissory notes, convertible into shares of Class A common stock.
Inbound Investments
- The SPAC merger in December 2023 generated over $60 million in new capital, including $12 million in additional private investments and $14 million in Series A Preferred Equity financing.
- Volato plans to raise approximately $8.0 million in outside capital during 2025 to address short-term liabilities and extend its operating runway.
Outbound Investments
- In July 2025, Volato announced a definitive business combination agreement to acquire M2i Global Inc., an all-stock transaction where M2i Global shareholders are expected to own approximately 85% of the combined company.
Capital Expenditures
- Volato expects to add at least 26 new aircraft by the end of 2025.
- As of March 2024, the company had an order book for 22 HondaJet IIs and four Gulfstream G280s, with deliveries planned for 2024 and 2025.
- In April 2025, Volato received delivery of its third Gulfstream G280 aircraft, with another Gulfstream G280 delivery scheduled for Q4 2025.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Volato Earnings Notes | 12/16/2025 | |
| Day 6 of Loss Streak for Volato Stock with -49% Return (vs. -66% YTD) [10/22/2025] | 10/23/2025 | |
| How Low Can Volato Stock Really Go? | 10/17/2025 | |
| Day 5 of Gains Streak for Volato Stock with 104% Return (vs. -34% YTD) [10/14/2025] | 10/15/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for Volato
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 0.78 |
| Mkt Cap | 0.1 |
| Rev LTM | 108 |
| Op Inc LTM | -43 |
| FCF LTM | -24 |
| FCF 3Y Avg | -69 |
| CFO LTM | -12 |
| CFO 3Y Avg | -32 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -8.5% |
| Rev Chg 3Y Avg | -19.0% |
| Rev Chg Q | -4.3% |
| QoQ Delta Rev Chg LTM | -1.1% |
| Op Mgn LTM | -35.9% |
| Op Mgn 3Y Avg | -31.7% |
| QoQ Delta Op Mgn LTM | -6.7% |
| CFO/Rev LTM | -15.2% |
| CFO/Rev 3Y Avg | -43.1% |
| FCF/Rev LTM | -37.9% |
| FCF/Rev 3Y Avg | -48.3% |
Price Behavior
Price Behavior
| Market Price | $0.45 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 01/21/2022 | |
| Distance from 52W High | -91.5% | |
| 50 Days | 200 Days | |
| DMA Price | $0.99 | $1.63 |
| DMA Trend | down | down |
| Distance from DMA | -54.7% | -72.3% |
| 3M | 1YR | |
| Volatility | 124.9% | 1,628.3% |
| Downside Capture | 910.49 | 28.22 |
| Upside Capture | -14.56 | -225.57 |
| Correlation (SPY) | 31.1% | -1.0% |
SOAR 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 | 6.50 | 4.64 | 3.37 | 3.11 | -0.93 | -0.32 |
| Up Beta | -6.20 | 4.18 | 6.93 | 3.30 | 0.99 | 0.42 |
| Down Beta | 6.67 | 1.39 | -0.68 | 0.76 | 6.53 | 3.65 |
| Up Capture | 112% | 192% | 133% | 374% | -51% | -6% |
| Bmk +ve Days | 11 | 23 | 37 | 72 | 143 | 431 |
| Stock +ve Days | 9 | 17 | 28 | 57 | 111 | 286 |
| Down Capture | 1187% | 614% | 442% | 332% | 8% | 102% |
| Bmk -ve Days | 11 | 18 | 27 | 55 | 108 | 320 |
| Stock -ve Days | 13 | 24 | 36 | 62 | 129 | 330 |
[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 SOAR | |
|---|---|---|---|---|
| SOAR | -91.3% | 1,628.3% | 0.89 | - |
| Sector ETF (XLI) | 18.4% | 19.0% | 0.75 | -1.4% |
| Equity (SPY) | 14.7% | 19.3% | 0.58 | -1.1% |
| Gold (GLD) | 81.5% | 20.4% | 2.83 | 2.1% |
| Commodities (DBC) | 8.3% | 15.4% | 0.32 | -2.3% |
| Real Estate (VNQ) | 4.9% | 16.6% | 0.11 | 3.0% |
| Bitcoin (BTCUSD) | -13.6% | 39.7% | -0.28 | -10.4% |
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 SOAR | |
|---|---|---|---|---|
| SOAR | -71.9% | 962.3% | 0.47 | - |
| Sector ETF (XLI) | 14.8% | 17.2% | 0.69 | -0.9% |
| Equity (SPY) | 14.4% | 17.1% | 0.68 | -0.4% |
| Gold (GLD) | 21.9% | 15.7% | 1.13 | 2.7% |
| Commodities (DBC) | 11.9% | 18.7% | 0.52 | -0.5% |
| Real Estate (VNQ) | 5.2% | 18.8% | 0.18 | 1.7% |
| Bitcoin (BTCUSD) | 19.5% | 57.9% | 0.54 | -4.3% |
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 SOAR | |
|---|---|---|---|---|
| SOAR | -47.0% | 962.3% | 0.47 | - |
| Sector ETF (XLI) | 14.7% | 19.9% | 0.66 | -0.9% |
| Equity (SPY) | 15.5% | 18.0% | 0.74 | -0.4% |
| Gold (GLD) | 16.2% | 14.9% | 0.90 | 2.7% |
| Commodities (DBC) | 8.4% | 17.6% | 0.40 | -0.5% |
| Real Estate (VNQ) | 5.9% | 20.8% | 0.25 | 1.7% |
| Bitcoin (BTCUSD) | 70.6% | 66.7% | 1.10 | -4.3% |
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 |
| 11/13/2025 | -1.4% | -21.1% | -22.5% |
| 5/15/2025 | -3.4% | -12.2% | -32.8% |
| 7/19/2024 | 19.5% | 20.0% | 7.6% |
| 1/22/2024 | -7.3% | 4.2% | 80.3% |
| SUMMARY STATS | |||
| # Positive | 1 | 2 | 2 |
| # Negative | 3 | 2 | 2 |
| Median Positive | 19.5% | 12.1% | 43.9% |
| Median Negative | -3.4% | -16.7% | -27.7% |
| Max Positive | 19.5% | 20.0% | 80.3% |
| Max Negative | -7.3% | -21.1% | -32.8% |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.