IOT
Price
Trailing performance
Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.
Fundamentals
Valuation & profitability ratios
Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.
Earnings
Reported vs expected · EPS
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Apr 2026 | 0.13 | 0.17 | +30.5% |
| Jan 2026 | 0.13 | 0.18 | +40.9% |
| Oct 2025 | 0.12 | 0.15 | +26.4% |
| Jul 2025 | 0.07 | 0.12 | +65.6% |
Forward consensus
| Period | EPS | Analysts | Revenue | Growth |
|---|---|---|---|---|
| Current quarter | 0.16 | 18 | $483.30M | +23.5% |
| Next quarter | 0.18 | 18 | $509.68M | +22.5% |
| Current year | 0.71 | 20 | $2.01B | +24.2% |
| Next year | 0.90 | 21 | $2.41B | +19.8% |
Analyst targets & ownership
Price targets, consensus spread, insider and institutional ownership.
Insider net activity
Insider transactions
| Date | Insider | Action | Shares | Value | Held |
|---|---|---|---|---|---|
| Aug 18, 26 | KIRCHHOFF BENJAMIN LOUIS Officer |
SELL | 3.61K | $142.25K | Direct |
| Aug 6, 26 | BICKET JOHN C Chief Technology Officer |
SELL | 263.90K | $10.12M | Indirect |
| Aug 6, 26 | BISWAS SANJIT ZUBIN Chief Executive Officer |
SELL | 263.90K | $10.12M | Indirect |
| Aug 3, 26 | PHILLIPS DOMINIC Chief Financial Officer |
SELL | 29.62K | $1.11M | |
| Jul 28, 26 | ELTOUKHY ADAM Officer |
SELL | 7.31K | $262.82K | Direct |
| Jul 22, 26 | BICKET JOHN C Chief Technology Officer |
SELL | 263.90K | $9.53M | Indirect |
| Jul 22, 26 | BISWAS SANJIT ZUBIN Chief Executive Officer |
SELL | 263.90K | $9.53M | Indirect |
| Jul 22, 26 | ANDREESSEN MARC L Director |
STOCK | 7.80K | $0 | Direct |
| Jul 22, 26 | LIVERMORE ANN M Director |
STOCK | 7.80K | $0 | Direct |
| Jul 22, 26 | CHADWICK JONATHAN C Director |
STOCK | 7.80K | $0 | Direct |
| Jul 22, 26 | BLUEDORN TODD M Director |
STOCK | 7.80K | $0 | Direct |
| Jul 22, 26 | STEELE GARY Director |
STOCK | 7.80K | $0 | Direct |
| Jul 22, 26 | HENRY ALYSSA Director |
STOCK | 7.80K | $0 | Direct |
| Jul 20, 26 | KIRCHHOFF BENJAMIN LOUIS Officer |
SELL | 960 | $36.19K | Direct |
What this is, and what it is not
These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.
A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.
This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.
Officer and director trades in their own stock, straight from Form 4 filings.
Insider holders
| Name | Relation | Shares held | Latest |
|---|---|---|---|
AH PARALLEL FUND IV, L.P. |
Beneficial Owner of more than 10% of a Class of Security | — | Sale |
ANDREESSEN HOROWITZ LSV FUND I, L.P. |
Beneficial Owner of more than 10% of a Class of Security | — | Conversion of Exercise of derivative security |
ANDREESSEN HOROWITZ LSV FUND III, L.P. |
Beneficial Owner of more than 10% of a Class of Security | — | Sale |
ANDREESSEN MARC L |
Director | 2.26M | Stock Award(Grant) |
BICKET JOHN C |
Chief Technology Officer | — | Sale |
BISWAS SANJIT ZUBIN |
Chief Executive Officer | — | Sale |
CAIMI LARA L |
Former | 925.44K | Sale |
ELTOUKHY ADAM |
Officer | 564.91K | Sale |
GC VENTURE VIII-B, L.L.C. |
Beneficial Owner of more than 10% of a Class of Security | — | Sale |
PHILLIPS DOMINIC |
Chief Financial Officer | — | Sale |
Moving averages & technicals
Risk profile
Unusual options activity
That is the normal state — most contracts trade well inside their existing open interest.
Contracts trading at or above their open interest, ranked by notional and where the print landed.
Options analytics
Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.
Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.
Options chain
Calls
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Puts
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Every listed expiry, both sides of the book, with volume, open interest and implied volatility.
Headlines
PRIVATE STRATEGY · BY QUALIFICATION
The same data. A different seat.
The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.