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PGY.O — NASDAQ Financial Technology (Fintech)

Pagaya Technologies Ltd

$18,65
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Mcap
1,5B USD
P/E
—
EV / Rev
—
Div yield
—
Op margin
10,8 %
ROE
16,0 %
Net margin
6,3 %
Debt / equity
1,62
Beta
—
52w range
—
Volume
37,6k
Day range
$13,33–$14,38
Prev close
$13,65
Open
$13,57
Next earnings
2026-07-28
Ex-dividend
—
TR 1Y
—
About

Pagaya Technologies Ltd is a financial technology company that leverages artificial intelligence and machine learning to develop and manage alternative investment strategies, primarily in the mortgage-backed securities market.

Business. Pagaya Technologies Ltd (PGY.O) is a financial technology company operating within the fintech and infrastructure sector. The firm generates revenue primarily through a fee-income model, leveraging industry metrics such as total payment volume and take rates. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not provided in the available data.

Classification92 %
SectorTechnology
Business sectorFinancial Technology (Fintech) & Infrastructure
IndustryFinancial Technology (Fintech)
Generated · model-assisted
Sell-side consensus
BUY11 analysts
10 buy1 hold0 sell
Avg 12m price target27,09

Analyst recommendations

11 analysts · consensus Buy
Buy10
Hold1
Sell0
12-month price target
27,09
Consensus of sell-side coverage.
Upcoming events
  • EarningsQ2 2026 earnings (expected)2026-07-28 · estimated
See all catalysts →

At a glance

Score→
99
composite score
Valuation
—
valuation pending
Analysts→
Buy
11 analysts · indicative
Ownership→
American Century Investment Management, Inc.
largest disclosed fund holder
Profitability→
16,0 %
return on equity
Quality→
59
quality score (0-100)

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning PGY.

    • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,2 %+1,6 %+2,4 %
    Energy+1,2 %+5,3 %+1,4 %
    Real Estate+0,7 %+4,1 %+0,8 %
    Health Care+0,6 %−0,5 %+0,8 %
    Consumer Discretionary+0,3 %+8,7 %+0,5 %
    Information Technology · THIS SECTOR−0,3 %+6,5 %−0,1 %
    Financials−0,3 %−4,5 %−0,1 %
    Consumer Staples−1,0 %+3,0 %−0,8 %
    Utilities−1,5 %−21,2 %−1,3 %
    Industrials−1,7 %−2,3 %−1,6 %
    Communication Services———

    Developing storylines

    No tracked sagas currently linked to PGY.O. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-07 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Company
    • EarningsQ2 2026 earnings (expected)2026-07-28 · estimated
    • Macro
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
    • Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
    • Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Composite score99 / 100
    Composite score 0-100 · Data quality 0,59
    Data quality0,59 / 1.00

    Synthesis

    Business

    Pagaya Technologies Ltd (PGY.O) is a financial technology company operating within the fintech and infrastructure sector. The firm generates revenue primarily through a fee-income model, leveraging industry metrics such as total payment volume and take rates. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not provided in the available data.

    Classification92 %
    SectorTechnology
    Business sectorFinancial Technology (Fintech) & Infrastructure
    IndustryFinancial Technology (Fintech)
    AI synthesis
    GENERATED

    Pagaya's capital structure is characterized by a debt-to-equity ratio of 1.62, indicating a moderate reliance on debt financing. The company maintains a current ratio of 3.0, suggesting strong short-term liquidity. Its price-to-book ratio of 2.07 and price-to-tangible-book ratio of 2.07 reflect a market valuation that is above the book value of its tangible assets. The company's return on equity of 15.95% and return on assets of 5.26% indicate a relatively strong profitability relative to its equity base, though the ROA is modest.

    In terms of profitability, Pagaya's gross profit margin is 42.43% (552.19 million / 1.30 billion), and its operating margin is 10.82% (140.75 million / 1.30 billion). These figures suggest a healthy gross margin but a more moderate operating margin. The company's net income margin is 6.25% (81.39 million / 1.30 billion), which is in line with the industry's median for fintech firms.

    Pagaya's revenue is concentrated in a single business segment, as disclosed in its financial statements, with no geographic breakdown provided. This lack of diversification may expose the company to higher operational and market risks. The company's revenue growth trajectory is not explicitly provided, but its operating cash flow of 238.62 million and free cash flow of 92.77 million suggest a strong cash-generating capability.

    The risk assessment for Pagaya indicates a medium liquidity risk and a low dilution risk. The company's net cash position is negative after accounting for total debt, which could affect its ability to meet short-term obligations without additional financing. The dilution risk is low, and no significant dilution sources are identified in the available documents.

    Recent events and filings do not provide specific details on Pagaya's strategic initiatives or major corporate actions. The company's financial statements and analyst estimates suggest a positive outlook, with a mean price target of 27.09 USD and a median price target of 30.00 USD. The mean recommendation from analysts is 1.73, indicating a generally favorable sentiment towards the stock.

    Key takeaways
    • Pagaya Technologies Ltd has a strong liquidity position with a current ratio of 3.0 and a healthy operating cash flow of 238.62 million.
    • The company's return on equity of 15.95% is relatively high, indicating efficient use of shareholder equity.
    • Pagaya's debt-to-equity ratio of 1.62 suggests a moderate level of financial leverage.
    • Analysts have a generally positive outlook on Pagaya, with a mean price target of 27.09 USD and a median price target of 30.00 USD.
    • **margin_outlook_rationale**: The company's gross margin of 42.43% is strong, but the operating margin of 10.82% suggests some pressure from operating expenses.
    • **rd_outlook_rationale**: No specific R&D spending is disclosed, but the company's focus on AI and machine learning implies ongoing investment in innovation.
    • **capex_outlook_rationale**: The company's capital expenditure of -13.90 million indicates a reduction in capital spending, which may be a strategic move to preserve cash.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $18,65
    Market cap
    $1.05B
    Enterprise valueⓘ
    $1.64B
    P/Eⓘ
    —
    Non-GAAP P/Eⓘ
    —
    EV / Revenueⓘ
    —
    EV / Op incomeⓘ
    —
    EV / OCFⓘ
    6.9x
    P / Bⓘ
    2.1x
    P / Tangible bookⓘ
    2.1x
    Tangible book
    $510.1M
    Net cashⓘ
    -$588.9M
    Current ratioⓘ
    3.0
    Debt / equityⓘ
    1.6
    ROAⓘ
    5.3%
    ROEⓘ
    16.0%
    Cash conversionⓘ
    293.0%
    CapEx / revenueⓘ
    -1.1%
    SBC / revenueⓘ
    —
    Dilution ratioⓘ
    0.0%

    Revenue by segment

    Auto Lending—
    low · business_description · 2026-07-03
    Personal Lending—
    low · business_description · 2026-07-03
    Point-of-Sale Financing—
    low · business_description · 2026-07-03
    Single-Family Rental Lending—
    low · business_description · 2026-07-03

    Market share

    INDUSTRYSEGMENTCOMPANYTechnologyIndustryFinancial Technology (Fintech)43,5B node revenueINTU 43,3%FIS 24,6%HOOD 10,3%CHYM 5,0%PSFE 3,9%PGY 2,9%PAY 2,8%XYF 2,6%Other 4,6%
    Source: company disclosures · own-taxonomy revenue-covered setPGY 2,9% · rank #6 of 20

    Business relationships

    Business relationships66 disclosed relationships · 1 type · extracted from filings & disclosures
    Subsidiaries66
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    Supply chain

    — missing data

    Peer comparison

    Peer comparison7 peers · vs PGY · multiples and returns
    IN
    INTU—
    INTUIT INC.
    $272,23
    75,3B USD
    P/E
    39,7x
    +26,8 vs self
    Div yield
    1,2 %
    — vs self
    ROE
    12,7 %
    -3,2 vs self
    FI
    FIS—
    Fidelity National Info Serv
    —
    —
    P/E
    —
    — vs self
    Div yield
    —
    — vs self
    ROE
    —
    — vs self
    HO
    HOOD—
    ROBINHOOD MARKETS, INC.
    $115,49
    104,0B USD
    P/E
    353,0x
    +340,1 vs self
    Div yield
    —
    — vs self
    ROE
    2,6 %
    -13,3 vs self
    CH
    CHYM—
    Chime Financial Inc
    $21,25
    8,1B USD
    P/E
    —
    — vs self
    Div yield
    —
    — vs self
    ROE
    -72,0 %
    -88,0 vs self
    PS
    PSFE—
    Paysafe Ltd
    $6,87
    352,1M USD
    P/E
    —
    — vs self
    Div yield
    —
    — vs self
    ROE
    -27,9 %
    -43,8 vs self
    PA
    PAY—
    Paymentus Holdings Inc
    —
    —
    P/E
    —
    — vs self
    Div yield
    —
    — vs self
    ROE
    —
    — vs self
    XY
    XYF—
    XYF
    $4,96
    —
    P/E
    —
    — vs self
    Div yield
    1,8 %
    — vs self
    ROE
    —
    — vs self

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    1,23
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    11
    Other metrics
    Revenue
    —
    no estimate
    Segment revenue
    —
    no estimate
    Margin
    —
    no estimate
    Segment margin
    —
    no estimate
    as of 2026-05-23 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPS—no estimate—no estimate1,37
    Revenue—no estimate—no estimate1,5B USD
    Operating income—no estimate—no estimate355,0M USD
    Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-07-07

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution10 analysts
    Strong buy4
    Buy6
    Hold0
    Sell0
    Strong sell0
    12-month price target$26,90 · Median $27,50
    Low $20,00High $33,00
    Operating income · consensus355,0M USD
    EPS surprise
    −32,0 %
    reported vs consensus · miss
    Revenue surprise
    −14,5 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$20,00
    Mean$27,09
    Median$30,00
    High$33,00
    Spot$18,65
    +45.3 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin10,8 %Above median
    Net Margin6,2 %Above median
    ROE16,0 %Above P75
    Capex / Rev-1,1 %Above median
    D/E1,62Bottom quartile
    Cash Conv2,93Best in class

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    Derivative transactions

    Net acquired 729 709 sh13 exercises · 6 grants7 insiders
    • Perros EvangelosFormer Officer · Restricted Stock Unit → Class A Ordinary ShareDisposed 20 625exercise · 2026-06-12
    • DAS SANJIVPresident · Restricted Stock Unit → Class A Ordinary ShareDisposed 23 750exercise · 2026-06-12
    • Rosen TamiDirector · Restricted Stock Unit → Class A Ordinary ShareDisposed 15 625exercise · 2026-06-12
    • Vieira CoryChief Accounting Officer · Restricted Stock Unit → Class A Ordinary ShareDisposed 5 208exercise · 2026-06-02
    • Vieira CoryChief Accounting Officer · Restricted Stock Unit → Class A Ordinary ShareAcquired 28 571grant · 2026-04-01
    • Yulzari YahavDirector, Deputy Chief Executive Officer · Restricted Stock Unit → Class A Ordinary ShareAcquired 185 000grant · 2026-04-01
    • DAS SANJIVPresident · Restricted Stock Unit → Class A Ordinary ShareAcquired 200 000grant · 2026-04-01
    • Krubiner GalDirector, Chief Executive Officer · Restricted Stock Unit → Class A Ordinary ShareAcquired 185 000grant · 2026-04-01
    • Perros EvangelosChief Financial Officer · Restricted Stock Unit → Class A Ordinary ShareAcquired 175 000grant · 2026-04-01
    • Pardo AvitalDirector, Deputy Chief Executive Officer · Restricted Stock Unit → Class A Ordinary ShareAcquired 185 000grant · 2026-04-01
    • Perros EvangelosChief Financial Officer · Restricted Stock Unit → Class A Ordinary ShareDisposed 22 766exercise · 2026-04-01
    • DAS SANJIVPresident · Restricted Stock Unit → Class A Ordinary ShareDisposed 23 750exercise · 2026-03-12
    • Perros EvangelosChief Financial Officer · Restricted Stock Unit → Class A Ordinary ShareDisposed 20 625exercise · 2026-03-12
    • Rosen TamiDirector, Chief Development Officer · Restricted Stock Unit → Class A Ordinary ShareDisposed 15 625exercise · 2026-03-12
    • Vieira CoryChief Accounting Officer · Restricted Stock Unit → Class A Ordinary ShareDisposed 5 209exercise · 2026-03-02
    • Perros EvangelosChief Financial Officer · Restricted Stock Unit → Class A Ordinary ShareDisposed 22 766exercise · 2026-01-01
    • DAS SANJIVPresident · Restricted Stock Unit → Class A Ordinary ShareDisposed 8 538exercise · 2026-01-01
    • DAS SANJIVPresident · Restricted Stock Unit → Class A Ordinary ShareDisposed 23 750exercise · 2025-12-12
    • Perros EvangelosChief Financial Officer · Restricted Stock Unit → Class A Ordinary ShareDisposed 20 625exercise · 2025-12-12

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • Pagaya Technologies Ltd Market data — financials · 2026-05-28
    • Pagaya Technologies Ltd Market data — analyst estimates · 2026-05-28
    • Pagaya Technologies Ltd Market data — ESG · 2026-05-28

    Ownership & reference

    Top holders

    • American Century Investment Management, Inc.Investment Managers · as of 2026-03-310,01 %$20M
    • Principal Global Investors (Equity)Investment Managers · as of 2026-03-310,00 %$4M
    • AQR Capital Management, LLCInvestment Managers · as of 2026-03-310,00 %$4M
    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,00 %$9M
    • Nuveen LLCInvestment Managers · as of 2024-12-310,00 %$6M
    • Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,00 %$16M
    • BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,00 %$43M
    • Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,00 %$43M
    • Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,00 %$4M
    • Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,00 %$9M
    • State Street Investment Management (US)Investment Managers · as of 2026-03-310,00 %$12M
    • AMERIPRISE FINANCIAL INCInstitutional Investor · as of 2026-03-310,00 %$1M
    • AllianceBernstein L.P.Investment Managers · as of 2026-03-310,00 %$1M
    • First Trust Advisors L.P.Investment Managers · as of 2026-03-310,00 %$0M
    • Bank of New York Mellon CorpInstitutional Investor · as of 2026-03-310,00 %$2M
    • Charles Schwab Investment Management, Inc.Investment Managers · as of 2026-03-310,00 %$2M
    • JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,00 %$0M
    • Invesco QQQ TrustFunds · as of 2026-03-310,00 %$1M
    • Raymond James & Associates, Inc.Brokerage Firms · as of 2026-03-310,00 %$0M
    • LPL Financial LLCInvestment Managers · as of 2026-03-310,00 %$1M
    • T. Rowe Price Associates, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • Franklin Advisers, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$0M
    • FMR LLCInstitutional Investor · as of 2026-03-310,00 %$0M
    • PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M
    • Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,00 %$0M

    Insider activity

    Net selling2 buys · 16 sellsnet -$1,6M5 insiders · last 365d
    • Krubiner GalDirector, Chief Executive Officer · Class A Ordinary ShareBought 16 230 @ $15,43$250K · 2026-06-24
    • Rosen TamiDirector · Class A Ordinary ShareSold 9 944 @ $15,20$151K · 2026-06-22
    • DAS SANJIVPresident · Class A Ordinary ShareOther 23 750 · 2026-06-12
    • Perros EvangelosFormer Officer · Class A Ordinary ShareOther 20 625 · 2026-06-12
    • Perros EvangelosFormer Officer · Class A Ordinary ShareSold 11 558 @ $16,23$188K · 2026-06-12
    • DAS SANJIVPresident · Class A Ordinary ShareSold 13 309 @ $16,23$216K · 2026-06-12
    • Rosen TamiDirector · Class A Ordinary ShareOther 15 625 · 2026-06-12
    • Rosen TamiDirector · Class A Ordinary ShareSold 5 681 @ $16,23$92K · 2026-06-12
    • Vieira CoryChief Accounting Officer · Class A Ordinary ShareSold 2 140 @ $15,01$32K · 2026-06-02
    • Krubiner GalDirector, Chief Executive Officer · Class A Ordinary ShareBought 16 600 @ $15,09$251K · 2026-06-02
    • Vieira CoryChief Accounting Officer · Class A Ordinary ShareOther 5 208 · 2026-06-02
    • Rosen TamiDirector · Class A Ordinary ShareSold 9 720 @ $15,14$147K · 2026-04-17
    • Perros EvangelosChief Financial Officer · Class A Ordinary ShareOther 22 766 · 2026-04-01
    • Perros EvangelosChief Financial Officer · Class A Ordinary ShareSold 13 004 @ $11,34$147K · 2026-04-01
    • Rosen TamiDirector, Chief Development Officer · Class A Ordinary ShareSold 5 905 @ $10,99$65K · 2026-03-12
    • DAS SANJIVPresident · Class A Ordinary ShareOther 23 750 · 2026-03-12
    • DAS SANJIVPresident · Class A Ordinary ShareSold 9 702 @ $10,99$107K · 2026-03-12
    • Perros EvangelosChief Financial Officer · Class A Ordinary ShareOther 20 625 · 2026-03-12
    • Perros EvangelosChief Financial Officer · Class A Ordinary ShareSold 8 425 @ $10,99$93K · 2026-03-12
    • Rosen TamiDirector, Chief Development Officer · Class A Ordinary ShareOther 15 625 · 2026-03-12
    • Vieira CoryChief Accounting Officer · Class A Ordinary ShareOther 5 209 · 2026-03-02
    • Vieira CoryChief Accounting Officer · Class A Ordinary ShareSold 2 490 @ $10,92$27K · 2026-03-02
    • DAS SANJIVPresident · Class A Ordinary ShareSold 3 945 @ $22,99$91K · 2026-01-05
    • Perros EvangelosChief Financial Officer · Class A Ordinary ShareSold 9 750 @ $22,99$224K · 2026-01-05
    • DAS SANJIVPresident · Class A Ordinary ShareOther 9 · 2026-01-01

    Short positioning

    13.6Mshares short+3.4% vs prior
    3.17days to cover
    52.3%short of daily vol
    52.9Kfails-to-deliver
    as of 2026-06-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    PGY.OCanonical
    NASDAQ · USD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.
    Relationship graph
    PGYEX21:014EX21:02dEX21:094EX21:108EX21:10aEX21:153EX21:15aEX21:165EX21:298EX21:317Financial Tech
    This companySectorSubsidiaries

    Evidence & claims

    From filings & derived data
    • Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 47.0%Derived (calculated)
    • Net margin (FY 2025-12-31): 6.3%Derived (calculated)
    • Return on equity (FY 2025-12-31): 17.0%Derived (calculated)
    • Return on assets (FY 2025-12-31): 5.3%Derived (calculated)
    • Debt-to-equity (FY 2025-12-31): 2.00xDerived (calculated)
    • Capex (YoY) (2025-12-31 vs 2024-12-31): -21.6%Derived (calculated)
    • Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 25.2%Derived (calculated)
    • Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): 25.4%Derived (calculated)
    • EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 117.5%Derived (calculated)
    • EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 116.4%Derived (calculated)
    • Net income (YoY) (2025-12-31 vs 2024-12-31): 120.3%Derived (calculated)
    • Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 399.7%Derived (calculated)
    • Operating income (YoY) (2025-12-31 vs 2024-12-31): 294.7%Derived (calculated)
    • R&D expense (YoY) (2025-12-31 vs 2024-12-31): -1.8%Derived (calculated)
    • Revenue (YoY) (2025-12-31 vs 2024-12-31): 26.1%Derived (calculated)
    • Total assets (YoY) (2025-12-31 vs 2024-12-31): 19.7%Derived (calculated)
    • Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 23.9%Derived (calculated)
    • Cost of revenue (annual): USD 749.17MSEC XBRL filing
    • Revenue (annual): USD 1.3BSEC XBRL filing
    • Shareholders' equity (annual): USD 480.02MSEC XBRL filing
    • R&D expense (annual): USD 75.21MSEC XBRL filing
    • Cash & equivalents (annual): USD 235.33MSEC XBRL filing
    • EPS (basic) (annual): USD-PER-SHARES 1SEC XBRL filing
    • Capex (annual): USD 13.9MSEC XBRL filing
    Showing 24 of 53 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-07-28EVENTUpcomingQ2 2026 earnings (expected) estimated date
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: insider_flow_signal (90d)
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-24 00:00 UTCINSIDER15 insider transactions — 2026-06 · net sell $178k 4 derivative
    2026-06-24INSIDERKrubiner Gal bought 16.2k sh Class A Ordinary Share — Director, Chief Executive Officer ~$250k
    2026-06-22INSIDERRosen Tami sold 9.9k sh Class A Ordinary Share — Director ~$151k
    2026-06-12INSIDERDAS SANJIV sold 13.3k sh Class A Ordinary Share — President ~$216k
    2026-06-12INSIDERPerros Evangelos transacted 20.6k sh Class A Ordinary Share — Former Officer
    2026-06-12INSIDERPerros Evangelos sold 11.6k sh Class A Ordinary Share — Former Officer ~$188k
    2026-06-12INSIDERDAS SANJIV transacted 23.8k sh Class A Ordinary Share — President
    2026-06-12INSIDERRosen Tami transacted 15.6k sh Class A Ordinary Share — Director
    2026-06-12INSIDERRosen Tami sold 5.7k sh Class A Ordinary Share — Director ~$92k
    2026-06-12INSIDERPerros Evangelos disposed of 20.6k sh Restricted Stock Unit — Former Officer
    2026-06-12INSIDERDAS SANJIV disposed of 23.8k sh Restricted Stock Unit — President
    2026-06-12INSIDERRosen Tami disposed of 15.6k sh Restricted Stock Unit — Director
    2026-06-02INSIDERVieira Cory sold 2.1k sh Class A Ordinary Share — Chief Accounting Officer ~$32k
    2026-06-02INSIDERKrubiner Gal bought 16.6k sh Class A Ordinary Share — Director, Chief Executive Officer ~$251k
    2026-06-02INSIDERVieira Cory transacted 5.2k sh Class A Ordinary Share — Chief Accounting Officer
    2026-06-02INSIDERVieira Cory disposed of 5.2k sh Restricted Stock Unit — Chief Accounting Officer
    2026-05-07FILING10-Q filing →
    2026-05-07FILING8-K filing →
    2026-04-17 00:00 UTCINSIDER10 insider transactions — 2026-04 · net sell $295k 7 derivative
    2026-04-17INSIDERRosen Tami sold 9.7k sh Class A Ordinary Share — Director ~$147k
    2026-04-01INSIDERPerros Evangelos transacted 22.8k sh Class A Ordinary Share — Chief Financial Officer
    2026-04-01INSIDERPerros Evangelos sold 13.0k sh Class A Ordinary Share — Chief Financial Officer ~$147k
    2026-04-01INSIDERVieira Cory acquired 28.6k sh Restricted Stock Unit — Chief Accounting Officer
    2026-04-01INSIDERYulzari Yahav acquired 185.0k sh Restricted Stock Unit — Director, Deputy Chief Executive Officer
    2026-04-01INSIDERDAS SANJIV acquired 200.0k sh Restricted Stock Unit — President
    2026-04-01INSIDERKrubiner Gal acquired 185.0k sh Restricted Stock Unit — Director, Chief Executive Officer
    2026-04-01INSIDERPerros Evangelos acquired 175.0k sh Restricted Stock Unit — Chief Financial Officer
    2026-04-01INSIDERPardo Avital acquired 185.0k sh Restricted Stock Unit — Director, Deputy Chief Executive Officer
    2026-04-01INSIDERPerros Evangelos disposed of 22.8k sh Restricted Stock Unit — Chief Financial Officer
    2026-03-12 00:00 UTCINSIDER12 insider transactions — 2026-03 · net sell $291k 4 derivative
    2026-03-12INSIDERRosen Tami sold 5.9k sh Class A Ordinary Share — Director, Chief Development Officer ~$65k
    2026-03-12INSIDERDAS SANJIV transacted 23.8k sh Class A Ordinary Share — President
    2026-03-12INSIDERDAS SANJIV sold 9.7k sh Class A Ordinary Share — President ~$107k
    2026-03-12INSIDERPerros Evangelos transacted 20.6k sh Class A Ordinary Share — Chief Financial Officer
    2026-03-12INSIDERPerros Evangelos sold 8.4k sh Class A Ordinary Share — Chief Financial Officer ~$93k
    2026-03-12INSIDERRosen Tami transacted 15.6k sh Class A Ordinary Share — Director, Chief Development Officer
    2026-03-12INSIDERDAS SANJIV disposed of 23.8k sh Restricted Stock Unit — President
    Showing the 40 most recent of 60 entries.
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-07 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage