Methodology: each issue's direction is a live signal — long/short opens or holds a position, neutral means flat, and every direction change opens, flips, or closes it. Returns are direction-aware (a short gains when the price falls) and compound across positions from first observation to the latest issue. "Price move" is the stock's own raw change, shown separately. Neither represents actual portfolio performance.
Brief History (5 issues)
Down 2.97% to fresh lows with RSI at 27.3 and RSI(7) at 18.8, just 4.4% above the 52-week low of $12.83; the $13.90 target across 43 analysts essentially matches spot — the sell side has abandoned any recovery case.
No direction. RSI(7) at 19.9 and a 16.4x multiple invite the thought that this is a mispricing, but three facts reject it. The Q3 guide implies a 12% revenue decline, which is operating contraction rather than a valuation issue. The consensus rating has fallen to 2.00 and Guggenheim's new $12 target sits below spot. And management attributed the slowdown to consumer spending, tariffs and oil prices — three macro variables it cannot control, leaving no executable path to self-rescue. Day one of a seven-year low offers no support.
Down 6.80% on 5.18x volume with WSB mentions exploding from 1 to 73; at 19.9x it looks cheap, but it sits 69% below its high and under all three moving averages with the adtech reset unfinished. Sidelines.
Up 1.44% but 80% below its 52-week high and only 9.6% above its low with RSI at 47.1; the adtech valuation reset isn't finished; sidelines.
-81.6% off the high with short pressure and a despairing message board — programmatic advertising's AI anxiety has no quick cure, don't catch