#stock

Stock down under 35 bucks a piece. 15% down in the last month. Great shape and the stock price doesnt mean anything as per SF

Thinking about working at PepsiCo? Here's the last five years, by the numbers.

No opinions below, just what happened between September 2021 and today.

The stock
Sept 2021: $154. Today: $129. Down 16%, sitting at a 52-week low, roughly 25% below its high of $171.

Coca-Cola over the same five years: about $54 → $88, up more than 60%. Same category, same shelf, same customers.

Procter & Gamble: about $142 → $148. Basically flat, and it still beat PEP.
S&P 500: up around 70% over the same stretch.

With dividends reinvested: Coke returned roughly +84% over five years, P&G about +16%, and PepsiCo roughly zero.

What that did to employee equity
PEP traded somewhere between roughly $130 and $180 at every annual grant window from 2021 through 2026. At $129, every stock option granted in that window is underwater. Five years of option grants, zero value.

RSUs granted in that window are worth 70–85 cents on the dollar. $100K of RSUs granted in Sept 2021 is about $84K today. The same $100K in KO stock would be about $164K.
If you were told "equity is a big part of your comp," you were paid in paper that went down while the market went up 70%.

Headcount and plants
Dec 2022: hundreds of HQ layoffs targeted at Chicago, Plano and Purchase.

2024: the Danville, IL Quaker plant closed permanently after a salmonella recall, with 510 employees laid off. The FDA later said the plant may have been contaminated with salmonella for four years. Bottling plants in Cincinnati, Harrisburg and Atlanta also shut that year, with roughly 300 people let go.

2025: the Liberty, NY Frito-Lay plant closed and all 287 workers were laid off. Two Orlando Frito-Lay facilities followed in November, 454 at the plant and another 46 at a warehouse.

Dec 2025: workers in the New York, Chicago and Texas offices were told to work remotely the week the cuts landed. Over 450 corporate roles were eliminated in that wave, and cuts continued into 2026.

2026: the Rancho Cucamonga distribution center closes by June 6, eliminating 248 jobs, and the corporate restructuring is still running.

Elliott Investment Management took a $4 billion stake in September 2025, and the company responded with a plan to cut 20% of U.S. SKUs and reduce costs starting in 2026. The stated goal is more than $1 billion a year in savings, with the job cuts concentrated in middle corporate layers.

In February 2026 PepsiCo cut prices up to 15% on Lay's, Doritos, Cheetos and Tostitos. Frito-Lay North America volume was still flat in Q2, and beverage volume fell about 4%.

Pepsi-Cola lost sole possession of the #2 U.S. soda spot to Dr Pepper in 2023.
2025 guidance was for core EPS to be roughly unchanged, and advertising spend fell $500 million that year. Management now describes the Frito-Lay recovery as "more gradual".

Bottom line
Coke and P&G lived through the same inflation, the same consumer, the same GLP-1 headlines. One went up 60%+, one held its ground, and PepsiCo went backwards while closing plants, cutting people, and cutting prices that didn't move volume. If you're an employee, your upside was the stock. The stock went the wrong way for five years

Have faith clover will save us and even outsiders are now starting to see that. Yes fb was bad. And ML went back to banking. This is potentially the time to create generational wealth

https://simplywall.st/stocks/us/diversified-financials/nasdaq-fisv/fiserv/news/fiserv-fisv-could-be-62-undervalued-following-its-clover-ven/amp

September 23, 2026

Simply Wall St
Fiserv (FISV) is back in focus after the Winnipeg Blue Bo----s selected its Clover platform to run venue-wide commerce, a fresh data point for investors watching the payments technology group.

That fresh CFL win for Clover comes as Fiserv’s share price has retreated, with the stock down about 13% over the past month and almost 30% year to date, while the 1-year total shareholder return has fallen nearly 65%. This pattern signals fading momentum even as product wins and a recent leadership change reshape the story.

Scan how Fiserv’s pullback compares to other payment and financial technology players by reviewing the hand picked 30 high quality undervalued stocks that combine solid balance sheets with meaningful cash generation.

The drop in Fiserv to about US$45.95 has already reset expectations for many holders. The key question now is whether that reset is sufficient, or whether it still makes more sense to wait for a cheaper entry point.

Most Popular Narrative: 62% Undervalued
On Simply Wall St, the most widely followed narrative on Fiserv now pegs fair value at about $119.99, a steep gap to the recent $45.95 close that frames the current sell off less as a minor wobble and more as a full reset in expectations.

We believe FISV is valued at basement levels due to value-destructive decisions of the former management team, credibility issues due to the recent reset of guidance by the new management teams, and unfounded fears that their merchant and financial business units are in decline.

As the new management team continues to execute in stabilizing top-line growth and making the necessary investments to strengthen FISV’s competitive standing as well as profit margins, we believe the stock will re-rate to our base case of $120 per share, which implies a modest P/E ratio of 10x on management guidance for 2029 earnings.

See why 47 investors see Fiserv as 62% undervalued.

Result: Fair Value of $119.99 (UNDERVALUED)

Still, Fiserv’s sharp share price decline and ongoing competitive pressure around Clover could keep sentiment fragile if execution or guidance disappoints again.

Find out about the key risks to this Fiserv narrative.

Next Steps
If this mix of concern and optimism around Fiserv feels familiar, consider acting while the debate is active and weigh the 3 key rewards and 1 important warning sign.

Looking for more Fiserv alternative ideas?
Do not stop your research with Fiserv alone. Fresh opportunities often sit just outside the headlines, and a quick screen can surface them before others react.

Target resilient payouts by scanning companies that match the 7 dividend fortresses and see which income plays still line up with your risk tolerance.
Zero in on financial strength using the list of solid balance sheet and fundamentals (23 results) to focus on businesses that pair healthier leverage with steadier fundamentals.
Hunt for overlooked potential through the 16 high quality undiscovered gems that combine stronger quality markers with limited current attention from the broader market.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Looks like the market finally realized how far behind Schwab is on AI, and thinks it is unrecoverable.

If you sold at the peak, congratulations!

The market is predicting a 15% depreciation through January next year. Just check the number of put-options.

Over the past year, George Kurian has sold a total of 59,825 shares of NetApp Inc and has not made any purchases of the stock. The company's insider transaction history reveals a pattern of 33 insider sells and no insider buys over the same period.

Why Cisco stock keeps falling?

Verizon Communications EVP Malady Kyle Sells 1,100 Shares at $51.19 Each

Can you do it Please.. just prove it..

Does that mean we shouldn't worry about layoffs for a while?

So, once you over pampered geniuses drive the stock to Aubrey's levels, and buy it all back for cheap. What is next? Applying for credit cards just to keep paying yourselves bonuses and hide from the creditors later by moving to Belize?

Converse just removed two ads that have consumers feel have hidden symbolism of lynching. Between the stock dropping, Mbappe leaving and these not so well thought out ads, Nike might have rough times ahead.
https://www.tmz.com/2026/09/18/converse-apologizes-for-ad-compared-to-ku-klux-klan-lynching/

thought the company is turning the corner.

thought AgentOS and FiUSD are to come soon.

thought the message to the Street wa well-received.

then stock has given up another ~10% in the past week or so.

What is Marvin the marvelous doing about the stock sinking to new year lows.

Predict and manifest BPs future state in 2027..
What’s production like?
Employee Morale?
India Tech support Integration?
Does BP sell USA unconventional? Meg has already sold this once in the past.
What does UK BP look like?
Predict Stock Price

Evaluating the buyback program against T-Mobile's actual 4.4% WACC highlights the aggressive hurdle rate corporate treasury must overcome. When adjusting every dollar spent by this cost of capital, the multi-year economic deficit widens to -$8.30 billion.

Got laid off a few weeks back and have some questions on the RSUs. If stock continues to drop, should I cash these out now versus waiting until the end of my severance to get the full paycheck? I’m worried what I have in here will tank by the time I get paid out, but this is also the first company I’ve had RSUs with so it’s still confusing to me

Intel is leading chip gains. A top analyst sees the stock hitting $200 in two years

https://www.cnbc.com/2026/09/16/intel-is-leading-chip-gains-one-analyst-sees-stock-at-200.html

If you were laid off and are a private side employee, how can you submit pre clearance requests for selling stocks? My access will be shutdown after Friday. I know others have brought this up before on here so don’t need to hear cr-p about posting a topic again. There are too many posts and didnt see any when I scrolled.

I don’t want to lose my severance because I didn’t follow protocol. Not sure if that they would hold it back but I can’t afford to give up that money.

The entertainment giant is repurchasing $8 billion in stock while simultaneously implementing layoffs and stricter office policies. Recent workforce reductions have impacted various divisions, including marketing, ESPN, National Geographic, and Pixar. These cuts follow earlier layoffs and a pullback on remote work flexibility. The company is also offering early retirement buyouts to executives, signaling potential further job eliminations. This strategy contrasts with the company's historical reputation for employee loyalty.

Burbank, California

https://www.inc.com/chloe-rosenberg/disney-is-buying-back-8-billion-in-stock-as-employees-face-layoffs-and-stricter-office-rules/91405866

https://archive.fast-edgar.com/20260915/A52ZH22CZ222V9ZZ2Z2G2Z4Z9N3EZJC2ZK82/

Hahaha! Left nike a couple years ago - nike was easily the worst managed company ever. Best decision ever.. sold my stocks at 75, my cool aid friends are still holding they have 50-150k worth stock.. they have sneaker collection rooms filled with Nike Junks.. I’m happy nike is suffering. NKE will soon hit 20s. EH is a clown’

Jfc ,at this rate it will touch 300 soon.

I don't even get RSUs , still as an employee, I want them to succeed, but dang this shi is tanking fast.

Wonder what the elliot vultures are thinking seeing this shi

The federal government's (CMS) will very soon be releasing the official Medicare Star Ratings in October.

If any of you employees own Humana stock, this might be a good time to pullback, sell, and lock in your profits.

There is an extremely low percentage of members enrolled in plans rated 4 stars or higher.

The 1 year estimate of $12.96 seems a bit of a stretch……..

I thought that's one of the main reasons for cuts: show investors that you're cutting costs, insuring more profit in the future. So what went wrong? Are layoffs suddenly no longer the magic move that fixes everything for those on top?

Larry Ellison cancels $7.5 billion sale of Oracle stock
https://finance.yahoo.com/markets/stocks/articles/larry-ellison-cancels-7-5-204938699.html

https://www.barrons.com/articles/oracle-stock-larry-ellison-9ee8e9ff?mod=mw_quote_news_topstories

The lack of energy in the office is incredible. We aren't hiring so many but HR can't even keep up

Our stock price is heading into the toilet due to all the lost customers

There are many rounds of layoffs on the horizon as our CEO said on the town hall

Wells Fargo downgraded Accenture plc (NYSE:ACN) to Equal Weight from Overweight on Friday, maintaining its price target of $194.00. The stock currently trades at $183.90, and according to InvestingPro analysis, appears significantly undervalued based on its Fair Value assessment.

https://www.investing.com/news/analyst-ratings/wells-fargo-downgrades-accenture-stock-rating-on-growth-concerns-93CH-4899076

The energy in the office is incredible. We are hiring so many that HR can't keep up

Our stock price is heading up due to all the new customers

There are zero layoffs on the horizon as our CEO said on the town hall

Quarterly results were good but still stock price didn’t go up. Layoffs will happen when market sentiment improves and Oracle will trade off human capital against stock gains.
They will hire again as they need to deliver.
They can always hire cheap and train on repetitive process. New hire will always put extra hours and will try to prove as much as possible.

• Dell Technologies stock rose 10% during trading on Friday after RBC Capital Markets initiated coverage of the computer maker.
• Friday’s rise comes as Dell shares have more than quadrupled so far in 2026, as the longtime PC maker has emerged as one of the top vendors for Nvidia-based servers and related equipment.
• “With no signs of slowing, we believe DELL continues to be well positioned to benefit from a multi-year AI infrastructure spending cycle,” RBC analyst David Paige wrote in the note on Thursday.

https://www.cnbc.com/2026/09/11/dell-stock-rbc-initiation.html

Oracle is increasing its planned workforce reductions as it faces financial pressures from significant investments in artificial intelligence data centers. Concurrently, Chairman Larry Ellison has been granted a program to sell a substantial number of his shares. This comes as the company's stock has seen a decline since the program's adoption in June. The AI development costs are impacting Oracle's financial stability. These actions signal a period of adjustment for the technology giant.

Redwood City, California

https://www.bloomberg.com/news/articles/2026-09-11/oracle-boosts-layoffs-plan-by-700-million

Etsy announced significant workforce reductions, impacting approximately 12% of its employees, primarily in product and engineering roles. This restructuring is intended to streamline operations and accelerate innovation, not as a cost-cutting measure. The company reported strong second-quarter revenue that exceeded analyst expectations. Despite the layoffs, Etsy also raised its full-year gross merchandise sales forecast. The stock experienced a decline in after-hours trading following the announcement.

New York, NY

https://stocktwits.com/news-articles/markets/equity/etsy-cuts-12-percent-workforce-after-q2-beat-says-layoffs-not-a-cost-cutting-move/cZoIPhcRJek

They pause the discretionary staff stock in March . Is it going to distribute after N4 finalize? Is it happening in Oct ?

Timeline: According to SEC filings, Ellison adopted this plan on June 22, 2026, and it is set to remain active through October 24, 2026.

I wouldn’t doubt that many of these companies are looking to drop stock prices on purpose? Probably to buy back at a lower price in the hopes to have big gains in the next 18 to 24 months.

L3Harris Technologies, Inc. (LHX) received a Rule 144 notice that an former officer, Christopher Kubasik, plans to sell 18,000 shares of Common Stock, with an indicated aggregate market value of $4,419,720, through Goldman Sachs & Co. LLC on or about September 11, 2026 on the NYSE.

The notice also lists prior sales during the past three months by Kubasik that must be aggregated under Rule 144.

The filing discloses that an officer of L3Harris Technologies, Inc. (LHX), Christopher Kubasik, has notified of an intended sale of 18,000 shares of Common Stock under Rule 144 through Goldman Sachs & Co. LLC on or about September 11, 2026.

The officer plans to sell 18,000 shares of L3Harris Common Stock. The Form 144 lists these as the Number of Shares or Other Units To Be Sold, with trading expected on the NYSE through Goldman Sachs & Co. LLC.

The Form 144 states an aggregate market value of $4,419,720 for the planned sale of 18,000 shares of L3Harris Common Stock under Rule 144.

The filing lists two prior sales of L3Harris Common Stock on September 10, 2026: 14,505 shares for $3,615,794.27 and 7,411 shares for $1,849,482.92, both by Christopher Kubasik, for Rule 144 aggregation purposes.

The Form 144 reports 186,214,616 shares of L3Harris Common Stock as the Number of Shares or Other Units Outstanding, providing context for the size of the planned Rule 144 sale.

The filing states the 18,000 shares to be sold were acquired as compensation on February 26, 2026 in the form of Restricted Stock Units from L3Harris Technologies, Inc.

https://www.sec.gov/Archives/edgar/data/202058/000195824426000590/xsl144X01/primary_doc.xml