#stock

I have a proposal for the BOD’s I think they will enjoy. Instead of laying off staff we should layoff the entire SLT with AI in order to drive company growth, innovation, and profitability. By now, the Board can already sense they dropped the ball hiring Enrique because he does nothing except lose market cap value. So why not save the company hundreds of millions by laying off the executives? Do you actually think AI would do worse? This company’s currently at its lowest point in history. Some people will read this as a joke but the more you think they more it actually makes sense. Also, think of all the stock comp that will be saved!! Buybacks will actually mean something now.

Insider recently sold US$3.5m worth of stock

On the 29th of May, Samantha Hammock sold around 73k shares on-market at roughly US$47.83 per share. This transaction amounted to 82% of their direct individual holding at the time of the trade.

I think once everyone learns that FT, who is a large client, is dropping the contract and going with a different company the stock will fall even lower. Well into the 30s. How can you have confidence in the company if they constantly get dropped by clients?

Hock did not help much during the call.

What do you expect to happen tomorrow?

The wool is going to come off people’s eyes sooner or later. When it does, the stock will end up much closer to where it belongs, in the single digits.

The cure is not in cutting costs. The cure is to innovate its way out of the current
predicament. Fiserv seems to be missing that point. Sure you can increase EPS by buying back stock and laying off employees, but thats not going to grow top line revenue. No one is impressed with management’s plans, and the stock price is reflecting that.

I do not care about layoff but do not want my SNPS stocks go down too much.

META Stock Still Trails Mag 7 Peers Even After New Subscriptions, Layoffs, Cloud Plans

https://stocktwits.com/news-articles/markets/equity/meta-stock-still-trails-mag-7-peers-even-after-new-subscriptions-layoffs-cloud-plans-retail-sniffs-buying-opportunity/cZ0ikQtRevF

How do we get back to break even?

Up another 5% today - the market understands that we are hiring and have returned to growth

Stock at € 168.30 / $ 181.79.

There is no need for layoffs. Looks good for all of us.

Wow, stock right now at € 168.80 / $ 181.79.

There is no need for CK and DA to lay off people now. Looks good for all of us.

Great job Chris and team. Still poor fundamentals but have to celebrate the good moves too! In at 98.

The new CEO needs a good run with rifs, net adds, and FWA. When starlink kicks in, all wireless carriers will lose MARKET share.

Do we think changes will be announced at earnings call next week?

I left Dell but retained the stock.I see the Trump admin gave a big DoD contract to Dell that should have gone to Microsoft. The result is a 30% increase in the stock price.

I have no inside knowledge, but with most of the earnings coming from AI servers and services - how long before they spin off the PC and accessories business like IBM did some decades back?”

SentinelOne shares plunged in after-hours trading on Wall Street after the company published its first-quarter financial results and announced layoffs affecting 8% of its workforce. The cybersecurity company reported results that largely met expectations but issued a relatively weak forecast, sending the stock sharply lower in late trading.

https://www.calcalistech.com/ctechnews/article/r1goyeuxgx

YTD returns are not great.
Nasdaq 15.81%
S&P 10.49%
WFC -17.76%

I wonder if Charlie should take a pay cut after that $40 million compensation package he received last year. I would imagine his mid-year review will not be great.

The stock is up, so I guess people are ok with the abuse. The complaining stopped.

Would elliott management push for more latoffs?
The stock is down after results,

Getting out since their stock options aren't worth sh-t, I guess? I'm sure they will be replaced by external hires with no industry experience who live nowhere near a Medtronic facility!
You'd think the board would wake up to what a problem Geoff is. The stock is in the 70s!

Xerox Executives Eye Million Dollar Payday if Stock Recovery Holds in 2027. (Google it!)

Some people are suggesting / hoping that we'll get a VRP? Given the financial situation / stock value situation - what makes you think this may happen? I hope it will but everything I look at is so grim and I simply do not have any hope that a VRP may be in stars for us.

LL6 is a terrible role in every way, including compensation. Don’t take LL6 unless your goal is to use it as a step toward LL5 or higher.

LL5 is where the real money, annual stock awards, and other quiet benefits start to show up compared with LL6. LL6 is basically GSR8.5.

Wow. It's about time.

Have to give credit when due. Our stock rebounded last week. Is that a sign of recovery or only one week of positive gains. I am not a financial guru so I am asking.

I was wondering if I'm one of the few XOM long career of 33 years stock holders who never traded or sold their stock mainly for NUA reasons. Invested only in XOM, S&P 500, and extended markets index. With the 170 dollar stock price I finally gave in and sold most of my XOM stock. I did the NUA and flipped 1.7 million into a Fidelity concentrated stock limited partnership for diversification purposes. Should give me close to the same returns as the S&P 500 without paying most of the taxes on XOM stock. I just paid taxes on the XOM stock with a very low cost basis, as low as 14 dollars a share.

It is incredible that Dell could hit $300 a share. Inconceivable!

https://www.quiverquant.com/news/%24GFS+stock+is+up+10%25+today.+Here%27s+what+we+see+in+our+data

$GFS insiders have traded $GFS stock on the open market 17 times in the past 6 months. Of those trades, 0 have been purchases and 17 have been sales.

Did we notice a pattern here in all tech layoffs ? lot of 1-3 year experienced who got joining stocks or stocks at executive range are thrown out. Same happened with Oracle and now with Meta.
We all know Oracle was faking around the hikes and promotions with just 2 words: Longevity and Stocks. Both are gone now.

Down 4% already today , a big gap down

Up days were on low volume, fund managers are getting out of this stock

OT won't be in existence in it's current form in 12 months. At 15 bucks it will be taken by PE

https://finance.yahoo.com/markets/stocks/article/unitedhealth-group-stock-slides-after-berkshire-hathaway-exits-position-in-the-health-insurer-130721003.html

Surprisingly the share is +10€ today
Anybody knows the reason ?

Sell or Wait ?

How do they spend times at Intel and their other companies without any notice or layoff ? Can they own China or any foreign stocks?

The stock price has dropped and not rebounded in spite of some decent earnings a new CFO being announced. Is this intentional? Drive interest in selling off parts of BD, Or does this signal a lack of confidence in BD leadership to force change at the top?

A Czech boutique investment fund called STARTEEPO Invest just bought 6.7 million shares of Xerox overnight.

They now own 5.15% of the company. That officially makes a group most people in Norwalk couldn't point to on a map the 4th largest shareholder of Xerox.

What is the move?

This isn’t a passive retirement fund quietly collecting dividends. STARTEEPO filed a Schedule 13D. In corporate speak, that means they plan on speaking up. They just bought a ticket to the party and now they (somehow) want to play the music.

Why now?

Because Xerox is currently on the operating table. The company’s stock price looks like a clearance rack. STARTEEPO looked at a business generating (well, trying to) half a billion dollars in free cash flow with a deeply depressed market value and thought (right or wrong): "It's free real estate".

For the Board of Directors: the cozy, quiet boardroom days are over. Carl Icahn left a vacuum when he exited, and the board probably thought they could restructure in peace. Enter František Bostl (STARTEEPO’s chief). The fund has already explicitly stated they want to "discuss board composition and strategy".

Translation: Pack your bags, some of you are getting evicted.

For Xerox Management: expect a massive fire under executive chairs to accelerate, tweak, even change the plans underway. If management can't turn a profit fast enough, this fund will happily find people who claim they can.

Xerox spent years trying to "reinvent" itself into a sleek, modern tech-and-services company; instead, they moved so slowly they became prime bait for a mid-sized European activist fund looking for a cheap, cash-generating target.

Now, Xerox either delivers on its promises immediately, or a fund from Prague is going to dictate the terms of its survival.

Go-Go has been saying for a while now that the “Transformation” that he’s inflicted on the company are going to show real results in the year 2027.
Things are going to have to pickup pretty soon because we’re nearly 5 months into 2026 and our stock is still badly lagging our 2 main competitors stock price.