#stock

Read a bunch of the recent threads and something doesn't add up because the earnings looks fine? Stock jumped nearly 40% and it isn't even lunch yet.

This AI move is really helping things turn around clearly!

What's going on with stock price?

Why does UP stock su-k so bad. They are always painting a picture of rainbows and unicorns. With earnings, safety, merger talk. Shareholders must know they are full of s$$$. Because the stock just wants to drop no matter what.

With a stock that is plummeting at record pace, anyone hearing about new layoffs?

https://www.tradingview.com/news/zacks:1e2b0e7bc094b:0-verizon-vs-t-mobile-which-telecom-stock-should-you-bet-on/

Our stock has been on a steady decline for the last 6 months and shows no sign of any rebound. We now stand at more than an 11% decrease in stock price during this time period. On Market capitalization of $323 Billion, we ( our shareholders) have lost an amazing $32 Billion in this amount of time. How long will the patience last? How long will SAP go before it must drastically cut costs to stop the losses since we are not able to close the gap with increased revenue?

Do not think that our Board does not see that major layoffs are accelerating across sectors, with Amazon cutting 14,000 jobs, UPS slashing 48,000 positions and Microsoft (our partner) on track to cut at least 16,000 so far this year (with perhaps more to come).

The reality is that some of the factors driving these layoffs are beyond SAP's control and were cited by our CFO in the Q3 review, such as: Trump’s tariffs, rising operational costs and massive AI investments as primary drivers of the widespread job cuts. At the same time SAP will increase it's proposed buyout of $4.5 Billion of BlackLine, which offer they rejected. The message is clear, SAP's only hope of survival is to attempt to "buy" our way into profitability and market survival.

But will it work? I think not by itself. Let us all be prepared, our Board is fighting for their own survival. Shareholders will not close out the year on such poor stock performance without some pull back. The "quick" fix will be to do with so many other companies are doing which is to employ widespread layoffs to hopefully reduce the damage the stock has been suffering from for the last half of this year. Q4/25 and Q1/26 are likely not to be good for us - stay alert and prepare yourselves for what may be coming in the months ahead.

$40 billion more approved for 2026 and beyond.

It doesn’t matter that they are rolling in cash. They want you gone because there is never enough cash for those who worship it.

Capitalism destroys itself without a strong democratic government that protects its citizens. The government we have is bought by the capitalists.

Had a momentary blip of increase and has lost 1.50 since the announcement.

Our floor was being renovated in ATL- Lenox so TSC Leadership allowed us to work from home 2 days a week while renovation was being completed until December 1st. Porter visited ATL and reiterated it.

Today we get an email that they finished early so back to 5 days on Monday! “We know this is short notice and you may need to make some adjustments to your schedule”. What a joke. Don’t ever let AT&T tell you they care about you.

Good job Frank and executives, way to take a great company and absolutely drive it into the ground. Why did the board ever hire this guy? He was a failure at First Data and brought his failures to Fiserv. He is an mo--n, a selfish person, and terrible leader.
I don't know how Mike is gonna raise the company back to where it should be.

So let me get this straight. When the analysts are citing CM and his sale of stock as a reason for downgrading and selling stock, and lowering the outlook, under already existing pressure about future revenue, you have to wonder. All the layoffs (savings) that have come under CM are moot when it comes to a downgrade because of what CM did. I think SC needs to take CM out to the shed because his layoffs took good people out of Oracle, and maybe his layoff plans saved millions, and his boneheaded sale just cost ORCL billions. Way to go.

Seems like 3 mutually exclusive aims but maybe I’m wrong

https://www.wsj.com/business/c-suite/fiserv-erases-30-billion-in-market-value-after-new-ceo-pulls-guidance-63c8ba9f?st=erghX1&reflink=desktopwebshare_permalink

We’re Wall Street’s darling again. Hurrah! Yipeeee!

We’re soaring, we’re flying, there’s not a night stand that we cannot sell.

Everyone is safe and the stock will be at $500 by Christmas.

https://x.com/BoringBiz_/status/1983237774615445574

Anyone know when the next major round of exec stock vesting is? I'm guessing with so many 32+ folks seeing the internal writing on the wall: disorganization, complete lack of strategy, 996 culture, etc that there will be selloffs and a quitting spree.

Did anyone see the Fiserv earning and subsequent drip of 44% in the stock price. FIS in sympathy is down 9%. Announcement off 100k of layoffs between the mag 7. Things are starting to fet real.

"[Schulman is] facing an uphill battle to revive the faltering stock."

Schulman also promises to be "fiscally responsible". Wow.

Is this what Mike and the Board were expecting?
And what is with moving back to the NASDAQ - feels like Mike is listening to Jeff Yabuki - "low single digit revenue grower and a durable company".

Good job.

The big vesting is in November, and it will be paid in full.

This is the last large vest for those of us who were here during the 2022 crash when they topped us up.

Going forward vesting is quarterly.

It is much smaller because I used a much higher stock price when allocating them.

"Skyworks Solutions will BUY smaller rival Qorvo, they said on Tuesday, forming a $22 billion combined company that supplies radio-frequency chips to Apple and other smartphone makers."

The stock-and-cash deal, which will create one of the largest U.S. suppliers of radio-frequency chips. The aim is to repositoon the new company for a recovery in the smartphone market.

For those of you that own stock in Humana, are you pleased with this year’s stock’s position? What are your feelings about 2026, in regards to Humana’s stock’s position?

Will BoD replace Stankey? We all see huge decline in the stock value, stagnant innovations and network rollouts, stagnant cNPS, artificially driven Q results driven by soft layoffs, no obvious acquisition ahead and all time low employee morale after forced 5 days RTO....

Huge volume sold today on lower price, sounds like tomorrow’s earnings call will be Farley making excuses.

RTO to blame?

https://stocktwits.com/news-articles/markets/equity/ibm-stock-idynamic-name-to-own-in-ai-revolution-says-analyst/ch6CYdnR3Yd

Since September 15 there have been 15 down days with the earnings announcement on October 22 coming up = bad news that has been leaked to select individuals.

Where is the SEC?????

$29.62 to $25.91

What exactly does the severance include and is there a max? Is it 2 weeks for every year of service? What’s the max amount of weeks they’ll give? 50? Do they also give bonus and stocks?

HP Upgraded on Robust Valuation and Positive Business Momentum.
https://tonernews.com/forums/topic/hp-upgraded-on-robust-valuation-and-positive-business-momentum/

LOL. WTF... It goes up, then it goes down, then it goes up and down again. The only thing that changes is number of employees at the Banks.

Seriously, how bad were things???

But only if you are in AI. Dell’s basically shifting from PCs to an AI server growth story... Aiming for $20B++++ in AI server sales this year... plus services and financing in the mix so it looks good as a plan... I'd buy the stock but I am unsure if I want to continue working here since what I do does not benefit from most of this. We'll see how things play out but I think that stock $$$ will keep going up. Not a financial advisor and I typically fu-k up my predictions tho.

but hold your horses, it's all driven by digital, so really it's not better for the worker. i think they will continue with layoffs

With Xerox’s stock trading now at historical lows of just $3.15 (and who knows when it will hit bottom), an acquisition might seem attractive to one or more OEMs. But who would it be?

Truist stock is getting wrecked, worst it's been since MoE. Q3 numbers are expected to be rough, and we'll see that confirmed tomorrow morning. Looks like another Project STAR is coming soon, and it'll be even bigger than the last one. Truist is struggling, mostly due to mismanagement by Bill and team, coupled with tough economic conditions.

The management of this company is primarily responsible for the earnings and stock value presented to shareholders. Many of Wells Fargo's employees are also shareholders. It is nice to log in to the 401K account after a day like yesterday and see the numbers change positively and substantially. Yes, many times, CS and the team must make unpopular decisions, but to say this team is clueless and incapable is laughable. This is what happens in many publicly traded companies. Would you rather have a government job??