ASE Technology Holding Co., Ltd. (ASX) Stock Price & Analysis
ASE Technology Holding Co., Ltd. (ASX) — MoonshotScore 64/100 (Fair band), calculated Oct 5, 2026. Price $47.45 (+6.08%), as of the Oct 2, 2026 trading session; market cap $104B. Expected results Oct 29, 2026.
Educational signal · not a buy or sell recommendation · How to read this
ASE Technology Holding Co., Ltd. · ASX · NYSE · Technology · Semiconductors
Established in 1984 and headquartered in Kaohsiung, Taiwan, ASE Technology Holding Co., Ltd. operates as a leading global provider of essential services for the semiconductor industry.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · ASE Technology Holding Co. (ASX)
FairWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Middling on every pillar — nothing weak enough to single out, nothing strong enough to stand on; the market is already moving on it. Business Quality: Average; Financial Safety: Okay; Valuation: Rich; Growth Durability: Flat; Momentum: Surging.
- quarterly revenue $6.01B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 5 of 8
- Altman Z 4.00 · Piotroski F 6
Helping: positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 64 | Fair | |
| 64 | Fair | |
| 64 | Fair | |
| 64 | Fair | |
| 64 | Fair | |
| 64 | Fair |
The score moved from 65 in the stored Oct 4, 2026 snapshot to 64 in the current publication computed Oct 5, 2026 (-1); the largest pillar moves were Growth Durability +1 and Momentum -1. This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $47.45 | |
| Change on the day | +6.08% | |
| 52-week range | $11.07 – $47.93 | |
| Market capitalisation | $104B | |
| Price / earnings (trailing) | 52.91 | |
| Shares traded on the day | 8.07M | |
| Beta (volatility vs the S&P 500) | 1.46 | |
| Dividends per share (last 12 months) | $0.40 | |
| Dividend yield (last 12 months) | 0.85% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
So for the full year, we expect the ATM business revenue to grow by 35%.
Tien Wu · Statement from
And we believe at this point that we should be able to doubling that -- to double the revenue of LEAP revenue next year.
Joseph Tung · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsCouncil Score · weighted blend of 2 available disciplines
Council score for ASE Technology Holding Co. (ASX): Bullish Lean
61/100 · B+Some lenses disagree with the MoonshotScore. Compare their readings below; each uses a different method.
5-Factor Breakdown
Legends Council
6 lenses, 6 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 5, 2026
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
One of these lenses reads this company less favourably than the MoonshotScore does: Klarman-style lens. Each lens is a separate scoring function over its own inputs, so a disagreement is a difference of method rather than a correction — the page's answer stays the MoonshotScore above.
On Sep 10, 2026, the Munger lens read the price at that time as undervalued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the ASX film — every key number, told as a short cinematic story
~2 min · open the film
What is ASE Technology Holding Co. (ASX), and what does it report?
Short answer · as of
Established in 1984 and headquartered in Kaohsiung, Taiwan, ASE Technology Holding Co., Ltd. operates as a leading global provider of essential services for the semiconductor industry. ASE Technology Holding Co., Ltd. (ASX) is listed on NYSE. ASE Technology Holding Co., Ltd. (ASX) is classified as Technology / Semiconductors. SEC filing business address: 26, Chin 3RD RD., Nanzih District, Kaohsiung, 811. It employs 96,436 people and is led by Jason Chang. In Q2 FY2026 it reported revenue of $6.01B and net income of $663M. The market values it at $104B.
What do the latest results show for ASE Technology Holding Co. (ASX)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $6.01B. Against analyst estimates the company has EPS beat 5 of 8 reports.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $5.88B Jul 30, 2026
- Latest report · revenue estimate
- $5.96B Jul 30, 2026
- Latest report · revenue vs estimate
- Below estimate Jul 30, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 30, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 30, 2026 | $5.88B | $5.96B | $0.2900 | $0.2300 |
| Apr 29, 2026 | $5.50B | $5.32B | $0.2000 | $0.1703 |
| Feb 5, 2026 | $5.62B | $5.62B | $0.2100 | $0.2000 |
| Oct 30, 2025 | $5.63B | $5.44B | $0.1600 | $0.1376 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $6.01B | $663M | $0.29 (diluted) |
| Q1 FY2026 | $5.52B | $450M | $0.20 (diluted) |
| Q4 FY2025 | $5.65B | $467M | $0.21 (diluted) |
| Q3 FY2025 | $5.30B | $342M | $0.15 (diluted) |
What are the financial strengths and risks for ASE Technology Holding Co. (ASX)?
Short answer
The MoonshotScore pillars rate positive momentum as strengths. The distress and quality screens read Altman Z 4.00 · Piotroski F 6. Trailing ratios: ROE 14.4% · ROA 4.9% · current ratio 1.15 · earnings yield 1.9% · free-cash-flow yield -0.2%.
What should you watch next at ASE Technology Holding Co. (ASX)?
Short answer · as of
The next earnings report is expected on Oct 29, 2026.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
So for the full year, we expect the ATM business revenue to grow by 35%.
Tien Wu ·
And we believe at this point that we should be able to doubling that -- to double the revenue of LEAP revenue next year.
Joseph Tung ·
We continue to expect sequential margin improvement with fourth quarter ATM gross margin likely to exceed our structural margin ceiling of 30%. At such point, we will start to review if we would adjust our structural margin range.
Joseph Tung ·
But this year, we said that we're going to have about TWD 300 million worth of revenue coming from that space, and things are on track.
Joseph Tung ·
What the records here don't tell us
- Detailed statement figures are not shown because their conversion to USD has not been verified.
Checked against the records this page reads, on the dates shown above.
How does ASE Technology Holding Co. compare with its peers?
Short answer
ASE Technology Holding Co.'s score ranks 11th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
| Company | Price | Market value | Score |
|---|---|---|---|
| $449.04 Oct 2, 2026 | $70.2B | 89 5-pillar Oct 5, 2026 | |
| $350.33 Oct 2, 2026 | $60.1B | 87 5-pillar Oct 5, 2026 | |
| $272.29 Oct 2, 2026 | $238B | 87 5-pillar Oct 5, 2026 | |
| $206.89 Oct 2, 2026 | $270B | 86 5-pillar Oct 5, 2026 | |
| $1439.73 Oct 2, 2026 | $70.7B | 83 5-pillar Oct 5, 2026 | |
| $26.27 Oct 2, 2026 | $65.5B | 83 5-pillar Oct 5, 2026 | |
| $293.80 Oct 2, 2026 | $268B | 81 5-pillar Oct 5, 2026 | |
| $417.15 Oct 2, 2026 | $203B | 78 5-pillar Oct 5, 2026 | |
| $184.87 Oct 2, 2026 | $194B | 76 5-pillar Oct 5, 2026 | |
| $243.66 Oct 2, 2026 | $61.4B | 66 5-pillar Oct 5, 2026 | |
| ASE Technology Holding Co. (ASX) — this page | $47.45 | $104B | 64 |
| $50.17 Oct 2, 2026 | $27.5B | 63 5-pillar Oct 5, 2026 | |
| $57.26 Oct 2, 2026 | $51.1B | 60 5-pillar Oct 5, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Insider activity
Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Sep 22, 2026
- Transactions
- 58
- Identified insiders
- 13
- Purchases
- 0
- Sales
- 30
- Other transactions
- 28
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 7.0% Period end Jun 30, 2026
- Previous quarter · ownership
- 7.2% Prior to period end Jun 30, 2026
- Reporting holders
- 507 Period end Jun 30, 2026
- Previous quarter · holders
- 387 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 26,255,012 |
| Bank Of America Corp /De/ | 9,387,504 |
| Goldman Sachs Group INC | 8,300,320 |
| Lazard Asset Management LLC | 7,970,225 |
| Ubs Group AG | 7,787,150 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about ASE Technology Holding Co. (ASX)?
Common Questions About ASX (Technology)
These answers are editorial: 1 of these 9 answers is drawn from the ASX research dossier (written Jun 14, 2026 by gemini-2.5-flash); the other 8 are question templates that restate figures shown above. Figures in this section are not part of the source register.
What does the MoonshotScore mean for ASX?
ASX carries the MoonshotScore stated above — the Fair band. This is an educational research signal, not a buy or sell recommendation. The number comes from the five-pillar engine (business quality, financial safety, valuation, growth durability, momentum), re-ranked daily against sector peers.
Is ASX a good stock to buy?
Stock Expert AI does not rate ASX buy, sell or hold. ASE Technology Holding Co., Ltd. carries a MoonshotScore, in the Fair band, a research rating against its peers rather than a forecast. Whether it fits is your call: check what it sells, whether it earns and what the price assumes. This is educational content, not investment advice.
What is the ASX stock price today?
The last price recorded on this page for ASE Technology Holding Co., Ltd. (ASX) is $47.45, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What are the main risks for ASX?
The main risks for ASE Technology Holding Co., Ltd. (ASX) include the inherent cyclicality of the semiconductor industry, which can lead to volatile demand and revenue fluctuations.
What are the key factors to evaluate for ASX?
ASE Technology Holding Co., Ltd. (ASX) holds a MoonshotScore in the moderate range. P/E: 52.91x. The market for automotive semiconductors is expected to see robust growth, with increasing content per vehicle. Not financial advice.
How frequently does ASX data refresh on this page?
ASX's price is the last quote we recorded, from the Oct 2, 2026 trading session. Pages are served from a cache, so the copy you are reading can lag that quote. The quote is a provider snapshot, not an exchange feed. Fundamentals follow quarterly filings. V2 is recalculated from the most recent completed US trading session; the score's own date shows its last successful run.
What has driven ASX's recent stock price performance?
ASE Technology Holding Co., Ltd. (ASX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Global leadership in advanced semiconductor packaging and testing services. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider ASX overvalued or undervalued right now?
ASE Technology Holding Co., Ltd. (ASX) trades at 52.91x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research ASX before investing?
Before investing in ASE Technology Holding Co., Ltd. (ASX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Machine-generated analysis by Stock Expert AI — model gemini-2.5-flash, generated Jun 14, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (54 figures)
The 54 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Tien Wu (Jul 30, 2026): So for the full year, we expect the ATM business revenue to grow by 35%. Joseph Tung (Jul 30, 2026): And we believe at this point that we should be able to doubling that -- to double the revenue of LEAP revenue next year. Joseph Tung (Jul 30, 2026): We continue to expect sequential margin improvement with fourth quarter ATM gross margin likely to exceed our structural margin ceiling of 30%. At such point, we will start to review if we would adjust our structural margin range. Joseph Tung (Jul 30, 2026): But this year, we said that we're going to have about TWD 300 million worth of revenue coming from that space, and things are on track. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | 26, Chin 3RD RD., Nanzih District, Kaohsiung, 811 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "26, Chin 3rd Road, Kaohsiung, KH, 811, TW". |
FMP — 41 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $47.45 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T08:54:40.088Z. | |
px.change | Change on the day | +6.08% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $104B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:03.000Z. Captured from FMP at 2026-10-05T08:54:38.127Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
earn.next | Next earnings date | Oct 29, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
id.business_summary | Business description (FMP excerpt) | Established in 1984 and headquartered in Kaohsiung, Taiwan, ASE Technology Holding Co., Ltd. operates as a leading global provider of essential services for the semiconductor industry. | FMP | Financial Modeling Prep (FMP) company profile — Deterministic excerpt derived from id.description; source and date describe the input fact, not a new provider observation | |
px.change_abs | Change on the day, in dollars | +$2.72 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $6.01B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.pe | Price / earnings (trailing) | 52.91 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 8.07M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.46 | FMP | Financial Modeling Prep (FMP) company profile | |
id.sector | Sector / industry (provider taxonomy) | Technology / Semiconductors | FMP | Financial Modeling Prep (FMP) company profile — The company's SEC filings classify it under SIC 3674 — Semiconductors & Related Devices. | |
id.employees | Employees | 96,436 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
id.ceo | Chief executive | Jason Chang | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
fin.q_income | Net income, Q2 FY2026 | $663M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
earn.history.depth.2026-07-30.revenue_actual | Revenue · reported — report date 2026-07-30 | $5.88B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.revenue_estimated | Revenue · estimate — report date 2026-07-30 | $5.96B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.eps_actual | EPS · reported — report date 2026-07-30 | $0.2900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.eps_estimated | EPS · estimate — report date 2026-07-30 | $0.2300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.revenue_actual | Revenue · reported — report date 2026-04-29 | $5.50B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.revenue_estimated | Revenue · estimate — report date 2026-04-29 | $5.32B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.eps_actual | EPS · reported — report date 2026-04-29 | $0.2000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.eps_estimated | EPS · estimate — report date 2026-04-29 | $0.1703 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.revenue_actual | Revenue · reported — report date 2026-02-05 | $5.62B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.revenue_estimated | Revenue · estimate — report date 2026-02-05 | $5.62B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.eps_actual | EPS · reported — report date 2026-02-05 | $0.2100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.eps_estimated | EPS · estimate — report date 2026-02-05 | $0.2000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.revenue_actual | Revenue · reported — report date 2025-10-30 | $5.63B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.revenue_estimated | Revenue · estimate — report date 2025-10-30 | $5.44B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.eps_actual | EPS · reported — report date 2025-10-30 | $0.1600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.eps_estimated | EPS · estimate — report date 2025-10-30 | $0.1376 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
own.insiders | Insider transactions via FMP | 58 transactions · 0 purchases, 30 sales, 28 other transactions · 13 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Sep 22, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 7.0% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 7.2% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 507 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 387 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 26,255,012 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Bank Of America Corp /De/ — shares in provider snapshot | 9,387,504 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Goldman Sachs Group INC — shares in provider snapshot | 8,300,320 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Lazard Asset Management LLC — shares in provider snapshot | 7,970,225 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Ubs Group AG — shares in provider snapshot | 7,787,150 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 4 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 5 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-24 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 4.00 · Piotroski F 6 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 · Expired observation | |
px.range52 | 52-week range | $11.07 – $47.93 | UNRECORDED | Stored company-profile observation — Captured 2026-10-05 | |
fin.ratios | Return and yield ratios (trailing twelve months) | ROE 14.4% · ROA 4.9% · current ratio 1.15 · earnings yield 1.9% · free-cash-flow yield -0.2% | — | UNRECORDED | Stored key metrics — Date unknown |
COMPUTED — 4 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $0.40 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 1 split-adjusted declared dividend with an ex-date in the 365 days to 2026-10-04, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 0.85% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-07-30.revenue_actual.comparison | Latest report · revenue vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($5.88B) with the recorded estimate ($5.96B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-30.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.2900) with the recorded estimate ($0.2300) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 3 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 64 of 100 · Fair · pillars 53 / 41 / 38 / 52 / 96 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 65 (stored snapshot Oct 4, 2026) → 64 (current publication computed Oct 5, 2026) (-1) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. | |
gap.statement_currency | Statement currency limitation | Detailed statement figures are not shown because their conversion to USD has not been verified. | OURS | Stock Expert AI currency-basis check |
Fact-family notes
- Earnings-history note. Source series as of 2026-07-30. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-30.revenue_actual,earn.history.depth.2026-07-30.revenue_estimated,earn.history.depth.2026-07-30.revenue_actual.comparison,earn.history.depth.2026-07-30.eps_actual.comparison,earn.history.depth.2026-07-30.eps_actual,earn.history.depth.2026-07-30.eps_estimated,earn.history.depth.2026-04-29.revenue_actual,earn.history.depth.2026-04-29.revenue_estimated,earn.history.depth.2026-04-29.eps_actual,earn.history.depth.2026-04-29.eps_estimated,earn.history.depth.2026-02-05.revenue_actual,earn.history.depth.2026-02-05.revenue_estimated,earn.history.depth.2026-02-05.eps_actual,earn.history.depth.2026-02-05.eps_estimated,earn.history.depth.2025-10-30.revenue_actual,earn.history.depth.2025-10-30.revenue_estimated,earn.history.depth.2025-10-30.eps_actual,earn.history.depth.2025-10-30.eps_estimated.
- Published
- Research standards
- Methodology · Editorial policy · Corrections
- Report a number
- sedat@stockexpertai.com
Data provided for informational purposes only.