#investors

https://www.globenewswire.com/news-release/2026/04/30/3285301/0/en/trian-calls-on-solventum-s-board-to-create-value-publishes-open-letter-and-slide-deck.html

Humana probably should do their very best to artificially raise their stock today (e.g., buybacks, corporate partnership temporary buys, etc.) before the Q1 Earnings Report comes out tomorrow; before the big flop in stock price, once investors see Humana’s true financial state. Womp womp! :(

He better beat the expectations on Monday morning, otherwise stock is going back to under 40.

Nike's profit will skyrocket, Guaranteed! Replace all decision makers with a chatbot. No more consultants or consulting companies. Distribute profits to workers and investors.

SAP is in freefall because investors are reacting to weaker-than-expected cloud backlog growth and a softer 2026 cloud outlook, which raised fears that near-term growth is slowing. The selloff was also amplified by analyst downgrades/target cuts after SAP’s recent results. Is this doomsday for SAP?

Down 5% today. Looks like the bounce is over

VOO is up 70% at the same time. No pressure Cigna leadership, take your time.

Source: Google Finance.

https://www.marketbeat.com/instant-alerts/optimum-communications-inc-nyseoptu-given-consensus-rating-of-reduce-by-analysts-2026-04-21

KEY POINTS

Analysts give Optimum Communications a consensus "Reduce" rating from seven analysts (two sell, five hold) with an average 12‑month price target of $1.875.

Insider selling and institutional stakes: General Counsel Michael Olsen sold 250,000 shares at $1.60 (insiders sold 290,000 shares in the quarter) and now insiders own 44.60% while institutional investors hold 54.85%, including new large stakes by Vanguard, Empyrean, Deutsche Bank, Millennium and Redwood.

Weak recent results and valuation: Optimum reported a quarterly loss of ($0.15) EPS versus a ($0.01) consensus, revenue fell 2.3% year‑over‑year, analysts forecast -0.4 EPS for the year, and the stock trades around $1.69 with a market cap of about $792.7M.

I feel that Q1 earnings call will be a complete disaster. CK and DA are unhinged and have not grounded in reality anymore. They keep blaming employees, the market and even shareholders for their own personal failures. In a market where many companies are ki-ling it, SAP is left so far behind because of only one thing. A complete lack of strategy. There is no strategy besides we are doing AI in this feature. It is d-mb and shareholders will not be impressed anymore. Layoffs will take the price up a bit. They're increasing the dividend so shareholders will like that and the price will go up a bit. But there are no technical fundamentals that show growth compared to competitors. The Gartner magic quadrant and similar things are all bought for and even shareholders see through it. Even institutional investors are reducing stake in SAP. And SAP is trying to buy back its own stock like crazy because they want to pump it up temporarily. And so the share price will go up but come crashing down again. To less than 100. This is bound to happen before the end of 2026. And then in 2027, we will find out that CK gets a bonus of a quarter of a billion for this Katastrophe.

What was a great company has turned into a heartless bag of cashless Pennies!
This is what happen when investors buy and they want to make money!! All you can do is hope those silver lined parachute pants are useless after this!! They’ve ruined soooooo many lives in 3 years!!

Will the decline continue?

https://www.barchart.com/story/news/1257130/dear-ibm-stock-fans-mark-your-calendars-for-april-22

Now trading nearly 80% down from ATH… it all but guarantees enough of a reduction in estate tax that TK would retain a majority of voting control.

Could suppressing growth be intentional to lessen estate tax such that majority voting control is retained by swoosh LLC?

$25/share in 2026?

Appears no growth left… Analysts and banks have all unfortunately reduced price targets last week post earnings.

Market Cap: $78.91 billion
Tracing its roots back to 1784 when it was founded by Alexander Hamilton, BNY (NYSE:BK) is a global financial institution that provides asset servicing, wealth management, and investment services to institutions, corporations, and high-net-worth individuals.
Why Does BK Give Us Pause?
Large revenue base makes it harder to increase sales quickly, and its annual revenue growth of 4.7% over the last five years was below our standards for the financials sector
Sizable asset base leads to capital growth challenges as its 3.2% annual tangible book value per share increases over the last five years fell short of other financials companies
Below-average return on equity indicates management struggled to find compelling investment opportunities
BNY’s stock price of $114.53 implies a valuation ratio of 14x forward P/E.

Many investors want to exit their positions in FIS, but most of them are currently down by 30% to 50%, and some even by 70%. Because of these heavy losses, they are unwilling to sell at this point. What investors really want is either a strong turnaround in the company’s performance that drives the stock price up, or for FIS to be acquired by a major industry player so they can recover some value.

However, FIS has a very large workforce, and no major company is interested in acquiring such a high‑headcount organization. As a result, FIS has begun outsourcing and laying off employees to significantly reduce its full‑time workforce—potentially by up to 50% compared to today. This process is expected to continue through the end of the year. Once the company becomes leaner and more cost‑efficient, a sale becomes more likely

So it looks like Hertz execs gave bad intel about the true costs and savings during the big EV initiative creating fake financials to dupe investors in their great EV plan. I am sure we will get pennies on the dollar for the shares we bought but at least the truth is out about the fraud

https://investor.oracle.com/events-and-presentations/default.aspx

Just hit the webcast link and sign in as guest.

Questions are almost always asked and answered at the end of these calls.

P66 has announced that 2 new directors have been appointed to the Board of Directors.
I don’t know anything about them but Elliott says they’re pleased with the appointments.
If they’re pleased I’m pleased.

5% drop today…anticipating February sales numbers?

Target leadership need to realize as a publicly traded company they are continuing to harm their external stakeholders and investors despite the changes that perceive will fix the issues.

https://money.usnews.com/investing/news/articles/2026-02-27/targets-management-under-fire-as-investors-agitate-for-change

Does anyone have any thoughts going into the Earnings Call? This will be the first time Amit presents in front of the investors.

Do you know, is this the kiss of death.

https://investors.xerox.com/node/31106/html

We now have to pay to use our own intellectual property (names and products):
"Under that agreement, Xerox and selected subsidiaries retain worldwide, royalty-bearing rights to use the contributed IP, paying IPCo a 2.0% royalty on specified consolidated revenue"
https://www.stocktitan.net/sec-filings/XRX/8-k-xerox-holdings-corp-reports-material-event-51419028ca39.html

No conflict of interest at all, right?

Right?

Bro has money poisoning.

My favorite quote: "Directors of companies registered in Delaware, as UnitedHealth is, have a “duty of loyalty”—an obligation to put the company’s interests ahead of their own. A director who invests personally in a startup in the same industry without first clearing it with his company could be breaching that duty, legal experts say."

https://www.msn.com/en-us/money/companies/unitedhealth-chief-made-private-side-bets-on-healthcare-startups/ar-AA1Wucr8

And right on cue ... the piling on begins:

https://rosenlegal.com/submit-form/?case_id=38139

"Rosen Law Firm, a global investor rights law firm, announces it has filed a class action lawsuit on behalf of purchasers of securities of Kyndryl Holdings, Inc. (NYSE: KD) between August 7, 2024 and February 9, 2026, both dates inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than April 13, 2026 in the securities class action first filed by the Firm.

According to the lawsuit, defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (1) Kyndryl's financial statements issued during the Class Period were materially misstated; (2) Kyndryl lacked adequate internal controls and at times materially understated issues with its internal controls; (3) as a result, Kyndryl would be unable to timely file its Quarterly Report on Form 10-Q for the quarter ended December 31, 2025; and (4) as a result, defendants' statements about Kyndryl's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all times. When the true details entered the market, the lawsuit claims that investors suffered damages."

It's not looking good. . .

https://www.investmentnews.com/regulation-legal-compliance/investors-sue-kyndryl-after-sec-probe-triggers-55-stock-crash/265264

Investors who bought $1,000 worth of Teradata’s shares 5 years ago would now be looking at an investment worth $682.09.

Lost Money on Oracle Corporation(ORCL)? Join Class Action Suit
https://www.prnewswire.com/news-releases/lost-money-on-oracle-corporationorcl-join-class-action-suit-seeking-recovery--contact-levi--korsinsky-302684639.html

What is the long-term value creation for shareholders that leadership is constantly talking about?

Layoffs will be every quarter now. Had meetings today asking us to divest suppliers, slowly selling us for parts. All these executives who stayed for 1-2 years destroyed business units and jumped ship before anyone caught on to their fraud. Anyone left is clueless. A matter of time where investors see all the fraud.

OP: @ba+1kgn1jwrm

Going to be a large number of Microsoft layoffs announced soon.

What’s the chance LE, Safra Catz, Clay and Mike might be named eventually in a SEC lawsuit for fraud and materially falsifying information to investors over its debt capacity? I think it’s pretty likely. Especially if they sell Cerner.

And it keeps dropping.

This is glorious.

Investors have already lost patience with HPE, the worst performing AI hardware play. Neri has zero vision for growth and McDonald keeps shrinking his own business unit. The two must go. Rami isn't all that good either, missed the cyber security bo-m to PANW and FTNT and failed in CSP to ANET, but he's still better then Neri and McDonald.

What do Microslop and IBM have in common ?

https://seekingalpha.com/article/4864690-verizon-needs-more-than-stock-buyback

Read some market analysis before getting to excited: For those that don't want to read it here is the article summary:

Takeaway
The key investor takeaway is that Verizon hasn't improved the business to warrant the excitement. The wireless giant is actually just going down the path of cutting costs and capex spending for apparent short-term benefits that didn't work at the CEO's prior job.

Investors should use this rally to unload the stock.

Watch, the first major move from the new boss will be another round of layoffs. It's the classic move to prove you're serious about costs to the investors. We should all brace ourselves because it's coming soon.

They keep chopping away ..soon it will be the full line stores. Plus probably they get rid of horchow if they can make a buck

All the investors..Amazon. Simon.The vendors do not like us.

It is looking bad .
The liquidators and top brass are going to do well soon. They don't care