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Lawsuit against Gartner from investors

How has no exec internally brought up the lawsuit about securities fraud. The silence is deafening.

E.g
https://www.ktmc.com/it-gartner-inc-class-action-lawsuit

Meanwhile the C level still have their off-sites with expensive food and drinks like the world is rosy. And the stock keeps sinking lower


Lucid Group Cuts Jobs, Stock Falls

.Lucid Group announced a major restructuring plan. This plan includes laying off approximately 18% of its global workforce. The company will also close its second production shift in Arizona. Lucid's shares fell 3.7% to $5.16 after the announcement. The changes aim to align production with demand and improve cost efficiency.

https://hdfcsky.com/news/lucid-stock-falls-3-7percent-after-major-restructuring-plan


Stankey cost AT&T $106 billion!!

Stankey cost the company $100+ billion over his career.

Here are the smart business decisions he made:
Bought DirectTV for $67 billion in 2015
Bought WarnerMedia for $108 billion in 2018
Sold WarnerMedia for $43 billion in 2022
Sold DirectTV for $26 billion in 2025
Net loss over these deals is $106 billion

Here is what we should have bought:
T-Mobile in 2015 for $45 billion in 2015
Level 3 Communications for $34 billion in 2016
CenturyLink for $55 billion in 2016
DISH Network for $35 billion in 2017
Net valuation gain would be $182 billion for AT&T.

This would have moved AT&T’s spot on the Fortune 100 to the top 10 and position us alongside companies like Alphabet and Microsoft. Current we are ranked 32. Our employee headcount would have increased to 240,000 instead of the current 133,000 and the 80,000 target. AT&T would have likely be the #1 U.S. wireless carrier instead of being #3 behind T-Mobile and Verizon. Our share price would have been roughly $45 instead of $22.

Stankey talks a big game. He says that our #1 priority is fiber investment and convergence. That he wants to make AT&T market based. But he never tells you what AT&T could or should have been if he and Randall did not ruin it. When confronted with any serious question at a town hall he deflects with “convergence” or “fiber investment”.

I have been in Texas my whole life and I know a con when I see one. We call that “big hat no cattle”.


AT&T (T) — Price Return Under John Stankey (July 1, 2020 – June 22, 2026)

John Stankey became CEO on July 1, 2020.

AT&T stock then: $23.40
AT&T stock today: $22.01

Nearly 6 years later, the stock has delivered a -5.9% total return, or about -1% annually.

Adjusted for inflation, the stock is effectively worth about $17.60 today, implying a ~25% loss over his tenure.

Six years of “leadership”.
Negative returns.
Ongoing talent loss.
Rock bottom morale.
Bottom of the barrel rankings in culture, best places to work, AI readiness, talent, etc.

At some point, you stop arguing about intent and start looking at outcomes. This guy S U C K S !!!


downfall - U Haul

https://www.reddit.com/r/accenture/comments/1ua0hce/accentures_well_deserved_downfall/

Accenture's well deserved downfall
Accenture’s stock just dropped about 18% in a single day, wiping out a good chunk of many employees’ ESOPs, including mine. Honestly, having worked there for 3 years, I'm not surprised.

The biggest issue I saw was the culture and incentives. MDs and client leads were rewarded for selling deals, not for delivering them. Secure the deal, hit the sales target, collect the bonus, then hand the mess over to the delivery team and move on. It didn’t seem to matter whether the right skills, resources, or realistic timelines existed. The answer was usually “Deal with it.”

When a system rewards revenue at all costs, you end up promoting people who care more about money than people. Delivery quality suffers, teams burn out, and the best talent leaves.

What makes it worse is that Accenture spent billions buying back its own shares (around $4.6B in FY2025 alone) while many employees sat through years of weak bonuses, delayed promotions, and increasing pressure during the years of worsening inflation. During this time, some of the smartest people I worked with left for Big 4s, boutiques, and industry roles. And when they leave, they don’t just take their skills - they take relationships, credibility, and networks with them.

I just hope some level-headed people on the board or in senior leadership recognize these cracks and do something about them. The company still has plenty of great people and decades of experience. It would be such a shame if such a massive organization falls in the end.


No effect on the stock

In fact, that's not true. Not only did not layoffs improve the stock, they've just sped up the fall. We're more than 20 percent down in the last three weeks, the lowest it's been in the last six years. I guess the move to cut almost ten percent of your global workforce is not the investor darling it once was.


Oregon chip stocks rebound, but where are the jobs?

Oregon's semiconductor companies report soaring stock prices. This growth is fueled by an artificial intelligence bo-m. Despite this, Oregon's semiconductor employment reached a 30-year low. Intel alone cut 6,000 jobs over the past two years. Other chipmakers also reduced their workforces in the state.

https://www.oregonlive.com/silicon-forest/2026/06/oregon-chip-stocks-are-roaring-back-will-the-jobs-ever-return.html


VZ Stock Down

Vz stock is down 0.72% today on news Verizon is breaking the mold to put our customers first. Verizon has a great track record of success such as last year’s project 624 which was the biggest customer experience transformation in the company’s history. All the executives posting and reposting our huge win today makes me delighted! These leaders are truly rockstars and highly respected and admired! Proud to be vz. Way to go team!!!!


If history is a teacher, we should look to the past to predict the future. Unless "this time is different."

I don't think this run up has much more to go. Maybe a little, but it's a lot of risk, especially after seeing how quickly it can drop. I started working at Micron (Boise) in 2004 and just recently quit. I remember looking at the stock price history after I started working there and looking at the run up to 2001 and thinking "of course it was going to come crashing down." Now, I want all of you to look at Micron stock now, and set the timeline to MAX. Compare where it is now to where it was in 2001. even if you adjust the chart to inflation, it still shows a massive bubble. All I'm saying is I wouldn't be long on this stock. I'm predicting a bubble burst in October AT THE LATEST. We'll see if I'm right.


Post layoffs…if there is such a thing.

I’m waiting to see what happens after the layoffs. Layoffs always cause a stock bump. The announcement of a multiyear layoff, while tragic, was smart for a sustained climbing stock bump but what about after?

You have to have something new that your competitor does not or do something better than your competitor. I’ve never seen a Citi bank, an actual walk in bank and I’ve never seen a Citi ATM other than what’s at the office. So we make the direction of wealth management. Oookay, so what’s our plan of getting that market share? People don’t just move money from a well established bank to another bank because they are bored with nothing to do.

What’s the plan to still have the stock grow post the layoffs? What are we doing to accomplish that, that’s either new or better than other banks?


When Morale Drops, Does Productivity Follow?

The company’s stock has been extremely volatile recently. Will the already low morale take an additional toll on the share price? Within my team, even with AI assistance, I haven’t seen more code being delivered. In fact, performance in terms of code output has unfortunately declined.


Go figure

https://www.linkedin.com/posts/businessinsider_salesforce-layoffs-jobcuts-activity-7470150259428593664-KMqZ?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA4Bi0oBs8Ddvldtd9fxma6xbBuG6OaOo4I

https://cryptobriefing.com/salesforce-layoffs-ai-stock-decline/


What's larger: -23% or +76%

Need a bit of math help here - What's larger: -23% or +76%?

For example, if one company grew in value about 76% and the other grew negative 23% in value, who grew more? To make it a bit easier, you chose some fixed time fame and let's keep it in the industry, so let's make tmobile be 76 and att be -23...

Finally, once I understand what's larger, I'd like to see which factors cause numbers to differ. For example, if tmobile has a hybrid WFH system, and att is having all employees come be in the office all the time, would someone analyzing the numbers difference, be able to establish some kind of correlation here.

thank you!


Crystal Ball Thread

Make your predictions for the rest of 2026 and early 2027 in this thread. My prediction is that we are done with large cuts, stock is up additional 50% by this time next year. The exec management continues to be as evil and detached as they've always been. Geopolitics continue to be messy.


Hewlett Packard has DOUBLED in price!!!

Yes, that is correct. Since we got stuck with Enrique only a few months ago Hewlett Packard has more than DOUBLED in value in just a few months. DOUBLED!!! Meanwhile we’re stuck with numbnuts dragging us to all time lows. I truly wish this was a lie. This id--t was a worse hire than Alex and that’s saying a lot.