#stockprice

$25/share in 2026?

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

Eventually, the absence of strategy and sound fundamentals comes due. And I won't even mention the unthinkable - a bold vision with a long-term payoff. Apparently that's just fantasyland.

First we got retro shoes now we have retro stock prices… wassup with that?

Despite saying “win now” a gazillion times, the numbers still aren’t showing it

EH’s tone not helping. Felt like I was getting yelled at.

https://www.linkedin.com/posts/jamieschorr_xerox-has-lost-75-of-its-market-value-in-share-7440843685967323138-DQww?utm_source=share&utm_medium=member_ios&rcm=ACoAAAfaElsBwXinezoJMaXHkbihsRTojWhnJRU

How confidence inducing

Fiserv will dip below $50/share next week given horrible execution, bad employee morale, and irresponsible management incentives. Mike will take tens of millions of dollar home. Leaving shareholders holding the bag. Mike has promised no lay off, but now lay off is a routine feature. Mike has never bought a single share of our stock in the open market.
This ship called Fiserv, is going to zero.

Occidental CEO’s Tenure May Be Over. It Hasn’t Been Good for the Stock.

uh oh...

Another 2% down day. This on the news from one of our clients downgrading us. Do something Mike. Besides following Frank's layoff now and later plan.

Company is done. Your stock is worth very little especially when you factor in taxes. Get out while you can.

Will it go into the $5 range tomorrow? What is Jim Kelly and the ELT leadership messaging internally on this? Jim Kelly famously tells everyone in his ruthless way his job is “the stock price.”…well?

what happened? wouldn't layoff pump the stock price?

$15! Different Nepo circles in leadership ruined the company

At what point do they get rid of the Stephanie and her people? The stock is down 33% in the last year, 66% in 5 years. 2/3rds of the company disappeared. This company is going down the drain, are they not seeing it or what??

Any reasons?

Nothing to see here… perfectly normal for high level persons to be selling some stock all around the same time

http://www.openinsider.com/search?q=BAC+

Not just to the culture, but to having a direction that makes sense. All these reorgs and layoffs feel like they're just propping up the stock price. Because I sure can't see any other purpose.

How can Steve B still be here when you look at the results (internal) and the stock price (external result) and the trend over last 4 years (consistently down so it is something systematic). I am genuinely asking as to how the dynamics and politics of being a CEO work. I don’t get it

That is within the last 52 weeks. The YTD is -25.24%.

It's hard to believe Humana stock has been going down, down.... It used to be $544 three and a half years ago!! You can't say the company is doing great! It used to be a phenomenal company with brilliant and kind people. No more!! This happened in the past three years. Is this still a surprise that HR is letting people go? It's messed up.

Waited a long time to see Oxy over $60 again. Couldn't resist selling. Still have more if the administration starts bo----g oil and gas fields.

How low can it go? Why is Nike so unpopular? What needs to change for it to go up again?

What are the chances CMS will move off their proposed 0.09% rate for 2027?
It was approximately 5.0% for 2026 but they decided to basically eliminate it for 2027. After they announced the rate all health insurance stocks dropped massively.

WTH? Stock continues to get crushed.

Here we go

All these layoffs and the stock price is still $283.58. Wasn’t that supposed to fix everything? Lol

QC stock will continue to tank. 130 is just the start.

I can’t believe how big of a hit they took!

Think it might turn around? I know it won't be quick, but maybe?

Sell the ACN stocks, in the next 6 to 9 months the price will go down to $105 to $125

The stock is responding well now over 51. Keep your foot on their throats Dan!

5% drop today…anticipating February sales numbers?

interested to see reactions from some of these points, Dell is doing great these last few days in terms of stock, but is it short lived? I keep thinking about SMCi and they just seem to have the right blueprint.

consider my thought process:

​SMCI is strategically absorbing short-term gross margin compression (6.4%) to aggressively secure physical data center footprints. Once the bare-metal hardware is deployed, this establishes a captive base to upsell high-margin, proprietary Data Center Building Block Solutions and cooling maintenance. SMCi is leading Dell in this technology.

​AI-Driven Service Transformation: The traditional, human-intensive IT service model is being commoditized. AI automation is reducing the need for massive, global break-fix support teams, neutralizing the historical scale advantage of legacy hardware providers. Dell has not shown an interest to unleash their sw devs with Ai. they buy vs invent, well, overnight the world can invent more quickly and Dell isn't investing right

​Expansion into AI-RAN and Edge Telecom: By writing lean, specialized software stacks for distributed environments, SMCI is capturing the emerging Artificial Intelligence Radio Access Network, and Sovereign AI edge markets before slower legacy systems like Dell can adapt. this is far bigger than most know.

​Zero-Touch, Self-Healing Infrastructure: Integrating agentic AI into Baseboard Management Controllers and orchestration software enables autonomous power routing, predictive failure analysis, and real-time cooling adjustments, drastically cutting the operational overhead of rack maintenance. think, more self healing, less armies of physical technical support staff needed

​Direct Liquid Cooling & Next-Gen Silicon: The thermal physics of upcoming architectures—specifically the NVIDIA Vera Rubin NVL72 and HGX Rubin NVL8—mandate advanced liquid cooling. SMCI's in-house DLC engineering and rapid time-to-market provide a structural lead in deploying these dense, 100kW+ AI racks.

​Financial Disconnect & Valuation Asymmetry: Despite exceptional top-line revenue growth (recent quarters posting >120% YoY growth to over $12.6B), SMCI trades at highly compressed multiples (trailing P/E ~24x, P/S ~0.4x). The stock is structurally mispriced relative to its market share expansion in AI hardware volume. dell is now in hold territory, smci might be a huge opportunity.

​Legacy Over-Reliance on Bloated Ecosystems: Incumbent behemoths are institutionally bound to massive enterprise sales forces and heavy management software suites. These legacy structures create internal friction and require high-margin subsidization, making them vulnerable to agile, pure-play engineering firms. Dell is competing against the true lean mavericks (see what I did there). many sales folks on this, you're the champions keeping Dell going, kudos, but... change happens

​Rapid Obsolescence of Traditional Software: The democratization of code via AI is collapsing the moat of legacy IT management software, this is the real place Dell is able to macgyver the numbers. Historically a competitive advantage for Dell, but now Leaner competitors utilizing AI-assisted development can now quickly replicate and streamline orchestration layers, bypassing the traditional software lock-in of these legacy giants.

interesting time to watch... I'm long on both, but I feel smci is better suited for the long haul, I'll be getting out from Dell, selling, later this year, but not just yet.

oh and I think more layoffs are coming, so it's not too off topic

Ge-z, what will it take for the board to act?

back over $150!

I never thought I'd see the day. What are the chances Sabre goes bankrupt?

DXC shares are now priced about the same as a rotisserie chicken, and yet the chicken still has a better future and its carve out is more predictable. Soon, DXC won’t even match a chicken. It’ll be trading like a pile of leftovers barely worth the plate it’s on.

Hopefully Tom will be out and we can begin to see stock price increase. His entire EVP suite has left he has eliminated everyone except his buddy who is now the chief revenue officer. When will he self reflect and realize that the problem is still here .. we’re hopefully moving in the direction of him leaving and new leadership taking over hopefully stronger better leadership because leadership is where bd fails miserably. It’s either pre Madonnas , or passive tone deaf useless VP’s who are so out of the touch with the plants and the business. It’s time to

The medical device industry has experienced consistent growth year over year, yet BDX stock has grown < 1% over the past 5 years.

This poor performance is due to weak and naive leadership that learns and then obsesses about basic principles like kaizen (which has been around for decades and should have always been a basic way of working).

Last year leadership came to the amazing revelation that they need to focus on marketing and revenue growth! This of course only happened after the stock plummeted.

lol.

The company has a low level of debt relative to equity which would make it ripe for acquisition but with this place, nothing would surprise me.

It all depends on the BOD and how much longer they’re willing to tolerate the CEO and the company’s underperformance.

IBM (IBM) plunged 12.5% after investors reacted to Anthropic's new AI tool that threatens its COBOL services, significantly outpacing the tech sector's 1.5% decline.