Company Research

Company Research is a data page on the Companies desk of Glassbox Auditing. What the SEC filings show: hidden commitments, buybacks, executives' trades, customers and workforce for the biggest companies.

Last updated: 6 Nov 2026.

What is on this page today?

IREN: analysts' mean price target $60.00, down 22.9% since 31 Oct (7 Nov) — Buy 8, Hold 3, Sell 0 (was Buy 8, Hold 2, Sell 0 on 31 Oct) · Nasdaq mean rating Buy · Mean target +177.3% against the 6 Nov close · Range $30.00 to $99.00 · Analysts' opinions as Nasdaq aggregates them; the site adds… (Nasdaq.com analyst ratings and price targets, 6 Nov 2026) IREN
LCID: analysts' mean price target $5.92, down 20.4% since 31 Oct (7 Nov) — Buy 1, Hold 5, Sell 2 (was Buy 1, Hold 7, Sell 3 on 31 Oct) · Nasdaq mean rating Underperform · Mean target +79.9% against the 6 Nov close · Range $3.00 to $11.00 · Analysts' opinions as Nasdaq aggregates them; the site… (Nasdaq.com analyst ratings and price targets, 6 Nov 2026) LCID
UPST: analysts' mean price target $32.64, down 14.9% since 31 Oct (7 Nov) — Buy 8, Hold 6, Sell 0 (was Buy 6, Hold 5, Sell 0 on 31 Oct) · Nasdaq mean rating Hold · Mean target +49.1% against the 6 Nov close · Range $18.00 to $46.00 · Analysts' opinions as Nasdaq aggregates them; the site adds… (Nasdaq.com analyst ratings and price targets, 6 Nov 2026) UPST
Mag 7 stocks are 33.5% of the S&P 500, 5 Nov — top 10 names 39.1% · Information Technology 35.5% (State Street (SPY holdings), 5 Nov 2026)
Insiders at Big Tech bought $78.6M of their own stock in the last 12 months: steady against the decade — $142M on average per 12 months over the decade · 10 companies outpacing their own decade, 2 underpacing, of 54 · open-market purchases (Form 4 code P) by officers and directors · the five largest buyers, in dollars · a… (SEC Form 4 (insider data sets), 5 Nov 2026)
The ten largest companies added 1.1 percentage points of the S&P 500's 8.5% rise over the past year — The rest of the index added 7.4 · the ten are 39% of the index today, 30% five years ago (the line) · points of the index's return · the five that added most, weights from SPY's holdings rolled back by price moves (S&P Dow Jones Indices, State Street SPY holdings, 5 Nov 2026)
The S&P 500 moved -0.04% from open to close on 6 Nov; the ten largest added -0.07 points — The rest of the index added +0.03 · points each company added at its opening weight × its open-to-close move · the five that took most off the index, in points (S&P Dow Jones Indices, State Street SPY holdings, 5 Nov 2026)
FICO: analysts' mean price target $858.86, down 16.2% since 30 Oct (6 Nov) — Buy 8, Hold 5, Sell 1 (was Buy 9, Hold 5, Sell 1 on 30 Oct) · Nasdaq mean rating Hold · Mean target +21.9% against the 6 Nov close · Range $650.00 to $1,230.00 · Analysts' opinions as Nasdaq aggregates them; the site… (Nasdaq.com analyst ratings and price targets, 5 Nov 2026) FICO
CRWD: Kurtz George (PRESIDENT AND CEO, Director) sold $16.6M of stock — 54 open-market trades in the last 7 days · under a pre-arranged 10b5-1 plan (SEC Form 4, 4 Nov 2026) CRWD
Samsung Electronics and SK Hynix are 44.4% of South Korea's MSCI Korea 25/50 index, against 14.8% for the S&P 500's two largest names — Samsung Electronics 21.9% and SK Hynix 22.5% · S&P 500: Apple and Nvidia; ten largest 39.1% against Korea's 59.5% · The index caps every company at 25% and companies above 5% together at 50%, which keeps the pair near… (BlackRock iShares (MSCI South Korea ETF holdings) and State Street (SPY holdings), 4 Nov 2026)
The ten largest companies are 25.1% of the world's stock index, against 39.1% of the S&P 500 — The 13 hyperscalers and chip makers listed on the page are 21.4% of the world fund and 28.8% of the S&P 500 · Companies it takes to reach half of each fund: world 83, US small caps 293, Europe 54, S&P 500 22 · Weights… (BlackRock iShares (ACWI, IWM and IEUR holdings) and State Street (SPY holdings), 4 Nov 2026)
TEM: analysts' mean price target $85.13, up 15.6% since 29 Oct (5 Nov) — Buy 8, Hold 7, Sell 0 · Nasdaq mean rating Hold · Mean target +11.9% against the 6 Nov close · Range $67.00 to $120.00 · Analysts' opinions as Nasdaq aggregates them; the site adds no rating of its own (Nasdaq.com analyst ratings and price targets, 4 Nov 2026) TEM
LIN: White Matthew J (Chief Financial Officer) sold $45.3M of stock — 4 open-market trades in the last 7 days (SEC Form 4, 3 Nov 2026) LIN
PANW: Jenkins William D Jr (President) sold $19.9M of stock — 46 open-market trades in the last 7 days · under a pre-arranged 10b5-1 plan (SEC Form 4, 3 Nov 2026) PANW
SNOW: Dageville Benoit (Director) sold $14.6M of stock — 1 open-market trade in the last 7 days · under a pre-arranged 10b5-1 plan (SEC Form 4, 3 Nov 2026) SNOW
LSCC: Tamer Ford (President & CEO, Director) bought $1M of stock — 3 open-market trades in the last 7 days (SEC Form 4, 3 Nov 2026) LSCC
RBRK: Nithrakashyap Arvind (Chief Technology Officer, Director) sold $4.51M of stock — 21 open-market trades in the last 7 days · under a pre-arranged 10b5-1 plan (SEC Form 4, 3 Nov 2026) RBRK
CVNA: Platt Ira J. (Director) sold $4.4M of stock — 4 open-market trades in the last 7 days (SEC Form 4, 3 Nov 2026) CVNA
SIRI: Berkshire Hathaway Inc / Buffett Warren E (10% owner; 10% owner) bought $5.4M of stock — 2 open-market trades in the last 7 days (SEC Form 4, 2 Nov 2026) SIRI
CVNA: Gill Daniel J. (Chief Product Officer) sold $18.1M of stock — 1 open-market trade in the last 7 days (SEC Form 4, 2 Nov 2026) CVNA

Where does the data come from?

Items on this page come from Nasdaq.com analyst ratings and price targets; State Street (SPY holdings); SEC Form 4 (insider data sets); S&P Dow Jones Indices, State Street SPY holdings; SEC Form 4; BlackRock iShares (MSCI South Korea ETF holdings) and State Street (SPY holdings); BlackRock iShares (ACWI, IWM and IEUR holdings) and State Street (SPY holdings); SEC filings. Each item links to its own source. All sources, how items are checked.

What does this page lead to?

Stock by Stock (Markets): Buybacks retire shares and add a steady bidder for the stock; with fewer shares, the same profit gives higher earnings per share. (moves the same way; quarters; company scale) Source: SEC EDGAR XBRL company facts (10-Q/10-K).
Bond Issuance (Companies): Companies that repurchase more stock than their free cash flow covers fund the gap with debt, so heavy buybacks tend to come with more bond sales. (moves the same way; quarters; company scale) Source: SEC EDGAR XBRL company facts (10-Q/10-K).
Labor Market (Macro): Employers file WARN notices at least 60 days before a mass layoff, so a rise in notices at large employers tends to show in jobless claims and payrolls one to two months later. (moves the other way; 1-2 months; economy scale) Source: California EDD WARN layoff notices.
Job Listings (Companies): Microsoft's and Amazon's largest cuts are filed in Washington, not California; a company naming hundreds of Redmond or Seattle employees in a notice tends to close openings too, so its count on Job Listings falls. (moves the other way; weeks; company scale) Source: Washington ESD WARN layoff and closure notices.
Influence Sentiment (People & Money): Executives' open-market trades shown here are the same Form 4 records Influence Sentiment counts, so a run of insider buying or selling appears on both. (moves the same way; days; company scale) Source: SEC Insider Transactions Data Sets.
Supply Map (Companies): The customers a company names in its 10-K for 10% or more of revenue are edges on the Supply Map; losing or gaining one changes both pages. (either way, depending on the cause; quarters; company scale) Source: SEC EDGAR filings (10-Q/10-K text).
AI Supply Chain (AI): The biggest companies' disclosed purchase commitments and data-center leases are orders already placed with chipmakers, server makers and builders, so rising commitments feed AI supply-chain revenue. (moves the same way; quarters; sector scale) Source: SEC EDGAR filings (10-Q/10-K text).
Report Reactions (Calendar): Remaining performance obligations are revenue already under contract, so they set part of what the next reports can show: a company whose backlog is large against a year of revenue has more of it contracted ahead of the report, and one whose backlog shrinks has less. (moves the same way; quarters; company scale) Source: SEC EDGAR XBRL company facts (10-Q/10-K).

What feeds this page?

IPO Watch (Calendar): If the company lists on Nasdaq and ranks among the 40 largest members, the fast-entry rule adds it after 15 trading days (later when a quarterly rebalance falls in that month), adding weight to the largest names shown on Company Research. (moves the same way; about 15 sessions after listing; economy scale) Source: Nasdaq-100 Index methodology (Fast Entry for new listings, effective 1 May 2026).
IPO History (Calendar): Each past listing's offer terms, profit at listing and first-year path rest on its own prospectus and filings, which Company Research reads. (either way, depending on the cause; the first year; company scale) Source: SEC EDGAR IPO prospectuses (424B4 / 424B1 cover pages: offer price, shares, symbol).
Valuation (Companies): At a higher P/E each buyback dollar retires fewer shares, so the same spending lifts earnings per share less. (moves the other way; quarters; company scale) Source: SEC EDGAR XBRL company facts (10-Q/10-K).
Dividend Health (Companies): Dividends and buybacks draw on the same free cash flow; when cover thins, companies tend to cut buybacks first, since managers treat the dividend as the payout to protect. (moves the same way; quarters; company scale) Source: SEC EDGAR XBRL company facts (10-Q/10-K).
Bond Issuance (Companies): Bond offerings often name share repurchases among the uses of proceeds, so issuance and buybacks tend to rise together. (moves the same way; quarters; company scale) Source: SEC EDGAR filings (10-Q/10-K text).

Company Research

What is on this page today?

Where does the data come from?

What does this page lead to?

What feeds this page?

What else is on the Companies desk?