#investors

Maybe we have been too hard on Dan. He has been walking a tightrope since he entered the role. Verizon is struggling as a company, and you can’t expect leadership to be fully transparent because that could create panic and trigger a stock selloff. That’s bad for everyone, especially when you are carrying around $175 billion in debt and backed heavily by institutional investors.

A lot of those institutional investors are tied to retirement accounts, pensions, city employees, and everyday people. A company like Verizon stumbling would not just affect telecom, it could shake confidence across the market. Imagine a major telecom provider, something most people view as a basic utility at this point, struggling to sustain itself. Rational people would immediately start asking what other companies are being held together by perception instead of fundamentals.

I genuinely feel for the employees and managers carrying the pressure right now, but some of what we are seeing may be the result of years of bad positioning, losing market share, and delayed course correction. None of this happens overnight.

M@rk, Kev, and Sean,

You can go to all the conferences and spin the story how you want, but it is not working. Results speak louder than spin. Investors are not buying it.

As a Xerox investor, I’ve realized some concerning challenges ahead for the company and it’s not on the balance sheet.

It feels like the team is focusing on disagreements instead of the big picture, and these conversations remind me a bit of middle school chats—definitely room to grow.

Investors bid the stock up on short‑term good news (earnings, investor stake, dividend), but the Q1 beat could be misleading because it’s pro‑forma and boosted by Lexmark purchase‑accounting adjustments rather than pure organic profit or cash‑flow improvement.

Great job Chris and team. Still poor fundamentals but have to celebrate the good moves too! In at 98.

bp’s leadership and culture is broken. As an employee, I have lost all trust and faith in our c-suite and board of directors. Just imagine how all this looks to institutional investors. At some point they’re going to take their money and invest it with a company that shows it is stable and trustworthy. We are just too much of a risk right now. It feels like we’re living in a reality tv show - the Real Executives of Big Oil. Fire them all and start from scratch. Or just sell the company off.

The 1 year return for IBM is negative 13.58% while the SP500 is positive 25%
Is this a joke ?

https://share.google/w30SB41dKhLl0gABa

What a shame - this leadership team led by Mike is not getting it done for us investors.

Alot of major investors are buying up Fiserv stock. Blackrock just increased their holding position.

Any chance the last two CEO’s were planted by the investors? They both run this company like they want to bleed it out and then sell it to someone who may have pushed for them to get to the top.

LOL Larry is cooked: https://finance.yahoo.com/markets/stocks/articles/oracle-investors-know-openais-struggles-190500503.html

"Teradata struggled to consistently generate demand over the last five years as its sales dropped at a 2.3% annual rate. This was below our standards and is a sign of poor business quality."

https://www.financialcontent.com/article/stockstory-2026-5-5-teradata-nysetdc-posts-better-than-expected-sales-in-q1-cy2026

to put out a statement that either confirms or denies this event if it is indeed true or just rumors.
It’s bad business keeping it out there it can shake investors too hearing about this. Everyone wants stability. Needs stability so transparency is paramount.

They’ve now published 2 customer PRs this week, must be desperate to have something positive to talk about on the call. If they think Gyro hut is going to move the needle with investors, things must be even worse than they appear.

Obviously, I am not asking for binding financial advice, just curious, do you guys think there will be any stock market movement on this big Investor Day and if so, do we think it'll be up or down? Earnings calls are already regularly terrible and I'm not sure what an "investor day" would do differently since people already see through the smoke and mirrors of those.

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.