Forum talk counts mentions of CART in popular online stock forums, a slice of the internet rather than all of it. Company lookups show interest in the company itself, which can come from news that isn't about the stock. Attention isn't quality.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.
6/7Strong
PassReturn on equity 15%+Earns a lot on the money owners have in the business.15.9%
PassDebt under half of equityNot relying on borrowed money.No debt reported
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.11.9%
MissProfitable every yearSteady profits, not one good year.3 of 5 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$910.0M
PassShare count not growingNot diluting owners. Falling means buybacks.-8.2% in 3 years
PassGross margin 40%+Pricing power: sells for well above what it costs to make.73.7%
Revenue
$3.7B
+10.8% vs prior year
Total debt
None
0.00x equity
Current ratio
2.40x
short-term assets / bills due
Free cash flow
$910.0M
24.3% of revenue
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026
Reported Aug 6
Revenue
$1.0B
+14.1% YoY
EPS
$0.45
vs $0.41
Op. margin
13.7%
+0.1 pts
Gross margin
72.0%
-2.2 pts
Free cash flow
$481.0M
Share count
-11.5%
vs a year ago
Insider rating
Last 90 days
43Mixed
Pre-planned sales of $5.2M (weaker signal)
50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.
Weekly insider trend
13 weeks agoBoughtSoldThis week
Filing buzz
Last 7 days vs normal
78/ 100
This week
8
Normal week
2.3
vs normal
3.5x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+3.3%
Institutions added 3.3% to their holdings. 238 bought, 237 sold.
Shares held by institutions193.6M
Sep '24Jun '26
Safety check
From SEC filings
Share count growthYearly rate, last 3 years
-6.7%
Cash runwayAt last year's cash burn
Cash flow positive
Debt to equityLatest balance sheet: debt compared with what owners have
No debt reported
Shares outstandingLatest reported
232M
Why low risk
1 offering filing in 6 months (may sell new shares)
Earnings reports
Last 12
Next reportAround Nov 9 (est.)Estimated from the same quarter last year
Results filedAug 6
Results filedMay 6
Results filedFeb 12
Results filedNov 10, 2025
Results filedAug 7, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days