A company still losing money with shrinking sales, with elevated risk. Institutions are adding.
Going well
Sales up 64% last year
No debt reported
Watch out for
Sales down 61% in the latest quarter vs a year ago
Share count growing 20.7% a year (dilution)
Losing money, losses are large next to sales
Money moves
Insiders sold $137 in the last 30 days
Institutions added 6.9% to their holdings in the quarter ending June 2026 (109 bought, 81 sold)
Held by Stanley Druckenmiller (Duquesne)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$10.48-3.2% that day
Company value
$894M
Share price times all shares
Price vs sales
31.1x
No profit over the last year, so this compares value with sales instead
Cash vs value
10%
Cash as a share of company value
From GLUE's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26
$9.0M-61% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $28.7M, down 84% from the 12 months before.
What the price assumes
Your guesses, our math
Move the sliders to your own view of GLUE. Starting points are the company's recent numbers (it isn't profitable yet, so the margin starts at a 10% guess).
Sales in 5 years$17M
Profit in 5 years$2M
Price these guesses point to$0.19-98% vs $10.48 todayAbout -55% a year, before dividends
Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.
The checklist Warren Buffett-style investors use. Annual numbers for 2025.
1/6Weak
MissReturn on equity 15%+Earns a lot on the money owners have in the business.-16.9%
PassDebt under half of equityNot relying on borrowed money.No debt reported
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.-31.2%
MissProfitable every yearSteady profits, not one good year.0 of 6 years
MissFree cash flow positiveBrings in more cash than it spends to run and grow.-$27.5M
MissShare count not growingNot diluting owners. Falling means buybacks.+75.9% in 3 years
Revenue
$123.7M
+63.5% vs prior year
Total debt
None
0.00x equity
Current ratio
6.12x
short-term assets / bills due
Free cash flow
-$27.5M
-22.2% of revenue
From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026
Reported Aug 6
Revenue
$9.0M
-61.3% YoY
Op. margin
-547.8%
-480.7 pts
Free cash flow
-$48.8M
Share count
+23.5%
vs a year ago
Insider rating
Last 90 days
50Mixed
1 insider sold $137 (not pre-planned)
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
0/ 100
This week
0
Normal week
0.5
vs normal
0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+6.9%
Institutions added 6.9% to their holdings. 109 bought, 81 sold. 3 quarters of net buying in a row.
Shares held by institutions93.3M
Sep '24Jun '26
Safety check
From SEC filings
Share count growthYearly rate, last 3 years
+18.4%
Cash runwayAt last year's cash burn
47 months
Debt to equityLatest balance sheet: debt compared with what owners have
No debt reported
Shares outstandingLatest reported
85M
Why elevated risk
Losing money, losses are large next to sales
Share count growing 18.4% a year (dilution)
Earnings reports
Last 12
Next reportAround Nov 5 (est.)Estimated from the same quarter last year
Results filedAug 6
Results filedMay 7
Results filedMar 17
Results filedNov 6, 2025
Results filedAug 7, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days