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IPST · Ip Strategy Holdings, Inc.

Track IPST — free
$3.70 -0.06 (-1.60%) At close · Sep 11
Market Cap
$2.54M
Shares
686,080

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$3.70 Open$3.68 Day$3.57–3.80 Since split$1.91–15.76 Avg vol 30d5.0M Short int51K · 7.4% float · 1.0d Short vol32% Last earningsMar 11, 2026 DataApr 2026–Sep 2026 Filing10-Q · May 20

Raw chart and full-history price indicators begin at the captured split on Apr 23, 2026; bars on opposite sides are not compared.

The closing range begins at the captured split on Apr 23, 2026.

Up next

filed May 20, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$10.74M
Trailing 12 months
Net income (TTM)
−$201.43M
Trailing 12 months
Revenue growth YoY
+56.8%
Year over year
Operating margin
-1,842.6%
Trailing 12 months
P / E (TTM)
Trailing earnings
FCF yield
-622.7%
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
Trailing 12 months
Shares change YoY
+1,962.8%
Year over year · more shares
Price change (1Y)
Trailing year
Short interest
7.4%
Latest settlement · 1.0 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Sell Momentum Limited Sentiment Bearish Fundamentals Fair Quant / Vol Very High
Market backdrop VIX 15.8 · calm Equity put/call 0.58
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 50-day avg −3%
below
RSI (14) 46
neutral
MACD trend Negative
52-week position 13%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Limited
Not enough data for a confident read.
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50/200-day averages unavailable
Institutional flow Distributing
-38% holders QoQ · +3 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
7.41% of float · ▲ +257.3% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
13 holders — mid 1-yr range
Squeeze score 54
elevated · 0–100
Fundamentals
Fair
Revenue growth +5%
Y/Y
Gross margin 66%
expanding
EPS growth +59%
Y/Y
Free cash flow $-15.4M
Balance sheet $2.1M
net debt
Quant / Vol
risk profile
Very High
Volatility 456%
annualized · 1-yr
Max drawdown −80%
past year
ATR 39.3%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Sell
2 · 4 · 0
50 / 200-day cross
No cross Neutral
Price vs 50-day avg
−3% Neutral
RSI (14)
46 Neutral
MACD trend
Negative Bearish
52-week position
13% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50/200-day averages unavailable
Institutional flow Distributing
-38% holders QoQ · +3 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
7.41% of float · ▲ +257.3% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
13 holders — mid 1-yr range
Price context
position in its range since split · 2026-04-23
Range low $2 Now $4 · 13% Range high $16
vs 50-day avg -3%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Capital Markets — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
IPST
Ip Strategy Holdings, Inc.
this stock
$2.54M +5.4% 7.4%
MS
Morgan Stanley
$336.70B +20.8% +5.5% 17.3 0.9%
GS
Goldman Sachs Group Inc
$299.67B +17.1% +8.9% 15.9 2.4%
SCHW
Schwab Charles Corp
$185.47B +7.3% +22.0% 19.5 1.2%
HOOD
Robinhood Markets, Inc.
$101.21B -0.5% +51.6% 49.8 4.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
13
% held
9.4%
Net QoQ
-10.3K sh
Top holder
Arrington Capital Managem…
Held Float
View
Held by Funds
Fund positions
4
View
Short & Settlement
Short Interest Rising
Shares short
50.8K
Days to cover
1.0d
Change
+36.6K sh
View
Short Volume
Short vol %
32%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
613
Value
$1.2K
As of
Aug 12, 2026
View
Off-Exchange
Off-exchange %
50.7%
Week of
Aug 3, 2026
Off-exch Lit
View
Financials
Financials
Revenue (FY)
$10.1M
Net income (FY)
$-137.7M
EPS diluted
$-320.60
View
Buybacks
Authorized
shares 0
View
Filings
SEC Filings
Latest
8-K
Filed
Sep 1, 2026
This year
16
View
Exempt Offerings
Offering
$223.8M
Filed
Aug 20, 2025
View
Earnings & Events
Earnings Calls
Last call
Mar 11, 2026
View

Performance

Raw-price comparisons begin at the captured split on Apr 23, 2026; windows that need an earlier baseline remain unavailable.

5D 20D 120D MTD YTD
IPST -10.4% +77.9% -6.1%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY -9.3% +79.6% -5.7%

Capital returns

Buyback program · as of Mar 31, 2026
Authorized
shares 0
Spent (derived)
Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1788230 CUSIP 42727R302 13F (30d) 4 filings 4 filers Visit website Investor relations