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IP STRATEGY HOLDINGS INC (IPST)
NASDAQFinancialsCapital MarketsSnapshot 2026-06-16
Watch· this week
$3.61+3.44%
Close 2026-06-16 · 1-day change
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
The bottom line
Recent financial performance is weak, and management's recent track record has been unsteady, with frequent disruptive corporate changes. The company was unprofitable over the past year, so its earnings quality can't be assessed. Risk is high, and the sector backdrop is a headwind, which may impact performance compared with sector peers, where it is typical. If IPST cuts guidance on the next call, that could be a meaningful negative, as the Street tends to walk down estimates and the stock usually takes a leg lower. This read is provisional.
as of 2026-06-16
Quick facts
- Exchange
- NASDAQ
- Sector
- Financials
- Industry
- Capital Markets
- Market cap
- $2.70M
- Employees
- —
- IPO date
- 2024-05-13
- Next earnings
- —
Price
Daily closes. Earnings/event dots are placed inline.
Adjusted daily closes (split & dividend). Scroll over the chart to zoom; click a range to reset.
EarningsMaterial event
What's priced in
(what the market already expects)What it's worth (estimated)
A consensus fair price across 0 valuation methods, at three horizons. Current price $3.61. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
12-month· primary—
—consensus
Range — – —
vs price: —
Method agreement —
No-growth: today's peer multiple on trailing earnings. The headline read.
3-year—
—consensus
Range — – —
vs price: —
Method agreement —
Embeds projected growth. Leans optimistic by design. Upside context.
5-year—
—
How this stock is priced
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Long-term · 1–3 yr
no read12-month view
Not enough valuation methods to set a 12-month read yet.
TTM earnings are negative, so the read leans on sales- and cash-flow-based methods rather than P/E. This is a data condition, not a forward call.
Compared to peers
0.0xP/S · peer median 2.8x
Looks cheaper than most peers in the same business.
Compared to its own history
Self-history needs ~20 months of data.
P/E
—
EV/EBITDA
—
FCF yield
How strong is the business
(quality & execution)Factor signals
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Recent financial performance
weakOperating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Financials names rated weak grew net income 56% of the time over the next year (vs 59% for the rest of the cohort, n=3730).
1st pctl · Financials
Earnings quality
loss makingOver the trailing year it converted 0.08x of net income into operating cash flow.
Macro sensitivity
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity.
Management & capital allocation
volatile14 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated volatile grew net income 54% of the time over the next year (vs 57% for the rest of the cohort, n=3774).
Earnings setup & market context
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
Earnings setup · pre-print positioning
forward-looking
Neutral1 analysts, 100% Buyfor period ending 2026-06-30
Why this setup
Consensus revisions
EPS estimate $1.00 → $1.00 (+0.0% / 30d). 0 raised, 0 cut, 1 covering analysts.
Rating actions
0 upgrades, 0 downgrades / 30d. 100% of analysts rate Buy.
Sector context
Intermediate · WeeklySector phase: financials is in growth, with decelerating (~3.2 years in phase).
Sector regime (90d momentum): headwind.Secular epoch: Growth by revenue growth · theme capital-markets/rates.headwind
Management scorecard
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Long-term · 1–3 yr
Overall: neutralProvisional
- Capital allocation
- strong
- Earnings discipline
- weak
- Margin discipline
- weak
- Post-call reaction
- weak
A guidance track record builds as the company issues and delivers on guidance.
as of 2026-06-16
How bumpy is the path
(risk while you hold it)Risk: how this stock moves
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
Intermediate · WeeklyLong-term · 1–3 yr
On a typical day, $10k can swing ±$747.
How much price usually moves either way.
On a bad day, this stock has moved -$1,862.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $9,919.
Deepest peak-to-trough drop in the last year.
highas of 2026-06-16
Past results, not a forecast. Not investment advice.
What would change the read
(catalysts & re-read triggers)What changed
The most important moves since the prior daily snapshot.
Short-term · Daily
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-06-16
What to watch next
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
No named catalysts to watch right now. Check back after the next earnings report.
News catalysts
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for IPST yet.
This sector is also watching
- Watch for revenue growth dropping below 10% across major banks
What could change this view
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Intermediate · Weekly
Upside triggers
- If sector bellwethers like MS, GS, and SCHW keep beating earnings and guiding higher, the Financials sector momentum should keep lifting IPST and other Financials names. Worth watching these names for early signals.
- If IPST raises forward guidance on the next earnings call (currently NEW as of 2026-02-27), that's a momentum boost. Street estimates typically follow guidance up and the stock tends to re-rate higher.
Downside triggers
- If IPST cuts guidance on the next call (currently NEW as of 2026-02-27), that's a meaningful negative. The Street tends to walk down estimates and the stock usually takes a leg lower.
- If the Fed starts cutting rates from the current 3.62%, that would weigh on IPST and other Financials names, since the sector usually outperforms when rates stay high.
- If sector bellwethers like MS, GS, and SCHW start missing or guiding lower, the Financials tailwind helping IPST and other Financials names could fade. Watch these names for early warning.
Recent events
(material 8-K / filing activity)Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-162mo agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On April 10, 2026, Troy Alstead, a member of the Board of Directors (the “Board”) of IP Strategy Holdings, Inc. (the “Company”), advised the Company of his intention to resign from the Board and all committees thereof, effective upon the filing by the Company of its Annual Report on Form 10-K for the year ended December 31, 2025, which report was fi…
Executive changeneutral
Score history
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
-2.4 vs last weeklatest as of 2026-06-17
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.