TickerTalks
Browse all tickers →
TickerTalks›$BULL
BUBULL

Webull Corporation Class A Ordinary Shares

$BULL·$3.9B·Software - Application·Technology
$9.48+1.2%YTD-3.8%1Y-29.5%
Mentions · last 7 days
2026-08-22: 207 posts2026-08-23: 141 posts2,948+3%
Price updated 16h ago·X counts updated 9d ago
BUBULL
$BULLWebull Corporation Class A Ordinary Shares
$9.48+1.17%2.9k posts+3%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BULL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-31

The move is getting stronger, with heavier trading behind it.

A profitable-again retail brokerage growing ~50% on the PDT-rule tailwind — printing beats while the CEO and General Counsel quietly trim.

Webull is a US-focused digital brokerage (Chinese-parented, listed as an ADS) that has been re-accelerating since the SEC's pattern-day-trader rule change opened up its addressable base of smaller accounts. The tape has been quietly grinding back up — 23% above the 50-day moving average — while the equity story remains more compelling than the ticker action.

  • The operating engine is genuinely accelerating: Q1 revenue grew 36% year-over-year to $160M, prior quarters ran up 46-54%, and Q2 EPS of $0.07 beat consensus by 56% — the PDT-rule tailwind is real and it's showing up in the print, not just guides.
  • The margin picture is the missing piece: gross margins run around 76% but operating margins bounce between -3% and +16% quarter-over-quarter, which is what a brokerage looks like when trading volume moves the top line faster than the cost base can flex — the FY27 EPS estimate of $0.29 assumes a stable cost line, which is not what the recent quarters show.
  • Insider tape leans slightly negative: CEO Anthony Denier's $476K August sale and General Counsel James Worthy's $453K sale were the only two insider events of size, both in the same late-August window — modest but same-time-frame clusters are how executives signal 'this is a fair price'.
  • The competitive setup is under-appreciated: coverage is split ('Every Analyst Says Buy — We Disagree') because Webull's user base skews younger and international vs Robinhood's US mainstream — the demographic edge is real, but so is the risk that a US-focused competitor undercuts commissions or margin-lending rates.

The path if it works is Q3 revenue holding the +50% pace and operating margins staying above the low single digits — the market accepts the FY27 EPS jump and the ADS gets its next leg. The risk is a slower quarter that reminds holders this is still a rate-sensitive, volatility-driven business; that's when the current accelerating trajectory cools into a full retest of the year's lows.

Agrees with X sentimentThe Webull-specific X take — Q2 revenue jump to nearly $200M, 51% YoY growth after the PDT-rule change, a golden cross and a $20 target — captures the fundamental operating case correctly; separate the BullcoinRH memecoin conversation from that (it shares the ticker but not the business), and the equity thesis is straightforward enough.

What to watch: The Nov 19 Q3 print — revenue-growth persistence above +50% and operating margins holding in positive territory; a beat + guide extends the run, a slowdown resets the FY27 EPS assumption the tape is running on.

On the calendar: 2026-11-19 — Q3 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment100 posts analyzed · as of 2026-08-31

Sentiment is bullish but bifurcated because two different assets share the ticker. On the Webull equity side, traders celebrate a 51% Q2 revenue print, a golden cross and post-earnings breakout, with several eyeing $16-$20 targets driven by the PDT rule change. In parallel, a large memecoin cohort pitches the Robinhood-chain $BULL as a sub-$10M IP-rights play, calling it the "most obvious runner." Bearish voices are essentially absent.

Read the AI verdict + X sentiment for $BULL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Operates Webull digital brokerage and wealth management platform for retail investors primarily in Chinese-speaking markets globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $BULL.

Software - Application · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $BULL

Partial — consumer discretionary / retail performance tracks consumer spending trends; Webull Corporation serves as a prominent digital investment platform.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-293.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-0.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
5.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-1.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
76.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 19, 2026$0.07$0.04+55.6%
Q1 2026May 21, 2026$0.02$0.04-42.9%
Q4 2025Mar 4, 2026$0.03$0.05-40.0%
Q3 2025Nov 20, 2025$0.07$0.02+319.9%
Next earningsThu, Nov 19·consensus EPS $0.07

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$159.9M+36.3%76.0%-1.5%$-0.04—
Q4 FY25$165.2M+53.4%78.8%10.4%$0.01—
Q3 FY25$156.9M+54.0%77.3%15.6%$0.08—
Q2 FY25$131.5M+46.3%73.5%-2.8%$-1.20$0

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$744.0M$737.0M – $751.1M$0.13$0.08 – $0.182
FY27$908.4M$905.2M – $911.6M$0.29$0.22 – $0.352
FY28$908.0M$879.0M – $954.6M$0.34$0.33 – $0.361

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.43%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+24.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+32.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 304.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.545-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 25Denier Anthony MichaelPresident53.8K sh$476KSellAug 21James Benjamin WorthyGeneral Counsel50.3K sh$453KSellMay 26Denier Anthony MichaelPresident75.0K sh$467K
+ 5 other (3 awards · 2 exempts) in window

See when $BULL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
+ 11 other (4 6-Ks · 2 EFFECTs · 2 POS AMs · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Every Analyst Covering Webull Says Buy. We Disagree.247wallst.com·4d agoWebull Stock Jumps Thursday: What's Going On?benzinga.com·5d agoWebull Surges 8%, Robinhood Ticks Up as the Retail Trading Bid Extends247wallst.com·5d agoSurging Earnings Estimates Signal Upside for Webull Corporation (BULL) Stockzacks.com·5d agoHow Much Upside is Left in Webull Corporation (BULL)? Wall Street Analysts Think 63.21%zacks.com·5d ago

In themes

Explore the broader themes this ticker is being talked about under.

Consumer Fintech & Neobanks

More in Software - Application

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$MSTR$ZETA$APP$SNOW$UBER$NOW$STRC$CRM
Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport