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COCOOK

Traeger, Inc.

$COOK·$144M·Furnishings, Fixtures & Appliances·Consumer Cyclical
$44.18-4.0%YTD-15.5%1Y-16.3%
Price updated 3m ago·X counts updated 5d ago
COCOOK
$COOKTraeger, Inc.
$44.18-4.04%299 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $COOK on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

299X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $COOK's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-10-02

The $COOK feed is a Robinhood Chain memecoin paired with the $HOOD stock, with holders receiving $HOOD stock drips as rewards — one holder reports ~$350 in HOOD rewards within 3-4 days. The pitch is "S+ tier narrative on dominant chain cycle, holding a 500K floor." The thread is pure community-promo with a tangential nod to the Cookie Chain (a Solana fork) having shipped two bridges in 4 months. No bear voice present.

Read what X is saying about $COOK

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $COOK — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storyStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

A $130M wood-pellet grill maker with revenue down 34% YoY — the X chatter is about something else entirely.

Traeger makes wood-pellet grills — a once-trendy outdoor cooking appliance that rode the pandemic boom and has been giving back ever since. The stock sits in the middle of its 52-week range on 1.6x normal volume, but the fundamentals have genuinely softened in a way that isn't recoverable without a product-cycle shift.

  • The P&L is weak and getting weaker: revenue fell 34% YoY to $94M last quarter at -1.8% operating margin, and the next quarter EPS estimate of -$4.54 implies a major loss — the business is contracting, not stabilizing, and no restructuring has been announced to counter.
  • At 0.35x sales and a negative P/E, the stock is pricing a distressed outcome; the Oct 1 executive-officer change (details unavailable) is the kind of eleventh-hour management move that either signals a strategic reset or confirms the drift.
  • Volume at 1.64x normal with the stock going nowhere is distribution-into-passive-buying, not accumulation; the next earnings print will decide whether this is a value trap or a go-private candidate.

Stalled holds until Nov 4 earnings quantify the Q3 loss and give FY27 revenue direction. A sub-$80M revenue print, or a wider FY26 operating-loss guide, is what tips this toward breaking-down; a management-reset announcement with cost cuts and a new product cycle is what could restart the move — but there is no evidence of either yet.

Differs from X sentimentThe X chatter under $COOK is Robinhood-Chain meme-token hype — HOOD-paired cookware-to-tokenized-stocks narrative, early $350 HOOD dividends over 3-4 days — not Traeger the grill company, whose own tape is a classic consumer-discretionary post-boom unwind the posters are not engaging with.

What to watch: Nov 4 earnings — Q3 revenue versus the $80M range, operating-loss trajectory, and any specific management-reset or cost-cutting announcement. A wider loss guide, or no strategic reset, is what seals the breaking-down tape toward a value-trap zip code.

On the calendar: 2026-11-04 — Q3 FY26 earnings

Read the AI verdict on $COOK

  • 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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Makes premium wood pellet grills sold through retailers and direct-to-consumer, targeting outdoor cooking enthusiasts.

Industry overviewAI analysisGenerated by AI from underlying data

Where Furnishings, Fixtures & Appliances sits in its cycle right now — and what that implies for $COOK.

Furnishings, Fixtures & Appliances · Consumer Cyclical

No material change from last week — rate-driven housing freeze suppresses big-ticket furnishings demand.

What this means for $COOK

Neutral — Makes premium wood pellet grills sold through retailers and direct-to-consumer, targeting outdoor cooking enthusiasts.

Top industry ETF

$XHBSPDR S&P Homebuilders ETF
-6.2%YTD
-11.2%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-1.6How 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
-1.5%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
-1.8%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
28.6%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
0.3Same 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
-55.3%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
36.3%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
2.4Total 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 5, 2026$0.53$-1.57+133.8%
Q1 2026May 11, 2026$1.49$-3.36+144.3%
Q4 2025Mar 5, 2026$0.50$0.38+33.3%
Q3 2025Nov 5, 2025$-8.50$-1.50-466.7%
Next earningsWed, Nov 4·consensus EPS $-4.54

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$94.1M-34.3%45.7%-1.1%$1.08$14.5M
Q4 FY25$145.4M-13.8%31.3%0.3%$-6.50$14.2M
Q3 FY25$125.4M+2.7%31.7%-1.9%$-33.50$6.4M
Q2 FY25$145.5M-13.6%39.2%-4.2%$-2.77$15.7M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$446.4M$444.7M – $449.9M-$0.05-$0.58 – $0.295
FY27$465.4M$460.9M – $471.0M$1.65-$3.83 – $7.515
FY28$505.6M$498.1M – $517.0M$8.07$7.91 – $8.301
FY29$520.8M$513.0M – $532.5M$12.62$12.38 – $12.991
FY30$536.4M$528.4M – $548.5M$17.28$16.94 – $17.781

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.0.4×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.38%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.-12.2%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.-9.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 1.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% 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.β1.935-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 27Cole VandenakkerChief Sales Officer2.8K sh$152K
+ 12 other (9 awards · 3 inkinds) in window

See when $COOK 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
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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 holdingsOct 53
8-KOfficer or director changeOct 18-K — Item 5.02: Officer or director change
AI summary

TRAEGER, INC. (COOK) filed an 8-K on 2026-10-01 disclosing a director or executive officer departure, appointment, or compensation change (Item 5.02). No narrative detail was available in the excerpt; this is typically an administrative personnel or governance disclosure with limited market impact unless it involves a key C-suite role.

8-KShareholder voteJun 98-K — Item 5.07: Shareholder vote
AI summary

Traeger, Inc. held its 2026 Annual Meeting on June 9, 2026. Stockholders elected two Class II directors — Martin Eltrich (2,233,871 for, 67,580 withheld) and Steven Richman (2,094,160 for, 207,291 withheld) — each for a term through the 2029 annual meeting, and ratified Ernst & Young LLP as independent auditor for FY2026 with 2,574,423 votes in favor and only 6,023 against. All proposals passed without significant opposition. Routine annual governance with no material corporate developments.

+ 8 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 SD) in window

Recent news

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

Traeger: Waiting For The Lowe's Rollout In 2027seekingalpha.com·3d agoTraeger, Inc. (NYSE:COOK) Stock Has Average Price Target of $50.50 According to Analystsdefenseworld.net·14d agoComparing Smith Douglas Homes (NYSE:SDHC) and Traeger (NYSE:COOK)defenseworld.net·23d agoTraeger Q2 Earnings Call Highlightsmarketbeat.com·72d agoTraeger, Inc. (COOK) Q2 2026 Earnings Call Transcriptseekingalpha.com·72d ago

In themes

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Voices on X · last 7 days

No standout posts about $COOK on X in the 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.

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