TickerTalks
Browse all tickers →
TickerTalks›$DJT
DJDJT

Trump Media & Technology Group Corp.

$DJT·$2.4B·Internet Content & Information·Communication Services
$8.85+2.0%YTD-33.7%1Y-47.7%
Price updated 1h ago·X counts updated 5d ago
DJDJT
$DJTTrump Media & Technology Group Corp.
$8.85+1.96%547 posts1.1×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $DJT 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.

547X posts · last 7 days
Aug 31Sep 13
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $DJT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 57% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data10 posts analyzed · as of 2026-09-16

Trump Media chatter is scattered. Bulls latch onto whispers of a TAE Technologies fusion-power merger as a company-transforming pivot and note the ticker touching $8.88 as its own "lore." Skeptics point at the missing S-4 filing and undisclosed share count as the reason bad actors can keep pinning the price. A memecoin-pairing sub-thread rounds it out with mostly-ironic hype rather than fundamental takes.

Read what X is saying about $DJT

  • 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
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

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

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-09-18

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Trump Media is a $2.4B market cap on $871K of quarterly revenue — a fusion-merger rumor is the only thesis, and the S-4 hasn't been filed.

Trump Media & Technology Group runs Truth Social, whose actual revenue is trivial: Q1 was $871K. The stock trades at 630x TTM P/S — every dollar of price is a bet on non-Truth-Social business, currently the whispered TAE Technologies fusion-power merger.

  • Fundamentals broken: Q1 revenue $871K with -57x op margin — the operating business is a tiny social app that hasn't scaled.
  • Fusion-merger rumor unproven: no S-4 filed and no confirmed deal terms — bulls latch on because there is nothing else, bears flag the missing filing as the reason bad actors can pin the price.
  • Insider empty: only an officer F-InKind of $70K in August.

At 16th percentile of 52-week range, Nov 6 earnings is a formality — a signed S-4 for TAE breaks the coil; another quarter of $1M revenue with no merger and the speculative premium collapses.

What to watch: An S-4 filing for the TAE Technologies fusion merger, or Nov 6 Q3 earnings. A signed merger with confirmed terms breaks the coil; another quarter of $1M revenue with no merger and the speculative premium collapses.

On the calendar: 2026-11-06 — Q3 earnings

Read the AI verdict on $DJT

  • 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
Free, forever. No credit card.

What it does

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

Operates Truth Social, a US social networking platform; primarily a political brand play with minimal revenue.

Industry overviewAI analysisGenerated by AI from underlying data

Where Internet Content & Information sits in its cycle right now — and what that implies for $DJT.

Internet Content & Information · Communication Services

AI-enhanced ad targeting is widening the platform gap — Google's push into Microsoft enterprise customers via AI tools and YouTube's $93B annual revenue scale are concentrating digital ad market share in the largest platforms. FDN's near-flat T12M (+1.9%) reflects antitrust and valuation ceiling risk offsetting the ad recovery.

What this means for $DJT

Neutral — Truth Social's revenue is negligible; DJT trades primarily on political narrative rather than digital advertising fundamentals and has no meaningful correlation to AI ad-targeting dynamics.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+7.7%YTD
+0.8%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-2.2How 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
-8.8%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
-52.5%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
1.8%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
629.9Same 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
-58.2%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
-26.1%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
0.8Total 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 10, 2026$-0.86——
Q1 2026May 8, 2026$-1.47——
Q4 2025Feb 27, 2026$-2.37——
Q3 2025Nov 7, 2025$-0.14——
Next earningsFri, Nov 6

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$871K+6.1%-287%-5685%$-1.47$17.9M
Q4 FY25$1.0M+0.5%45.4%-4509%$-2.19$12.1M
Q3 FY25$973K-3.8%54.1%-5926%$-0.20$10.1M
Q2 FY25$883K+5.5%61.2%-4926%$-0.08$1.8M

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.0.6×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.16%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.-5.5%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.-13.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 159.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% 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.β4.085-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

No open-market buys or sells in the last 180 days.

+ 22 other (12 inkinds · 10 awards) in window

See when $DJT 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

8-KPress release / Reg FDAug 288-K — Item 7.01: Press release / Reg FD
AI summary

Trump Media & Technology Group (DJT) furnished an 8-K under Regulation FD disclosing that interim CEO Kevin McGurn appeared on CNBC's Squawk Box on August 24, 2026, to discuss company business updates including the TRUTH API recurring revenue model. The Reg FD furnishing ensures the information shared in the live TV appearance is simultaneously available to all investors. McGurn's public discussion of TRUTH API recurring revenue signals the company is highlighting this as a growth narrative for investors. The filing is informational and does not announce new financial results or material agreements.

8-KPress release / Reg FDAug 108-K — Item 7.01: Press release / Reg FD
AI summary

Trump Media & Technology Group Corp. (DJT) filed an 8-K disclosing an Axios article published August 7, 2026, titled Exclusive: Trump Media unwinds crypto deals, which included statements attributed to TMTGs Interim CEO. The company explicitly noted it does not endorse other statements or conclusions in the article beyond those attributed to its own officer. The filing also includes forward-looking statement safe harbor language referencing a pending transaction for which TMTG intends to file a Form S-4 registration. The Reg FD filing signals that management-attributed statements in the press carried enough market significance to require SEC disclosure, keeping investors updated on the companys evolving crypto strategy.

8-KAgreement terminatedAug 78-K — Item 1.02: Agreement terminated
AI summary

Trump Media & Technology Group Corp. (TMTG) and Yorkville Acquisition Corp. (a SPAC), along with Crypto.com entities and the Yorkville Sponsor, mutually terminated their Business Combination Agreement on August 7, 2026, citing market conditions. The original BCA was signed August 25, 2025 and amended October 31, 2025; the Mutual Termination and Release Agreement is effective immediately. All parties released their respective claims under the BCA. This terminates what would have been a transformative crypto-related reverse merger for TMTG and represents a significant strategic reversal.

8-KPress release / Reg FDAug 78-K — Item 7.01: Press release / Reg FD
AI summary

Trump Media & Technology Group Corp. (TMTG) and Crypto.com jointly issued a press release on August 7, 2026 disclosing changes to their previously announced prediction market integration, furnished as Exhibit 99.1. The 8-K was checked as a Rule 425 communication, indicating it relates to merger-related securities disclosures. This Reg FD filing about deal modifications occurred on the same day TMTG separately announced the mutual termination of the broader Business Combination Agreement with Crypto.com — together signaling the full unraveling of the companies' planned commercial and structural relationship.

8-KPress release / Reg FDAug 68-K — Item 7.01: Press release / Reg FD
AI summary

DJT filed an 8-K (Item 7.01) for a Regulation FD disclosure. The disclosure relates to: article titled “Kevin McGurn, the executive turning Trump's post into a media empire." The article includes statements attributed to Trump Media & Tec. Reg FD disclosures are furnished rather than filed and are not typically market-moving on their own, but may contain forward-looking statements or strategy updates.

8-KPress release / Reg FDAug 58-K — Item 7.01: Press release / Reg FD
AI summary

DJT filed an 8-K (Item 7.01) for a Regulation FD disclosure. A presentation or investor communication is being furnished as an exhibit. Reg FD disclosures are furnished rather than filed and are not typically market-moving on their own, but may contain forward-looking statements or strategy updates.

8-KPress release / Reg FDJul 208-K — Item 7.01: Press release / Reg FD
AI summary

Trump Media & Technology Group Corp. (DJT) filed a Reg FD 8-K on July 20, 2026, for a press release dated July 19, 2026, attached as Exhibit 99.1, signed by General Counsel Scott Glabe. The body excerpt contains only the standard cover page and Item 7.01/9.01 text — no details about the press release subject are disclosed. The filing is furnished (not filed). The nature and materiality of the disclosed event require review of Exhibit 99.1.

8-KPress release / Reg FDJul 168-K — Item 7.01: Press release / Reg FD
AI summary

Trump Media & Technology Group (DJT) issued a press release on July 16, 2026, furnished as Exhibit 99.1 under Reg FD. The 8-K body contains no description of the press release content. Routine Reg FD disclosure with no operational or financial detail available in the filing text.

+ 29 other (15 425s · 5 8-Ks · 3 3s · 2 earnings 8-Ks) in window

Recent news

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

Trump Pledges $5,000 Checks if GOP Wins Midterms — Here's the Price Tagbenzinga.com·9d agoTrump Media Falls 5%, Rumble Slips 3%: Is Alternative Media Losing Its Retail Bid?247wallst.com·14d agoTrump Media Falls 3% as Rising Yields and Higher Oil Squeeze Risk Appetite247wallst.com·18d agoTruth Social fund firm Yorkville America plans acquisition, more ETF launchesreuters.com·19d agoDeutsche Bank AG Makes New $1.33 Million Investment in Trump Media & Technology Group Corp. $DJTdefenseworld.net·20d ago

More in Internet Content & Information

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

$META$GOOGL$GOOG$MOMO$SNAP$DASH$RDDT$BIDU
Voices on X · last 7 days

No standout posts about $DJT 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.

PrivacyTermsSupport