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ININV

Innventure, Inc.

$INV·$58M·Asset Management·Financial Services
$0.48-15.4%YTD-86.4%1Y-90.1%
Price updated 1m ago·X counts updated 4d ago
ININV
$INVInnventure, Inc.
$0.49-15.37%219 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $INV 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.

219X posts · last 7 days
Sep 13Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

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

Mixed sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-12

Innventure (INV) is a mixed tape — bulls expect the new CEO to 'kitchen sink' the quarter and pull guidance for a fresh start, and Accelsius (~43% owned) is framed as a winner 'hidden in a cancer called INV' with an asymmetric AeroFlexx dream case ($20-25M for 37% stake). Some traders traded $3→$6→covered short at $5→bought back in the low $1s.

Read what X is saying about $INV

  • 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 $INV — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storyWinding up for a moveAI verdict · as of 2026-09-30

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

Innventure is down 88% TTM with five securities class actions filed this week — new CEO, Accelsius optionality, everything else broken.

Innventure is a holding company that identifies, funds and operates startups spun out of multinationals — the flagship position being ~43% ownership of Accelsius (data-center cooling). The 2026 story has been a rapid collapse driven by revenue removal from the DarkNX project and the litigation that followed.

  • The legal overhang landed in force: at least five separate law firms filed securities class actions with an Oct 27 deadline, all citing questions over the DarkNX project bookings removal — this is the exact moment governance risk becomes a shareholder tax.
  • The setup is a specific 'kitchen sink' bet: bulls expect the new CEO to pull guidance and reset the quarter for a fresh start, with Accelsius (~43% owned) as the AeroFlexx-style hidden asset — the trader math sketches $20-25M for a 37% stake as the standalone value floor.
  • The tape is broken: down 86% YTD, 88% over 12 months, sitting at 0.2% of the 52-week range with the 50-day 68% above the current price — this is capitulation territory, not a technical support level.

Coiling with the Nov 12 print as the binary arbiter. A kitchen-sink reset plus explicit Accelsius mark-to-market commentary is what breaks the coil up sharply; another guidance-below-expectations print or a lead-plaintiff appointment escalates the litigation and takes out the recent low. This is a lottery-ticket setup, sized accordingly.

Agrees with X sentimentThe bulls have the setup right — the new CEO's kitchen-sink incentive is real, Accelsius at ~43% is genuine optionality, and the AeroFlexx $20-25M / 37% comparable is the honest way to floor the standalone value. The tape at 0.2% of the 52w range plus five simultaneous class actions is the correct why-it's-so-cheap side.

What to watch: Q3 earnings Nov 12 — a kitchen-sink reset plus explicit Accelsius mark-to-market commentary breaks the coil up sharply; another guide-down or a class-action lead-plaintiff appointment takes out the recent low. Watch the Oct 27 class-action deadline for lead-plaintiff filings.

On the calendar: 2026-11-12 — Q3 earnings

Read the AI verdict on $INV

  • 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.

Acquires sustainable technology solutions licensed from multinationals, then funds and operates the resulting portfolio companies.

Industry overviewAI analysisGenerated by AI from underlying data

Where Asset Management sits in its cycle right now — and what that implies for $INV.

Asset Management · Financial Services

No material change from last week — yield-seeking institutional capital continues flowing into private credit and infrastructure alternatives.

What this means for $INV

Neutral — Acquires sustainable technology solutions licensed from multinationals, then funds and operates the resulting portfolio companies.

Top industry ETF

$IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
-2.1%YTD
-0.4%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
-38.3%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
-70.5%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
-32.7%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
94.5Same 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
-81.7%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
-6.3%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
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 13, 2026$-0.32$-0.23-37.1%
Q1 2026May 14, 2026$-0.26$-0.36+27.8%
Q4 2025Mar 30, 2026$-0.69$-0.32-115.6%
Q3 2025Nov 13, 2025$-0.51$-0.24-112.5%
Next earningsThu, Nov 12·consensus EPS $-0.30

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.4M+544.2%-264%-1892%$-0.38$-34.9M
Q4 FY25$822K+80.3%-630%-3859%$-0.69$-24.4M
Q3 FY25$534K+68.5%-1732%-5469%$-0.51$-20.0M
Q2 FY25$476K+113.5%-501%-29953%$-1.60$-22.1M

Forward consensus

2-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.6M$3.4M – $6.4M-$1.04-$1.05 – -$1.023
FY27$25.4M$2.0M – $69.9M-$0.89-$0.99 – -$0.783

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.0.7×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.1%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.-68.6%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.-85.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 69.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.2% 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.β0.425-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

BuyAug 20Bruce BrownDirector30.0K sh$45KBuyAug 20Gregory W HaskellCEO50.0K sh$76KBuyAug 20Michael OtworthChair231.0K sh$349KBuyAug 20James O DonnallyDirector225.0K sh$338KSellApr 20Daniel J HennessyDirector582.1K sh$3.2MSellApr 14Daniel J HennessyDirector3.0K sh$15K
+ 23 other (15 awards · 5 others · 2 gifts · 1 inkind) in window

See when $INV 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

8-KOfficer or director changeSep 218-K — Item 5.02: Officer or director change · Item 8.01: Other event
3New insider — initial holdingsSep 103
8-KOfficer or director changeAug 318-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Innventure, Inc. disclosed that CEO Gregory W. Haskell retired from his position effective September 1, 2026. The multi-item 8-K covers the CEO departure (Item 5.02), a Reg FD press release (Item 7.01), and other related events (Item 8.01) stemming from the leadership transition. Exhibits include additional details on the CEO retirement and the company's plans for transitioning leadership responsibilities.

8-KPress release / Reg FDAug 198-K — Item 7.01: Press release / Reg FD
AI summary

Innventure, Inc. (INV) disclosed via Reg FD on August 19, 2026 that its Board of Directors issued a shareholder letter announcing certain corporate actions, furnished as Exhibit 99.1. The specific corporate actions detailed in the letter are not visible in the excerpt. The nature and materiality of the corporate actions require the exhibit; a Board letter to shareholders filed under Reg FD often accompanies strategic decisions, restructuring steps, or operational pivots.

8-KOfficer or director changeJun 308-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Innventure, Inc. (INV) disclosed on June 26, 2026 that CEO Gregory W. Haskell will retire effective October 1, 2026 and resign from the board, with his departure unrelated to any disagreement with the Company. Haskell entered into a consulting agreement to serve as an advisor through July 15, 2027, with compensation limited to COBRA premium reimbursement and continued vesting of existing equity awards. No successor CEO has been named in this filing. The transition is planned and orderly, though the absence of a named successor creates near-term leadership uncertainty.

3New insider — initial holdingsJun 223
AI summary

Catriona M. Fallon filed a Form 3 on June 22, 2026 as a new reporting person at Innventure, Inc. (INV), disclosing no securities beneficially owned at the time of filing. The filer signed via power of attorney (Suzanne Niemeyer, attorney-in-fact). This is an initial ownership statement required upon becoming a new director or officer, and represents an administrative SEC compliance filing with no immediate market impact.

8-K/AShareholder vote (amended)Jun 228-K/A — Item 5.07: Shareholder vote
AI summary

Innventure, Inc. (INV) filed an 8-K/A to correct Amendment No. 1 to its prior 8-K, updating the voting results for the June 17, 2026 Annual Meeting of Stockholders. The correction changes the name of a director nominee reported in Proposal 1 from John Hewitt to the correct nominee James O. Donnally; the vote tallies themselves are unchanged. Shares outstanding at record date (April 20, 2026) were approximately 82.1M common plus preferred. This is an administrative correction to an annual meeting disclosure with no material business impact.

8-KShareholder voteJun 188-K — Item 5.07: Shareholder vote
AI summary

Innventure, Inc. (INV) disclosed voting results from its June 17, 2026 Annual Meeting of Stockholders, where 53.9 million votes (representing common stock, Series B, and Series C preferred) were present out of approximately 82.1 million eligible shares. The meeting voted on director elections, auditor ratification, and other proposals as described in the Company's proxy filed April 2026. This 8-K contains the original voting results, subsequently corrected by an 8-K/A that changed the name of director nominee John Hewitt to James O. Donnally. This is a routine governance filing.

+ 21 other (5 8-Ks · 3 SC 13D/As · 3 proxys · 2 routine 8-Ks) in window

Recent news

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

Robbins LLP is Investigating Allegations that Innventure's DarkNX Venture to Build an AI Data Center Campus in Ontario was a Fabricationnewsfilecorp.com·1d agoKaplan Fox Alerts Innventure, Inc. (INV) Investors Seeking Recovery to a Securities Class Action Deadline on October 27, 2026newsfilecorp.com·1d agoINV Deadline Alert: Levi & Korsinsky Reminds Innventure, Inc. (INV) Investors of Securities Class Action Deadline on October 27, 2026gurufocus.com·1d agoINV Deadline Alert: Levi & Korsinsky Reminds Innventure, Inc. (INV) Investors of Securities Class Action Deadline on October 27, 2026prnewswire.com·1d agoInnventure (INV) Faces Securities Fraud Class Action Amid Questions Over DarkNX Project Bookings Removal, Stock Drops – Hagens Bermanglobenewswire.com·1d ago

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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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