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JMJMKE

Jersey Mike's Subs Inc.

$JMKE·$5.3B·Restaurants·Consumer Cyclical
$22.16-1.8%1Y-3.7%
Mentions · last 7 days
2026-08-07: 6 posts2026-08-08: 4 posts2026-08-09: 4 posts2026-08-10: 8 posts2026-08-11: 5 posts2026-08-12: 2 posts2026-08-13: 4 posts33-36%
Price updated 17h ago·X counts updated 2d ago
JMJMKE
$JMKEJersey Mike's Subs Inc.
$22.16-1.82%33 posts-36%
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $JMKE, 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.

Driven by hypeEvent coming upAI verdict · as of 2026-08-15

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Jersey Mike's is the fresh IPO — Blackstone sold $649M + ADIA sold $96M on IPO, but 4 insider-directors bought ~$657K at $23; -4% t12m post-IPO.

Jersey Mike's Subs is a franchised fast-casual sandwich operator (founded 1956, HQ Tinton Falls DE) — the equity is a fresh hot-momentum IPO with the specific insider-buying-vs-sponsor-exit split defining the tape.

  • Blackstone S-Sale 29.7M at $21.85 = $649M + ADIA S-Sale 4.4M = $96M — sponsor exit at IPO.
  • 4 insider-directors P-Purchase at $23: Whalen $57.5K, Travis $25K, Skehan $230K, Peterson $345K = ~$657K coordinated buying — insider-conviction offset.
  • Price $22.16 (below all insider $23 buys); t12m -4% — coiled post-IPO.
  • Fundamentals unavailable (fresh IPO, no historical filings) — 'insufficient_history' flag.
  • Fool.com 'Avoid Jersey Mike's After IPO' (8/5) vs Marketbeat 'Fresh Gains After IPO Stumble' (8/4) — bearish vs constructive framing.
  • Matt Bromberg board appointment (8/10) + Benzinga 'Stock Whisper Index' (8/8) — governance and retail-attention signals.

What resolves this either way is the first post-IPO earnings print with initial guidance framework and same-store-sales trajectory; the invalidator is a dilutive follow-on or a specific franchisee-issue disclosure. The real risk on a fresh IPO with $745M+ combined sponsor selling is that the syndicate overhang persists until the first clean quarter.

What to watch: First post-IPO earnings print — initial guidance and same-store-sales trajectory. A clean beat with reaffirmed franchisee-expansion targets resolves the syndicate overhang; dilutive follow-on or franchisee issue is the invalidator.

insufficient historyfloat missingno sentimentfresh iposponsor exit overhang

Read the AI verdict + X sentiment for $JMKE

  • 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.

Fast-casual submarine sandwich franchisor with over 2,000 US locations known for fresh-sliced, made-to-order subs.

Industry overviewAI analysisGenerated by AI from underlying data

Where Restaurants sits in its cycle right now — and what that implies for $JMKE.

Restaurants · Consumer Cyclical

No material change from last week — Food input cost inflation is the margin headwind across the sector; Cracker Barrel's turnaround narrative and CAVA's Mediterranean expansion are the two..

Industry benchmark

22-name peer basket
+21.4%YTD
+15.3%1Y

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.—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.—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.—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.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.005-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Cluster buy6 insiders bought shares in the last 30 days.

Recent transactions

BuyJul 31James J. WhalenChief Accounting Officer2.5K sh$58KBuyJul 31Nigel TravisChair1.1K sh$25KBuyJul 31Andrew G SkehanSee Remarks10.0K sh$230KBuyJul 31Stacy PetersonCOO15.0K sh$345KBuyJul 31Michele AllenCFO11.5K sh$265KSellJul 31Abu Dhabi Investment Authority10% owner4.4M sh$96.4MSellJul 31Holdings Ii Blackstone10% owner29.7M sh$648.8MSellJul 31Submarine Buyer Llc10% owner29.7M sh$648.8MBuyJul 31Betsy MercadoChief People Officer4.1K sh$93K
+ 9 other (5 awards · 2 others · 2 conversions) in window

See when $JMKE 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-KMaterial agreementAug 48-K — Item 1.01: Material agreement · Item 3.03 · Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 8.01: Other event
AI summary

s Subs Inc. (JMKE) entered into a material agreement with a counterparty on 2026-08-04, involving $0.0001 . Other items: Item 3.03, Item 5.02, Item 5.03, Item 8.01. . This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

424B4Prospectus supplement (offering)Jul 31424B4
AI summary

JMKE (JMKE) filed a prospectus supplement (Form 424B4) on 2026-07-31 for an immediate offering of 43,478,261 Shares $23.00 per share, raising approximately $23.00 . Use of proceeds: Use of Proceeds. This is dilutive capital activity happening now — new shares will be issued. Investors should assess pricing relative to market and stated use of proceeds to evaluate dilution impact.

3New insider — initial holdingsJul 303
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for JMKE (JMKE) dated 2026-07-30. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

3New insider — initial holdingsJul 303
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for JMKE (JMKE) dated 2026-07-30. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

3New insider — initial holdingsJul 303
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for JMKE (JMKE) dated 2026-07-30. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

3New insider — initial holdingsJul 303
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for JMKE (JMKE) dated 2026-07-30. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

3New insider — initial holdingsJul 303
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for JMKE (JMKE) dated 2026-07-30. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

3New insider — initial holdingsJul 303
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for JMKE (JMKE) dated 2026-07-30. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

+ 22 other (12 3s · 3 DRS/As · 1 CERT · 1 8-A12B) in window

Recent news

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

Cyclospora Outbreak Puts Food Safety to the Testyoutube.com·1d agoJersey Mike's Appoints Matt Bromberg to Board of Directorsbusinesswire.com·5d agoBenzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yetbenzinga.com·7d ago3 Reasons Investors Should Avoid Jersey Mike's Stock After Its IPOfool.com·10d agoJersey Mike's Serves Fresh Gains After IPO Stumblemarketbeat.com·11d ago

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Voices on X · last 7 days

No standout posts about $JMKE 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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