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MRMRDN

Meridian Holdings Inc.

$MRDN·$178M·Electronic Gaming & Multimedia·Technology
$14.03-1.3%YTD+44.2%1Y-32.0%
Mentions · last 7 days
2026-07-08: 28 posts2026-07-09: 19 posts2026-07-10: 11 posts2026-07-11: 5 posts2026-07-12: 12 posts2026-07-13: 35 posts2026-07-14: 14 posts125+15%
Price updated 1m ago·X counts updated 17h ago
MRMRDN
$MRDNMeridian Holdings Inc.
$14.03-1.28%125 posts+15%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-14

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

Meridian is number-one x402 facilitator by cash volume — the AI-agents payment story is emerging with Aug 5 earnings as the confirming print.

Meridian Holdings is the micro-cap technology and media company whose x402 payment facilitation on Base has become a specific corner of the AI-agent payments story. The stock is up 47% YTD despite TTM performance still at -31%.

  • The x402 positioning is genuinely relevant: Meridian is described as the number-one x402 facilitator by cash volume over the past 30 days, with a Meridian AI Chat interface integrating Dolphin and expansions to Robinhood Chain plus Solana integration on the roadmap — meaning the AI-agent payments narrative has a specific application.
  • The Q1 print showed real acceleration: revenue grew 17.3% YoY to $50M at a 6.3% operating margin, and Q4 grew 8% at -1,887% (large one-time hit) — meaning the operational base is real, and analyst consensus of $0.145 EPS for Q2 reflects continued profitability.
  • The insider tape is what tempers the setup: Anthony Brian Goodman sold $126K across two July transactions and filed SC 13D/A Amendment No. 9 (with Luxor Capital) confirming continued ownership — meaning insider realization is happening at the current levels, though the primary position is being maintained.

Aug 5 Q2 earnings is the confirming print — need EPS at or above the $0.145 consensus plus continued x402 revenue growth and specific Robinhood Chain/Solana integration timing to sustain the +47% YTD move; a soft print or a maintained guide extends the drift. The Expanse Studios / Flutter content distribution and Petković brand ambassadorship are peripheral color, not thesis.

Agrees with X sentimentAgree with the x402-facilitator framing on the mechanics — the number-one cash volume position, the Meridian AI Chat / Dolphin integration, and the Solana roadmap are all real strategic inputs. Where I add nuance: Goodman's continued small sales plus his 13D/A Amendment 9 says the primary position is being maintained even as small realization happens.

What to watch: Aug 5 Q2 earnings — need EPS at or above $0.145 plus continued x402 revenue growth and Robinhood Chain/Solana integration timing to sustain the run. A soft print or maintained guide extends the drift.

On the calendar: 2026-08-05 — Q2 earnings

X sentiment

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

Bullish sentiment8 posts analyzed · as of 2026-07-14

Meridian chatter highlights strong intraday spikes, integrations with Dolphin and planned tie-ins with antseed, surplus intelligence and venice for a new AI inference chat interface, and being the first facilitator to bring x402 micropayment technology to Robinhood Chain. Consensus EPS for end-of-July earnings is cited at $0.14 versus $0.18 last quarter without the World Cup tailwind.

Read the AI verdict + X sentiment for $MRDN

  • 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
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What it does

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

Operates online casino, sportsbook, and competition gaming platforms under regulated gambling frameworks.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electronic Gaming & Multimedia sits in its cycle right now — and what that implies for $MRDN.

Electronic Gaming & Multimedia · Technology

No material change from last week — Roblox's user safety restrictions are suppressing engagement and bookings while TTWO's weak GTA VI monetization timeline guidance depresses sector sentiment.

What this means for $MRDN

Partial — Operates online casino, sportsbook, and competition gaming platforms under regulated gambling frameworks; the live-service monetization versus engagement headwinds creates tailwinds for one product line, not the full operation.

Top industry ETF

$HEROGlobal X Video Games & Esports ETF
-15.6%YTD
-19.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-1.8How 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
-128%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
-48.9%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
7.2%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
0.8Same 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
-103%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
56.5%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
0.4Total 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
Q1 2026Apr 28, 2026$0.18$-0.04+550.0%
Q4 2025Mar 31, 2026$-7.09$0.04-17825.0%
Q3 2025Oct 30, 2025$0.05$-0.01+575.8%
Q2 2025Aug 7, 2025$-0.03$-0.00-800.9%
Next earningsWed, Aug 5·consensus EPS $0.14

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$50.1M+17.3%56.2%6.3%$0.18$3.8M
Q4 FY25$49.6M+8.1%57.5%-189%$-6.85$7.2M
Q3 FY25$47.3M+15.4%55.8%-0.5%$0.05$3.9M
Q2 FY25$43.2M+9.7%56.4%-5.3%$-0.31$-3.7M

Forward consensus

4-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$210.9M$210.0M – $211.5M$0.67$0.67 – $0.672
FY27$241.4M$240.8M – $241.9M$1.19$0.88 – $1.442
FY28$263.7M$262.5M – $264.5M$1.72$1.71 – $1.731
FY29$312.1M$310.7M – $313.0M$2.28$2.27 – $2.291

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.0.9×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.51%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.+12.0%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.+39.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 2.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.8% 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.β1.365-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

SellJun 23Goodman Anthony BrianCEO5.5K sh$76KSellJun 22Goodman Anthony BrianCEO3.6K sh$50KSellJun 18Goodman Anthony BrianCEO5.0K sh$69KSellJun 16Goodman Anthony BrianCEO5.0K sh$70KSellJun 15Goodman Anthony BrianCEO5.0K sh$72KSellJun 12Goodman Anthony BrianCEO10.0K sh$127KSellJun 11Goodman Anthony BrianCEO9.0K sh$117KSellJun 10Goodman Anthony BrianCEO7.0K sh$91KSellMay 22Goodman Anthony BrianCEO12.2K sh$126KSellMay 4Goodman Anthony BrianCEO10.0K sh$128K
1–10 of 33
+ 3 other (3 exempts) in window

See when $MRDN 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

SC 13D/AActivist amendmentJun 18SC 13D/A
AI summary

Anthony Brian Goodman (Australian national) and affiliated entity Luxor Capital, LLC filed Amendment No. 9 to their Schedule 13D for Meridian Holdings Inc./NV, with a triggering event dated November 24, 2025. Goodman beneficially owns 1,262,136 shares (9.96%) of Meridian's 12,669,479 outstanding shares — 808,673 with sole voting/dispositive power and 453,463 shared with Luxor Capital (3.58% separately). This is the ninth amendment to a 13D originally filed March 2021; Goodman is believed to be the company's controlling insider rather than an external activist. Amendment updates the filing record with no apparent change in stated intent per the available excerpt.

8-KCharter amendmentMar 38-K — Item 3.03 · Item 5.03: Charter amendment · Item 8.01: Other event
8-KPress release / Reg FDFeb 268-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KOfficer or director changeFeb 248-K — Item 5.02: Officer or director change
+ 6 other (2 10-Ks · 2 earnings 8-Ks · 1 10-Q · 1 routine 8-K) in window

Recent news

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

Meridian Holdings Subsidiary Expanse Studios Signs Content Distribution Agreement with Flutter Subsidiary MaxBet for Serbian Marketglobenewswire.com·43d agoMeridian Holdings Announces Dejan “Pet” Petković, Brazilian Football Legend, as Global Brand Ambassadorglobenewswire.com·51d agoExpanse Studios Secures Colombia Market Certificationglobenewswire.com·51d agoExpanse Studios Launches Proprietary Jackpot and Tournament Systemglobenewswire.com·91d ago

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