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SSSSTK

Shutterstock, Inc.

$SSTK·$219M·Internet Content & Information·Communication Services
$5.32-0.6%YTD-68.6%1Y-75.2%
Mentions · last 7 days
2026-08-15: 0 posts2026-08-16: 3 posts2026-08-17: 1 posts2026-08-18: 1 posts2026-08-19: 0 posts2026-08-20: 3 posts2026-08-21: 1 posts9+33%
Price updated 1d ago·X counts updated 1d ago
SSSSTK
$SSTKShutterstock, Inc.
$5.32-0.56%9 posts+33%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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

Broken storySelling offAI verdict · as of 2026-08-22

Falling on heavy selling — points lower unless it turns around.

Shutterstock -69% YTD, -75% t12m, Q1 revenue -18%, dividend suspended, CAO resigned, Rule 425 merger, Pomerantz Law investigation.

Shutterstock is a stock-imagery and creative-content platform whose equity has broken down 69% year to date and 75% over twelve months to $5.32 on a $219M market cap. The Q1 revenue decline of 18%, dividend suspension, senior-finance departure, and pending merger activity define the current distressed operating regime.

  • Q1 2026 revenue was $199M declining 18% year over year with EPS of -$1.34, extending a Q4 2025 revenue decline of 12% — FY26 consensus revenue of $784M with EPS of -$1.02 reflects analyst expectations of continued top-line pressure, and the August 4 Q2 print reported EPS of $4.25 (versus a $0.11 estimate, an extraordinary +3,763% figure that likely reflects one-time items).
  • The July 22 8-K disclosed CAO Steven Ciardiello's resignation effective August 28 plus the July 20 board vote to suspend the quarterly cash dividend entirely — the July 9 8-K disclosed termination of a material definitive agreement, and the June 30 8-K included a Rule 425 merger-related communication, indicating a pending business combination.
  • The August 12 announcement bringing Shutterstock content to Anthropic's Claude is a specific partnership datapoint, but the August 18-20 Pomerantz Law Firm investigation into claims on behalf of investors reflects the securities-litigation overhang on the tape's continued underperformance.

October 27 Q3 print is the next test — pending merger deal terms and closing timing, gross-margin trajectory post-dividend-cut, CAO successor identification, and Pomerantz investigation developments are the specific items to watch.

What to watch: Q3 earnings on October 27 for pending merger deal terms and closing timing, gross-margin trajectory post-dividend-cut, CAO successor identification following Steven Ciardiello's August 28 departure, and Pomerantz Law Firm investigation developments.

On the calendar: Q3 earnings on 2026-10-27

Read the AI verdict + X sentiment for $SSTK

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What it does

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

Stock content marketplace licensing photos, vectors, video clips, and music to brands and media producers globally.

Industry overviewAI analysisGenerated by AI from underlying data

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

Internet Content & Information · Communication Services

No material change from last week — AI-enhanced ad targeting sustains META and GOOGL digital advertising pricing while LLM-based search agents remain a medium-term displacement risk to search revenue. Digital advertising continues to outperform traditional media as brand budgets follow eyeballs to social and search platforms.

What this means for $SSTK

Partial — Stock content marketplace licensing photos, vectors, video clips, and music to brands and media producers globally; partial earnings exposure to internet content & information demand dynamics through its product portfolio.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+6.4%YTD
+7.0%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-15.3How 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
-16.5%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
3.9%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
35.6%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
-3.6%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
57.5%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
0.5Total 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 4, 2026$4.25$0.11+3763.6%
Q1 2026Apr 28, 2026$1.34$0.80+67.5%
Q4 2025Feb 17, 2026$0.43$0.76-43.4%
Q3 2025Nov 5, 2025$0.38$1.08-64.8%
Next earningsTue, Oct 27·consensus EPS $0.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$199.2M-17.9%52.4%-15.5%$-1.34$5.8M
Q4 FY25$220.2M-12.0%54.9%0.4%$-0.45$25.9M
Q3 FY25$260.1M+3.8%60.6%12.5%$0.38$66.8M
Q2 FY25$267.0M+21.3%60.3%13.0%$0.84$15.5M

Forward consensus

4-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$783.6M$783.6M – $783.6M-$1.02-$1.02 – -$1.021
FY27$721.0M$721.0M – $721.0M$0.49$0.49 – $0.491
FY28$685.6M$685.6M – $685.6M$0.54$0.54 – $0.541
FY29$925.5M$925.5M – $925.5M$1.09$1.09 – $1.091

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.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.-38.5%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.-65.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 25.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.6% 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.β1.105-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.

+ 24 other (10 exempts · 9 awards · 5 inkinds) in window

See when $SSTK 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-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

SSTK filed an 8-K (Item 2.02) reporting its financial results for the Second Quarter 2026 Financial Results, filed 2026-08-05. The actual financial figures are in the attached press release (Exhibit 99.1), not reproduced in the body excerpt. This is a material disclosure; investors should review the press release for beat/miss details and guidance.

8-KOfficer or director changeJul 228-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

Shutterstock, Inc. disclosed two material developments: Chief Accounting Officer Steven Ciardiello resigned effective August 28, 2026 (no disagreement cited; successor search underway), and the Board of Directors voted on July 20, 2026 to suspend the company's quarterly cash dividend entirely. The combination of a senior finance departure and a dividend suspension signals meaningful cash conservation priorities at Shutterstock amid its ongoing business transformation. A dividend suspension typically indicates the company is prioritizing liquidity or capital investment over shareholder distributions.

8-KOfficer or director changeJul 138-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Shutterstock (SSTK) — 8-K (Items 5.02, 7.01, 8.01) reporting executive changes and other events on July 12, 2026, along with a Reg FD disclosure. Body excerpt does not detail the specific executive or events. Material — executive change combined with other material events; refer to the full filing for specifics on who departed or joined.

8-KAgreement terminatedJul 98-K — Item 1.02: Agreement terminated
AI summary

Shutterstock (SSTK) — 8-K (Item 1.02) reporting the termination of a material definitive agreement on July 7, 2026. Body excerpt does not identify the counterparty or the agreement terminated. Potentially material — contract termination signals a significant business relationship has ended; refer to the full 8-K for the counterparty and financial consequences.

8-KPress release / Reg FDJul 18-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Shutterstock (SSTK) — 8-K (Items 7.01, 8.01) filed June 30, 2026, including a Rule 425 communication related to a pending merger or business combination, plus other events. Rule 425 filings are merger-related solicitation materials. Material — Rule 425 indicates Shutterstock is involved in a merger or acquisition; other-events item may supplement the deal disclosure; refer to the full filing for the transaction.

8-KPress release / Reg FDApr 288-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 10 other (3 routine 8-Ks · 2 10-Qs · 2 13Gs · 2 425s) in window

Recent news

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

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Shutterstock, Inc. - SSTKprnewswire.com·3d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Shutterstock, Inc. - SSTKglobenewswire.com·5d agoShutterstock Brings High-Quality Images, Videos, Music, and Sound Effects to Anthropic's Claudeprnewswire.com·11d ago3 Big Dividends and One Case Study in How a Yield Trap Ends247wallst.com·17d agoShutterstock Reports Second Quarter 2026 Financial Resultsprnewswire.com·19d ago

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Voices on X · last 7 days

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