PBI-PB · Pitney Bowes Inc. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on PBI-PB. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
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SELL (score -4) · 12-1 mom 13.9% · RSI 34.8 · below_both · -6.9% from high
Targets blend Wall Street consensus (? analysts: low — / mean — / high —) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
Score sits at 11, well below the 60-point threshold. Heavy insider selling, lack of near-term catalysts, and unaddressed anti-signal gates (dilution/concentration) eliminate any margin of safety or asymmetric upside.
Score sits at 11, well below the 60-point threshold. Heavy insider selling, lack of near-term catalysts, and unaddressed anti-signal gates (dilution/concentration) eliminate any margin of safety or asymmetric upside.
The investigation trigger cited Form 4 cluster activity. The four most recent filings (May 12) are RSU grants to directors — not open-market purchases — which do NOT constitute the bullish signal the trigger implied. CEO Kurt Wolf's May 8 filing shows heavy selling of ~949,000 shares via Rule 10b5-1 plans at $14–16 prices, executed as Hestia Capital distributed ~1.5M shares to LPs including a large block to Wolf himself. This is mechanically required selling tied to fund wind-down, not conviction selling by the CEO against the company. The stock has run from ~$9 to $15.82 (76% gain) on logistics/shipping momentum and AI-adjacent positioning; forward P/E of 9x is cheap relative to sector but justified given -3% revenue decline. Q1 earnings met estimates, FY guidance reaffirmed with slight EPS trim. No compelling mispricing exists at current levels — the stock is near 52w high with elevated IV (0.37–0.72 ATM) that supports income structures rather than directional bets.