ROOT Earnings
Wednesday, May 06 2026
EPS Estimate
$0.66
$0.22 – $1.10
Revenue Estimate
$395M
Current Price
$55.67
Our Position
neutralRecord earnings crushed by guidance reset and selloff
structured data
est. revisions rising
(+45.8pp / 30d)
Root's earnings beat the bars operationally, but guidance revealed the company is pivoting from profitability acceleration to reinvestment mode. This reframes 2026 as a reset year where earnings power gets spent rebuilding, not compounding. The 18% post-earnings dump signals investors expected either sustained profit growth or a strategic story beyond that — neither materialized in the forward outlook.
Watch: Monitor management's next commentary on the reinvestment timeline and expected margin recovery. With RSI at 29.7 (oversold), technicals are ripe for a short-term bounce, but that bounce only matters if the company can articulate when reinvestment pays back into earnings growth.
Data Signal Summary
1 bullish
2 bearish
Estimates up +17%
Insider selling cluster
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
23.6
Est. Revisions (30d)
+16.8% 0up/0dn
Analyst Target (mean)
$68 $52–$95 +23%
Options P/C Ratio
1.20
Est. Dispersion
133% 2 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Renaissance, Two Sigma
Recent Activity
insider trades
75 transactions
Sell
·
ALLISON JONATHAN (Officer)
·1,706 shares
·$75,661
Sell
·
ALLISON JONATHAN (Officer)
·4,112 shares
·$174,061
Other
·
TIMM ALEXANDER E. (Chief Executive Officer)
·62,969 shares
Other
·
BINKLEY MEGAN (Chief Financial Officer)
·4,777 shares
Other
·
BONAKDARPOUR MAHTIYAR (President)
·43,043 shares
70 more
Other
·
ALLISON JONATHAN
·6,442 shr
Sell
·
ALLISON JONATHAN
·3,990 shr
·$178,672
Sell
·
ALLISON JONATHAN
·3,990 shr
·$179,550
Sell
·
ALLISON JONATHAN
·3,900 shr
·$170,079
Award
·
FORISH RYAN
·6,620 shr
Sell
·
ALLISON JONATHAN
·3,900 shr
·$175,383
Sell
·
ULMAN DOUG
·13,152 shr
·$593,300
Other
·
ULMAN DOUG
·33,352 shr
Sell
·
ALLISON JONATHAN
·3,900 shr
·$187,395
Sell
·
ALLISON JONATHAN
·3,900 shr
·$186,732
Award
·
TIMM ALEXANDER E.
·122,395 shr
Award
·
BINKLEY MEGAN
·62,038 shr
Award
·
BONAKDARPOUR MAHTIYAR
·107,835 shr
Award
·
ALLISON JONATHAN
·58,928 shr
Sell
·
TIMM ALEXANDER E.
·6,336 shr
·$525,888
Sell
·
BONAKDARPOUR MAHTIYAR
·5,750 shr
·$477,250
Other
·
ULMAN DOUG
·2,505 shr
Sell
·
TIMM ALEXANDER E.
·10,861 shr
·$965,360
Sell
·
BONAKDARPOUR MAHTIYAR
·5,750 shr
·$516,005
Sell
·
ALLISON JONATHAN
·2,500 shr
·$372,900
Sell
·
SZUDAREK JULIE
·1,500 shr
·$232,500
Sell
·
DEVARD JERRI L
·1,895 shr
·$268,142
Sell
·
BIRNBAUM BETH A
·2,852 shr
·$394,516
Sell
·
SZUDAREK JULIE
·2,790 shr
·$373,302
Award
·
KRAMER NANCY J
·1,119 shr
Award
·
DEVARD JERRI L
·1,119 shr
Award
·
HILSHEIMER LAWRENCE A
·1,119 shr
Award
·
BIRNBAUM BETH A
·1,119 shr
Award
·
ULMAN DOUG
·1,119 shr
Award
·
SZUDAREK JULIE
·1,119 shr
Award
·
DORSEY DONNA G
·1,119 shr
Sell
·
TIMM ALEXANDER E.
·8,290 shr
·$1,082,674
Sell
·
BONAKDARPOUR MAHTIYAR
·5,256 shr
·$686,434
Other
·
OLSEN CHRISTOPHER
·1,443,376 shr
Other
·
DRIVE CAPITAL OVERDRIVE FUND I, L.P.
·1,443,376 shr
Award
·
FORISH RYAN
·1,588 shr
Sell
·
MALKA MEYER
·225,000 shr
·$30,558,066
Other
·
MALKA MEYER
·728,800 shr
Exercise
·
HILSHEIMER LAWRENCE A
·516 shr
·$7,833
Sell
·
TIMM ALEXANDER E.
·8,497 shr
·$1,070,815
Sell
·
BONAKDARPOUR MAHTIYAR
·5,515 shr
·$688,162
Other
·
TIMM ALEXANDER E.
·41,979 shr
Other
·
BINKLEY MEGAN
·3,184 shr
Other
·
BONAKDARPOUR MAHTIYAR
·28,695 shr
Other
·
ALLISON JONATHAN
·4,295 shr
Sell
·
ULMAN DOUG
·2,000 shr
·$350,000
Other
·
ULMAN DOUG
·2,000 shr
Sell
·
ULMAN DOUG
·4,000 shr
·$554,120
Other
·
ULMAN DOUG
·4,000 shr
Exercise
·
DEVARD JERRI L
·516 shr
·$7,833
Other
·
ULMAN DOUG
·1,250 shr
Sell
·
ALLISON JONATHAN
·4,000 shr
·$400,000
Sell
·
SZUDAREK JULIE
·2,000 shr
·$192,666
Sell
·
MALKA MEYER
·395,261 shr
·$32,409,457
Other
·
MALKA MEYER
·352,154 shr
Sell
·
ALLISON JONATHAN
·5,500 shr
·$432,834
Sell
·
MALKA MEYER
·50,959 shr
·$3,667,750
Other
·
MALKA MEYER
·50,959 shr
Award
·
FORISH RYAN
·5,327 shr
Sell
·
BIRNBAUM BETH A
·1,735 shr
·$75,766
Award
·
KRAMER NANCY J
·2,305 shr
Award
·
DEVARD JERRI L
·2,305 shr
Award
·
HILSHEIMER LAWRENCE A
·2,305 shr
Award
·
BIRNBAUM BETH A
·2,305 shr
Award
·
ULMAN DOUG
·2,305 shr
Award
·
SZUDAREK JULIE
·2,305 shr
Award
·
DORSEY DONNA G
·2,305 shr
Sell
·
MALKA MEYER
·13,300 shr
·$805,767
Other
·
MALKA MEYER
·13,300 shr
Award
·
FORISH RYAN
·738 shr
ae trade
1
2d ago
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