MarketWise, Inc. operates a content and technology multi-brand platform for self-directed investors in the United States and Internationally. Its platform provides financial research, software, education, and tools to navigate the financial markets through subscription businesses. The company also offers various investment strategies, such as value investing, income, growth, commodities, cryptocurrencies, venture, crowdfunded investing, biotechno… Read full Trend Edge analysis →
Sector: Financial Services
Industry: Financial Data & Stock Exchanges
Exchange: NASDAQ
IPO Date: July 22, 2021
Headquarters: 1125 North Charles Street, Baltimore, MD, United States, 21201
Hidden Gem: Yes — undiscovered relative to its market cap tier
Founder-Led: No
Key Metrics
Current Price
$20.61
Market Cap
$51.9M
Float
1.7M
Shares Outstanding
2.6M
P/E (Forward)
11.52
P/E (TTM)
11.37
Price/Sales (TTM)
0.16
vs. Analyst Target
+9.9% to analyst PT
Profit Margin
1.29%
Operating Margin (TTM)
-1.55%
Revenue (TTM)
$322M
Earnings Growth (YoY)
-28.80%
Dividend Rate
0.9%
Analyst Target Price
$22.66 (1 analysts)
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
2020
$364M
-$538M
$210M
-$536M
2021
$549M
-$1.01B
$310M
-$949M
2022
$512M
$18.0M
$450M
$106M
2023
$448M
$1.8M
$391M
$58.2M
2024
$409M
$7.1M
$358M
$96.2M
2025
$328M
$5.6M
$284M
$68.8M
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Jun 2025
$80.0M
$1.3M
Sep 2025
$81.3M
$1.5M
Dec 2025
$83.4M
$1.9M
Mar 2026
$77.0M
-$573,000
Ownership & Float
Insider Ownership
23.3%
Institutional Ownership
28.5%
Short Float
3.4%
% of All Funds Holding
0.56%
Number of Funds Holding
46
Current Moving Averages
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$17.87
Near-term / short-term trend
Weekly
40-Week SMA
$16.55
Medium-term trend
Weekly
80-Week SMA
$15.89
Cyclical trend (business cycle)
Weekly
200-Week SMA
$26.81
Secular trend (multi-year)
Monthly
10-Month SMA
$17.01
Near-term monthly trend
Monthly
20-Month SMA
$15.89
Medium-term monthly trend
Monthly
40-Month SMA
$24.27
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Price Level
Type
Volume Ratio
Age
$13.80
support
2.12x
3 months ago
$9.40
support
1.87x
14 months ago
$22.80
resistance
1.38x
22 months ago
Historical Earnings Reactions (23 events)
Timeframe
Avg Return
Median
Win Rate
Best
Worst
Gap
-0.07%
0.20%
56.52%
3.35%
-6.35%
1 Day
1.00%
0.00%
47.83%
22.76%
-10.13%
1 Week
0.64%
-0.43%
43.48%
28.09%
-24.68%
2 Weeks
-1.04%
-1.79%
30.43%
44.26%
-31.89%
1 Month
-2.50%
-3.45%
43.48%
34.64%
-22.08%
Next earnings: August 6, 2026 (23 days away)
Seasonality & Day-of-Week Patterns
Monthly Seasonality
Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).
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The analysis covers five layers:
technical analysis (near-term, medium-term, cyclical, and secular trend, momentum,
volume shelf support and resistance, breakout and breakdown signals),
qualitative analysis (business model, competitive moat, sector dynamics),
insider sentiment (buy and sell signals from executive and director transactions),
share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and
fundamental analysis (valuation, revenue growth, profit margin, earnings quality).
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