Stocks/DJT

DJT

Trump Media & Technology Group Corp.
Communication Services·Internet Content & Information
$9.31
$2.6B market cap
Revenue
$1.9M
Free Cash Flow
$25.7M
Rev Growth
+0.0%
FCF Margin
1370.8%
P/FCF
100.2x
EV/FCF
119.9x
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Trump Media & Technology Group Corp. develops a social media platform known as Truth Social that offers social networking services in the United States. The company was founded in 2021 and is based in Sarasota, Florida.

2-Year Price History

$7.95-82.2%
$10$15$20$25$30$35$40volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q10.9-47.4-49.5-405.817.917.9-0.0456.4961.3276.7-18.1%-4.1x--
Act2025-Q41.0-591.9-45.3-605.512.17.8-0.01,193951.4276.7-12.2%-51.1x--

Valuation & Metrics

Market Stats

Price$9.31
Market Cap$2.6B
Enterprise Value$3.1B
P/S Ratio1374.1x
P/FCF100.2x
EV/FCF119.9x
FCF Margin (TTM)1370.8%
FCF Yield1.0%
Dividend Yield (TTM)--
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$1.9M
Net Income$-1.0B
Free Cash Flow$25.7M

Revenue Growth (YoY)+0.0%
EBITDA Margin-34070.2%
Net Margin-53898.8%
FCF Margin1370.8%
CapEx % of Revenue0.6%
SBC % of Revenue698.4%
ROIC-15.1%
WC Change % Rev-414.4%
Interest Coverage-27.7x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares12.1M
Days to Cover3.2
Change (vs Prior)-16.9%
Need at least 2 settlement dates for chart

Employees

Headcount29
Revenue / Employee$64,703
Gross Profit / Employee$-70,338

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
10.1%(+2.3% YoY)
310 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
13.2%(-1.3% YoY)
10 filers
Vanguard, iShares, SPDR
Market makers
0.7%(+0.5% YoY)
6 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2022-062023-032023-122024-092025-062026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
BlackRock, Inc.Passive$76.5M$18.63+$821K+$40.4M-0.2%$5.69T
VANGUARD CAPITAL MANAGEMENT LLCPassive$69.9M$9.28+$69.9M+$69.9M$4.04T
VANGUARD PORTFOLIO MANAGEMENT LLCPassive$67.6M$9.28+$67.6M+$67.6M$1.91T
Yorkville Advisors Global, LP$67.5M$17.33+$5.9M+$67.5M-72.5%$147M
STATE STREET CORPPassive$29.5M$20.54+$2.0M+$18.2M-0.2%$2.89T
GEODE CAPITAL MANAGEMENT, LLCPassive$29.3M$24.13+$676K+$14.4M+2.3%$1.61T
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$22.2M$16.74+$8.9M+$15.0M+0.7%$645.81B
UBS Group AG$13.4M$21.16+$6.8M+$7.4M-0.3%$562.11B
Clear Street Group Inc.$10.1M$13.24−$1.9M+$10.1M-7.5%$17.82B
VANGUARD FIDUCIARY TRUST COPassive$9.4M$9.28+$9.4M+$9.4M$395.83B
SUSQUEHANNA INTERNATIONAL GROUP, LLPMM$8.8M$19.61−$6.5M+$8.8M-0.6%$77.14B
Quinn Opportunity Partners LLC$8.1M$13.19+$93K+$8.1M-0.8%$1.89B
CANTOR FITZGERALD, L. P.$7.7M$18.03−$3.0M+$7.2M-3.0%$2.75B
NORTHERN TRUST CORPPassive$7.7M$21.34+$419K+$3.9M-0.2%$755.34B
Anson Funds Management LP$6.6M$15.44+$2.0M+$6.6M-2.0%$758M
MORGAN STANLEY$5.6M$26.06−$1.3M+$1.2M-0.3%$1.65T
AQR CAPITAL MANAGEMENT LLC$4.8M$10.49+$4.1M+$4.4M-0.2%$218.19B
Susquehanna Portfolio Strategies, LLCMM$4.6M$13.24−$738K+$4.6M+0.1%$6.68B
Hancock Prospecting Pty Ltd$4.0M$22.96+$0+$2.6M+12.1%$3.33B
Bank of New York Mellon Corp$3.9M$23.15+$13K+$1.7M-0.2%$543.21B
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)BULLISH
Holders
-20.26%
avg per quarter
Holders (ex-self)
-22.43%
excl. this stock
Buyers (this Q)
+0.15%
76 buyers · $0.17B in
Sellers (this Q)
-1.52%
73 sellers · $0.07B out
alpha coverage: 72% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
+5.0%
how holders react when this stock falls
On quiet Qs
-6.9%
−10% to +10% baseline
On rallies (+10%+)
-15.9%
how they react when this stock rises
Holders' portfolio flow this Q
+7.0%
inflows — adds are organic
Sellers' portfolio flow this Q
+1.4%
Sellers grew AUM elsewhere — opinionated cut of this stock.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-0.6%
Holder mid (any stock)
-17.4%
Holder rally (any stock)
-9.3%

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

04.4M8.9M13.3M17.7M$9.28$22$36$49$622021-092022-092023-092024-092025-092026-03
hover the chart for per-quarter detailprice (right axis)
Yorkville Advisors Global, LP7.3MUBS Group AG1.4MCANTOR FITZGERALD, L. P.831KAlpine Global Management, LLC295KCITADEL ADVISORS LLC244KCHARLES SCHWAB INVESTMENT MANAGEMENT INC2.4MPentwater Capital Management LPHudson Bay Capital Management LPNOMURA HOLDINGS INCMelqart Asset Management (UK) Ltd

Corporate

Insider Trading (last 12mo)

Open-market only (Form 4 P-Purchase + S-Sale). Excludes grants, option exercises, tax withholding, gifts.
Officers & directors
Buys ($, 12mo)
$10K
1 txn · 1 insider · 1,000 sh
Sells ($, 12mo)
$325K
3 txns · 1 insider · 18,700 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2025-11-18BUYGlabe Scottofficer: General Counsel and Secretary1,000$10.46$10K$3.41M
2025-11-17SELLSwider Ericdirector5,200$10.59$55K$200K
2025-08-29SELLSwider Ericdirector5,000$17.61$88K$423K
2025-06-10SELLSwider Ericdirector8,500$21.41$182K$374K

Order Flow (FINRA, ~3w lag)

41.8%retail-0.3pp
10.3%dark+0.5pp
week of 2026-04-27
0%10%20%30%40%50%60%24-1125-0225-0525-0825-1126-0226-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.

Filing Risk Analysis

Filing Risk Scores

Trump Media & Technology Group: A High-Burn Crypto Treasury Masking Categorical Operational Failure

Overall Risk
9/10
Fraud
7/10
Dilution
10/10
Insolvency
6/10
Earnings Overstated
3/10
Hidden Liabilities
8/10
Legal
9/10
Audit Warnings
5/10
Hidden Upside
4/10
Contextually Acceptable
2/10