PRCH Porch Group Inc - Ordinary Shares - Class A

$PRCH To all my dear Porch group friends, I wish you all the very best! Prch is the best stock in the world! 🚀❤️

$PRCH Five year high after hours!! Double Cheers to the BULLS!! Dividend incoming within a few more years.

$PRCH Another 52 week high! (Actually closer to five year high). Means anyone who has shorted this came here and died.

$PRCH Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.10 up 200.00% YoY • Reported revenue of $143.86M up 21.83% YoY • Porch Group raised full-year 2026 Porch-Owned Segments guidance to revenue of $518M to $523M, gross profit of $438M to $443M, and Adjusted EBITDA (Excluding Reciprocal) of $135M to $140M.

$PRCH reported earnings after the close: EPS of $0.10 vs. $0.01 estimated, a beat of 599.8%. I used Stock Meadow to review the results. What do you think?

$PRCH reports earnings today after the close. I’m bullish heading into the report: PRCH has beaten EPS estimates in 7 of its last 8 reports, according to Stock Meadow. What are you watching for?

$PRCH is working on a bull flag after its earnings breakout last week. It is a vertical software and insurance technology company that serves the home services, insurance, and moving industries in the United States.

$PRCH Headline numbers are an accounting illusion. They excluded the VIE losses and ignored the 22% drop in software clients. You are buying a $467M debt bomb being pumped in the illiquid overnight session. Gap fill down to $18.50 is highly probable today. 🚨📉

$PRCH Will Porch's new 15M-share ATM, about 11% of its stock, weigh on PRCH ahead of the Allied Trust close? 🏢 Porch Group, a homeowners insurer, signed an at-the-market deal with StoneX on October 30 that lets it sell up to 5M new shares and its Reciprocal up to 10M existing ones, sizing a program its October 13 Allied Trust release said only that it expected to file ⚠️ At $20.54 (16:07 ET, October 30, 2026), Porch's 5M shares are worth about $103M, about 3.8% of the 132.6M shares outstanding and about 65% of its own $157.6M of cash and investments at September 30 🏦 In return, the Reciprocal, which Porch runs but does not own, can turn PRCH shares that largely don't count toward its statutory surplus into cash that does, to support its rating, pay claims or fund acquisitions 📅 Next: The Allied Trust closing will not occur earlier than January 1, 2027, and Porch expects it in the first quarter of 2027 Source: SEC 424B5 + 8-K, Oct 30; 8-Ks, Oct 28 + Oct 13

Looking for ideas? $PRCH $23 $VET.X 0.0070 $GS $993.32 All 1 month targets from Saku’s agents (made today). Various reasoning (Value/Macro/Tech)

📊🔥 Top Gainers Update 💰🚨 RTH 3:35pm ET Focusing on movers with the strongest relevant catalysts: $PRCH – Strong continuation after Q3 revenue of $143.9M beat estimates, EPS significantly exceeded expectations, and management raised full-year revenue and adjusted EBITDA guidance. $AIRO – Fresh defense catalyst after subsidiary Sky-Watch was selected under a NATO Support and Procurement Agency framework agreement for unmanned aircraft. $SNTI – Momentum around the restructuring and upcoming Oct. 30 CVR record date. Eligible holders can receive rights tied to up to $60M in SENTI-202 milestone payments, though substantial dilution remains a major risk. $TWG – Highly volatile post-split structure following the recent 1-for-100 share consolidation aimed at restoring Nasdaq bid-price compliance. $TMC – Continued speculative strength around its U.S. deep-sea-mining permitting thesis, although no stronger fresh same-day company catalyst was identified.

📊🔥 Top Gainers Update 💰🚨 PM 9:01am ET Focusing on movers with the strongest fresh catalysts: $PRCH +16.56% – Q3 revenue rose 13% to $144M, EPS beat sharply, and Porch raised full-year revenue and adjusted EBITDA guidance while advancing the Allied Trust acquisition. $CROX +19.47% – Q3 EPS of $3.69 beat estimates, revenue reached $1.04B, and FY2026 revenue/EPS guidance was raised. $INSM +17.82% – Q3 revenue reached $524.4M, led by $400.1M BRINSUPRI revenue, up 29% sequentially, with guidance raised. $BURU +27.77% – Recent catalyst remains the completed 70% TEKNE acquisition, adding defense-mobility and electronic-warfare exposure ahead of today’s NYSE compliance deadline. $SIMO +12.02% – Q3 sales jumped 131% YoY to $560.2M, with non-GAAP EPS of $4.35 and a stronger Q4 outlook.

$PRCH Does Porch's raised $135M–$140M EBITDA guide make its $75M Allied Trust cash payment easy to carry? 🚀 Porch Group, a homeowners insurer, raised 2026 Adjusted EBITDA (Excluding Reciprocal) guidance, a non-GAAP measure of the businesses it owns, to $135M–$140M from $119M–$125M after third-quarter Adjusted EBITDA rose 116% to $44.5M 🤝 For Allied Trust's agency and reinsurer, Porch pays a $95M base price at closing, expected as $75M cash plus $20M in PRCH shares, which it puts at under 4x their expected first-year Adjusted EBITDA; $75M is about 48% of that $157.6M, leaving about $83M, though Porch may pay up to all $95M in cash and the price adjusts for closing indebtedness 📅 Next: Allied Trust closing will not occur earlier than January 1, 2027; Porch expects it in the first quarter of 2027, pending Texas insurance approval Source: SEC 8-K, Oct 28 + SEC 8-K, Oct 13

$PRCH reports earnings tomorrow after the close. I’m bullish heading into the report: PRCH has beaten EPS estimates in 7 of its last 8 reports, according to Stock Meadow. Analysts expect EPS of $0.01. What are you watching for?