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Below you'll find every term you need to know to understand your weekly Pause report and the financial news that surrounds it. No jargon left unexplained.

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📈 Price & Performance

Closing Price

The final price at which a stock trades during a regular market session, typically 4:00 PM ET. This is the price used in your weekly report.

52-Week High / Low

The highest and lowest prices a stock has traded at over the past 52 weeks. Useful for understanding where the current price sits relative to its recent range.

Weekly Change

The percentage difference between this Friday's closing price and last Friday's closing price. Reflects the stock's performance over the past trading week.

Volume

The total number of shares traded during a given period. High volume often signals strong investor interest or a significant market event.

Market Capitalization Market Cap

The total market value of a company's outstanding shares. Calculated by multiplying the stock price by the number of shares outstanding.

Beta

A measure of a stock's volatility relative to the broader market. A beta above 1 means the stock tends to move more than the market; below 1 means less.

Adjusted Close

The closing price adjusted for dividends, stock splits, and other corporate actions. More accurate for measuring true long-term performance.

Stock Split

When a company divides its existing shares into multiple shares. A 2-for-1 split doubles the number of shares while halving the price — total value stays the same.

📊 Fundamentals

Earnings Per Share EPS

A company's net profit divided by the number of outstanding shares. A key measure of profitability on a per-share basis.

Price-to-Earnings Ratio P/E

The stock price divided by EPS. Shows how much investors are paying for each dollar of earnings. A higher P/E often indicates higher growth expectations.

Forward P/E

Similar to P/E but uses projected future earnings rather than past earnings. Used to value a company based on expected future profitability.

Trailing Twelve Months TTM

The most recent 12 months of financial data. Used to calculate metrics like EPS TTM or Revenue TTM based on the company's actual recent performance.

Revenue

The total income a company generates from its business operations before any expenses are deducted. Also called the "top line."

Gross Profit

Revenue minus the cost of goods sold. Measures how efficiently a company produces its products or services before overhead expenses.

Net Income

A company's total profit after all expenses, taxes, and costs have been deducted from revenue. Also called the "bottom line."

Profit Margin

Net income divided by revenue, expressed as a percentage. Shows how much profit a company keeps from each dollar of revenue it generates.

Analyst Price Target

A Wall Street analyst's projection of where a stock's price will be in 12 months. Represents one analyst's opinion, not a guarantee of future performance.

Guidance

A company's own forecast for its future revenue or earnings. When a company raises guidance, it expects to perform better than previously projected.
See: What Is a Company's Earnings Guidance? →

💰 Dividends

Dividend

A cash payment made by a company to its shareholders, usually quarterly. Not all companies pay dividends — they're more common in mature, profitable businesses.

Dividend Yield

The annual dividend per share divided by the stock price, expressed as a percentage. Measures how much income you earn relative to the stock's price.

Ex-Dividend Date

The cutoff date to be eligible for the next dividend payment. You must own the stock before this date to receive the upcoming dividend.

Dividend Per Share DPS

The total annual dividend paid divided by the number of shares outstanding. Shows exactly how much cash income each share generates per year.

📅 Earnings & Reporting

Earnings Report

A quarterly financial disclosure where a company reports its revenue, earnings, and other key metrics. One of the most market-moving events for any stock.

Earnings Date

The scheduled date when a company will release its quarterly earnings report. Pause tracks confirmed earnings dates in your weekly report.

Beat / Miss

When a company reports earnings above (beat) or below (miss) analyst expectations. Beating estimates often leads to a stock price increase; missing often leads to a decline.

EPS Estimate

Wall Street analysts' consensus prediction for a company's earnings per share in an upcoming quarter. Companies are judged against this number when they report.

Fiscal Quarter Q1, Q2, Q3, Q4

A three-month period in a company's financial calendar. Q1 is the first quarter, Q4 is the last. Not all companies follow the calendar year.

Earnings Call

A conference call where company executives discuss quarterly results with analysts and investors. Management commentary often moves the stock as much as the numbers themselves.

📋 SEC Filings

SEC

The U.S. Securities and Exchange Commission. The government agency that regulates the securities industry and requires public companies to file regular financial disclosures.

EDGAR

The SEC's Electronic Data Gathering, Analysis, and Retrieval system. The public database where all SEC filings are stored and accessible to anyone.

10-K

A company's comprehensive annual report filed with the SEC. Contains audited financial statements, business overview, risk factors, and management discussion. Filed once per year.
See: How to Actually Read a 10-K →

10-Q

A company's quarterly financial report filed with the SEC. Less detailed than the 10-K but provides important updates on financial performance. Filed three times per year.

8-K

A report filed to disclose a material event that shareholders should know about — such as an acquisition, CEO departure, or major contract. Filed as events occur.
See: What Is an SEC Form 8-K? →

Form 4

Filed by company insiders (executives, directors) when they buy or sell company stock. Tracks insider transactions and must be filed within two business days.
See: Reading Insider Transactions →

Form 144

A notice filed when a company insider intends to sell restricted or control securities. Signals that an executive or major shareholder plans to sell shares in the near future.
See: Reading Insider Transactions →

DEF 14A Proxy Statement

A document filed before a shareholder meeting that includes executive compensation details, board nominations, and items shareholders will vote on.

SC 13G / SC 13D

Filed when an investor acquires more than 5% of a company's shares. 13G is for passive investors; 13D is for active investors who may seek to influence the company.

🏦 Analyst Actions

Upgrade

When an analyst raises their rating on a stock — for example from Neutral to Buy. Typically signals increased confidence in the company's outlook.

Downgrade

When an analyst lowers their rating on a stock — for example from Buy to Hold. Signals reduced confidence, often due to valuation concerns or weakening fundamentals.

Price Target

An analyst's 12-month projection for where a stock's price will trade. When an analyst raises or cuts a price target, Pause reports the firm, the old target, and the new one.

Initiation of Coverage

When a brokerage firm begins covering a stock for the first time and assigns an initial rating. Can move a stock significantly, especially from well-known firms.

Buy / Hold / Sell Rating

The three basic analyst ratings. "Buy" means the analyst expects the stock to outperform; "Hold" means roughly market performance; "Sell" means underperformance expected.

Consensus Estimate

The average of all analyst estimates for a company's earnings or revenue. Companies are often judged on whether they beat or miss the consensus when reporting results.

🏛 Market Structure

Bull Market

A period of rising stock prices, typically defined as a 20% or more increase from recent lows. Associated with economic growth and investor confidence.

Bear Market

A period of falling stock prices, typically defined as a 20% or more decline from recent highs. Associated with economic slowdowns or recessions.

Market Correction

A decline of 10% or more from a recent high in a stock or index. Less severe than a bear market and often considered a normal part of market cycles.

S&P 500

A stock market index tracking 500 of the largest U.S. publicly traded companies. Widely used as a benchmark to measure overall stock market performance.

Index Fund / ETF

A fund that tracks a market index like the S&P 500. ETFs (Exchange-Traded Funds) trade on exchanges like stocks. Both offer diversification at low cost.

Sector

A category of stocks that share similar business activities. Common sectors include Technology, Healthcare, Energy, Financials, and Consumer Discretionary.

Volatility

The degree of price fluctuation in a stock or market. High volatility means prices move dramatically; low volatility means more stable, predictable price movement.

Liquidity

How easily a stock can be bought or sold without affecting its price. Large-cap stocks are highly liquid; small, thinly traded stocks may have low liquidity.

📅 Catalysts & Events

Catalyst

A specific upcoming event that has the potential to significantly move a stock's price — such as an earnings report, FDA decision, or product launch.

FDA Approval

Clearance from the U.S. Food and Drug Administration for a drug or medical device. A major catalyst for healthcare and biotech stocks — approval often causes large price moves.

Analyst Day / Investor Day

A scheduled event where company management presents their long-term strategy and financial outlook to analysts and investors. Often moves the stock based on guidance given.

Share Buyback Repurchase

When a company uses its own cash to buy back its shares from the market, reducing the number of outstanding shares and often boosting earnings per share.

Merger & Acquisition M&A

When one company merges with or acquires another. M&A activity is often disclosed through 8-K filings and can significantly affect the stock prices of both companies involved.

Secondary Offering

When a company issues new shares to raise additional capital. Can dilute existing shareholders' ownership percentage and sometimes puts short-term pressure on the stock price.

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