Coined Insights

Non-obvious findings on specific companies — accounting quirks, ownership dynamics, hidden price-action explanations. Each one is anchored to the card on the company page it relates to. Newest first.

2 insights across 2 companies
IONQ IonQ, Inc.
Warrant Accounting Distorts GAAP Net Income
The Net Income bar for Q4 2025 shows +$703.5M and Q1 2026 shows +$805.4M — two consecutive quarters of nine-figure GAAP profits at a company with quarterly revenue around $62M and $65M respectively…
May 14, 2026
VRNS Varonis Systems, Inc.
High Free Float & Insider Alignment
VRNS shows 94.6% free float with ~5.4% closely held. Underneath that, public filings put total insider ownership at roughly 2.5%, with founder/CEO Yaki Faitelson holding around 1.7M shares (~1.4% o…
May 11, 2026