4 names are moving together; 75% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| NTAP | NetApp, Inc. | Technology | +2.4% | Group member |
| HPQ | HP Inc. | Technology | -0.6% | Group member |
| LOGI | Logitech International S.A. - R | Technology | +2.5% | Group member |
| FORTY | Formula Systems (1985) Ltd. | Technology | +0.0% | Group member |
| GBTG | Global Business Travel Group, I | Consumer Cyclical | +0.0% | Most structurally connected |
Cohort
4 namesParticipation
75% this sessionObserved history
1 daily buildsFiling coverage
4/5 memberspricing affecting gross margin
“For the six months ended April 30, 2026, gross margin decreased 0.6 percentage points primarily driven by products gross margin due to higher commodity and supply chain costs and unfavorable mix shifts towards Personal Systems, partially offset by pricing actions, including favorable foreign currency impacts.”
HPQ 10-Q
demand / volume affecting revenue
“The increase in net revenue was primarily driven by products net revenue due to pricing actions to mitigate higher commodity costs in Personal Systems as well as an increase in services net revenue due to support services on hardware devices, partially offset by demand softness and competitive pressures in Printing.”
HPQ 10-Q
demand / volume
“The remaining increase in Transaction Growth for this period was primarily due to share gains and increased demand for business travel from our clients.”
GBTG 10-K
Computer Hardware Information Technology Services can stay leader-led if FORTY and the next software names fail to join while GBTG keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.