Fluent, Inc. (FLNT)

Fluent, Inc.'s stock has shown volatility, with a 52-week range between $1.50 and $4.15. Shares saw a 30% increase in the month leading up to May 8, 2026. Insider buying activity in mid-March 2026 signaled confidence in the company's strategic pivot to Commerce Media Solutions. Fluent reported Q4 2025 and Q3 2025 earnings that missed analyst expectations. Analysts have since lifted Fluent's price target to $3.50 from $2.50, anticipating growth in 2026. The company also announced a delayed 10-Q filing in November 2024 and is anticipated to release its Q1 2026 results after market close on May 13, 2026.

Fluent, Inc.'s products and services experience some demand seasonality, with the "seasonal boost of the holidays" expected to support its Commerce Media Solutions business, suggesting increased demand during the holiday season.

Fluent, Inc. operates in the information sector, focusing on data processing, hosting, and related services, with some classifications in the Communication Services sector under Advertising Agencies. The company's business model centers on data-driven digital marketing and commerce media, connecting advertisers with target consumers. Fluent's major products and services include operating digital marketing campaigns, programmatic data offerings, call center marketplace services, and social media management through AdParlor. They also generate revenue by providing clients with consumer data for direct marketing campaigns, serving industries such as financial services, media, health, staffing, and retail.

Fluent, Inc. primarily operates in the United States, with its principal executive offices in New York, and also has a presence in international markets.

Fluent, Inc. has focused on enhancing its brand reputation through a strategic pivot towards "Commerce Media Solutions" and a "relevance-first approach" to monetization, prioritizing impression quality over volume and building trust. The company highlights its partnerships with leading retailers such as Authentic Brands Group, Belk, Barnes & Noble College, Michael's, and Dick's Sporting Goods. Vivid Seats, a partner, has praised Fluent's performance and its approach to monetization, which adds value for customers while preserving the integrity of the purchase experience. The company's commitment to quality and strategic partnerships contribute positively to its brand image.

Fluent, Inc. is a publicly traded company on NASDAQ under the ticker symbol FLNT. Institutional investors hold between 20.63% and 22.84% of the stock, insiders maintain a stake of approximately 68.89%, and retail investors hold around 6.49%. Major institutional shareholders include Global Value Investment Corp., Tieton Capital Management, LLC, Vanguard Group Inc, BlackRock, Inc., Geode Capital Management, LLC, Mink Brook Asset Management LLC, Bank Of America Corp /de/, Sei Investments Co, State Street Corp, and Empowered Funds, LLC. Co-founders Ryan Schulke and Matthew Conlin maintain key roles and significant influence. Phillip Frost holds a reported 216.55% of the company's shares as of May 2025, and Matthew Conlin holds a substantial 16.1% stake.