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Chris Leahy's "Building for Growth" email

what a joke, she blames a fast-changing "AI-first world" and the need to "invest in high-return opportunities" for wiping out 700+ jobs, but she forgot to mention who those high returns are actually for.

Just two months ago, CDW’s board authorized a massive $1 BILLION stock buyback expansion and approved yet another heavy cash dividend... all to artificially prop up the stock price for Wall Street (which didn't even work. The company has plenty of capital; they are just choosing to sacrifice the employees who "got them here" to protect corporate profit margins so don't fall for their "aw shucks" Tiny Tim act.

To top it off, while she claims these decisions are "never taken lightly," there isn't a single SEC filing showing that she or any other C-suite executive took a penny of a pay cut (yes, this is all public information). Chris Leahy’s $15 million compensation package (an increase of 20% from the previous year, mind you) remains completely untouched while we get to take 100% of the hit.


Stocks

My stocks are turning into ashes. What a bad decision it is in name of transition to AI and making employees as scape goats. I never received recognition, money, promotion, perks, hikes. All I was given was a little stock bonus over years. These stocks linger in lower 100's when META and other stock go beyond 500.
Useless management style going with adhoc decisions always. You layoff talented employees and work with ... .....
Stocks might come up but not employee morale. Its completely broken now. Even you stand up its going to take years to rebuild this. You build an empire in sky without a customer and without any money losing all your talented people.
If stock rises up again, I will sell immediately. All my years of blood shedding for this company has evaporated


Will Doreen's Dividend Aristocrat Plans Also be Booted out like the Dow?

Will the Board continue to increase the dividend in September, or keep it flat, now that the company is no longer part of the DJIA?

Maybe it is time to reinvest in 'the Network' instead of social justice warrior networks. Elon Musk solved the rural broadband issue, while this company bobbled the ball again.

Maybe they should keep increasing the dividend, as none of the strategy groups have come up with a single investment that has returned its cost of capital in more than a decade. See the stock price for details, should there be any doubters!


Google-Parent Alphabet to Replace Verizon in Dow Jones Industrial Average

Great! Verizon has been booted from the Dow!

Alphabet will join mega-cap tech peers Nvidia, Amazon, Apple and Microsoft in the blue-chip index.

Verizon had represented just around one-half of a percentage point in the index because of its low share price, S&P Global said. The Dow is a price-weighted index, meaning that each member stock is weighted based on its share price. As a result, a company with a higher price per share will have more sway over the index.

https://finance.yahoo.com/markets/stocks/article/alphabet-to-replace-verizon-in-dow-jones-industrial-reshuffle-021307109.html

https://www.wsj.com/finance/stocks/google-parent-alphabet-to-replace-verizon-in-dow-jones-industrial-average-d8dfe852


Lawsuit against Gartner from investors

How has no exec internally brought up the lawsuit about securities fraud. The silence is deafening.

E.g
https://www.ktmc.com/it-gartner-inc-class-action-lawsuit

Meanwhile the C level still have their off-sites with expensive food and drinks like the world is rosy. And the stock keeps sinking lower


Lucid Group Cuts Jobs, Stock Falls

.Lucid Group announced a major restructuring plan. This plan includes laying off approximately 18% of its global workforce. The company will also close its second production shift in Arizona. Lucid's shares fell 3.7% to $5.16 after the announcement. The changes aim to align production with demand and improve cost efficiency.

https://hdfcsky.com/news/lucid-stock-falls-3-7percent-after-major-restructuring-plan


Stankey cost AT&T $106 billion!!

Stankey cost the company $100+ billion over his career.

Here are the smart business decisions he made:
Bought DirectTV for $67 billion in 2015
Bought WarnerMedia for $108 billion in 2018
Sold WarnerMedia for $43 billion in 2022
Sold DirectTV for $26 billion in 2025
Net loss over these deals is $106 billion

Here is what we should have bought:
T-Mobile in 2015 for $45 billion in 2015
Level 3 Communications for $34 billion in 2016
CenturyLink for $55 billion in 2016
DISH Network for $35 billion in 2017
Net valuation gain would be $182 billion for AT&T.

This would have moved AT&T’s spot on the Fortune 100 to the top 10 and position us alongside companies like Alphabet and Microsoft. Current we are ranked 32. Our employee headcount would have increased to 240,000 instead of the current 133,000 and the 80,000 target. AT&T would have likely be the #1 U.S. wireless carrier instead of being #3 behind T-Mobile and Verizon. Our share price would have been roughly $45 instead of $22.

Stankey talks a big game. He says that our #1 priority is fiber investment and convergence. That he wants to make AT&T market based. But he never tells you what AT&T could or should have been if he and Randall did not ruin it. When confronted with any serious question at a town hall he deflects with “convergence” or “fiber investment”.

I have been in Texas my whole life and I know a con when I see one. We call that “big hat no cattle”.


AT&T (T) — Price Return Under John Stankey (July 1, 2020 – June 22, 2026)

John Stankey became CEO on July 1, 2020.

AT&T stock then: $23.40
AT&T stock today: $22.01

Nearly 6 years later, the stock has delivered a -5.9% total return, or about -1% annually.

Adjusted for inflation, the stock is effectively worth about $17.60 today, implying a ~25% loss over his tenure.

Six years of “leadership”.
Negative returns.
Ongoing talent loss.
Rock bottom morale.
Bottom of the barrel rankings in culture, best places to work, AI readiness, talent, etc.

At some point, you stop arguing about intent and start looking at outcomes. This guy S U C K S !!!


downfall - U Haul

https://www.reddit.com/r/accenture/comments/1ua0hce/accentures_well_deserved_downfall/

Accenture's well deserved downfall
Accenture’s stock just dropped about 18% in a single day, wiping out a good chunk of many employees’ ESOPs, including mine. Honestly, having worked there for 3 years, I'm not surprised.

The biggest issue I saw was the culture and incentives. MDs and client leads were rewarded for selling deals, not for delivering them. Secure the deal, hit the sales target, collect the bonus, then hand the mess over to the delivery team and move on. It didn’t seem to matter whether the right skills, resources, or realistic timelines existed. The answer was usually “Deal with it.”

When a system rewards revenue at all costs, you end up promoting people who care more about money than people. Delivery quality suffers, teams burn out, and the best talent leaves.

What makes it worse is that Accenture spent billions buying back its own shares (around $4.6B in FY2025 alone) while many employees sat through years of weak bonuses, delayed promotions, and increasing pressure during the years of worsening inflation. During this time, some of the smartest people I worked with left for Big 4s, boutiques, and industry roles. And when they leave, they don’t just take their skills - they take relationships, credibility, and networks with them.

I just hope some level-headed people on the board or in senior leadership recognize these cracks and do something about them. The company still has plenty of great people and decades of experience. It would be such a shame if such a massive organization falls in the end.


No effect on the stock

In fact, that's not true. Not only did not layoffs improve the stock, they've just sped up the fall. We're more than 20 percent down in the last three weeks, the lowest it's been in the last six years. I guess the move to cut almost ten percent of your global workforce is not the investor darling it once was.


Oregon chip stocks rebound, but where are the jobs?

Oregon's semiconductor companies report soaring stock prices. This growth is fueled by an artificial intelligence bo-m. Despite this, Oregon's semiconductor employment reached a 30-year low. Intel alone cut 6,000 jobs over the past two years. Other chipmakers also reduced their workforces in the state.

https://www.oregonlive.com/silicon-forest/2026/06/oregon-chip-stocks-are-roaring-back-will-the-jobs-ever-return.html


VZ Stock Down

Vz stock is down 0.72% today on news Verizon is breaking the mold to put our customers first. Verizon has a great track record of success such as last year’s project 624 which was the biggest customer experience transformation in the company’s history. All the executives posting and reposting our huge win today makes me delighted! These leaders are truly rockstars and highly respected and admired! Proud to be vz. Way to go team!!!!