Ticker brief

CECO CECO ENVIRONMENTAL CORP

Industrial · Environmental Control

last close
$69.67
1 day
-3.4%
14 days
-12.5%
mkt cap
$4.8B
signals 14d
6
authors 14d
4
crowd 14d
-0.7σ
Options inteloptions-surface reads · latest available day per source
metricreadingcontext
IV — ATM 30d65%IV/HV 0.89× (as of 2026-08-18)
Skew — 25Δ RR 30d+0.13325Δ call IV − put IV
OI alarmquietlast alarm 2026-06-10 (z=7.8)
Sentiment — last 14 days
daily mean sentiment, 2026-08-15 → 2026-08-27 · now +0.35 (−1 bearish … +1 bullish)
Who spoke4
authorgradetrader scoresignalsmean sent
@majgeoinvestingA+0.673+0.32
@MinervaCapC-0.391+0.35
@CapstackCapitalB-0.061+0.00
@beach_tradesC-0.041+0.00
Recent signals6of 6 in 14d — receipts included
date (PT)authorsentwhat they saidsince thenreceipt
2026-08-27@majgeoinvesting+0.35Expresses excitement about a CEO hire from competitor CECO due to its contract wins.-3.4%
2026-08-26@beach_trades+0.00FTEK names incoming CEO and highlights his operating record at competitor CECO.-0.9%
2026-08-26@CapstackCapital+0.00Discloses having exited CECO before searching for similar opportunities.-0.9%
2026-08-17@MinervaCap+0.35Reports that strength across portfolio holdings kept the portfolio positive.-17.2%
2026-08-15@majgeoinvesting+0.08Reconsiders FTEK positively based on customer talks, cost-cut potential, cash, and acquisition optionality.-12.5%
2026-08-15@majgeoinvesting+0.52Company visibility through 2030 is presented as counterevidence to claims that AI capital spending is a bubble.-12.5%

“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.