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What the street is doing, not what I think

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PGR

The Progressive CorporationPartly aligned
Close 215.72 (2026-10-15)28 days -0.3%1Y -4.8%28 d mentions 5

Stance mix of tracked accounts 3 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
0
Neutral
1
No stance
1
Bearish
1
Accounts BullNeuBearNone
@SJosephBurnsViews ›0001
@bespokeinvestViews ›0100
@petenajarianViews ›0012

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • none
Bear case
  • 1Fundamentals
  • @petenajarian: Progressive $PGR plunges about 9% as EPS of $4.37 misses $4.42 estimates. Profit slips 3% to $2.54B and investment losses bite, though underwriting margins improved.

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Bearish First call
Fundamentals · Short term · Progressive $PGR plunges about 9% as EPS of $4.37 misses $4.42 estimates. Profit slips 3% to $2.54B and investment losses bite, though underwriting margins improved.
2026-10-15 01:49 HKT Original post ↗
Neutral First call
Basis not tagged · Tomorrow brings results from ASML $ASML, Bank of America $BAC, BlackRock $BLK, Morgan Stanley $MS, Progressive $PGR, State Street $STT, and Fastenal $FAST, all before the open.
2026-10-14 05:30 HKT Original post ↗
No stance
Basis not tagged · Lots of financial stocks are reporting earnings this week, including $WFC $BAC $JPM $UNH $ASML $GS $TSM $AA $DPZ $JNJ and many others. No specific stock mentioned as a view.
2026-10-13 16:48 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 5 posts · Bull 0 / Bear 1
    @petenajarian: Progressive $PGR plunges about 9% as EPS of $4.37 misses $4.42 estimates. Profit slips 3% to $2.54B and investment losses bite, though underwriting margins improved. (Bearish)
  • 10/3–10/9 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

PGR Bearish↻ Repost of @MarketRebels2026-10-15 01:49 HKTOriginal post ↗

Progressive $PGR plunges about 9% as EPS of $4.37 misses $4.42 estimates. Profit slips 3% to $2.54B and investment losses bite, though underwriting margins improved.

See original

Flo, we need to talk. Progressive $PGR plunges about 9% as EPS of $4.37 misses $4.42 estimates. Profit slips 3% to $2.54B and investment losses bite, though underwriting margins improved. Even Flo can’t bundle that into a beat. @petenajarian @jonnajarian price the risk because #ITSNOTANOPTION 📙 Virtual RebelCon Oct 20-21 $295 👉 https://marketrebellion.com/rebelcon-2026-virtual

Image 1 ↗

Reasoning: Fundamentals · Short term Specific

PGR Neutral2026-10-14 05:30 HKTOriginal post ↗

Tomorrow brings results from ASML $ASML, Bank of America $BAC, BlackRock $BLK, Morgan Stanley $MS, Progressive $PGR, State Street $STT, and Fastenal $FAST, all before the open.

See original

Tomorrow brings results from ASML $ASML, Bank of America $BAC, BlackRock $BLK, Morgan Stanley $MS, Progressive $PGR, State Street $STT, and Fastenal $FAST, all before the open.

Image 1 ↗

Reasoning: Not tagged by analyst

No-stance mentions (3)
PGR No stance↻ Repost of @MarketRebels2026-10-15 01:00 HKTOriginal post ↗

(Reposted by @petenajarian) Market Rebellion announces Rebel’s Edge starting now at 1pm lineup: #VIX $CRWV $STT $BAC $PGR with @petenajarian on Chargers 0-5, Northwestern #ITSNOTANOPTION.

See original

STARTS NOW! Rebel’s Edge 🏴‍☠️ 1pm Line up: #VIX $CRWV $STT $BAC $PGR 🏈 NAJARIAN SPORTS 🏴‍☠️ with @petenajarian Chargers 0-5, Northwestern #ITSNOTANOPTION 📙

Image 1 ↗

Reasoning: Not tagged by analyst

PGR No stance↻ Repost of @jonnajarian2026-10-14 23:14 HKTOriginal post ↗

(Reposted by @petenajarian) @jonnajarian promotes the 1pm lineup for Rebel’s Edge, covering #VIX $CRWV $STT $BAC $PGR, along with Najarian Sports with @petenajarian on the Chargers 0-5 and Northwestern.

See original

Rebel’s Edge 🏴‍☠️ 1pm Line up: #VIX $CRWV $STT $BAC $PGR 🏈 NAJARIAN SPORTS 🏴‍☠️ with @petenajarian Chargers 0-5, Northwestern #ITSNOTANOPTION 📙

Image 1 ↗

Reasoning: Not tagged by analyst

PGR No stance2026-10-13 16:48 HKTOriginal post ↗

Lots of financial stocks are reporting earnings this week, including $WFC $BAC $JPM $UNH $ASML $GS $TSM $AA $DPZ $JNJ and many others. No specific stock mentioned as a view.

See original

Lots of Financial Stocks reporting this earnings week: http://TradingTerminal.com/calendar via @MarketAtlas @BearBullTraders $WFC $BAC $JPM $UNH $ASML $GS $TSM $AA $DPZ $JNJ $C $IBKR $MS $SFNC $STT $TFC $HOMB $MRSH $CNS $FAST $FHN $CFG $SOTK $BNY $BSVN $PLD $NRDBY $WIT $USB $ERIC $AZZ $CMC $BLK $SCHW $MAN $ACI $FBK $EQBK $INDB $JBHT $MTB $PGR $TRV $WSE $WAFD $PNC $RF

Image 1 ↗

Reasoning: Not tagged by analyst

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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