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TMSTeamshares Inc.Sell5.0·$7.65-0.91%
SellModerate Confidence
Investment thesis

Teamshares screens as attractively valued with modest revenue growth, but weak business quality and a failed momentum gate signal a deteriorating technical picture that argues against adding to the position.

Thesis pillars

  • Attractive Relative ValuationStable
  • Quality Below Engine FloorStable
  • Failed Momentum GateStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Teamshares Inc. (TMS) Stock Analysis

Falling Knife setup · Inst Constrain edge

SellGrowthModerate Confidence

Financial Services · Financial Conglomerates

Sell if holding. Engine safety override at $7.65: Quality below floor (2.6 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.0/10 and A.R:R 3.3:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality; Negative price momentum; Below long-term trend.

Teamshares Inc. (formerly Live Oak Acquisition Corp. V, a blank check company) completed its business combination with Teamshares on June 18, 2026. Teamshares is a tech-enabled acquiror that programmatically buys businesses generating $0.5 million to $5 million of EBITDA from... Read more

$7.65+49.9% A.UpsideScore 5.0/10#5 of 6 Financial Conglomerates
QualityF-score4 / 9FCF yield
Stop $7.11Target $11.47(analyst − 15%)A.R:R 3.3:1
Analyst target$13.50+76.5%1 analysts
Range unavailable (1 analysts)

Sell if holding. Engine safety override at $7.65: Quality below floor (2.6 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.0/10 and A.R:R 3.3:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality; Negative price momentum; Below long-term trend. Chart setup: Death cross, below all MAs, RSI 40, MACD bearish. Score 5.0/10, moderate confidence.

Passes 6/9 gates (favorable risk/reward ratio, clean insider activity, news events none recent, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: speculative.

10-K grounded · weekly refresh

About Teamshares Inc.

About Teamshares Inc.

Teamshares' subsidiaries generated consolidated revenue exceeding $400 million across more than 40 industries and 30 states, before Live Oak Acquisition Corp. V completed its business combination with the company on June 18, 2026 to create the publicly traded Teamshares Inc. (Nasdaq: TMS). Founded in 2019, Teamshares operates as a holding company and financial-technology platform that programmatically acquires profitable small businesses from retiring owners.

Teamshares earns revenue through subsidiaries it acquires from retiring owners of businesses with $0.5 million to $5 million of EBITDA, then integrates each onto a shared operating platform while granting employees an ownership stake in company stock, a financial-technology overlay on what is otherwise a diversified operating-company holding structure. The business combination valued Teamshares at $525 million in newly issued common stock at $10.00 per share, funded in part by the $231,150,000 held in Live Oak's IPO trust account plus additional PIPE and Interim Period Financing negotiated under the merger agreement. Sellers, led by Chief Financial Officer Brian Gaebe as Seller Representative, also stand to receive up to 6,000,000 earnout shares contingent on the stock closing above $12.00, $15.00, and $20.00 price targets over a five-year earnout period.

Show full overview

Prior to Closing, the SPAC's own 10-K flagged that it 'may only be able to complete one Business Combination with the proceeds of the Initial Public Offering and the Private Placement,' making the post-combination entity solely dependent on Teamshares as its single business rather than a diversified portfolio of targets. That structural dependency became binding once the merger closed on June 18, 2026: Teamshares Inc.'s public float, board composition, and Nasdaq listing all now rest on the operating performance of the roll-up business itself rather than a broader combination search, with no alternate target evaluated once the Teamshares Merger Agreement was signed on November 14, 2025.

See also: Financial Services · Financial Conglomerates

From Teamshares Inc.'s most recent 10-K filing, extracted July 6, 2026.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-08

Recent Developments — Teamshares Inc.

Material events (past 30 days)

  • 8K Jun 25, 2026 HIGH Item 5.01: Live Oak Acquisition Corp. V completed its previously announced business combination with Teamshares, effective June 18, 2026, becoming Teamshares Inc., trading on Nasdaq under symbols TMS and TMSWW.

Generated 2026-07-08T22:14:18Z.

Thesis

Rewards
No bull case signals
Risks
Quality below floor (2.6 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)
Mkt Cap$534M
EV/EBITDA-46.7
Profit Mgn-13.8%
ROE
Rev Growth18.0%
Beta
DividendNone
Rating analysts1

Quality Signals

Piotroski F4/9MoatNarrow

Material Events(8-K, last 90d)

  • 2026-06-25Item 5.01HIGH
    Live Oak Acquisition Corp. V completed its previously announced business combination with Teamshares, effective June 18, 2026, becoming Teamshares Inc., trading on Nasdaq under symbols TMS and TMSWW.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

Show full disclosure ▾

About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

4 floor-breakers·1 ceiling hit

Volatile — 20.6% daily ATR makes tight stops impractical. Position-size conservatively.static

Volatility
0.0
Debt Equity
0.0
Low model confidence on this dimension (40%).

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Volume
0.0
Obv
1.0
Ma Position
1.5
Rsi
3.5
Volume distribution (falling OBV)Below 200-MA, MA slope flat

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
0.0
Value Rank
3.3
Growth Rank
3.3

Unprofitable operations — net margin -13.8%. Quality floor flags this regardless of sector context.static

Operating Margin
0.0
Net Margin
0.0
Current Ratio
1.7
Gross Margin
3.8
Piotroski F
4.4
Moat
5.8
Quality concerns
GatesMomentum 1.2<4.5Death cross (50MA < 200MA)8K FLAG 5.01A.R:R 3.3 ≥ 1.5Insider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARFalling KnifeSuitability: Speculative
RSI
40 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $6.95Resistance $13.20

Price Targets

$7
$11
A.Upside+49.9%
A.R:R3.3:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (2.6 < 4.0)
! momentum at 1.2 (below the engine's 4.5 threshold)
! Death cross — 50-day MA below 200-day MA

Earnings

We could not retrieve earnings history for TMS.
The company may be recently listed, pre-revenue, or its beat/miss record wasn't available from our source this run. Earnings signals feed the Growth and Catalyst score dimensions — absence here doesn't affect other dimensions.

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is TMS stock a buy right now?

Sell if holding. Engine safety override at $7.65: Quality below floor (2.6 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.0/10 and A.R:R 3.3:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality; Negative price momentum; Below long-term trend. Chart setup: Death cross, below all MAs, RSI 40, MACD bearish. Prior stop was $7.11. Score 5.0/10, moderate confidence.

What is the TMS stock price target?

Take-profit target: $11.47 (+49.9% upside). Prior stop was $7.11. Stop-loss: $7.11.

What are the risks of investing in TMS?

Quality below floor (2.6 < 4.0).

Is TMS overvalued or undervalued?

Teamshares Inc. trades at a P/E of N/A (forward N/A). TrendMatrix value score: 9.6/10. Verdict: Sell.

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What does Teamshares Inc. do?Teamshares Inc. (formerly Live Oak Acquisition Corp. V, a blank check company) completed its business combination with...

Teamshares Inc. (formerly Live Oak Acquisition Corp. V, a blank check company) completed its business combination with Teamshares on June 18, 2026. Teamshares is a tech-enabled acquiror that programmatically buys businesses generating $0.5 million to $5 million of EBITDA from retiring owners, integrating them onto its platform and helping employees earn company stock. Founded in 2019, Teamshares' subsidiaries generated consolidated revenue exceeding $400 million across more than 40 industries and 30 states.

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