AI Disruption Echoes: Social media buzz highlights Chegg's dramatic fall as artificial intelligence tools like ChatGPT supplanted paid homework assistance, slashing subscriptions and driving the stock from over $100 to under $1. Users frequently cite this as a stark cautionary tale for tech firms vulnerable to rapid AI shifts. The narrative underscores persistent revenue woes amid ongoing disruption.
CEO Insider Buy: Recent chatter intensified around Chegg's CEO purchasing 100,000 shares at $0.56, sparking speculation on potential turnaround efforts. Discussions also note the company's repurchase of convertible notes due 2026, viewed by some as bolstering the balance sheet. Yet, skepticism lingers given the stock's battered valuation.
Pivot Hopes: Conversations touch on possible pivots, such as leveraging student data for AI training, though most remain dubious about recovery prospects. Comparisons to other AI-impacted peers like Duolingo amplify the bearish undertone. Overall, the discourse blends faint optimism with deep-seated concerns.
Note: This discussion summary was generated from an AI condensation of post data.
Chegg Insider Trading Activity
Chegg insiders have traded $CHGG stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CHGG stock by insiders over the last 6 months:
- DANIEL ROSENSWEIG (PRESIDENT, CEO, EXEC CHAIRMAN) purchased 100,000 shares for an estimated $56,360
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Chegg Revenue
Chegg had revenues of $72.7M in Q4 2025. This is a decrease of -49.36% from the same period in the prior year.
You can track CHGG financials on Quiver Quantitative's CHGG stock page.
Chegg Hedge Fund Activity
We have seen 37 institutional investors add shares of Chegg stock to their portfolio, and 106 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY removed 2,166,255 shares (-90.4%) from their portfolio in Q4 2025, for an estimated $2,014,617
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 1,159,727 shares (-29.6%) from their portfolio in Q4 2025, for an estimated $1,078,546
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC added 907,080 shares (+23.0%) to their portfolio in Q4 2025, for an estimated $843,584
- SEGALL BRYANT & HAMILL, LLC removed 613,701 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $926,688
- JPMORGAN CHASE & CO removed 602,399 shares (-84.6%) from their portfolio in Q4 2025, for an estimated $560,231
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 562,929 shares (-75.0%) from their portfolio in Q4 2025, for an estimated $523,523
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 474,915 shares (-44.1%) from their portfolio in Q4 2025, for an estimated $441,670
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
