Market Cap
$11.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 5, 2026 | Seaport Global | UPGRADE | Buy | 51% |
| Aug 4, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Aug 4, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 4, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 4, 2026 | Needham | REITERATE | Buy | 50% |
| Jul 22, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 22, 2026 | Morgan Stanley | INITIATE | Overweight | 55% |
| Jul 1, 2026 | Wells Fargo | UPGRADE | Overweight | 54% |
| Jun 30, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jun 29, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 11 | 3 | 0 | 0 | 85% | |
| Aug 1, 2026 | 6 | 10 | 4 | 0 | 0 | 80% | |
| Jul 1, 2026 | 6 | 8 | 5 | 0 | 0 | 74% | |
| Jun 1, 2026 | 7 | 7 | 4 | 0 | 0 | 78% | |
| May 1, 2026 | 7 | 7 | 4 | 0 | 0 | 78% | |
| Apr 1, 2026 | 7 | 7 | 4 | 0 | 0 | 78% | |
| Mar 1, 2026 | 7 | 7 | 4 | 0 | 0 | 78% | |
| Feb 1, 2026 | 7 | 8 | 4 | 0 | 0 | 79% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.04 | $3.00–$3.15 | 74.4% | +24.4% | 11↑ 0↓ | $0.6B | 12 |
| Next Q | $3.40 | $3.31–$3.56 | 75.1% | +26.4% | 11↑ 0↓ | $0.7B | 12 |
| Current FY | $11.24 | $11.08–$11.42 | 75.4% | +19.4% | 11↑ 0↓ | $2.4B | 12 |
| Next FY | $15.34 | $14.03–$17.50 | 36.4% | +1.0% | 11↑ 0↓ | $3.0B | 12 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.035 | — |
| 7d ago | $3.035 | — |
| 30d ago | $2.440 | +0.596 |
| 60d ago | $2.416 | +0.619 |
| 90d ago | $2.417 | +0.618 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,626,399 | $1.7B | 15.4% | TRIM -28.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,143,658 | $799.3M | 7.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,714,026 | $639.1M | 5.7% | — |
| AMERIPRISE FINANCIAL INC | 1,559,661 | $581.4M | 5.2% | — |
| FMR LLC | 1,416,875 | $528.3M | 4.7% | — |
| STATE STREET CORP | 1,272,597 | $474.4M | 4.2% | — |
| Invesco Ltd. | 1,188,258 | $443.1M | 4.0% | — |
| BANK OF AMERICA CORP /DE/ | 1,025,403 | $382.3M | 3.4% | — |
| EARNEST PARTNERS LLC | 954,262 | $355.8M | 3.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 938,239 | $351.0M | 3.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | TRIM | 6,470,740 | 4,626,399 | -28.5% | $1.7B |
| JANE STREET GROUP, LLC | DOUBLED | 114,423 | 815,680 | +612.9% | $304.1M |
| D. E. Shaw & Co., Inc. | DOUBLED | 1,600 | 585,573 | +36498.3% | $218.3M |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 387,476 | 509,090 | +31.4% | $189.8M |
| NORGES BANK | NEW | — | 486,582 | — | $181.4M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | ADD | 227,890 | 445,629 | +95.5% | $166.2M |
| Neuberger Berman Group LLC | TRIM | 583,343 | 414,656 | -28.9% | $154.6M |
| CITADEL ADVISORS LLC | NEW | — | 387,850 | — | $144.6M |
| MILLENNIUM MANAGEMENT LLC | ADD | 303,180 | 381,740 | +25.9% | $142.3M |
| NORTHERN TRUST CORP | TRIM | 480,894 | 344,997 | -28.3% | $128.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | DelSanto Anne | Director | SELL | 265 | $288.14 | $76.4K |
| Sep 8, 2026 | Vonne Elizabeth Karpinski | EVP, General Counsel | SELL | 632 | $288.14 | $182.1K |
| Aug 27, 2026 | Vonne Elizabeth Karpinski | EVP, General Counsel | SELL | 907 | $290.05 | $263.1K |
| Aug 18, 2026 | Vonne Elizabeth Karpinski | EVP, General Counsel | SELL | 908 | $332.68 | $302.1K |
| Aug 18, 2026 | Acebedo Eduardo Bernal | EVP and COO | EXERCISE | 6,042 | $85.97 | $519.4K |
| Aug 18, 2026 | Acebedo Eduardo Bernal | EVP and COO | SELL | 406 | $309.73 | $125.8K |
| Aug 18, 2026 | Acebedo Eduardo Bernal | EVP and COO | SELL | 568 | $310.75 | $176.5K |
| Aug 18, 2026 | Acebedo Eduardo Bernal | EVP and COO | SELL | 2,951 | $311.80 | $920.1K |
| Aug 18, 2026 | Acebedo Eduardo Bernal | EVP and COO | SELL | 3,998 | $312.65 | $1.2M |
| Aug 18, 2026 | Acebedo Eduardo Bernal | EVP and COO | SELL | 5,062 | $313.82 | $1.6M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 27, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Advanced Energy Industries Inc | Apr 8, 2026(13d) |
| Mar 3, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Advanced Energy Industries Inc | Apr 8, 2026(37d) |
| Jan 20, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Advanced Energy Industries Inc | Feb 16, 2026(28d) |