Market Cap
$9.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Deutsche Bank | MAINTAIN | Buy | 58% |
| Sep 25, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 23, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Sep 18, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Aug 31, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Aug 12, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Aug 11, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 11, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 11, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Aug 11, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 16 | 2 | 0 | 0 | 93% | |
| Aug 1, 2026 | 10 | 16 | 2 | 0 | 0 | 93% | |
| Jul 1, 2026 | 10 | 15 | 2 | 0 | 0 | 93% | |
| Jun 1, 2026 | 10 | 15 | 2 | 0 | 0 | 93% | |
| May 1, 2026 | 10 | 15 | 2 | 0 | 0 | 93% | |
| Apr 1, 2026 | 9 | 15 | 2 | 0 | 0 | 92% | |
| Mar 1, 2026 | 9 | 15 | 2 | 0 | 0 | 92% | |
| Feb 1, 2026 | 9 | 15 | 2 | 0 | 0 | 92% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.49 | $-1.00–$-0.03 | 48.4% | -4.8% | 2↑ 6↓ | $0.3B | 12 |
| Next Q | $0.04 | $-0.55–$0.68 | 106.6% | -49.5% | 3↑ 5↓ | $0.3B | 12 |
| Current FY | $-2.69 | $-3.79–$-1.60 | 22.5% | -2.2% | 2↑ 6↓ | $1.0B | 12 |
| Next FY | $4.72 | $0.37–$7.83 | 275.2% | -6.3% | 3↑ 6↓ | $1.5B | 12 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.485 | — |
| 7d ago | $-0.479 | -0.006 |
| 30d ago | $-0.463 | -0.022 |
| 60d ago | $-0.307 | -0.178 |
| 90d ago | $-0.334 | -0.151 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 3,103,708 | $759.7M | 11.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,983,514 | $485.5M | 7.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,965,086 | $481.0M | 7.2% | — |
| Invesco Ltd. | 1,671,684 | $409.2M | 6.1% | — |
| FMR LLC | 1,539,163 | $376.7M | 5.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 967,172 | $236.8M | 3.5% | — |
| MORGAN STANLEY | 804,082 | $196.8M | 2.9% | ADD +68.7% |
| STATE STREET CORP | 785,661 | $192.3M | 2.9% | — |
| TWO SIGMA INVESTMENTS, LP | 669,478 | $163.9M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 476,701 | 804,082 | +68.7% | $196.8M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 1,145,306 | 653,920 | -42.9% | $160.1M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 20,758 | 556,088 | +2578.9% | $136.1M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | TRIM | 812,809 | 539,407 | -33.6% | $132.0M |
| NORGES BANK | NEW | — | 514,266 | — | $125.9M |
| Assenagon Asset Management S.A. | TRIM | 865,958 | 454,682 | -47.5% | $111.3M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 176,314 | 428,079 | +142.8% | $104.8M |
| Qube Research & Technologies Ltd | ADD | 335,334 | 426,336 | +27.1% | $104.4M |
| JANE STREET GROUP, LLC | DOUBLED | 4,078 | 403,995 | +9806.7% | $98.9M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | DOUBLED | 97,550 | 373,067 | +282.4% | $91.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | Jacobson Mark L. | Chief Operating Officer | EXERCISE | 10,000 | $12.95 | $129.5K |
| Sep 3, 2026 | Jacobson Mark L. | Chief Operating Officer | SELL | 10,000 | $208.65 | $2.1M |
| Aug 6, 2026 | TABUTEAU HERRIOT | Chief Executive Officer | SELL | 4,660 | $213.95 | $997.0K |
| Aug 6, 2026 | TABUTEAU HERRIOT | Chief Executive Officer | EXERCISE | 4,660 | $4.95 | $23.1K |
| Aug 5, 2026 | TABUTEAU HERRIOT | Chief Executive Officer | EXERCISE | 45,004 | $4.95 | $222.8K |
| Aug 5, 2026 | TABUTEAU HERRIOT | Chief Executive Officer | SELL | 45,004 | $212.01 | $9.5M |
| Jul 1, 2026 | TABUTEAU HERRIOT | Chief Executive Officer | EXERCISE | 49,666 | $4.95 | $245.8K |
| Jul 1, 2026 | TABUTEAU HERRIOT | Chief Executive Officer | SELL | 49,666 | $240.25 | $11.9M |
| Jun 11, 2026 | JEFFS ROGER | Director | SELL | 286 | $249.12 | $71.2K |
| Jun 10, 2026 | Coleman Mark | Director | SELL | 643 | $249.00 | $160.1K |