Market Cap
$11.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 10, 2026 | HC Wainwright & Co. | REITERATE | Neutral | 43% |
| Sep 1, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Aug 31, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Aug 31, 2026 | HC Wainwright & Co. | MAINTAIN | Neutral | 43% |
| Aug 19, 2026 | BMO Capital | INITIATE | Outperform | 53% |
| Aug 18, 2026 | HC Wainwright & Co. | MAINTAIN | Neutral | 43% |
| Aug 17, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Aug 17, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 10, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Aug 7, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 17 | 8 | 0 | 0 | 77% | |
| Aug 1, 2026 | 10 | 16 | 7 | 0 | 0 | 79% | |
| Jul 1, 2026 | 11 | 16 | 7 | 0 | 0 | 79% | |
| Jun 1, 2026 | 11 | 16 | 7 | 0 | 0 | 79% | |
| May 1, 2026 | 10 | 16 | 6 | 0 | 0 | 81% | |
| Apr 1, 2026 | 10 | 15 | 6 | 0 | 0 | 81% | |
| Mar 1, 2026 | 9 | 16 | 7 | 0 | 0 | 78% | |
| Feb 1, 2026 | 9 | 16 | 7 | 0 | 0 | 78% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.25 | $0.17–$1.48 | 937.9% | -9.6% | 0↑ 12↓ | $1.0B | 14 |
| Next Q | $1.75 | $1.63–$1.93 | 280.9% | +0.9% | 7↑ 5↓ | $1.1B | 15 |
| Current FY | $4.94 | $3.79–$5.07 | 56.9% | -1.7% | 13↑ 1↓ | $3.9B | 18 |
| Next FY | $6.62 | $5.64–$7.66 | 34.0% | +1.4% | 9↑ 4↓ | $4.5B | 18 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.246 | — |
| 7d ago | $1.339 | -0.093 |
| 30d ago | $1.378 | -0.132 |
| 60d ago | $1.490 | -0.245 |
| 90d ago | $1.488 | -0.243 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 20,445,212 | $1.2B | 13.7% | — |
| DODGE & COX | 14,844,930 | $849.4M | 10.0% | — |
| PRIMECAP MANAGEMENT CO/CA/ | 14,190,183 | $812.0M | 9.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 8,743,633 | $500.3M | 5.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,648,678 | $494.9M | 5.8% | — |
| NORGES BANK | 8,207,954 | $469.7M | 5.5% | NEW |
| STATE STREET CORP | 7,800,959 | $446.4M | 5.2% | — |
| VIKING GLOBAL INVESTORS LP | 7,616,563 | $435.8M | 5.1% | — |
| AQR CAPITAL MANAGEMENT LLC | 5,699,541 | $322.5M | 3.8% | — |
| FMR LLC | 4,822,893 | $276.0M | 3.2% | ADD +35.2% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 8,207,954 | — | $469.7M |
| FMR LLC | ADD | 3,567,031 | 4,822,893 | +35.2% | $276.0M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 3,010,308 | 2,071,816 | -31.2% | $118.5M |
| Swedbank AB | ADD | 792,187 | 1,314,787 | +66.0% | $75.2M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | ADD | 945,603 | 1,236,446 | +30.8% | $70.7M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 379,596 | 1,201,977 | +216.6% | $68.8M |
| CITADEL ADVISORS LLC | NEAR_EXIT | 4,512,634 | 1,122,408 | -75.1% | $64.2M |
| MACKENZIE FINANCIAL CORP | DOUBLED | 441,444 | 931,864 | +111.1% | $53.3M |
| Russell Investments Group, Ltd. | ADD | 606,224 | 783,148 | +29.2% | $44.8M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | ADD | 407,379 | 696,784 | +71.0% | $39.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Friberg Gregory R | EVP, Chief R&D Officer | TAX W/H | 4,086 | $60.00 | $245.2K |
| Sep 10, 2026 | Plenge Robert M | Director | AWARD | 6,140 | — | — |
| Sep 2, 2026 | Davis George Eric | EVP, Chief Legal Officer | SELL | 17,557 | $66.28 | $1.2M |
| Jun 2, 2026 | Ho Maykin | Director | AWARD | 7,490 | — | — |
| Jun 2, 2026 | ANDERSON ELIZABETH M | Director | AWARD | 7,490 | — | — |
| Jun 2, 2026 | CLARK IAN T | Director | AWARD | 7,490 | — | — |
| Jun 2, 2026 | Bodem Barbara W. | Director | AWARD | 7,490 | — | — |
| Jun 2, 2026 | Dere Willard H | Director | AWARD | 7,490 | — | — |
| Jun 2, 2026 | HOMBACH ROBERT J. | Director | AWARD | 7,490 | — | — |
| Jun 2, 2026 | Enyedy Mark J | Director | AWARD | 7,490 | — | — |