Market Cap
$24.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 8, 2026 | BMO Capital | DOWNGRADE | Market Perform | 53% |
| Aug 31, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Aug 5, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 8, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| May 27, 2026 | UBS | UPGRADE | Buy | 55% |
| May 22, 2026 | Bernstein | INITIATE | Market Perform | 51% |
| May 6, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| May 6, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Apr 27, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 15 | 6 | 0 | 0 | 78% | |
| Aug 1, 2026 | 6 | 16 | 6 | 0 | 0 | 79% | |
| Jul 1, 2026 | 6 | 16 | 6 | 0 | 0 | 79% | |
| Jun 1, 2026 | 6 | 15 | 5 | 0 | 0 | 81% | |
| May 1, 2026 | 6 | 15 | 5 | 0 | 0 | 81% | |
| Apr 1, 2026 | 6 | 15 | 6 | 0 | 0 | 78% | |
| Mar 1, 2026 | 7 | 16 | 5 | 0 | 0 | 82% | |
| Feb 1, 2026 | 7 | 17 | 4 | 0 | 0 | 86% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.76 | $0.39–$1.35 | 730.6% | +0.0% | 3↑ 0↓ | $1.1B | 5 |
| Next Q | $-0.75 | $-2.19–$0.11 | -128.4% | +5.0% | 2↑ 1↓ | $0.5B | 5 |
| Current FY | $-4.65 | $-6.61–$-3.30 | -869.7% | +6.3% | 1↑ 6↓ | $1.8B | 9 |
| Next FY | $-4.91 | $-6.70–$-3.07 | -5.5% | -1.1% | 2↑ 4↓ | $1.8B | 9 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.757 | — |
| 7d ago | $0.757 | — |
| 30d ago | $0.757 | — |
| 60d ago | $0.657 | +0.100 |
| 90d ago | $0.657 | +0.100 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 7,571,805 | $704.6M | 20.5% | ADD +32.6% |
| PRIMECAP MANAGEMENT CO/CA/ | 3,772,031 | $351.0M | 10.2% | — |
| DODGE & COX | 3,677,591 | $342.2M | 9.9% | — |
| FLOSSBACH VON STORCH SE | 2,226,138 | $207.1M | 6.0% | TRIM -39.5% |
| BlackRock, Inc. | 1,854,966 | $172.6M | 5.0% | ADD +43.8% |
| Temasek Holdings (Private) Ltd | 1,506,027 | $140.1M | 4.1% | — |
| BNP PARIBAS FINANCIAL MARKETS | 1,319,517 | $122.8M | 3.6% | — |
| FIRST TRUST ADVISORS LP | 791,469 | $73.6M | 2.1% | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 744,200 | $69.2M | 2.0% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 677,708 | $63.1M | 1.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 5,709,240 | 7,571,805 | +32.6% | $704.6M |
| FLOSSBACH VON STORCH SE | TRIM | 3,680,315 | 2,226,138 | -39.5% | $207.1M |
| BAILLIE GIFFORD & CO | TRIM | 882,572 | 592,380 | -32.9% | $55.1M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 96,829 | 589,903 | +509.2% | $54.9M |
| BANK OF AMERICA CORP /DE/ | TRIM | 903,029 | 486,205 | -46.2% | $45.2M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 93,455 | 463,163 | +395.6% | $43.1M |
| Assenagon Asset Management S.A. | NEW | — | 423,263 | — | $39.4M |
| D. E. Shaw & Co., Inc. | DOUBLED | 199,768 | 417,421 | +109.0% | $38.8M |
| MARSHALL WACE, LLP | ADD | 249,046 | 382,147 | +53.4% | $35.6M |
| CITADEL ADVISORS LLC | TRIM | 951,372 | 364,585 | -61.7% | $33.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Sahin Ugur | Chief Executive Officer | SELL | 32,000 | $98.12 | $3.1M |
| Sep 29, 2026 | Sahin Ugur | Chief Executive Officer | SELL | 34,000 | $98.26 | $3.3M |
| Sep 28, 2026 | Sahin Ugur | Chief Executive Officer | SELL | 34,000 | $98.47 | $3.3M |
| Sep 25, 2026 | Sahin Ugur | Chief Executive Officer | SELL | 27,000 | $98.69 | $2.7M |
| Sep 24, 2026 | Sahin Ugur | Chief Executive Officer | SELL | 39,000 | $98.99 | $3.9M |
| Sep 23, 2026 | Sahin Ugur | Chief Executive Officer | SELL | 30,000 | $99.40 | $3.0M |
| Sep 22, 2026 | Sahin Ugur | Chief Executive Officer | SELL | 46,000 | $100.72 | $4.6M |
| Sep 21, 2026 | Sahin Ugur | Chief Executive Officer | SELL | 33,000 | $97.81 | $3.2M |
| Sep 18, 2026 | Sahin Ugur | Chief Executive Officer | SELL | 30,000 | $96.22 | $2.9M |
| Sep 17, 2026 | Sahin Ugur | Chief Executive Officer | SELL | 34,000 | $98.60 | $3.4M |