Market Cap
$10.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 15, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Sep 14, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Sep 14, 2026 | Rothschild & Co | UPGRADE | Buy | 58% |
| Sep 9, 2026 | Loop Capital | INITIATE | Buy | 54% |
| Sep 9, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Sep 9, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Sep 9, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Sep 9, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Sep 9, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 9, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 19 | 4 | 0 | 0 | 86% | |
| Aug 1, 2026 | 5 | 19 | 4 | 0 | 0 | 86% | |
| Jul 1, 2026 | 5 | 17 | 4 | 0 | 0 | 85% | |
| Jun 1, 2026 | 5 | 17 | 4 | 0 | 0 | 85% | |
| May 1, 2026 | 5 | 17 | 4 | 0 | 0 | 85% | |
| Apr 1, 2026 | 4 | 14 | 4 | 0 | 0 | 82% | |
| Mar 1, 2026 | 4 | 13 | 5 | 0 | 0 | 77% | |
| Feb 1, 2026 | 4 | 13 | 5 | 0 | 0 | 77% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.09 | $0.04–$0.16 | 163.2% | +20.1% | 8↑ 2↓ | $0.7B | 16 |
| Next Q | $0.16 | $0.11–$0.19 | 232.6% | +4.0% | 8↑ 0↓ | $0.7B | 16 |
| Current FY | $0.46 | $0.35–$0.54 | 110.9% | +6.2% | 15↑ 0↓ | $2.8B | 18 |
| Next FY | $0.92 | $0.66–$1.10 | 97.2% | +3.6% | 12↑ 2↓ | $3.3B | 16 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.095 | — |
| 7d ago | $0.094 | +0.001 |
| 30d ago | $0.079 | +0.016 |
| 60d ago | $0.059 | +0.036 |
| 90d ago | $0.059 | +0.036 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 11,244,380 | $230.3M | 10.6% | DOUBLED +688.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10,198,789 | $208.9M | 9.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,215,115 | $188.7M | 8.7% | — |
| Capital Research Global Investors | 5,657,874 | $115.9M | 5.3% | — |
| TIGER GLOBAL MANAGEMENT LLC | 5,284,045 | $108.2M | 5.0% | TRIM -52.3% |
| SOFTBANK GROUP CORP. | 5,067,336 | $103.8M | 4.8% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4,973,193 | $101.9M | 4.7% | ADD +80.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,292,050 | $65.9M | 3.0% | DOUBLED +174.2% |
| NORGES BANK | 3,087,275 | $63.2M | 2.9% | NEW |
| MARSHALL WACE, LLP | 2,687,572 | $55.0M | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | DOUBLED | 1,425,320 | 11,244,380 | +688.9% | $230.3M |
| TIGER GLOBAL MANAGEMENT LLC | TRIM | 11,081,780 | 5,284,045 | -52.3% | $108.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 2,756,555 | 4,973,193 | +80.4% | $101.9M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | 835,831 | 2,292,050 | +174.2% | $65.9M |
| NORGES BANK | NEW | — | 3,087,275 | — | $63.2M |
| STATE STREET CORP | DOUBLED | 226,193 | 2,519,494 | +1013.9% | $51.6M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 3,583,761 | 2,441,656 | -31.9% | $50.0M |
| ALLIANCEBERNSTEIN L.P. | ADD | 1,556,434 | 2,379,588 | +52.9% | $44.6M |
| UBS Group AG | TRIM | 3,472,089 | 1,957,530 | -43.6% | $40.1M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 319,579 | 1,863,749 | +483.2% | $38.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | Feuille James | Director | SELL | 33,182 | $32.19 | $1.1M |
| Sep 16, 2026 | Feuille James | Director | SELL | 62,218 | $31.46 | $2.0M |
| Sep 16, 2026 | Feuille James | Director | SELL | 161,437 | $32.70 | $5.3M |
| Sep 15, 2026 | Feuille James | Director | SELL | 94,446 | $33.20 | $3.1M |
| Sep 15, 2026 | Feuille James | Director | SELL | 954 | $33.95 | $32.4K |
| Sep 15, 2026 | FRANKEL ADAM B | General Counsel | EXERCISE | 60,000 | $16.56 | $993.6K |
| Sep 15, 2026 | FRANKEL ADAM B | General Counsel | SELL | 86,948 | $33.23 | $2.9M |
| Sep 15, 2026 | FRANKEL ADAM B | General Counsel | SELL | 15,054 | $33.78 | $508.6K |
| Sep 14, 2026 | Feuille James | Director | SELL | 93,428 | $34.08 | $3.2M |
| Sep 14, 2026 | Feuille James | Director | SELL | 1,972 | $34.41 | $67.9K |