Market Cap
$5.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | UBS | INITIATE | Buy | 55% |
| Sep 21, 2026 | Rothschild & Co | INITIATE | Neutral | 58% |
| Sep 17, 2026 | Wells Fargo | INITIATE | Overweight | 54% |
| Aug 3, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Jul 30, 2026 | Keefe, Bruyette & Woods | UPGRADE | Outperform | 58% |
| Jul 29, 2026 | Macquarie | MAINTAIN | Outperform | 55% |
| Jul 29, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 29, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Jul 28, 2026 | Needham | REITERATE | Buy | 50% |
| Jul 28, 2026 | BTIG | REITERATE | Buy | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 16 | 3 | 0 | 0 | 88% | |
| Aug 1, 2026 | 7 | 16 | 3 | 0 | 0 | 88% | |
| Jul 1, 2026 | 7 | 14 | 5 | 0 | 0 | 81% | |
| Jun 1, 2026 | 7 | 13 | 4 | 0 | 0 | 83% | |
| May 1, 2026 | 7 | 15 | 3 | 0 | 0 | 88% | |
| Apr 1, 2026 | 7 | 14 | 4 | 0 | 0 | 84% | |
| Mar 1, 2026 | 7 | 14 | 4 | 0 | 0 | 84% | |
| Feb 1, 2026 | 7 | 14 | 4 | 0 | 0 | 84% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.00 | $-0.05–$0.06 | 97.9% | +89.7% | — | $0.2B | 4 |
| Next Q | $-0.03 | $-0.09–$0.00 | 84.3% | +47.4% | — | $0.2B | 4 |
| Current FY | $-3.79 | $-4.66–$-3.09 | -521.6% | +2.1% | — | $0.7B | 3 |
| Next FY | $0.16 | $0.05–$0.26 | 104.3% | +16.3% | — | $1.1B | 4 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.004 | — |
| 7d ago | $-0.040 | +0.036 |
| 30d ago | $-0.040 | +0.036 |
| 60d ago | $-0.030 | +0.026 |
| 90d ago | $-0.055 | +0.051 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 28,122,262 | $719.6M | 8.9% | — |
| Situational Awareness LP | 26,008,473 | $665.6M | 8.2% | — |
| Jericho Capital Asset Management L.P. | 22,882,942 | $585.6M | 7.2% | ADD +95.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 18,661,783 | $477.6M | 5.9% | — |
| UBS Group AG | 15,889,496 | $406.6M | 5.0% | TRIM -37.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 13,797,507 | $353.1M | 4.4% | — |
| JANE STREET GROUP, LLC | 13,651,100 | $349.3M | 4.3% | DOUBLED +10464.6% |
| JANE STREET GROUP, LLC | 13,070,800 | $334.5M | 4.1% | DOUBLED +10464.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,673,300 | $273.1M | 3.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Jericho Capital Asset Management L.P. | ADD | 11,723,450 | 22,882,942 | +95.2% | $585.6M |
| UBS Group AG | TRIM | 25,533,940 | 15,889,496 | -37.8% | $406.6M |
| JANE STREET GROUP, LLC | DOUBLED | 61,233 | 6,468,992 | +10464.6% | $165.5M |
| MORGAN STANLEY | ADD | 3,472,006 | 6,338,943 | +82.6% | $162.2M |
| CITADEL ADVISORS LLC | TRIM | 6,134,355 | 4,041,333 | -34.1% | $103.4M |
| AMERICAN CENTURY COMPANIES INC | ADD | 2,501,760 | 4,038,573 | +61.4% | $103.3M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 1,198,112 | 3,508,207 | +192.8% | $89.8M |
| D. E. Shaw & Co., Inc. | DOUBLED | 61,333 | 3,345,544 | +5354.7% | $85.6M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 2,132,263 | 3,319,363 | +55.7% | $84.9M |
| ALLIANCEBERNSTEIN L.P. | DOUBLED | 309,305 | 5,621,856 | +1717.6% | $84.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | DUCHENE TODD M | See remarks | SELL | 10,000 | $16.76 | $167.6K |
| Sep 21, 2026 | DUCHENE TODD M | See remarks | SELL | 10,000 | $18.37 | $183.7K |
| Sep 15, 2026 | Weiss Eric Stanton | Director | BUY | 6,000 | $16.33 | $98.0K |
| Sep 14, 2026 | DUCHENE TODD M | See remarks | SELL | 10,000 | $17.14 | $171.4K |
| Sep 9, 2026 | DUCHENE TODD M | See remarks | GIFT | 95,000 | — | — |
| Sep 8, 2026 | DUCHENE TODD M | See remarks | SELL | 10,000 | $18.67 | $186.7K |
| Aug 31, 2026 | DUCHENE TODD M | See remarks | SELL | 10,000 | $16.23 | $162.3K |
| Aug 24, 2026 | DUCHENE TODD M | See remarks | SELL | 10,000 | $17.45 | $174.5K |
| Aug 20, 2026 | CRAIN ELIZABETH | Director | BUY | 6,000 | $18.33 | $110.0K |
| Aug 18, 2026 | Weiss Eric Stanton | Director | BUY | 7,000 | $19.19 | $134.4K |