Market Cap
$47.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Oct 1, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Sep 30, 2026 | William Blair | INITIATE | Outperform | 51% |
| Sep 30, 2026 | Freedom Capital Markets | MAINTAIN | Buy | 46% |
| Sep 24, 2026 | JP Morgan | UPGRADE | Overweight | 55% |
| Sep 23, 2026 | UBS | INITIATE | Buy | 55% |
| Sep 21, 2026 | Rothschild & Co | INITIATE | Sell | 58% |
| Sep 18, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Aug 24, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 21, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 22 | 12 | 1 | 1 | 70% | |
| Aug 1, 2026 | 10 | 21 | 12 | 1 | 1 | 69% | |
| Jul 1, 2026 | 10 | 19 | 13 | 1 | 1 | 66% | |
| Jun 1, 2026 | 10 | 17 | 13 | 1 | 1 | 64% | |
| May 1, 2026 | 10 | 18 | 12 | 1 | 1 | 67% | |
| Apr 1, 2026 | 9 | 17 | 13 | 1 | 1 | 63% | |
| Mar 1, 2026 | 7 | 17 | 14 | 1 | 0 | 62% | |
| Feb 1, 2026 | 7 | 17 | 14 | 1 | 0 | 62% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-1.53 | $-1.78–$-0.88 | -594.1% | +2.0% | 4↑ 11↓ | $3.5B | 18 |
| Next Q | $-1.05 | $-1.70–$-0.45 | -17.8% | -1.0% | 5↑ 9↓ | $4.7B | 18 |
| Current FY | $-5.11 | $-5.89–$-3.83 | -85.9% | +1.2% | 9↑ 8↓ | $12.9B | 22 |
| Next FY | $-4.33 | $-8.53–$-1.12 | 15.4% | -2.1% | 7↑ 9↓ | $26.3B | 22 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-1.527 | — |
| 7d ago | $-1.517 | -0.010 |
| 30d ago | $-1.559 | +0.032 |
| 60d ago | $-1.365 | -0.162 |
| 90d ago | $-1.122 | -0.405 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Magnetar Financial LLC | 52,062,927 | $5.2B | 12.2% | — |
| NVIDIA CORP | 47,213,353 | $4.7B | 11.1% | — |
| BlackRock, Inc. | 24,105,966 | $2.4B | 5.7% | DOUBLED +157.0% |
| JANE STREET GROUP, LLC | 21,991,800 | $2.2B | 5.2% | ADD +56.8% |
| GOLDMAN SACHS GROUP INC | 18,103,949 | $1.8B | 4.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 17,063,815 | $1.7B | 4.0% | ADD +34.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 15,789,271 | $1.6B | 3.7% | ADD +26.9% |
| JANE STREET GROUP, LLC | 15,601,500 | $1.6B | 3.7% | ADD +56.8% |
| JANE STREET GROUP, LLC | 13,885,024 | $1.4B | 3.3% | ADD +56.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,389,400 | $1.3B | 3.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | DOUBLED | 9,378,232 | 24,105,966 | +157.0% | $2.4B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 12,710,358 | 17,063,815 | +34.3% | $1.7B |
| VANGUARD CAPITAL MANAGEMENT LLC | ADD | 12,437,395 | 15,789,271 | +26.9% | $1.6B |
| JANE STREET GROUP, LLC | ADD | 8,856,691 | 13,885,024 | +56.8% | $1.4B |
| Alyeska Investment Group, L.P. | ADD | 6,993,526 | 10,891,267 | +55.7% | $1.1B |
| Value Aligned Research Advisors, LLC | ADD | 8,280,763 | 10,886,110 | +31.5% | $1.1B |
| BANK OF AMERICA CORP /DE/ | ADD | 5,652,129 | 8,272,471 | +46.4% | $823.4M |
| STATE STREET CORP | DOUBLED | 2,944,973 | 7,058,846 | +139.7% | $702.6M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 3,077,907 | 5,904,372 | +91.8% | $586.3M |
| BARCLAYS PLC | DOUBLED | 1,055,212 | 4,466,809 | +323.3% | $444.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | Intrator Michael N | CEO and President | SELL | 595 | $90.26 | $53.7K |
| Sep 29, 2026 | Intrator Michael N | CEO and President | SELL | 6,491 | $89.81 | $583.0K |
| Sep 29, 2026 | Intrator Michael N | CEO and President | SELL | 5,773 | $88.72 | $512.2K |
| Sep 29, 2026 | Intrator Michael N | CEO and President | SELL | 6,847 | $87.65 | $600.1K |
| Sep 29, 2026 | Intrator Michael N | CEO and President | SELL | 39,883 | $86.57 | $3.5M |
| Sep 29, 2026 | Intrator Michael N | CEO and President | SELL | 48,103 | $85.86 | $4.1M |
| Sep 29, 2026 | Intrator Michael N | CEO and President | CONVERT | 107,692 | — | — |
| Sep 29, 2026 | Intrator Michael N | CEO and President | CONVERT | 107,692 | — | — |
| Sep 29, 2026 | Intrator Michael N | CEO and President | SELL | 1,105 | $90.26 | $99.7K |
| Sep 29, 2026 | Intrator Michael N | CEO and President | SELL | 12,054 | $89.81 | $1.1M |