Market Cap
$9.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 31, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Aug 13, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 13, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 10, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 7, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 7, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Aug 7, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 7, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jun 29, 2026 | UBS | UPGRADE | Buy | 55% |
| Jun 24, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 19 | 3 | 0 | 0 | 89% | |
| Aug 1, 2026 | 6 | 19 | 3 | 0 | 0 | 89% | |
| Jul 1, 2026 | 6 | 19 | 3 | 0 | 0 | 89% | |
| Jun 1, 2026 | 6 | 18 | 4 | 0 | 0 | 86% | |
| May 1, 2026 | 5 | 18 | 4 | 0 | 0 | 85% | |
| Apr 1, 2026 | 5 | 17 | 4 | 0 | 0 | 85% | |
| Mar 1, 2026 | 5 | 17 | 4 | 0 | 0 | 85% | |
| Feb 1, 2026 | 5 | 17 | 4 | 0 | 0 | 85% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-1.43 | $-1.65–$-1.10 | 7.2% | +0.8% | 11↑ 3↓ | $0.0B | 16 |
| Next Q | $-1.41 | $-1.76–$-1.02 | 6.2% | -0.1% | 11↑ 3↓ | $0.1B | 16 |
| Current FY | $-5.94 | $-6.38–$-4.75 | 9.1% | +0.1% | 14↑ 1↓ | $0.1B | 16 |
| Next FY | $-4.45 | $-5.90–$-3.14 | 25.1% | -0.3% | 10↑ 3↓ | $0.4B | 16 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-1.431 | — |
| 7d ago | $-1.431 | — |
| 30d ago | $-1.443 | +0.012 |
| 60d ago | $-1.547 | +0.117 |
| 90d ago | $-1.589 | +0.159 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 20,094,362 | $1.7B | 18.3% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 6,931,770 | $590.5M | 6.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,711,799 | $571.8M | 6.1% | — |
| STATE STREET CORP | 6,494,233 | $553.2M | 5.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,117,515 | $521.2M | 5.6% | — |
| FMR LLC | 5,031,782 | $428.7M | 4.6% | TRIM -53.1% |
| Avoro Capital Advisors LLC | 4,999,999 | $425.9M | 4.5% | ADD +50.0% |
| BANK OF AMERICA CORP /DE/ | 4,635,709 | $394.9M | 4.2% | ADD +48.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,712,501 | $316.3M | 3.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | TRIM | 10,723,140 | 5,031,782 | -53.1% | $428.7M |
| Avoro Capital Advisors LLC | ADD | 3,333,333 | 4,999,999 | +50.0% | $425.9M |
| BANK OF AMERICA CORP /DE/ | ADD | 3,125,436 | 4,635,709 | +48.3% | $394.9M |
| Polar Capital Holdings Plc | ADD | 1,661,248 | 2,253,649 | +35.7% | $192.0M |
| Capital Research Global Investors | DOUBLED | 770,999 | 1,686,625 | +118.8% | $143.7M |
| JPMORGAN CHASE & CO | ADD | 903,805 | 1,588,895 | +75.8% | $139.2M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | ADD | 1,087,591 | 1,603,442 | +47.4% | $136.6M |
| Point72 Asset Management, L.P. | DOUBLED | 626,102 | 1,587,712 | +153.6% | $135.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 898,951 | 1,549,458 | +72.4% | $132.0M |
| UBS Group AG | TRIM | 2,077,277 | 1,171,287 | -43.6% | $99.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | Blum Robert I | President & CEO | EXERCISE | 7,500 | $10.60 | $79.5K |
| Sep 28, 2026 | Blum Robert I | President & CEO | SELL | 7,500 | $65.46 | $490.9K |
| Sep 22, 2026 | Malik Fady Ibraham | EVP Research & Development | EXERCISE | 3,500 | $7.80 | $27.3K |
| Sep 22, 2026 | Malik Fady Ibraham | EVP Research & Development | SELL | 3,500 | $68.29 | $239.0K |
| Sep 15, 2026 | Blum Robert I | President & CEO | SELL | 97,926 | $69.33 | $6.8M |
| Sep 15, 2026 | Landry Robert E | Director | SELL | 1,000 | $72.13 | $72.1K |
| Sep 14, 2026 | Blum Robert I | President & CEO | EXERCISE | 7,500 | $10.60 | $79.5K |
| Sep 14, 2026 | Blum Robert I | President & CEO | GIFT | 97,926 | — | — |
| Sep 14, 2026 | Blum Robert I | President & CEO | GIFT | 1,350 | — | — |
| Sep 14, 2026 | Blum Robert I | President & CEO | SELL | 7,500 | $73.44 | $550.8K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | CYTOKINETICS INC | Jul 3, 2026(4d) |