Market Cap
$9.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | Cantor Fitzgerald | REITERATE | Neutral | 49% |
| Aug 28, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
| Aug 28, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 28, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 28, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Aug 28, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 28, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Aug 28, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 28, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Aug 28, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 12 | 14 | 0 | 0 | 61% | |
| Aug 1, 2026 | 10 | 12 | 14 | 0 | 0 | 61% | |
| Jul 1, 2026 | 10 | 13 | 13 | 0 | 0 | 64% | |
| Jun 1, 2026 | 10 | 13 | 13 | 0 | 0 | 64% | |
| May 1, 2026 | 10 | 13 | 13 | 0 | 0 | 64% | |
| Apr 1, 2026 | 10 | 13 | 11 | 0 | 0 | 68% | |
| Mar 1, 2026 | 11 | 13 | 10 | 0 | 0 | 71% | |
| Feb 1, 2026 | 11 | 13 | 10 | 0 | 0 | 71% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.81 | $0.80–$0.84 | 26.5% | +1.5% | 15↑ 7↓ | $0.5B | 28 |
| Next Q | $0.95 | $0.90–$1.06 | 30.5% | -1.1% | 6↑ 13↓ | $0.5B | 27 |
| Current FY | $3.36 | $3.32–$3.60 | 30.7% | +3.6% | 27↑ 0↓ | $2.0B | 29 |
| Next FY | $3.96 | $3.52–$4.43 | 17.7% | +2.0% | 18↑ 9↓ | $2.3B | 29 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.809 | — |
| 7d ago | $0.809 | — |
| 30d ago | $0.797 | +0.012 |
| 60d ago | $0.797 | +0.012 |
| 90d ago | $0.795 | +0.015 |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | Kulkarni Ashutosh | Chief Executive Officer | GIFT | 2,778 | — | — |
| Sep 14, 2026 | Banon Shay | Chief Technology Officer | SELL | 15,086 | $85.30 | $1.3M |
| Sep 14, 2026 | Banon Shay | Chief Technology Officer | SELL | 69,121 | $84.50 | $5.8M |
| Sep 10, 2026 | Banon Shay | Chief Technology Officer | SELL | 6,101 | $85.16 | $519.6K |
| Sep 10, 2026 | Banon Shay | Chief Technology Officer | SELL | 100 | $87.00 | $8.7K |
| Sep 9, 2026 | Bone Jane E | GVP & CAO | SELL | 1,542 | $87.78 | $135.4K |
| Sep 9, 2026 | Dodds Mark Eugene | Chief Revenue Officer | SELL | 9,673 | $87.78 | $849.1K |
| Sep 9, 2026 | Kulkarni Ashutosh | Chief Executive Officer | SELL | 29,227 | $87.78 | $2.6M |
| Sep 9, 2026 | Herzog Carolyn | Chief Legal Officer | SELL | 5,485 | $87.78 | $481.5K |
| Sep 9, 2026 | Welihinda Navam | Chief Financial Officer | SELL | 8,961 | $87.78 | $786.6K |