Market Cap
$27.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 15, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 8, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jun 18, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| May 8, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 1, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| May 1, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 1, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| May 1, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Apr 15, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Apr 15, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 12 | 8 | 1 | 0 | 65% | |
| Aug 1, 2026 | 5 | 12 | 8 | 1 | 0 | 65% | |
| Jul 1, 2026 | 5 | 12 | 9 | 0 | 0 | 65% | |
| Jun 1, 2026 | 5 | 12 | 10 | 0 | 0 | 63% | |
| May 1, 2026 | 5 | 12 | 10 | 0 | 0 | 63% | |
| Apr 1, 2026 | 5 | 12 | 10 | 0 | 0 | 63% | |
| Mar 1, 2026 | 5 | 12 | 10 | 0 | 0 | 63% | |
| Feb 1, 2026 | 5 | 14 | 8 | 0 | 0 | 70% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.88 | $0.85–$0.94 | 17.4% | +0.4% | 8↑ 1↓ | $2.8B | 12 |
| Next Q | $0.78 | $0.73–$0.90 | 11.6% | +0.6% | 6↑ 2↓ | $2.7B | 12 |
| Current FY | $3.13 | $2.79–$3.38 | 27.7% | +0.4% | 9↑ 1↓ | $10.7B | 16 |
| Next FY | $3.60 | $2.73–$4.37 | 15.2% | +0.1% | 6↑ 4↓ | $11.4B | 16 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.881 | — |
| 7d ago | $0.881 | -0.000 |
| 30d ago | $0.877 | +0.004 |
| 60d ago | $0.870 | +0.011 |
| 90d ago | $0.845 | +0.036 |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 22, 2026 | Sanchez Mogollon Alfredo Eduardo | President, Surface | GIFT | 1,000 | — | — |
| Sep 21, 2026 | Melin Alf | EVP & Chief Financial Officer | GIFT | 700 | — | — |
| Sep 21, 2026 | Pferdehirt Douglas J. | Chair and CEO | GIFT | 500,000 | — | — |
| Sep 21, 2026 | Conti Thierry | President, EMS | SELL | 6,000 | $71.85 | $431.1K |
| Sep 21, 2026 | Conti Thierry | President, EMS | GIFT | 1,500 | — | — |
| Sep 21, 2026 | Aalders Cristina | EVP, Chief Legal Officer & Sec | GIFT | 500 | — | — |
| Sep 1, 2026 | dos Santos Iannone Valeria Augusta | EVP, People & Culture | TAX W/H | 628 | $78.31 | $49.2K |
| Aug 25, 2026 | Pferdehirt Douglas J. | Chair and CEO | TAX W/H | 639,925 | $75.20 | $48.1M |
| Aug 25, 2026 | Melin Alf | EVP & Chief Financial Officer | TAX W/H | 118,843 | $75.20 | $8.9M |
| Aug 25, 2026 | Rounce Justin | EVP & Chief Technology Officer | TAX W/H | 118,843 | $75.20 | $8.9M |