Market Cap
$23.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Sep 9, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 8, 2026 | Rothschild & Co | INITIATE | Buy | 58% |
| Sep 2, 2026 | BTIG | REITERATE | Buy | 53% |
| Aug 4, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Aug 4, 2026 | Stephens & Co. | MAINTAIN | Overweight | 54% |
| Aug 4, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 3, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 31, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 31, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 15 | 17 | 3 | 0 | 0 | 91% | |
| Aug 1, 2026 | 15 | 17 | 3 | 0 | 0 | 91% | |
| Jul 1, 2026 | 15 | 18 | 2 | 0 | 0 | 94% | |
| Jun 1, 2026 | 14 | 15 | 3 | 0 | 0 | 91% | |
| May 1, 2026 | 14 | 15 | 4 | 0 | 0 | 88% | |
| Apr 1, 2026 | 14 | 16 | 4 | 0 | 0 | 88% | |
| Mar 1, 2026 | 14 | 16 | 4 | 0 | 0 | 88% | |
| Feb 1, 2026 | 12 | 17 | 3 | 0 | 0 | 91% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.31 | $-0.39–$-0.22 | 20.2% | -2.3% | 8↑ 8↓ | $0.4B | 17 |
| Next Q | $-0.28 | $-0.57–$-0.17 | 43.0% | -1.1% | 7↑ 9↓ | $0.4B | 17 |
| Current FY | $-1.47 | $-1.81–$-1.18 | 19.1% | -1.1% | 6↑ 11↓ | $1.4B | 21 |
| Next FY | $-0.42 | $-1.43–$0.71 | 71.6% | +5.5% | 10↑ 8↓ | $1.8B | 19 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.311 | — |
| 7d ago | $-0.307 | -0.004 |
| 30d ago | $-0.304 | -0.007 |
| 60d ago | $-0.305 | -0.006 |
| 90d ago | $-0.302 | -0.009 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 7,622,935 | $1.1B | 8.2% | TRIM -34.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,755,857 | $863.6M | 6.2% | — |
| FMR LLC | 5,488,272 | $823.4M | 5.9% | ADD +33.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,445,785 | $817.0M | 5.9% | — |
| Invesco Ltd. | 4,429,755 | $664.6M | 4.8% | — |
| GOLDMAN SACHS GROUP INC | 3,775,895 | $566.5M | 4.1% | — |
| TWO SIGMA INVESTMENTS, LP | 3,719,301 | $558.0M | 4.0% | — |
| Capital International Investors | 3,399,604 | $510.0M | 3.7% | — |
| FRANKLIN RESOURCES INC | 3,236,065 | $485.5M | 3.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | TRIM | 11,553,759 | 7,622,935 | -34.0% | $1.1B |
| FMR LLC | ADD | 4,116,081 | 5,488,272 | +33.3% | $823.4M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 1,414,886 | 3,150,897 | +122.7% | $472.8M |
| GEODE CAPITAL MANAGEMENT, LLC | TRIM | 3,508,883 | 2,521,596 | -28.1% | $378.4M |
| BAILLIE GIFFORD & CO | TRIM | 3,859,046 | 2,284,127 | -40.8% | $342.7M |
| JANE STREET GROUP, LLC | DOUBLED | 4,803 | 1,783,444 | +37031.9% | $267.6M |
| MILLENNIUM MANAGEMENT LLC | ADD | 921,395 | 1,622,458 | +76.1% | $243.4M |
| NORGES BANK | NEW | — | 1,548,518 | — | $232.3M |
| Artisan Partners Limited Partnership | ADD | 814,571 | 1,478,928 | +81.6% | $221.9M |
| CITADEL ADVISORS LLC | ADD | 775,941 | 1,449,534 | +86.8% | $217.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 21, 2026 | MIGNONE ROBERTO | Director | EXERCISE | 264 | — | — |
| Sep 17, 2026 | Hidalgo Medina Manuel | Director | EXERCISE | 232 | — | — |
| Sep 16, 2026 | Tariq Musa | Director | SELL | 116 | $175.00 | $20.3K |
| Sep 16, 2026 | Krognes Steve E. | Director | SELL | 1,103 | $174.46 | $192.4K |
| Sep 16, 2026 | Krognes Steve E. | Director | SELL | 3,300 | $175.42 | $578.9K |
| Sep 16, 2026 | Azar Alex M II | Director | SELL | 826 | $175.00 | $144.6K |
| Sep 16, 2026 | Krognes Steve E. | Director | SELL | 1,300 | $176.34 | $229.2K |
| Sep 16, 2026 | Krognes Steve E. | Director | SELL | 971 | $177.48 | $172.3K |
| Sep 15, 2026 | Tariq Musa | Director | EXERCISE | 249 | — | — |
| Sep 15, 2026 | Chudova Darya | Chief Technology Officer | SELL | 7,738 | $178.00 | $1.4M |