Market Cap
$10.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Sep 21, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Sep 21, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | 54% |
| Sep 18, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Sep 18, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 18, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Sep 18, 2026 | Needham | REITERATE | Buy | 50% |
| Sep 18, 2026 | Cantor Fitzgerald | REITERATE | Neutral | 49% |
| Sep 18, 2026 | BTIG | REITERATE | Buy | 53% |
| Sep 11, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 15 | 21 | 1 | 0 | 48% | |
| Aug 1, 2026 | 11 | 19 | 11 | 1 | 0 | 71% | |
| Jul 1, 2026 | 11 | 21 | 9 | 1 | 0 | 76% | |
| Jun 1, 2026 | 12 | 21 | 8 | 1 | 0 | 79% | |
| May 1, 2026 | 14 | 24 | 4 | 0 | 0 | 90% | |
| Apr 1, 2026 | 14 | 24 | 4 | 0 | 0 | 90% | |
| Mar 1, 2026 | 14 | 23 | 5 | 0 | 0 | 88% | |
| Feb 1, 2026 | 14 | 23 | 5 | 0 | 0 | 88% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.27 | $3.25–$3.36 | 23.0% | -0.1% | 1↑ 22↓ | $0.9B | 31 |
| Next Q | $4.08 | $3.97–$4.22 | 32.1% | +0.3% | 23↑ 0↓ | $1.0B | 31 |
| Current FY | $13.29 | $13.20–$13.52 | 37.0% | +0.3% | 30↑ 1↓ | $3.7B | 34 |
| Next FY | $16.84 | $15.73–$18.51 | 26.7% | +1.4% | 28↑ 2↓ | $4.2B | 33 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.271 | — |
| 7d ago | $3.275 | -0.005 |
| 30d ago | $3.275 | -0.005 |
| 60d ago | $3.448 | -0.177 |
| 90d ago | $3.448 | -0.177 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 3,459,461 | $631.4M | 9.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,511,352 | $458.3M | 7.0% | — |
| AQR CAPITAL MANAGEMENT LLC | 2,418,126 | $441.3M | 6.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,226,554 | $406.4M | 6.2% | — |
| TWO SIGMA INVESTMENTS, LP | 1,819,744 | $332.1M | 5.1% | — |
| FMR LLC | 1,692,362 | $308.9M | 4.7% | — |
| Pictet Asset Management Holding SA | 1,655,750 | $302.2M | 4.6% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,320,054 | $240.9M | 3.7% | ADD +46.1% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 1,188,887 | $217.0M | 3.3% | DOUBLED +1017.4% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 903,559 | 1,320,054 | +46.1% | $240.9M |
| STATE OF MICHIGAN RETIREMENT SYSTEM | DOUBLED | 106,400 | 1,188,887 | +1017.4% | $217.0M |
| Qube Research & Technologies Ltd | DOUBLED | 354,389 | 1,004,155 | +183.3% | $183.3M |
| JPMORGAN CHASE & CO | TRIM | 2,655,310 | 843,855 | -68.2% | $156.1M |
| D. E. Shaw & Co., Inc. | DOUBLED | 49,966 | 620,536 | +1141.9% | $113.3M |
| Connor, Clark & Lunn Investment Management Ltd. | DOUBLED | 303,713 | 617,344 | +103.3% | $112.7M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 900,179 | 579,391 | -35.6% | $105.7M |
| Squarepoint Ops LLC | ADD | 226,586 | 428,964 | +89.3% | $78.3M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | DOUBLED | 154,098 | 336,771 | +118.5% | $61.5M |
| Freestone Grove Partners LP | NEW | — | 330,241 | — | $60.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Halligan Brian | Director | SELL | 8,500 | $245.64 | $2.1M |
| Sep 1, 2026 | Halligan Brian | Director | TAX W/H | 158 | $251.11 | $39.7K |
| Sep 1, 2026 | Shah Dharmesh | Chief Technology Officer | TAX W/H | 578 | $251.11 | $145.1K |
| Sep 1, 2026 | FISHER ERIKA ASHLEY | Chief Legal Officer | TAX W/H | 322 | $251.11 | $80.9K |
| Sep 1, 2026 | Bueker Kathryn | Chief Financial Officer | TAX W/H | 1,077 | $251.11 | $270.4K |
| Sep 1, 2026 | Rangan Yamini | Chief Executive Officer & Pres | TAX W/H | 2,622 | $251.11 | $658.4K |
| Aug 18, 2026 | Halligan Brian | Director | SELL | 8,500 | $219.50 | $1.9M |
| Aug 10, 2026 | Dischler Gerald | Director | BUY | 925 | $215.93 | $199.7K |
| Aug 5, 2026 | Dischler Gerald | Director | AWARD | 1,015 | — | — |
| Aug 4, 2026 | FISHER ERIKA ASHLEY | Chief Legal Officer | SELL | 702 | $235.22 | $165.1K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Tony Wied | R | HOUSE | BUY | $15,001 - $50,000 | HubSpot Inc | Sep 7, 2026(25d) |
| Jun 9, 2026 | Tony Wied | R | HOUSE | BUY | $15,001 - $50,000 | HubSpot Inc | Aug 10, 2026(63d) |
| Feb 3, 2026 | Anthony Wied | R | HOUSE | BUY | $15,001 - $50,000 | HubSpot Inc | Mar 12, 2026(38d) |