Market Cap
$10.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | UBS | INITIATE | Buy | 55% |
| Sep 21, 2026 | Rothschild & Co | INITIATE | Neutral | 58% |
| Sep 17, 2026 | Wells Fargo | INITIATE | Overweight | 54% |
| Aug 6, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Aug 6, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Aug 5, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Aug 5, 2026 | Needham | MAINTAIN | Buy | 50% |
| Aug 3, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Jul 28, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Jul 23, 2026 | Morgan Stanley | INITIATE | Overweight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jan 1, 2025 | 1 | 9 | 1 | 0 | 0 | 91% | |
| Dec 1, 2024 | 1 | 8 | 1 | 0 | 0 | 90% | |
| Nov 1, 2024 | 1 | 8 | 1 | 0 | 0 | 90% | |
| Oct 1, 2024 | 1 | 8 | 1 | 0 | 0 | 90% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.91 | $-1.62–$0.32 | -1883.7% | +36.9% | 0↑ 2↓ | $0.1B | 5 |
| Next Q | $-1.22 | $-1.53–$-0.84 | 42.2% | +15.5% | 0↑ 2↓ | $0.1B | 5 |
| Current FY | $-3.65 | $-9.60–$0.88 | -77.2% | -514.3% | — | $0.3B | 4 |
| Next FY | $-5.32 | $-15.13–$1.72 | -45.9% | -1.8% | 0↑ 2↓ | $0.6B | 8 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.914 | — |
| 7d ago | $-1.450 | +0.536 |
| 30d ago | $-1.450 | +0.536 |
| 60d ago | $-0.895 | -0.019 |
| 90d ago | $-0.405 | -0.509 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| COATUE MANAGEMENT LLC | 9,715,476 | $1.1B | 11.7% | NEW |
| BlackRock, Inc. | 9,470,255 | $1.1B | 11.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,231,538 | $719.4M | 7.5% | ADD +29.2% |
| LONE PINE CAPITAL LLC | 5,773,045 | $666.5M | 7.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,554,558 | $525.8M | 5.5% | — |
| MORGAN STANLEY | 3,320,981 | $383.4M | 4.0% | DOUBLED +214.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,755,313 | $352.7M | 3.7% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,618,900 | $302.4M | 3.2% | — |
| STATE STREET CORP | 2,592,537 | $299.3M | 3.1% | — |
| CITADEL ADVISORS LLC | 2,029,000 | $234.2M | 2.4% | DOUBLED +116.6% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| COATUE MANAGEMENT LLC | NEW | — | 9,715,476 | — | $1.1B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 4,824,572 | 6,231,538 | +29.2% | $719.4M |
| MORGAN STANLEY | DOUBLED | 1,054,924 | 3,320,981 | +214.8% | $383.4M |
| D. E. Shaw & Co., Inc. | TRIM | 3,002,186 | 1,912,131 | -36.3% | $220.7M |
| AMERIPRISE FINANCIAL INC | TRIM | 2,911,391 | 1,805,197 | -38.0% | $208.4M |
| Value Aligned Research Advisors, LLC | TRIM | 2,882,566 | 1,440,342 | -50.0% | $166.3M |
| Third Point LLC | ADD | 869,563 | 1,315,000 | +51.2% | $151.8M |
| JANE STREET GROUP, LLC | DOUBLED | 388,659 | 1,201,989 | +209.3% | $138.8M |
| CITADEL ADVISORS LLC | DOUBLED | 470,406 | 1,018,724 | +116.6% | $117.6M |
| SRS Investment Management, LLC | TRIM | 3,084,905 | 1,000,000 | -67.6% | $115.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | Ho Michael | Chief Strategy Officer | J | 1,500,000 | — | — |
| Sep 24, 2026 | SHATTUCK MAYO A III | Director | SELL | 20,000 | $100.00 | $2.0M |
| Aug 24, 2026 | Glennan Sean Joseph | Chief Financial Officer | SELL | 5,807 | $78.70 | $457.0K |
| Aug 24, 2026 | Glennan Sean Joseph | Chief Financial Officer | SELL | 638 | $79.33 | $50.6K |
| Aug 21, 2026 | Glennan Sean Joseph | Chief Financial Officer | EXERCISE | 12,355 | — | — |
| Jun 17, 2026 | Semah Victor | Chief Legal Officer | SELL | 10,000 | $125.00 | $1.3M |
| Jun 12, 2026 | Flinn Joseph | Director | SELL | 914 | $116.80 | $106.8K |
| Jun 12, 2026 | Flinn Joseph | Director | SELL | 4,449 | $117.69 | $523.6K |
| Jun 12, 2026 | Flinn Joseph | Director | SELL | 2,348 | $118.76 | $278.8K |
| Jun 12, 2026 | Flinn Joseph | Director | SELL | 8 | $119.44 | $955.52 |