Market Cap
$16.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 12, 2024 | Benchmark | MAINTAIN | Buy | 54% |
| Aug 9, 2024 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Aug 8, 2024 | Craig-Hallum | MAINTAIN | Buy | 54% |
| May 16, 2024 | Needham | REITERATE | Buy | 50% |
| May 9, 2024 | Needham | REITERATE | Buy | 50% |
| Feb 29, 2024 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Feb 29, 2024 | Needham | REITERATE | Buy | 50% |
| Oct 30, 2023 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 20, 2023 | Needham | REITERATE | Buy | 50% |
| Aug 14, 2023 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 12 | 4 | 0 | 0 | 80% | |
| Aug 1, 2026 | 4 | 12 | 4 | 0 | 0 | 80% | |
| Jul 1, 2026 | 4 | 12 | 4 | 0 | 0 | 80% | |
| Jun 1, 2026 | 4 | 12 | 3 | 0 | 0 | 84% | |
| May 1, 2026 | 4 | 12 | 4 | 0 | 0 | 80% | |
| Apr 1, 2026 | 4 | 11 | 4 | 0 | 0 | 79% | |
| Mar 1, 2026 | 4 | 11 | 4 | 0 | 0 | 79% | |
| Feb 1, 2026 | 4 | 11 | 4 | 0 | 0 | 79% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.81 | $-0.87–$-0.69 | 77.4% | -8.1% | 2↑ 3↓ | $0.1B | 5 |
| Next Q | $-0.86 | $-0.95–$-0.72 | -144.5% | -13.2% | 1↑ 3↓ | $0.2B | 5 |
| Current FY | $-4.15 | $-4.74–$-2.42 | -128.1% | -11.4% | 0↑ 4↓ | $0.5B | 6 |
| Next FY | $-3.40 | $-3.73–$-2.88 | 18.1% | -14.6% | 1↑ 3↓ | $0.8B | 6 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.810 | — |
| 7d ago | $-0.780 | -0.030 |
| 30d ago | $-0.749 | -0.061 |
| 60d ago | $-0.583 | -0.227 |
| 90d ago | $-0.581 | -0.229 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| MORGAN STANLEY | 26,279,397 | $1.4B | 13.7% | — |
| BlackRock, Inc. | 20,896,455 | $1.1B | 10.9% | TRIM -30.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 15,598,546 | $830.8M | 8.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13,959,259 | $743.5M | 7.3% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,929,500 | $475.6M | 4.7% | — |
| STATE STREET CORP | 8,123,629 | $432.7M | 4.2% | — |
| UBS Group AG | 7,896,730 | $420.6M | 4.1% | ADD +36.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,811,300 | $362.8M | 3.5% | — |
| BANK OF AMERICA CORP /DE/ | 6,473,088 | $344.8M | 3.4% | DOUBLED +258.0% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | TRIM | 29,870,942 | 20,896,455 | -30.0% | $1.1B |
| UBS Group AG | ADD | 5,805,726 | 7,896,730 | +36.0% | $420.6M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 1,808,351 | 6,473,088 | +258.0% | $344.8M |
| NORGES BANK | NEW | — | 5,188,962 | — | $276.4M |
| D. E. Shaw & Co., Inc. | ADD | 1,901,383 | 2,690,977 | +41.5% | $143.3M |
| MARSHALL WACE, LLP | DOUBLED | 9,300 | 2,327,425 | +24926.1% | $124.0M |
| NORTHERN TRUST CORP | TRIM | 3,235,305 | 2,209,642 | -31.7% | $117.7M |
| JANE STREET GROUP, LLC | ADD | 1,451,705 | 2,056,763 | +41.7% | $109.5M |
| MILLENNIUM MANAGEMENT LLC | NEW | — | 1,959,358 | — | $104.4M |
| GOLDMAN SACHS GROUP INC | TRIM | 3,553,733 | 1,789,611 | -49.6% | $95.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | de Masi Niccolo | President and CEO | TAX W/H | 16,121 | $37.09 | $598.0K |
| Sep 11, 2026 | DACIER PAUL T | CAO, CLO and Secretary | TAX W/H | 4,457 | $37.09 | $165.3K |
| Sep 11, 2026 | Singh Inder M | CFO & COO | TAX W/H | 6,272 | $37.09 | $232.6K |
| Sep 10, 2026 | Raymond John w | Director | SELL | 2,407 | $37.21 | $89.6K |
| Aug 24, 2026 | Ball Eric R. | Director | AWARD | 5,540 | — | — |
| Aug 24, 2026 | Baxter Timothy E | Director | AWARD | 5,540 | — | — |
| Jun 18, 2026 | Raymond John w | Director | SELL | 3,815 | $55.01 | $209.9K |
| Jun 18, 2026 | TOLEDANO GABRIELLE B | Director | SELL | 2,757 | $55.01 | $151.7K |
| Jun 18, 2026 | Chou Kathryn K. | Director | SELL | 2,757 | $55.02 | $151.7K |
| Jun 17, 2026 | Scannell William F | Director | AWARD | 4,526 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 18, 2026 | W. Steube | R | HOUSE | BUY | $1,001 - $15,000 | IONQ INC | Apr 15, 2026(29d) |