Market Cap
$3.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | JP Morgan | DOWNGRADE | Neutral | 55% |
| Aug 11, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 11, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 11, 2026 | Wolfe Research | DOWNGRADE | Peer Perform | 52% |
| Aug 11, 2026 | TD Cowen | REITERATE | Buy | 56% |
| Aug 11, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 11, 2026 | BTIG | REITERATE | Buy | 53% |
| Aug 11, 2026 | Cantor Fitzgerald | DOWNGRADE | Neutral | 49% |
| Aug 10, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Aug 10, 2026 | BTIG | REITERATE | Buy | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 14 | 11 | 0 | 0 | 66% | |
| Aug 1, 2026 | 8 | 16 | 8 | 0 | 0 | 75% | |
| Jul 1, 2026 | 8 | 16 | 8 | 0 | 0 | 75% | |
| Jun 1, 2026 | 8 | 16 | 8 | 0 | 0 | 75% | |
| May 1, 2026 | 8 | 16 | 8 | 0 | 0 | 75% | |
| Apr 1, 2026 | 8 | 18 | 6 | 0 | 0 | 81% | |
| Mar 1, 2026 | 8 | 19 | 5 | 0 | 0 | 84% | |
| Feb 1, 2026 | 10 | 19 | 3 | 0 | 0 | 91% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.37 | $0.66–$1.66 | 18.5% | +1.0% | 22↑ 1↓ | $0.4B | 24 |
| Next Q | $1.53 | $0.96–$1.98 | 46.8% | +0.6% | 22↑ 1↓ | $0.4B | 24 |
| Current FY | $5.50 | $4.24–$6.13 | 24.9% | +0.6% | 22↑ 1↓ | $1.5B | 24 |
| Next FY | $6.70 | $5.81–$8.31 | 21.9% | +0.2% | 23↑ 0↓ | $1.7B | 24 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.375 | — |
| 7d ago | $1.361 | +0.013 |
| 30d ago | $1.361 | +0.013 |
| 60d ago | $1.130 | +0.245 |
| 90d ago | $1.080 | +0.295 |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | George James Case | CRO | SELL | 819 | $92.36 | $75.6K |
| Sep 12, 2026 | George James Case | CRO | EXERCISE | 2,059 | — | — |
| Sep 2, 2026 | George James Case | CRO | SELL | 657 | $94.64 | $62.2K |
| Sep 1, 2026 | George James Case | CRO | EXERCISE | 737 | — | — |
| Sep 1, 2026 | George James Case | CRO | EXERCISE | 1,474 | — | — |
| Sep 1, 2026 | George James Case | CRO | EXERCISE | 737 | — | — |
| Aug 31, 2026 | Eyal Aviad | Director | SELL | 1,211 | $100.25 | $121.4K |
| Aug 31, 2026 | Eyal Aviad | Director | SELL | 789 | $101.29 | $79.9K |
| Jun 15, 2026 | George James Case | CRO | SELL | 838 | $78.77 | $66.0K |
| Jun 12, 2026 | George James Case | CRO | EXERCISE | 1,858 | — | — |