Market Cap
$469.9M
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 7, 2026 | Needham | MAINTAIN | Buy | 50% |
| Aug 7, 2026 | Barclays | DOWNGRADE | Equal-Weight | 54% |
| Jul 13, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| May 18, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 8, 2026 | Needham | MAINTAIN | Buy | 50% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 5 | 3 | 1 | 0 | 64% | |
| Aug 1, 2026 | 2 | 7 | 3 | 0 | 0 | 75% | |
| Jul 1, 2026 | 2 | 7 | 3 | 0 | 0 | 75% | |
| Jun 1, 2026 | 2 | 7 | 3 | 0 | 0 | 75% | |
| May 1, 2026 | 2 | 7 | 3 | 0 | 0 | 75% | |
| Apr 1, 2026 | 2 | 7 | 3 | 0 | 0 | 75% | |
| Mar 1, 2026 | 2 | 7 | 3 | 0 | 0 | 75% | |
| Feb 1, 2026 | 2 | 7 | 3 | 0 | 0 | 75% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.41 | $0.18–$0.55 | 15.3% | -22.8% | 1↑ 4↓ | $0.2B | 5 |
| Next Q | $0.47 | $0.35–$0.55 | 33.7% | -8.6% | 2↑ 3↓ | $0.2B | 5 |
| Current FY | $1.49 | $1.19–$1.71 | 9.8% | -5.1% | 2↑ 3↓ | $0.8B | 5 |
| Next FY | $1.62 | $1.08–$1.99 | 8.6% | -6.6% | 1↑ 3↓ | $0.8B | 5 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.415 | — |
| 7d ago | $0.537 | -0.122 |
| 30d ago | $0.537 | -0.122 |
| 60d ago | $0.540 | -0.125 |
| 90d ago | $0.530 | -0.115 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,274,887 | $66.2M | 9.9% | — |
| BAMCO INC /NY/ | 2,137,406 | $43.2M | 6.5% | — |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2,097,249 | $42.4M | 6.3% | ADD +36.9% |
| GOLDMAN SACHS GROUP INC | 1,930,869 | $39.0M | 5.8% | — |
| Corvex Management LP | 1,770,000 | $35.8M | 5.3% | NEW |
| ALLIANCEBERNSTEIN L.P. | 1,490,124 | $32.6M | 4.9% | ADD +31.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,453,439 | $29.4M | 4.4% | — |
| FMR LLC | 1,443,390 | $29.2M | 4.4% | DOUBLED +154.0% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,252,138 | $25.3M | 3.8% | — |
| NOMURA HOLDINGS INC | 1,249,241 | $25.2M | 3.8% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | ADD | 1,531,641 | 2,097,249 | +36.9% | $42.4M |
| Corvex Management LP | NEW | — | 1,770,000 | — | $35.8M |
| ALLIANCEBERNSTEIN L.P. | ADD | 1,130,913 | 1,490,124 | +31.8% | $32.6M |
| FMR LLC | DOUBLED | 568,373 | 1,443,390 | +154.0% | $29.2M |
| NOMURA HOLDINGS INC | NEW | — | 1,249,241 | — | $25.2M |
| UBS Group AG | DOUBLED | 221,778 | 927,315 | +318.1% | $18.7M |
| MILLENNIUM MANAGEMENT LLC | ADD | 311,166 | 441,155 | +41.8% | $8.9M |
| Russell Investments Group, Ltd. | ADD | 201,464 | 294,923 | +46.4% | $6.0M |
| TUDOR INVESTMENT CORP ET AL | ADD | 168,671 | 285,428 | +69.2% | $5.8M |
| BANK OF AMERICA CORP /DE/ | TRIM | 372,637 | 276,662 | -25.8% | $5.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | GRAHAM PETER | Director | BUY | 25,140 | $17.19 | $432.2K |
| Jun 3, 2026 | GRAHAM PETER | Director | BUY | 4,860 | $15.94 | $77.5K |
| May 11, 2026 | Dicks Allan | Chief Financial Officer | BUY | 6,535 | $15.36 | $100.4K |
| May 11, 2026 | Revuelta Jose | Chief Strategy Officer | EXERCISE | 27,349 | $6.03 | $164.9K |