Market Cap
$449.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Sep 15, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 11, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Sep 11, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Aug 4, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 4, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Aug 4, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 4, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Aug 4, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | 49% |
| Aug 4, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 12 | 16 | 9 | 1 | 1 | 72% | |
| Aug 1, 2026 | 12 | 15 | 10 | 1 | 1 | 69% | |
| Jul 1, 2026 | 12 | 14 | 11 | 1 | 1 | 67% | |
| Jun 1, 2026 | 12 | 14 | 10 | 1 | 1 | 68% | |
| May 1, 2026 | 11 | 15 | 10 | 1 | 1 | 68% | |
| Apr 1, 2026 | 9 | 15 | 10 | 1 | 1 | 67% | |
| Mar 1, 2026 | 8 | 14 | 10 | 1 | 1 | 65% | |
| Feb 1, 2026 | 5 | 8 | 17 | 2 | 1 | 39% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.41 | $0.38–$0.48 | 97.0% | -0.2% | 22↑ 0↓ | $2.2B | 23 |
| Next Q | $0.46 | $0.43–$0.55 | 85.5% | -0.1% | 20↑ 0↓ | $2.5B | 23 |
| Current FY | $1.62 | $1.51–$1.75 | 116.0% | +1.1% | 25↑ 0↓ | $8.2B | 28 |
| Next FY | $2.34 | $1.92–$2.90 | 44.7% | +1.3% | 26↑ 0↓ | $12.3B | 28 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.414 | — |
| 7d ago | $0.414 | — |
| 30d ago | $0.415 | -0.001 |
| 60d ago | $0.372 | +0.042 |
| 90d ago | $0.373 | +0.040 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 189,817,693 | $22.1B | 15.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 146,137,514 | $17.0B | 11.8% | — |
| STATE STREET CORP | 104,490,468 | $12.2B | 8.4% | — |
| Invesco Ltd. | 70,438,517 | $8.2B | 5.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 55,334,968 | $6.4B | 4.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 50,276,809 | $5.9B | 4.1% | — |
| MORGAN STANLEY | 34,021,287 | $4.0B | 2.7% | — |
| JANE STREET GROUP, LLC | 33,942,100 | $4.0B | 2.7% | — |
| JANE STREET GROUP, LLC | 32,607,900 | $3.8B | 2.6% | — |
| NORGES BANK | 31,076,211 | $3.6B | 2.5% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 31,076,211 | — | $3.6B |
| JPMORGAN CHASE & CO | ADD | 21,553,535 | 29,494,974 | +36.8% | $3.4B |
| GOLDMAN SACHS GROUP INC | ADD | 17,537,852 | 22,705,848 | +29.5% | $2.6B |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 10,446,959 | 20,517,115 | +96.4% | $2.4B |
| UBS Group AG | ADD | 6,776,822 | 9,236,258 | +36.3% | $1.1B |
| NATIONAL BANK OF CANADA /FI/ | ADD | 4,719,275 | 8,213,944 | +74.1% | $958.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 1,521,041 | 7,692,515 | +405.7% | $897.5M |
| Hudson Bay Capital Management LP | DOUBLED | 2,708,219 | 5,642,150 | +108.3% | $658.3M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 4,112,810 | 5,262,423 | +28.0% | $614.0M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 9,176,311 | 5,150,519 | -43.9% | $600.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | Glazer David A. | See Remarks | AWARD | 92,908 | — | — |
| Sep 29, 2026 | Buckley Jeffrey | See Remarks | AWARD | 16,714 | — | — |
| Sep 29, 2026 | Taylor Ryan D. | See Remarks | AWARD | 92,908 | — | — |
| Sep 15, 2026 | Moore Alexander D. | Director | SELL | 1,308 | $170.26 | $222.7K |
| Sep 15, 2026 | Moore Alexander D. | Director | SELL | 3,901 | $171.09 | $667.4K |
| Sep 15, 2026 | Moore Alexander D. | Director | SELL | 3,990 | $172.24 | $687.2K |
| Sep 15, 2026 | Moore Alexander D. | Director | SELL | 2,319 | $173.05 | $401.3K |
| Sep 15, 2026 | Moore Alexander D. | Director | SELL | 2,129 | $174.25 | $371.0K |
| Sep 15, 2026 | Moore Alexander D. | Director | SELL | 1,843 | $175.17 | $322.8K |
| Sep 15, 2026 | Moore Alexander D. | Director | SELL | 510 | $176.11 | $89.8K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 17, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Palantir Technologies Inc | Sep 7, 2026(53d) |
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Palantir Technologies Inc | Aug 12, 2026(37d) |
| May 15, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | Palantir Technologies Inc | Jun 16, 2026(33d) |
| May 6, 2026 | Michael Rulli | R | HOUSE | SELL | $1,001 - $15,000 | Palantir Technologies Inc | Aug 10, 2026(97d) |
| Feb 18, 2026 | Thomas Suozzi | D | HOUSE | SELL | $15,001 - $50,000 | Palantir Technologies Inc | Mar 18, 2026(29d) |
| Jan 16, 2026 | Jonathan Jackson | D | HOUSE | SELL | $15,001 - $50,000 | Palantir Technologies Inc | Feb 24, 2026(40d) |
| Jan 9, 2026 | Michael Rulli | R | HOUSE | BUY | $1,001 - $15,000 | Palantir Technologies Inc | Aug 10, 2026(214d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Palantir Technologies Inc | Feb 16, 2026(39d) |
| Jun 3, 2025 | John Hickenlooper | D | SENATE | SELL | $1,001 - $15,000 | Palantir Technologies Inc | May 5, 2026(337d) |
| Apr 16, 2025 | John Hickenlooper | D | SENATE | SELL | $1,001 - $15,000 | Palantir Technologies Inc | May 5, 2026(385d) |