Market Cap
$2.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 3, 2026 | Needham | UPGRADE | Buy | 50% |
| Jul 6, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Nov 3, 2025 | Benchmark | MAINTAIN | Buy | 54% |
| Aug 1, 2025 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Feb 10, 2025 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Feb 7, 2025 | Needham | REITERATE | Hold | 50% |
| Jan 16, 2025 | Needham | REITERATE | Hold | 50% |
| Nov 4, 2024 | Craig-Hallum | MAINTAIN | Hold | 54% |
| Nov 4, 2024 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Nov 1, 2024 | Needham | REITERATE | Hold | 50% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 7 | 2 | 0 | 0 | 82% | |
| Aug 1, 2026 | 2 | 6 | 3 | 0 | 0 | 73% | |
| Jul 1, 2026 | 2 | 6 | 3 | 0 | 0 | 73% | |
| Jun 1, 2026 | 2 | 6 | 3 | 0 | 0 | 73% | |
| May 1, 2026 | 2 | 6 | 3 | 0 | 0 | 73% | |
| Apr 1, 2026 | 2 | 6 | 3 | 0 | 0 | 73% | |
| Mar 1, 2026 | 2 | 6 | 3 | 0 | 0 | 73% | |
| Feb 1, 2026 | 2 | 6 | 3 | 0 | 0 | 73% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current FY | $2.21 | $2.20–$2.25 | 33.4% | +8.5% | 4↑ 0↓ | $0.6B | 5 |
| Next Q | $0.48 | $0.45–$0.51 | 8.2% | +8.2% | 3↑ 1↓ | $0.1B | 5 |
| Current Q | $0.60 | $0.59–$0.60 | 26.8% | +14.1% | 4↑ 0↓ | $0.1B | 5 |
| Next FY | $2.39 | $2.35–$2.47 | 7.8% | +8.2% | 4↑ 0↓ | $0.6B | 4 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.596 | — |
| 7d ago | $0.522 | +0.074 |
| 30d ago | $0.522 | +0.074 |
| 60d ago | $0.522 | +0.074 |
| 90d ago | $0.522 | +0.074 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,896,222 | $317.6M | 23.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,599,765 | $130.4M | 9.5% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,152,305 | $93.9M | 6.8% | — |
| STATE STREET CORP | 1,138,462 | $92.8M | 6.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,054,623 | $86.0M | 6.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 614,028 | $50.1M | 3.6% | — |
| RENAISSANCE TECHNOLOGIES LLC | 469,251 | $38.2M | 2.8% | — |
| PRUDENTIAL FINANCIAL INC | 457,810 | $37.3M | 2.7% | DOUBLED +118.9% |
| FMR LLC | 442,659 | $36.1M | 2.6% | DOUBLED +245.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 440,816 | $35.9M | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Nuveen, LLC | ADD | 316,939 | 420,059 | +32.5% | $34.2M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 140,943 | 403,179 | +186.1% | $32.9M |
| FIRST TRUST ADVISORS LP | DOUBLED | 92,870 | 224,792 | +142.1% | $18.3M |
| JPMORGAN CHASE & CO | DOUBLED | 87,579 | 224,717 | +156.6% | $17.9M |
| JANE STREET GROUP, LLC | DOUBLED | 57,355 | 143,527 | +150.2% | $11.7M |
| Rubric Capital Management LP | NEAR_EXIT | 486,400 | 108,692 | -77.7% | $8.9M |
| UBS Group AG | TRIM | 168,750 | 97,304 | -42.3% | $7.9M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 25,829 | 92,960 | +259.9% | $7.6M |
| CITADEL ADVISORS LLC | ADD | 44,518 | 88,625 | +99.1% | $7.2M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 12,591 | 36,457 | +189.5% | $3.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 24, 2026 | Schumacher Daniel | Chief Financial Officer | SELL | 5,000 | $95.32 | $476.6K |
| Sep 17, 2026 | Schumacher Daniel | Chief Financial Officer | SELL | 4,900 | $85.21 | $417.5K |
| Sep 16, 2026 | Schumacher Daniel | Chief Financial Officer | SELL | 100 | $85.00 | $8.5K |
| Jun 2, 2026 | WEHRWEIN SVEN | Director | SELL | 1,500 | $76.91 | $115.4K |
| Jun 2, 2026 | WEHRWEIN SVEN | Director | SELL | 500 | $78.38 | $39.2K |
| May 23, 2026 | Krishna Suresh | President and CEO | TAX W/H | 1,247 | $71.36 | $89.0K |
| May 20, 2026 | Parlange Bernardo | Chief Commercial Officer | AWARD | 3,789 | — | — |
| May 20, 2026 | Schumacher Daniel | Chief Financial Officer | TAX W/H | 255 | $71.13 | $18.1K |
| May 20, 2026 | Parlange Bernardo | Chief Commercial Officer | AWARD | 2,109 | — | — |
| May 19, 2026 | WEHRWEIN SVEN | Director | AWARD | 2,210 | — | — |