Market Cap
$28.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Aug 21, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 31, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 31, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 31, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Jul 31, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 31, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | 49% |
| Jul 31, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Jul 31, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 31, 2026 | Wedbush | MAINTAIN | Outperform | 57% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 17 | 11 | 1 | 0 | 68% | |
| Aug 1, 2026 | 9 | 17 | 10 | 1 | 0 | 70% | |
| Jul 1, 2026 | 8 | 16 | 10 | 1 | 0 | 69% | |
| Jun 1, 2026 | 8 | 16 | 10 | 1 | 0 | 69% | |
| May 1, 2026 | 8 | 17 | 10 | 1 | 0 | 69% | |
| Apr 1, 2026 | 8 | 16 | 10 | 1 | 0 | 69% | |
| Mar 1, 2026 | 8 | 16 | 10 | 1 | 0 | 69% | |
| Feb 1, 2026 | 8 | 16 | 10 | 1 | 0 | 69% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.31 | $1.20–$1.47 | 64.3% | -0.4% | 16↑ 4↓ | $0.9B | 23 |
| Next Q | $1.82 | $1.38–$2.05 | 46.8% | +0.3% | 16↑ 4↓ | $1.0B | 23 |
| Current FY | $5.38 | $4.76–$6.25 | 105.3% | -0.3% | 22↑ 4↓ | $3.4B | 29 |
| Next FY | $7.07 | $4.35–$8.59 | 31.4% | +0.7% | 23↑ 2↓ | $4.5B | 29 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.315 | — |
| 7d ago | $1.319 | -0.005 |
| 30d ago | $1.319 | -0.005 |
| 60d ago | $1.260 | +0.055 |
| 90d ago | $1.255 | +0.060 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 8,004,079 | $1.4B | 7.1% | — |
| BAILLIE GIFFORD & CO | 7,191,302 | $1.2B | 6.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,937,449 | $1.2B | 6.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,038,213 | $1.0B | 5.4% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,189,400 | $900.8M | 4.6% | — |
| Capital World Investors | 4,432,810 | $769.4M | 4.0% | — |
| CITADEL ADVISORS LLC | 4,264,300 | $740.2M | 3.8% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,516,500 | $610.4M | 3.1% | — |
| Jericho Capital Asset Management L.P. | 3,335,221 | $578.9M | 3.0% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Jericho Capital Asset Management L.P. | NEW | — | 3,335,221 | — | $578.9M |
| CITIGROUP INC | ADD | 1,236,356 | 2,068,997 | +67.3% | $359.1M |
| VIKING GLOBAL INVESTORS LP | TRIM | 2,551,617 | 1,565,518 | -38.6% | $271.7M |
| MARSHALL WACE, LLP | TRIM | 2,494,274 | 1,457,561 | -41.6% | $253.0M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 443,865 | 1,267,201 | +185.5% | $220.0M |
| Neuberger Berman Group LLC | ADD | 776,752 | 1,089,929 | +40.3% | $189.2M |
| JPMORGAN CHASE & CO | NEAR_EXIT | 4,398,624 | 881,340 | -80.0% | $154.8M |
| NORGES BANK | NEW | — | 756,324 | — | $131.3M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 53,598 | 730,495 | +1262.9% | $126.8M |
| Legal & General Group Plc | ADD | 438,923 | 687,352 | +56.6% | $119.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | Huffman Steve Ladd | CEO & President | SELL | 324 | $147.25 | $47.7K |
| Sep 29, 2026 | Huffman Steve Ladd | CEO & President | SELL | 776 | $146.62 | $113.8K |
| Sep 29, 2026 | Huffman Steve Ladd | CEO & President | SELL | 5,308 | $145.46 | $772.1K |
| Sep 29, 2026 | Huffman Steve Ladd | CEO & President | SELL | 8,100 | $144.64 | $1.2M |
| Sep 29, 2026 | Huffman Steve Ladd | CEO & President | SELL | 2,500 | $143.78 | $359.4K |
| Sep 29, 2026 | Huffman Steve Ladd | CEO & President | SELL | 300 | $142.44 | $42.7K |
| Sep 29, 2026 | Huffman Steve Ladd | CEO & President | EXERCISE | 17,308 | $25.29 | $437.7K |
| Sep 15, 2026 | Huffman Steve Ladd | CEO & President | EXERCISE | 17,308 | $25.29 | $437.7K |
| Sep 15, 2026 | Huffman Steve Ladd | CEO & President | SELL | 900 | $158.21 | $142.4K |
| Sep 15, 2026 | Huffman Steve Ladd | CEO & President | SELL | 7,602 | $159.44 | $1.2M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 17, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | REDDIT INC | May 11, 2026(25d) |
| Feb 11, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | REDDIT INC | Mar 12, 2026(30d) |