Market Cap
$43.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Citigroup | INITIATE | Buy | 55% |
| Sep 11, 2026 | Raymond James | INITIATE | Outperform | 54% |
| Aug 31, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Aug 11, 2026 | Citizens | REITERATE | Market Outperform | 38% |
| Aug 11, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jul 27, 2026 | KGI Securities | UPGRADE | Outperform | — |
| Jul 16, 2026 | Piper Sandler | INITIATE | Neutral | 54% |
| Jun 30, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jun 30, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Jun 30, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 14 | 5 | 0 | 0 | 81% | |
| Aug 1, 2026 | 7 | 14 | 6 | 0 | 0 | 78% | |
| Jul 1, 2026 | 7 | 15 | 4 | 0 | 0 | 85% | |
| Jun 1, 2026 | 7 | 15 | 5 | 0 | 0 | 81% | |
| May 1, 2026 | 7 | 14 | 6 | 0 | 0 | 78% | |
| Apr 1, 2026 | 7 | 12 | 7 | 0 | 0 | 73% | |
| Mar 1, 2026 | 6 | 11 | 6 | 0 | 0 | 74% | |
| Feb 1, 2026 | 6 | 11 | 6 | 0 | 0 | 74% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.07 | $-0.08–$-0.05 | -124.2% | +5.8% | 0↑ 2↓ | $0.3B | 11 |
| Next Q | $-0.05 | $-0.07–$-0.01 | 47.5% | +15.1% | 2↑ 1↓ | $0.3B | 11 |
| Current FY | $-0.27 | $-0.30–$-0.21 | 26.0% | +3.2% | 1↑ 5↓ | $1.0B | 13 |
| Next FY | $-0.09 | $-0.27–$0.02 | 68.1% | -16.4% | 2↑ 6↓ | $1.4B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.067 | — |
| 7d ago | $-0.067 | -0.000 |
| 30d ago | $-0.071 | +0.004 |
| 60d ago | $-0.060 | -0.007 |
| 90d ago | $-0.060 | -0.007 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 40,580,130 | $4.1B | 12.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 27,118,258 | $2.8B | 8.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 25,299,213 | $2.6B | 8.1% | — |
| UBS Group AG | 18,888,023 | $1.9B | 6.0% | ADD +73.5% |
| Invesco Ltd. | 18,343,547 | $1.9B | 5.8% | — |
| STATE STREET CORP | 14,442,067 | $1.5B | 4.6% | — |
| JPMORGAN CHASE & CO | 13,805,113 | $1.4B | 4.2% | ADD +29.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 10,503,238 | $1.1B | 3.4% | — |
| BAILLIE GIFFORD & CO | 10,384,512 | $1.1B | 3.3% | TRIM -43.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,912,100 | $1.0B | 3.2% | TRIM -59.5% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | ADD | 10,677,805 | 13,805,113 | +29.3% | $1.4B |
| BAILLIE GIFFORD & CO | TRIM | 18,428,043 | 10,384,512 | -43.6% | $1.1B |
| MORGAN STANLEY | ADD | 5,383,549 | 6,895,400 | +28.1% | $700.9M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 2,556,299 | 5,559,472 | +117.5% | $565.1M |
| NORGES BANK | NEW | — | 5,437,031 | — | $552.7M |
| UBS Group AG | ADD | 2,080,658 | 3,609,563 | +73.5% | $366.9M |
| Allianz Asset Management GmbH | NEW | — | 2,187,993 | — | $222.4M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | TRIM | 3,172,611 | 2,114,005 | -33.4% | $214.9M |
| Mirae Asset Global Investments Co., Ltd. | DOUBLED | 76,532 | 1,850,297 | +2317.7% | $188.1M |
| VAN ECK ASSOCIATES CORP | ADD | 1,249,773 | 1,777,325 | +42.2% | $180.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Spice Adam C. | Chief Financial Officer | EXERCISE | 140,157 | $1.09 | $152.8K |
| Sep 2, 2026 | Spice Adam C. | Chief Financial Officer | SELL | 67,257 | $62.26 | $4.2M |
| Sep 2, 2026 | Spice Adam C. | Chief Financial Officer | SELL | 72,900 | $62.97 | $4.6M |
| Aug 31, 2026 | Saintil Merline | Director | GIFT | 261,903 | — | — |
| Aug 27, 2026 | Kampani Arjun | SVP & General Counsel | SELL | 4,600 | $66.50 | $305.9K |
| Aug 27, 2026 | Kampani Arjun | SVP & General Counsel | SELL | 1,434 | $67.16 | $96.3K |
| Aug 27, 2026 | Klein Frank | Chief Operations Officer | SELL | 458 | $67.54 | $30.9K |
| Aug 27, 2026 | Klein Frank | Chief Operations Officer | SELL | 15,300 | $66.25 | $1.0M |
| Aug 27, 2026 | Klein Frank | Chief Operations Officer | SELL | 19,800 | $66.86 | $1.3M |
| Aug 24, 2026 | Ricupati Agostino | VP Corp Controller & CAO | SELL | 619 | $69.53 | $43.0K |