Market Cap
$6.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 28, 2026 | Deutsche Bank | INITIATE | Hold | 58% |
| Aug 7, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 5, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 5, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Jul 27, 2026 | JP Morgan | INITIATE | Overweight | 55% |
| Jul 7, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jun 16, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Jun 15, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| May 7, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 12 | 3 | 0 | 0 | 87% | |
| Aug 1, 2026 | 8 | 12 | 2 | 0 | 0 | 91% | |
| Jul 1, 2026 | 8 | 12 | 2 | 0 | 0 | 91% | |
| Jun 1, 2026 | 8 | 12 | 2 | 0 | 0 | 91% | |
| May 1, 2026 | 8 | 12 | 2 | 0 | 0 | 91% | |
| Apr 1, 2026 | 8 | 12 | 2 | 0 | 0 | 91% | |
| Mar 1, 2026 | 8 | 12 | 2 | 0 | 0 | 91% | |
| Feb 1, 2026 | 8 | 11 | 2 | 0 | 0 | 90% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.76 | $-0.85–$-0.67 | 6.9% | -1.5% | 5↑ 3↓ | $0.1B | 12 |
| Next Q | $-0.75 | $-0.93–$-0.58 | -2.9% | -2.9% | 5↑ 2↓ | $0.1B | 12 |
| Current FY | $-3.10 | $-3.36–$-2.82 | 0.3% | -1.0% | 6↑ 2↓ | $0.3B | 12 |
| Next FY | $-0.61 | $-2.45–$0.53 | 80.2% | -0.2% | 3↑ 5↓ | $0.6B | 12 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.764 | — |
| 7d ago | $-0.754 | -0.010 |
| 30d ago | $-0.753 | -0.011 |
| 60d ago | $-0.821 | +0.058 |
| 90d ago | $-0.827 | +0.063 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| RA CAPITAL MANAGEMENT, L.P. | 6,666,837 | $740.2M | 10.9% | — |
| BlackRock, Inc. | 6,156,902 | $683.6M | 10.1% | — |
| BAKER BROS. ADVISORS LP | 5,604,483 | $622.3M | 9.2% | — |
| PRIMECAP MANAGEMENT CO/CA/ | 3,168,853 | $351.8M | 5.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,136,895 | $348.3M | 5.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,005,977 | $333.8M | 4.9% | — |
| JPMORGAN CHASE & CO | 2,652,746 | $292.2M | 4.3% | ADD +70.7% |
| STATE STREET CORP | 2,573,529 | $285.7M | 4.2% | — |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 2,208,595 | $245.2M | 3.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | ADD | 1,553,644 | 2,652,746 | +70.7% | $292.2M |
| FEDERATED HERMES, INC. | ADD | 1,286,303 | 1,785,716 | +38.8% | $198.3M |
| Capital Research Global Investors | ADD | 1,115,460 | 1,532,303 | +37.4% | $170.1M |
| MORGAN STANLEY | ADD | 703,978 | 1,112,240 | +58.0% | $123.5M |
| FMR LLC | TRIM | 1,689,671 | 1,025,840 | -39.3% | $113.9M |
| Pictet Asset Management Holding SA | ADD | 667,046 | 957,785 | +43.6% | $106.3M |
| NORGES BANK | NEW | — | 685,844 | — | $76.1M |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 273,757 | 488,747 | +78.5% | $54.3M |
| Squarepoint Ops LLC | ADD | 262,968 | 422,921 | +60.8% | $47.0M |
| Point72 Asset Management, L.P. | TRIM | 846,801 | 414,210 | -51.1% | $46.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Meeker David P | President and CEO | SELL | 6,439 | $101.75 | $655.1K |
| Sep 14, 2026 | Meeker David P | President and CEO | SELL | 30,746 | $102.35 | $3.1M |
| Sep 14, 2026 | Meeker David P | President and CEO | SELL | 8,698 | $103.43 | $899.6K |
| Sep 14, 2026 | Meeker David P | President and CEO | SELL | 1,817 | $104.55 | $190.0K |
| Sep 14, 2026 | Meeker David P | President and CEO | EXERCISE | 50,000 | $6.05 | $302.5K |
| Sep 14, 2026 | Meeker David P | President and CEO | SELL | 2,300 | $105.19 | $241.9K |
| Aug 31, 2026 | Smith Hunter C | Chief Financial Officer | EXERCISE | 57,187 | $25.79 | $1.5M |
| Aug 31, 2026 | Smith Hunter C | Chief Financial Officer | SELL | 11,514 | $105.37 | $1.2M |
| Aug 31, 2026 | Smith Hunter C | Chief Financial Officer | SELL | 23,072 | $104.59 | $2.4M |
| Aug 31, 2026 | Smith Hunter C | Chief Financial Officer | SELL | 28,188 | $106.20 | $3.0M |