Market Cap
$9.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 31, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Jul 31, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jul 30, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jun 22, 2026 | Wedbush | MAINTAIN | Outperform | 57% |
| May 1, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Apr 30, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Apr 30, 2026 | Wedbush | MAINTAIN | Outperform | 57% |
| Apr 28, 2026 | Wedbush | MAINTAIN | Outperform | 57% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 11 | 2 | 0 | 0 | 89% | |
| Aug 1, 2026 | 5 | 11 | 2 | 0 | 0 | 89% | |
| Jul 1, 2026 | 5 | 11 | 2 | 0 | 0 | 89% | |
| Jun 1, 2026 | 5 | 10 | 2 | 0 | 0 | 88% | |
| May 1, 2026 | 5 | 10 | 2 | 0 | 0 | 88% | |
| Apr 1, 2026 | 5 | 10 | 2 | 0 | 0 | 88% | |
| Mar 1, 2026 | 5 | 10 | 2 | 0 | 0 | 88% | |
| Feb 1, 2026 | 5 | 10 | 2 | 0 | 0 | 88% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.33 | $2.75–$3.45 | 233.3% | +0.0% | 7↑ 0↓ | $0.5B | 9 |
| Next Q | $3.80 | $3.47–$4.10 | 201.3% | +0.0% | 7↑ 0↓ | $0.5B | 9 |
| Current FY | $11.14 | $10.67–$11.54 | 213.7% | +0.0% | 8↑ 0↓ | $1.9B | 9 |
| Next FY | $15.87 | $13.25–$20.77 | 42.5% | +0.0% | 8↑ 0↓ | $2.4B | 9 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.333 | — |
| 7d ago | $3.333 | — |
| 30d ago | $3.333 | — |
| 60d ago | $3.333 | — |
| 90d ago | $2.282 | +1.051 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| FMR LLC | 2,277,824 | $759.3M | 15.7% | TRIM -33.0% |
| Invesco Ltd. | 1,142,437 | $380.8M | 7.9% | — |
| ALKEON CAPITAL MANAGEMENT LLC | 1,100,000 | $366.7M | 7.6% | NEW |
| Polar Capital Holdings Plc | 931,375 | $310.5M | 6.4% | NEW |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 786,074 | $262.0M | 5.4% | ADD +54.1% |
| TWO SIGMA INVESTMENTS, LP | 701,105 | $233.7M | 4.8% | — |
| LAZARD ASSET MANAGEMENT LLC | 435,931 | $145.3M | 3.0% | TRIM -44.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 431,300 | $143.8M | 3.0% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 417,894 | $139.3M | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | TRIM | 3,398,367 | 2,277,824 | -33.0% | $759.3M |
| ALKEON CAPITAL MANAGEMENT LLC | NEW | — | 1,100,000 | — | $366.7M |
| Polar Capital Holdings Plc | NEW | — | 931,375 | — | $310.5M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | ADD | 509,975 | 786,074 | +54.1% | $262.0M |
| LAZARD ASSET MANAGEMENT LLC | TRIM | 781,981 | 435,931 | -44.3% | $145.3M |
| D. E. Shaw & Co., Inc. | NEW | — | 363,105 | — | $121.0M |
| Robeco Institutional Asset Management B.V. | TRIM | 631,581 | 299,699 | -52.5% | $99.9M |
| MORGAN STANLEY | ADD | 210,974 | 291,727 | +38.3% | $97.2M |
| VOYA INVESTMENT MANAGEMENT LLC | TRIM | 381,854 | 275,122 | -28.0% | $91.7M |
| Boston Partners | TRIM | 272,797 | 199,201 | -27.0% | $66.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 18, 2026 | SHIEH HAN-PING | Director | SELL | 1,000 | $328.00 | $328.0K |
| Jun 18, 2026 | LIN KUAN-MING | Director | SELL | 1,000 | $320.31 | $320.3K |
| Jun 17, 2026 | LIN KUAN-MING | Director | SELL | 1,000 | $300.00 | $300.0K |
| Jun 17, 2026 | LIN KUAN-MING | Director | SELL | 1,000 | $310.01 | $310.0K |
| Jun 2, 2026 | SHIEH HAN-PING | Director | SELL | 1,000 | $301.25 | $301.3K |
| May 6, 2026 | DUANN SHII TYNG | Director | SELL | 1,500 | $245.00 | $367.5K |