Market Cap
$25.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 7, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 6, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Aug 6, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 6, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Aug 6, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Jul 29, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jul 22, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 16, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 13, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Jul 13, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 13 | 1 | 0 | 0 | 95% | |
| Aug 1, 2026 | 8 | 12 | 1 | 0 | 0 | 95% | |
| Jul 1, 2026 | 8 | 13 | 1 | 0 | 0 | 95% | |
| 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 | 12 | 2 | 0 | 0 | 91% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.87 | $1.62–$2.00 | 24.6% | +0.0% | 11↑ 0↓ | $1.9B | 11 |
| Next Q | $2.40 | $2.26–$3.08 | 24.2% | +0.0% | 10↑ 1↓ | $2.5B | 11 |
| Current FY | $6.59 | $6.50–$6.90 | 24.9% | +0.0% | 12↑ 0↓ | $7.5B | 13 |
| Next FY | $7.66 | $7.15–$8.53 | 16.2% | +0.0% | 13↑ 0↓ | $8.5B | 13 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.869 | — |
| 7d ago | $1.869 | — |
| 30d ago | $1.869 | — |
| 60d ago | $1.699 | +0.170 |
| 90d ago | $1.693 | +0.175 |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 26, 2026 | Shah Neil B. | Chief Commercial Officer | SELL | 10,941 | $185.27 | $2.0M |
| Aug 26, 2026 | Shah Neil B. | Chief Commercial Officer | SELL | 39,059 | $186.66 | $7.3M |
| Aug 20, 2026 | Feld Peter | Director | SELL | 5,000 | $180.00 | $900.0K |
| Aug 10, 2026 | Shah Neil B. | Chief Commercial Officer | SELL | 155 | $185.00 | $28.7K |
| Aug 10, 2026 | Shah Neil B. | Chief Commercial Officer | SELL | 18,721 | $184.58 | $3.5M |
| Aug 10, 2026 | Shah Neil B. | Chief Commercial Officer | SELL | 1,457 | $186.12 | $271.2K |
| Aug 7, 2026 | Barrocas Mark | Chief Executive Officer | EXERCISE | 200,000 | — | — |
| Aug 7, 2026 | Barrocas Mark | Chief Executive Officer | TAX W/H | 78,700 | $185.52 | $14.6M |
| Aug 7, 2026 | Shah Neil B. | Chief Commercial Officer | EXERCISE | 40,000 | — | — |
| Aug 7, 2026 | Shah Neil B. | Chief Commercial Officer | TAX W/H | 19,340 | $185.52 | $3.6M |