Market Cap
$1.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Sep 28, 2026 | Needham | REITERATE | Underperform | 50% |
| Jul 9, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Jul 9, 2026 | Wolfe Research | UPGRADE | Outperform | 52% |
| Apr 16, 2026 | HC Wainwright & Co. | REITERATE | Sell | 43% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 6 | 13 | 5 | 1 | 42% | |
| Aug 1, 2026 | 8 | 6 | 13 | 5 | 1 | 42% | |
| Jul 1, 2026 | 7 | 6 | 15 | 5 | 1 | 38% | |
| Jun 1, 2026 | 7 | 6 | 15 | 4 | 1 | 39% | |
| May 1, 2026 | 7 | 6 | 15 | 4 | 1 | 39% | |
| Apr 1, 2026 | 7 | 6 | 15 | 4 | 1 | 39% | |
| Mar 1, 2026 | 6 | 6 | 16 | 4 | 1 | 36% | |
| Feb 1, 2026 | 6 | 6 | 16 | 4 | 1 | 36% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.37 | $-0.06–$1.13 | 386.4% | -11.4% | 4↑ 5↓ | $0.4B | 10 |
| Next Q | $0.12 | $-1.07–$1.08 | 103.3% | -30.1% | 2↑ 7↓ | $0.4B | 10 |
| Current FY | $4.34 | $2.88–$6.00 | 185.9% | -2.3% | 4↑ 7↓ | $1.8B | 10 |
| Next FY | $2.41 | $0.53–$4.79 | -44.4% | -6.2% | 6↑ 5↓ | $1.4B | 10 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.372 | — |
| 7d ago | $0.420 | -0.048 |
| 30d ago | $0.420 | -0.048 |
| 60d ago | $0.485 | -0.112 |
| 90d ago | $0.496 | -0.123 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 18,994,958 | $341.3M | 19.6% | ADD +28.7% |
| STATE STREET CORP | 8,916,090 | $160.2M | 9.2% | ADD +34.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,377,470 | $150.5M | 8.6% | ADD +26.2% |
| TWO SIGMA INVESTMENTS, LP | 4,598,735 | $82.6M | 4.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,591,755 | $82.5M | 4.7% | — |
| FIRST TRUST ADVISORS LP | 4,365,951 | $78.5M | 4.5% | — |
| AQR CAPITAL MANAGEMENT LLC | 4,325,689 | $76.9M | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,771,758 | $49.8M | 2.9% | ADD +39.4% |
| Erste Asset Management GmbH | 2,568,945 | $45.5M | 2.6% | — |
| MARSHALL WACE, LLP | 2,206,022 | $39.6M | 2.3% | DOUBLED +204.3% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 14,755,277 | 18,994,958 | +28.7% | $341.3M |
| STATE STREET CORP | ADD | 6,613,314 | 8,916,090 | +34.8% | $160.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 6,640,692 | 8,377,470 | +26.2% | $150.5M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 1,988,796 | 2,771,758 | +39.4% | $49.8M |
| MARSHALL WACE, LLP | DOUBLED | 725,068 | 2,206,022 | +204.3% | $39.6M |
| GOLDMAN SACHS GROUP INC | ADD | 1,078,252 | 2,042,501 | +89.4% | $36.7M |
| UBS Group AG | TRIM | 2,232,459 | 1,624,415 | -27.2% | $29.2M |
| NORTHERN TRUST CORP | ADD | 724,259 | 1,210,732 | +67.2% | $21.8M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,665,078 | 1,121,378 | -32.7% | $20.2M |
| DIMENSIONAL FUND ADVISORS LP | DOUBLED | 336,736 | 703,629 | +109.0% | $12.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 4, 2026 | Rodino-Klapac Louise | President, R&D and Tech Ops | TAX W/H | 21,423 | $22.22 | $476.0K |
| Sep 4, 2026 | Rothfuss Cristin | EVP, General Counsel | TAX W/H | 22,025 | $22.22 | $489.4K |
| Sep 4, 2026 | Estepan Ian Michael | Chief Operating Officer | TAX W/H | 24,799 | $22.22 | $551.0K |
| Sep 4, 2026 | Wong Ryan Ho-Yan | Chief Financial Officer | TAX W/H | 13,272 | $22.22 | $294.9K |
| Jul 28, 2026 | SEVERINO MICHAEL | Chief Executive Officer | AWARD | 756,104 | — | — |
| Jul 28, 2026 | SEVERINO MICHAEL | Chief Executive Officer | AWARD | 2,224,342 | — | — |
| Jun 4, 2026 | Chambers Michael Andrew | Director | AWARD | 16,875 | — | — |
| Jun 4, 2026 | Barry Richard | Director | AWARD | 16,875 | — | — |
| Jun 4, 2026 | Nicaise Claude | Director | AWARD | 16,875 | — | — |
| Jun 4, 2026 | Connelly Deirdre P | Director | AWARD | 16,875 | — | — |