Market Cap
$5.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 29, 2026 | UBS | UPGRADE | Buy | 55% |
| Jul 24, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 16, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 10, 2026 | Raymond James | MAINTAIN | Outperform | 54% |
| Jun 26, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jun 3, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| May 8, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 4, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Apr 23, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 11 | 2 | 0 | 0 | 88% | |
| Aug 1, 2026 | 4 | 11 | 2 | 0 | 0 | 88% | |
| Jul 1, 2026 | 4 | 10 | 3 | 0 | 0 | 82% | |
| Jun 1, 2026 | 4 | 10 | 3 | 0 | 0 | 82% | |
| May 1, 2026 | 4 | 10 | 3 | 0 | 0 | 82% | |
| Apr 1, 2026 | 4 | 10 | 3 | 0 | 0 | 82% | |
| Mar 1, 2026 | 4 | 9 | 3 | 0 | 0 | 81% | |
| Feb 1, 2026 | 4 | 9 | 3 | 0 | 0 | 81% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.27 | $0.97–$1.51 | 13.6% | -0.3% | 3↑ 6↓ | $1.1B | 8 |
| Next Q | $1.66 | $1.41–$1.87 | -12.8% | -1.9% | 4↑ 5↓ | $1.3B | 8 |
| Current FY | $5.47 | $4.42–$6.70 | -7.8% | +0.3% | 3↑ 7↓ | $4.7B | 9 |
| Next FY | $7.08 | $6.48–$8.05 | 29.5% | +0.3% | 2↑ 5↓ | $5.1B | 5 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.272 | — |
| 7d ago | $1.268 | +0.004 |
| 30d ago | $1.276 | -0.004 |
| 60d ago | $1.315 | -0.043 |
| 90d ago | $1.471 | -0.199 |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Mutschler Jacqueline C | Director | SELL | 4,094 | $90.50 | $370.5K |
| Jul 23, 2026 | GOLDMAN NEAL P | Director | SELL | 3,561 | $85.36 | $304.0K |
| Jul 23, 2026 | GOLDMAN NEAL P | Director | SELL | 12,439 | $84.69 | $1.1M |
| Jul 23, 2026 | Duster Benjamin | Director | SELL | 6,000 | $86.09 | $516.5K |
| Apr 21, 2026 | Dhruv Anuj Hasit | EVP and CFO | TAX W/H | 5,992 | $99.63 | $597.0K |
| Apr 21, 2026 | Dhruv Anuj Hasit | EVP and CFO | EXERCISE | 11,248 | — | — |
| Apr 21, 2026 | Dhruv Anuj Hasit | EVP and CFO | EXERCISE | 3,976 | — | — |
| Mar 7, 2026 | SLEDGE CHARLES M | Director | EXERCISE | 6,667 | — | — |
| Mar 7, 2026 | WARD RICHARD D | EVP Global Field Operations | EXERCISE | 3,559 | — | — |
| Mar 7, 2026 | WARD RICHARD D | EVP Global Field Operations | TAX W/H | 867 | $90.80 | $78.7K |