Market Cap
$8.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Goldman Sachs | MAINTAIN | Sell | 54% |
| Oct 2, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Sep 28, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Sep 28, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 18, 2026 | Rothschild & Co | MAINTAIN | Neutral | 58% |
| Sep 11, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Sep 10, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 24, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 27, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 24, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 11 | 14 | 1 | 0 | 50% | |
| Aug 1, 2026 | 4 | 11 | 14 | 1 | 0 | 50% | |
| Jul 1, 2026 | 4 | 12 | 13 | 1 | 0 | 53% | |
| Jun 1, 2026 | 4 | 13 | 12 | 1 | 0 | 57% | |
| May 1, 2026 | 4 | 13 | 12 | 1 | 0 | 57% | |
| Apr 1, 2026 | 4 | 14 | 11 | 1 | 0 | 60% | |
| Mar 1, 2026 | 4 | 15 | 10 | 1 | 0 | 63% | |
| Feb 1, 2026 | 4 | 15 | 10 | 1 | 0 | 63% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.35 | $-0.64–$0.19 | -103.3% | -11.2% | 0↑ 4↓ | $16.2B | 21 |
| Next Q | $0.14 | $-0.78–$0.96 | -9.8% | -72.8% | 0↑ 4↓ | $16.4B | 18 |
| Current FY | $-0.47 | $-1.40–$0.63 | -231.0% | -89071.7% | 0↑ 4↓ | $63.2B | 23 |
| Next FY | $1.86 | $0.80–$2.93 | 493.5% | -19.9% | 0↑ 5↓ | $66.2B | 22 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.346 | — |
| 7d ago | $-0.339 | -0.007 |
| 30d ago | $-0.311 | -0.035 |
| 60d ago | $-0.223 | -0.123 |
| 90d ago | $0.148 | -0.494 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| PRIMECAP MANAGEMENT CO/CA/ | 70,732,954 | $1.3B | 13.4% | ADD +44.4% |
| BlackRock, Inc. | 63,350,228 | $1.1B | 12.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 29,895,581 | $540.2M | 5.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 29,421,025 | $531.6M | 5.6% | — |
| TWO SIGMA INVESTMENTS, LP | 27,240,983 | $492.2M | 5.2% | — |
| STATE STREET CORP | 19,568,820 | $353.6M | 3.7% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,458,300 | $315.5M | 3.3% | — |
| Orbis Allan Gray Ltd | 16,139,385 | $291.6M | 3.1% | DOUBLED +635.1% |
| JANE STREET GROUP, LLC | 13,785,600 | $249.1M | 2.6% | ADD +39.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 13,692,580 | $247.5M | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| PRIMECAP MANAGEMENT CO/CA/ | ADD | 48,989,954 | 70,732,954 | +44.4% | $1.3B |
| Orbis Allan Gray Ltd | DOUBLED | 2,195,566 | 16,139,385 | +635.1% | $291.6M |
| JANE STREET GROUP, LLC | ADD | 9,008,259 | 12,597,378 | +39.8% | $227.6M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | NEW | — | 9,696,162 | — | $175.2M |
| UBS Group AG | TRIM | 20,825,755 | 8,576,773 | -58.8% | $155.0M |
| Appaloosa LP | NEW | — | 7,500,000 | — | $135.5M |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 4,250,733 | 6,620,243 | +55.7% | $119.6M |
| D. E. Shaw & Co., Inc. | TRIM | 9,863,106 | 6,299,815 | -36.1% | $113.8M |
| GOLDMAN SACHS GROUP INC | ADD | 4,544,006 | 6,167,589 | +35.7% | $111.4M |
| SOUND SHORE MANAGEMENT INC /CT/ | NEW | — | 5,952,846 | — | $107.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 20, 2026 | Isom Robert D Jr | CEO and President | TAX W/H | 165,716 | $12.96 | $2.1M |
| Sep 20, 2026 | Johnson Stephen L | Vice Chair | TAX W/H | 22,392 | $12.96 | $290.2K |
| Sep 20, 2026 | Isom Robert D Jr | CEO and President | TAX W/H | 169,483 | $12.96 | $2.2M |
| Sep 20, 2026 | Johnson Stephen L | Vice Chair | TAX W/H | 55,368 | $12.96 | $717.6K |
| Jul 31, 2026 | Owens Angela | SVP Corporate Controller | SELL | 40,077 | $15.26 | $611.6K |
| Jul 31, 2026 | Johnson Stephen L | Vice Chair | SELL | 30,000 | $15.29 | $458.8K |
| Jul 30, 2026 | Johnson Stephen L | Vice Chair | SELL | 30,000 | $15.26 | $457.9K |
| Jul 29, 2026 | Johnson Stephen L | Vice Chair | SELL | 30,000 | $15.01 | $450.4K |
| Jul 28, 2026 | Johnson Stephen L | Vice Chair | SELL | 30,000 | $15.16 | $454.8K |
| Jul 28, 2026 | Owens Angela | SVP Corporate Controller | SELL | 39,168 | $15.34 | $601.0K |