Market Cap
$3.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Deutsche Bank | MAINTAIN | Buy | 58% |
| Sep 25, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Sep 25, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Sep 25, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Sep 25, 2026 | Needham | MAINTAIN | Buy | 50% |
| Sep 24, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Sep 24, 2026 | Needham | REITERATE | Buy | 50% |
| Aug 25, 2026 | Deutsche Bank | MAINTAIN | Buy | 58% |
| Aug 25, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 25, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 14 | 5 | 1 | 0 | 78% | |
| Aug 1, 2026 | 7 | 14 | 5 | 1 | 0 | 78% | |
| Jul 1, 2026 | 7 | 14 | 5 | 1 | 0 | 78% | |
| Jun 1, 2026 | 7 | 14 | 5 | 1 | 0 | 78% | |
| May 1, 2026 | 7 | 14 | 5 | 1 | 0 | 78% | |
| Apr 1, 2026 | 7 | 14 | 5 | 1 | 0 | 78% | |
| Mar 1, 2026 | 6 | 14 | 6 | 1 | 0 | 74% | |
| Feb 1, 2026 | 5 | 13 | 7 | 1 | 0 | 69% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.19 | $0.11–$0.33 | -55.9% | +0.0% | 10↑ 0↓ | $0.3B | 14 |
| Next Q | $0.21 | $0.14–$0.26 | 56.1% | +0.0% | 9↑ 2↓ | $0.4B | 14 |
| Current FY | $0.60 | $0.50–$0.72 | -27.8% | +0.0% | 13↑ 0↓ | $1.3B | 14 |
| Next FY | $0.89 | $0.22–$1.87 | 48.3% | -0.2% | 8↑ 5↓ | $1.4B | 14 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.185 | — |
| 7d ago | $0.185 | — |
| 30d ago | $0.185 | — |
| 60d ago | $0.130 | +0.056 |
| 90d ago | $0.126 | +0.059 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| BAKER BROS. ADVISORS LP | 42,912,904 | $1.1B | 29.2% | — |
| BlackRock, Inc. | 22,515,173 | $569.6M | 15.3% | — |
| STATE STREET CORP | 9,076,212 | $229.6M | 6.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,838,450 | $223.6M | 6.0% | — |
| RTW INVESTMENTS, LP | 7,144,524 | $180.8M | 4.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,763,750 | $145.8M | 3.9% | — |
| DIMENSIONAL FUND ADVISORS LP | 3,694,988 | $93.5M | 2.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,358,129 | $85.0M | 2.3% | — |
| GOLDMAN SACHS GROUP INC | 2,580,115 | $65.3M | 1.8% | ADD +65.6% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 1,557,804 | 2,580,115 | +65.6% | $65.3M |
| Qube Research & Technologies Ltd | DOUBLED | 950,299 | 2,446,610 | +157.5% | $61.9M |
| CITADEL ADVISORS LLC | DOUBLED | 622,760 | 2,182,177 | +250.4% | $55.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 1,569,491 | 1,969,445 | +25.5% | $49.8M |
| MARSHALL WACE, LLP | DOUBLED | 76,187 | 1,764,838 | +2216.5% | $44.7M |
| D. E. Shaw & Co., Inc. | DOUBLED | 729,836 | 1,697,937 | +132.6% | $43.0M |
| NORGES BANK | NEW | — | 1,623,308 | — | $41.1M |
| Nuveen, LLC | ADD | 1,036,987 | 1,348,192 | +30.0% | $34.1M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,724,196 | 1,282,596 | -25.6% | $32.4M |
| FRED ALGER MANAGEMENT, LLC | TRIM | 1,277,151 | 648,611 | -49.2% | $16.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | Schneyer Mark C. | EVP, CHIEF FINANCIAL OFFICER | EXERCISE | 14,292 | $17.84 | $255.0K |
| Aug 6, 2026 | Schneyer Mark C. | EVP, CHIEF FINANCIAL OFFICER | SELL | 5,000 | $29.00 | $145.0K |
| Aug 6, 2026 | Schneyer Mark C. | EVP, CHIEF FINANCIAL OFFICER | SELL | 9,292 | $29.34 | $272.6K |
| Aug 5, 2026 | Schneyer Mark C. | EVP, CHIEF FINANCIAL OFFICER | EXERCISE | 5,849 | $17.84 | $104.3K |
| Aug 5, 2026 | Schneyer Mark C. | EVP, CHIEF FINANCIAL OFFICER | SELL | 5,849 | $29.00 | $169.6K |
| Jul 30, 2026 | Thompson Elizabeth H.Z. | EVP, Head of Research & Dev | SELL | 16,508 | $26.13 | $431.4K |
| Jul 30, 2026 | Thompson Elizabeth H.Z. | EVP, Head of Research & Dev | SELL | 50 | $26.17 | $1.3K |
| Jul 29, 2026 | Thompson Elizabeth H.Z. | EVP, Head of Research & Dev | EXERCISE | 32,272 | — | — |
| Jun 26, 2026 | Kihara James | PRINCIPAL ACCOUNTING OFFICER | SELL | 11,421 | $26.08 | $297.9K |
| May 29, 2026 | BAKER BROS. ADVISORS LP | Director | AWARD | 18,622 | — | — |