Market Cap
$52.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 17, 2026 | Northland Capital Markets | UPGRADE | Outperform | 51% |
| Aug 5, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Aug 5, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 5, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 5, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 5, 2026 | Needham | MAINTAIN | Buy | 50% |
| Aug 5, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Jul 31, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Jul 20, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 13, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 14 | 8 | 0 | 0 | 72% | |
| Aug 1, 2026 | 7 | 13 | 9 | 0 | 0 | 69% | |
| Jul 1, 2026 | 7 | 14 | 9 | 0 | 0 | 70% | |
| Jun 1, 2026 | 7 | 14 | 9 | 0 | 0 | 70% | |
| May 1, 2026 | 7 | 16 | 7 | 0 | 0 | 77% | |
| Apr 1, 2026 | 7 | 16 | 6 | 0 | 0 | 79% | |
| Mar 1, 2026 | 7 | 15 | 6 | 0 | 0 | 79% | |
| Feb 1, 2026 | 7 | 15 | 6 | 0 | 0 | 79% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.19 | $1.18–$1.21 | 143.3% | +0.0% | 19↑ 0↓ | $0.6B | 20 |
| Next Q | $1.42 | $1.29–$1.71 | 144.7% | +0.1% | 19↑ 0↓ | $0.7B | 20 |
| Current FY | $4.03 | $3.90–$4.33 | 119.2% | +0.0% | 21↑ 0↓ | $1.9B | 21 |
| Next FY | $6.40 | $4.35–$8.80 | 58.7% | +0.1% | 20↑ 0↓ | $3.0B | 23 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.192 | — |
| 7d ago | $1.192 | +0.000 |
| 30d ago | $1.192 | +0.000 |
| 60d ago | $1.192 | +0.000 |
| 90d ago | $0.789 | +0.403 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Assenagon Asset Management S.A. | 74,746 | $26.6M | 39.9% | DOUBLED +886.9% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 49,808 | $17.7M | 26.6% | — |
| IFM Investors Pty Ltd | 31,795 | $11.3M | 17.0% | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8,338 | $2.9M | 4.3% | — |
| Vontobel Holding Ltd. | 6,176 | $2.2M | 3.3% | TRIM -47.7% |
| Farther Finance Advisors, LLC | 6,043 | $2.2M | 3.2% | DOUBLED +102.8% |
| Concurrent Investment Advisors, LLC | 5,427 | $1.9M | 2.9% | TRIM -26.2% |
| TD Waterhouse Canada Inc. | 4,260 | $1.5M | 2.3% | — |
| DAVENPORT & Co LLC | 651 | $231.9K | 0.3% | — |
| Concurrent Investment Advisors, LLC | 200 | $71.2K | 0.1% | TRIM -26.2% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | DOUBLED | 7,574 | 74,746 | +886.9% | $26.6M |
| Vontobel Holding Ltd. | TRIM | 11,808 | 6,176 | -47.7% | $2.2M |
| Farther Finance Advisors, LLC | DOUBLED | 2,980 | 6,043 | +102.8% | $2.2M |
| Concurrent Investment Advisors, LLC | TRIM | 7,349 | 5,427 | -26.2% | $1.9M |
| MATHER GROUP, LLC. | ADD | 109 | 142 | +30.3% | $50.6K |
| JPMORGAN CHASE & CO | DOUBLED | 430,389 | 1,775,810 | +312.6% | $809.7M |
| Whale Rock Capital Management LLC | NEW | — | 1,567,882 | — | $757.3M |
| NORGES BANK | NEW | — | 1,434,347 | — | $692.8M |
| Rafferty Asset Management, LLC | ADD | 945,506 | 1,321,419 | +39.8% | $638.3M |
| FRED ALGER MANAGEMENT, LLC | TRIM | 2,573,005 | 1,283,840 | -50.1% | $620.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | BARRATT CRAIG H | Director | AWARD | 68 | $311.57 | $21.2K |
| Oct 1, 2026 | HURLSTON MICHAEL E. | Director | AWARD | 72 | $311.57 | $22.4K |
| Sep 2, 2026 | Dyckerhoff Stefan A | Director | SELL | 172 | $276.75 | $47.6K |
| Sep 2, 2026 | Dyckerhoff Stefan A | Director | SELL | 5,409 | $274.79 | $1.5M |
| Sep 2, 2026 | Dyckerhoff Stefan A | Director | SELL | 32 | $276.75 | $8.9K |
| Sep 2, 2026 | Dyckerhoff Stefan A | Director | SELL | 785 | $275.53 | $216.3K |
| Sep 2, 2026 | Dyckerhoff Stefan A | Director | SELL | 52 | $273.64 | $14.2K |
| Sep 2, 2026 | Dyckerhoff Stefan A | Director | SELL | 407 | $276.75 | $112.6K |
| Sep 2, 2026 | Dyckerhoff Stefan A | Director | SELL | 650 | $273.64 | $177.9K |
| Sep 2, 2026 | Dyckerhoff Stefan A | Director | SELL | 429 | $274.79 | $117.9K |