Market Cap
$15.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Sep 15, 2026 | Raymond James | DOWNGRADE | Outperform | 54% |
| Sep 2, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Sep 1, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Sep 1, 2026 | Wedbush | REITERATE | Outperform | 57% |
| Aug 31, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Aug 31, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Aug 31, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Aug 31, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Aug 27, 2026 | HC Wainwright & Co. | INITIATE | Buy | 43% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 12 | 15 | 1 | 0 | 0 | 96% | |
| Aug 1, 2026 | 12 | 13 | 1 | 0 | 0 | 96% | |
| Jul 1, 2026 | 12 | 13 | 1 | 0 | 0 | 96% | |
| Jun 1, 2026 | 12 | 13 | 1 | 0 | 0 | 96% | |
| May 1, 2026 | 11 | 12 | 1 | 0 | 0 | 96% | |
| Apr 1, 2026 | 11 | 12 | 1 | 0 | 0 | 96% | |
| Mar 1, 2026 | 11 | 12 | 1 | 0 | 0 | 96% | |
| Feb 1, 2026 | 11 | 12 | 1 | 0 | 0 | 96% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.94 | $0.64–$1.09 | — | -1.4% | 0↑ 2↓ | $0.4B | 3 |
| Next Q | $1.16 | $0.61–$1.51 | — | -1.7% | 0↑ 2↓ | $0.4B | 3 |
| Current FY | $12.79 | $3.61–$18.69 | — | +12.8% | 1↑ 2↓ | $1.4B | 5 |
| Next FY | $9.62 | $6.26–$16.16 | -24.8% | +17.9% | 1↑ 2↓ | $2.0B | 5 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.937 | — |
| 7d ago | $0.950 | -0.013 |
| 30d ago | $0.950 | -0.013 |
| 60d ago | $1.317 | -0.380 |
| 90d ago | $1.195 | -0.258 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| RA CAPITAL MANAGEMENT, L.P. | 10,281,496 | $2.4B | 26.0% | EXIT -100.0% |
| Avoro Capital Advisors LLC | 5,062,500 | $1.2B | 12.8% | EXIT -100.0% |
| FMR LLC | 3,876,601 | $886.7M | 9.8% | EXIT -100.0% |
| Artisan Partners Limited Partnership | 3,230,188 | $738.8M | 8.2% | EXIT -100.0% |
| FRANKLIN RESOURCES INC | 2,051,948 | $469.3M | 5.2% | — |
| Capital International Investors | 1,958,843 | $448.0M | 5.0% | EXIT -100.0% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,860,669 | $425.6M | 4.7% | EXIT -100.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 1,757,633 | $402.0M | 4.5% | EXIT -100.0% |
| Capital World Investors | 900,517 | $206.0M | 2.3% | EXIT -100.0% |
| BlackRock, Inc. | 661,054 | $151.2M | 1.7% | EXIT -100.0% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| STATE STREET CORP | DOUBLED | 87,334 | 513,969 | +488.5% | $137.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | EXIT | 58,859 | 0 | -100.0% | $0.00 |
| Avoro Capital Advisors LLC | EXIT | 5,062,500 | 0 | -100.0% | $0.00 |
| RA CAPITAL MANAGEMENT, L.P. | EXIT | 10,281,496 | 0 | -100.0% | $0.00 |
| Trexquant Investment LP | EXIT | 65,517 | 0 | -100.0% | $0.00 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | EXIT | 114,275 | 0 | -100.0% | $0.00 |
| FRED ALGER MANAGEMENT, LLC | EXIT | 304,896 | 0 | -100.0% | $0.00 |
| Woodline Partners LP | EXIT | 102,469 | 0 | -100.0% | $0.00 |
| Polar Capital Holdings Plc | EXIT | 651,712 | 0 | -100.0% | $0.00 |
| Artisan Partners Limited Partnership | EXIT | 3,230,188 | 0 | -100.0% | $0.00 |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | Bodenhoff Mads | SVP & PAO | SELL | 3,000 | $270.19 | $810.6K |
| Sep 8, 2026 | Bodenhoff Mads | SVP & PAO | EXERCISE | 3,000 | $110.00 | $330.0K |
| Sep 2, 2026 | HOLTUG LARS | Director | SELL | 236 | $264.13 | $62.3K |
| Aug 14, 2026 | BIENAIME JEAN JACQUES | Director | BUY | 1,100 | $245.85 | $270.4K |
| Aug 14, 2026 | BIENAIME JEAN JACQUES | Director | BUY | 900 | $246.91 | $222.2K |
| Jun 2, 2026 | SMITH SCOTT THOMAS | EVP & Chief Financial Officer | BUY | 100 | $219.00 | $21.9K |
| May 29, 2026 | BIENAIME JEAN JACQUES | Director | BUY | 100 | $223.50 | $22.4K |
| May 29, 2026 | BIENAIME JEAN JACQUES | Director | BUY | 200 | $222.30 | $44.5K |
| May 29, 2026 | SMITH SCOTT THOMAS | EVP & Chief Financial Officer | BUY | 250 | $223.32 | $55.8K |
| May 29, 2026 | BIENAIME JEAN JACQUES | Director | BUY | 200 | $223.76 | $44.8K |