Market Cap
$12.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 10, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Sep 2, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Sep 1, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Aug 12, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 12, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Aug 12, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 11, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Aug 11, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 11, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 11, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 20 | 3 | 0 | 0 | 90% | |
| Aug 1, 2026 | 6 | 19 | 3 | 0 | 0 | 89% | |
| Jul 1, 2026 | 8 | 20 | 2 | 0 | 0 | 93% | |
| Jun 1, 2026 | 8 | 19 | 2 | 0 | 0 | 93% | |
| May 1, 2026 | 9 | 20 | 1 | 0 | 0 | 97% | |
| Apr 1, 2026 | 9 | 19 | 1 | 0 | 0 | 97% | |
| Mar 1, 2026 | 8 | 19 | 1 | 0 | 0 | 96% | |
| Feb 1, 2026 | 8 | 19 | 1 | 0 | 0 | 96% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.63 | $-0.87–$-0.40 | 12.3% | -4.0% | 0↑ 7↓ | $0.3B | 7 |
| Next Q | $-0.43 | $-0.63–$0.13 | 53.7% | +14.0% | 1↑ 6↓ | $0.3B | 7 |
| Current FY | $-2.58 | $-2.91–$-1.88 | 31.7% | +3.7% | 0↑ 8↓ | $1.0B | 8 |
| Next FY | $0.03 | $-1.08–$1.31 | 101.1% | -82.1% | 1↑ 6↓ | $1.7B | 7 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.629 | — |
| 7d ago | $-0.629 | — |
| 30d ago | $-0.604 | -0.024 |
| 60d ago | $-0.468 | -0.161 |
| 90d ago | $-0.475 | -0.153 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| Jupiter Topco LLC | 14,110,278 | $1.1B | 9.5% | — |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | 10,743,063 | $800.1M | 7.2% | — |
| BlackRock, Inc. | 10,287,156 | $766.2M | 6.9% | TRIM -27.6% |
| VIKING GLOBAL INVESTORS LP | 9,949,219 | $741.0M | 6.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,898,973 | $588.3M | 5.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,656,722 | $570.3M | 5.2% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 5,308,924 | $395.4M | 3.6% | DOUBLED +113.7% |
| TWO SIGMA INVESTMENTS, LP | 4,722,185 | $351.7M | 3.2% | — |
| STATE STREET CORP | 4,435,932 | $330.4M | 3.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | TRIM | 14,207,757 | 10,287,156 | -27.6% | $766.2M |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 2,483,953 | 5,308,924 | +113.7% | $395.4M |
| D. E. Shaw & Co., Inc. | ADD | 2,545,486 | 3,633,007 | +42.7% | $270.6M |
| GEODE CAPITAL MANAGEMENT, LLC | TRIM | 4,918,030 | 3,418,419 | -30.5% | $254.7M |
| JANE STREET GROUP, LLC | ADD | 1,757,672 | 2,934,193 | +66.9% | $218.5M |
| JPMORGAN CHASE & CO | ADD | 1,312,259 | 2,397,995 | +82.7% | $173.2M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | DOUBLED | 599,000 | 2,252,000 | +276.0% | $167.7M |
| NORGES BANK | NEW | — | 1,693,773 | — | $126.2M |
| Point72 Asset Management, L.P. | NEW | — | 1,525,782 | — | $113.6M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | ADD | 957,989 | 1,373,057 | +43.3% | $102.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 17, 2026 | Kumar Neil | Chief Executive Officer | SELL | 8,721 | $69.01 | $601.9K |
| Sep 17, 2026 | Kumar Neil | Chief Executive Officer | SELL | 1,279 | $69.57 | $89.0K |
| Aug 19, 2026 | Kumar Neil | Chief Executive Officer | SELL | 1,800 | $84.69 | $152.4K |
| Aug 19, 2026 | Kumar Neil | Chief Executive Officer | SELL | 8,100 | $83.86 | $679.3K |
| Aug 19, 2026 | Kumar Neil | Chief Executive Officer | SELL | 100 | $85.65 | $8.6K |
| Aug 18, 2026 | Kumar Neil | Chief Executive Officer | SELL | 1,900 | $81.15 | $154.2K |
| Aug 18, 2026 | Kumar Neil | Chief Executive Officer | SELL | 14,602 | $82.99 | $1.2M |
| Aug 18, 2026 | Kumar Neil | Chief Executive Officer | SELL | 17,279 | $82.21 | $1.4M |
| Aug 18, 2026 | Kumar Neil | Chief Executive Officer | SELL | 1,199 | $83.77 | $100.4K |
| Aug 16, 2026 | Apuli Maricel | Chief Accounting Officer | TAX W/H | 4,714 | $79.86 | $376.5K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 29, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | BRIDGEBIO PHARMA INC | May 11, 2026(13d) |
| Mar 19, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | BRIDGEBIO PHARMA INC | Apr 8, 2026(21d) |
| Mar 18, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | BRIDGEBIO PHARMA INC | Apr 8, 2026(22d) |
| Mar 3, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | BRIDGEBIO PHARMA INC | Apr 8, 2026(37d) |