Market Cap
$81.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 9, 2026 | Scotiabank | INITIATE | Sector Outperform | 56% |
| Sep 8, 2026 | StoneX | REITERATE | Buy | — |
| Sep 1, 2026 | Rosenblatt | INITIATE | Buy | 54% |
| Aug 20, 2026 | Wedbush | MAINTAIN | Neutral | 57% |
| Aug 10, 2026 | Roth Capital | MAINTAIN | Neutral | 56% |
| Aug 7, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 7, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Aug 6, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 6, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 6, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 13 | 29 | 11 | 0 | 0 | 79% | |
| Aug 1, 2026 | 13 | 28 | 11 | 0 | 0 | 79% | |
| Jul 1, 2026 | 14 | 28 | 10 | 0 | 0 | 81% | |
| Jun 1, 2026 | 14 | 28 | 11 | 0 | 0 | 79% | |
| May 1, 2026 | 15 | 27 | 12 | 0 | 0 | 78% | |
| Apr 1, 2026 | 15 | 26 | 12 | 0 | 0 | 77% | |
| Mar 1, 2026 | 15 | 26 | 12 | 0 | 0 | 77% | |
| Feb 1, 2026 | 15 | 26 | 12 | 0 | 0 | 77% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.82 | $0.57–$1.07 | 49.4% | -0.4% | 26↑ 2↓ | $4.6B | 32 |
| Next Q | $0.83 | $0.48–$1.14 | 73.4% | -0.2% | 14↑ 11↓ | $4.8B | 32 |
| Current FY | $2.59 | $1.94–$3.74 | 21.4% | -1.0% | 19↑ 13↓ | $17.8B | 38 |
| Next FY | $4.48 | $3.67–$5.97 | 73.4% | +0.3% | 20↑ 10↓ | $21.5B | 36 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.822 | — |
| 7d ago | $0.822 | — |
| 30d ago | $0.825 | -0.003 |
| 60d ago | $0.730 | +0.092 |
| 90d ago | $0.738 | +0.083 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| SC US (TTGP), LTD. | 31,595,084 | $5.8B | 10.7% | — |
| BlackRock, Inc. | 26,863,944 | $5.0B | 9.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 24,446,398 | $4.5B | 8.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 17,476,520 | $3.2B | 5.9% | — |
| STATE STREET CORP | 16,102,666 | $3.0B | 5.5% | — |
| MORGAN STANLEY | 14,513,536 | $2.7B | 4.9% | — |
| JPMORGAN CHASE & CO | 13,437,684 | $2.5B | 4.6% | ADD +26.5% |
| Invesco Ltd. | 13,058,612 | $2.4B | 4.4% | — |
| Capital Research Global Investors | 10,944,937 | $2.0B | 3.7% | DOUBLED +114.4% |
| Capital World Investors | 10,390,570 | $1.9B | 3.5% | ADD +26.1% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | ADD | 10,624,941 | 13,437,684 | +26.5% | $2.5B |
| Capital Research Global Investors | DOUBLED | 5,104,569 | 10,944,937 | +114.4% | $2.0B |
| Capital World Investors | ADD | 8,240,413 | 10,390,570 | +26.1% | $1.9B |
| NORGES BANK | NEW | — | 4,958,309 | — | $915.0M |
| BANK OF AMERICA CORP /DE/ | ADD | 3,449,266 | 4,550,512 | +31.9% | $839.7M |
| PARNASSUS INVESTMENTS, LLC | DOUBLED | 97,541 | 3,886,505 | +3884.5% | $717.2M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 6,541,739 | 3,841,016 | -41.3% | $708.8M |
| SANDS CAPITAL MANAGEMENT, LLC | TRIM | 3,957,060 | 2,325,795 | -41.2% | $429.2M |
| AMERIPRISE FINANCIAL INC | ADD | 1,424,592 | 2,006,812 | +40.9% | $370.3M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | DOUBLED | 677,231 | 1,403,958 | +107.3% | $259.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | Adarkar Prabir | PRESIDENT AND COO | SELL | 100 | $184.49 | $18.4K |
| Sep 28, 2026 | Adarkar Prabir | PRESIDENT AND COO | SELL | 300 | $183.65 | $55.1K |
| Sep 28, 2026 | Adarkar Prabir | PRESIDENT AND COO | SELL | 1,500 | $180.68 | $271.0K |
| Sep 28, 2026 | Adarkar Prabir | PRESIDENT AND COO | SELL | 100 | $190.38 | $19.0K |
| Sep 28, 2026 | Adarkar Prabir | PRESIDENT AND COO | SELL | 100 | $188.95 | $18.9K |
| Sep 28, 2026 | Adarkar Prabir | PRESIDENT AND COO | SELL | 1,200 | $182.77 | $219.3K |
| Sep 28, 2026 | Adarkar Prabir | PRESIDENT AND COO | SELL | 1,900 | $179.44 | $340.9K |
| Sep 28, 2026 | Adarkar Prabir | PRESIDENT AND COO | SELL | 1,638 | $178.54 | $292.4K |
| Sep 28, 2026 | Adarkar Prabir | PRESIDENT AND COO | SELL | 1,900 | $181.61 | $345.1K |
| Sep 17, 2026 | Yandell Keith | CHIEF BUSINESS OFFICER | SELL | 2,184 | $200.76 | $438.5K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 28, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | DoorDash Inc | Sep 11, 2026(15d) |
| Aug 10, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | DoorDash Inc | Sep 7, 2026(29d) |
| Jun 9, 2026 | Tim Moore | R | HOUSE | SELL | $1,001 - $15,000 | DoorDash Inc | Jul 10, 2026(32d) |
| May 1, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | DoorDash Inc | May 11, 2026(11d) |
| Apr 15, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | DoorDash Inc | May 11, 2026(27d) |
| Apr 14, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | DoorDash Inc | May 11, 2026(28d) |
| Mar 27, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | DoorDash Inc | Apr 8, 2026(13d) |
| Mar 18, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | DoorDash Inc | Apr 8, 2026(22d) |
| Mar 18, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | DoorDash Inc | Apr 8, 2026(22d) |
| Mar 13, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | DoorDash Inc | Apr 8, 2026(27d) |