Market Cap
$96.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 8, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Aug 7, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 7, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 7, 2026 | Macquarie | MAINTAIN | Outperform | 55% |
| Aug 7, 2026 | Needham | MAINTAIN | Buy | 50% |
| Aug 7, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Aug 7, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Aug 7, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Aug 4, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Aug 4, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 15 | 36 | 4 | 1 | 0 | 91% | |
| Aug 1, 2026 | 15 | 36 | 4 | 1 | 0 | 91% | |
| Jul 1, 2026 | 17 | 36 | 2 | 1 | 0 | 95% | |
| Jun 1, 2026 | 18 | 34 | 3 | 1 | 0 | 93% | |
| May 1, 2026 | 18 | 33 | 4 | 1 | 0 | 91% | |
| Apr 1, 2026 | 17 | 31 | 5 | 1 | 0 | 89% | |
| Mar 1, 2026 | 17 | 31 | 5 | 1 | 0 | 89% | |
| Feb 1, 2026 | 15 | 32 | 5 | 1 | 0 | 89% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.64 | $0.60–$0.68 | 16.4% | +0.1% | 35↑ 1↓ | $1.1B | 39 |
| Next Q | $0.64 | $0.59–$0.66 | 8.2% | +0.1% | 22↑ 4↓ | $1.2B | 37 |
| Current FY | $2.53 | $2.48–$2.65 | 23.3% | +0.0% | 41↑ 0↓ | $4.5B | 44 |
| Next FY | $2.97 | $2.66–$4.16 | 17.6% | +0.2% | 38↑ 5↓ | $5.5B | 46 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.640 | — |
| 7d ago | $0.640 | — |
| 30d ago | $0.640 | +0.001 |
| 60d ago | $0.610 | +0.031 |
| 90d ago | $0.609 | +0.031 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 35,546,533 | $9.3B | 14.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 21,604,265 | $5.6B | 9.1% | — |
| FMR LLC | 19,758,680 | $5.1B | 8.3% | ADD +48.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 17,558,413 | $4.6B | 7.4% | — |
| STATE STREET CORP | 14,707,381 | $3.8B | 6.2% | — |
| Invesco Ltd. | 13,226,437 | $3.4B | 5.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 9,536,964 | $2.5B | 4.0% | — |
| Jupiter Topco LLC | 6,943,522 | $1.8B | 2.9% | — |
| JENNISON ASSOCIATES LLC | 6,860,657 | $1.8B | 2.9% | — |
| JANE STREET GROUP, LLC | 4,934,400 | $1.3B | 2.1% | DOUBLED +4510.0% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 13,288,419 | 19,758,680 | +48.7% | $5.1B |
| NORGES BANK | NEW | — | 4,072,526 | — | $1.1B |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 1,898,946 | 3,301,465 | +73.9% | $859.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 1,571,018 | 2,195,554 | +39.8% | $571.6M |
| Nuveen, LLC | ADD | 1,032,064 | 1,566,018 | +51.7% | $407.7M |
| CITADEL ADVISORS LLC | TRIM | 2,705,995 | 1,422,883 | -47.4% | $370.5M |
| Employees Provident Fund Board | TRIM | 2,000,000 | 1,400,000 | -30.0% | $364.5M |
| UBS Group AG | TRIM | 2,554,189 | 1,373,700 | -46.2% | $357.7M |
| BAILLIE GIFFORD & CO | TRIM | 3,082,099 | 1,347,370 | -56.3% | $350.8M |
| FEDERATED HERMES, INC. | ADD | 828,999 | 1,207,985 | +45.7% | $314.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 23, 2026 | Le-Quoc Alexis | Chief Technology Officer | SELL | 620 | $256.15 | $158.8K |
| Sep 23, 2026 | Le-Quoc Alexis | Chief Technology Officer | CONVERT | 43,224 | — | — |
| Sep 23, 2026 | Le-Quoc Alexis | Chief Technology Officer | SELL | 5,347 | $253.32 | $1.4M |
| Sep 23, 2026 | Le-Quoc Alexis | Chief Technology Officer | SELL | 1,600 | $255.59 | $408.9K |
| Sep 23, 2026 | Le-Quoc Alexis | Chief Technology Officer | SELL | 22,007 | $251.45 | $5.5M |
| Sep 23, 2026 | Le-Quoc Alexis | Chief Technology Officer | SELL | 645 | $249.21 | $160.7K |
| Sep 23, 2026 | Le-Quoc Alexis | Chief Technology Officer | SELL | 9,633 | $252.36 | $2.4M |
| Sep 23, 2026 | Le-Quoc Alexis | Chief Technology Officer | CONVERT | 43,224 | — | — |
| Sep 23, 2026 | Le-Quoc Alexis | Chief Technology Officer | SELL | 1,372 | $250.55 | $343.8K |
| Sep 23, 2026 | Le-Quoc Alexis | Chief Technology Officer | SELL | 2,000 | $254.35 | $508.7K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 14, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Datadog Inc | May 11, 2026(28d) |
| Mar 13, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Datadog Inc | Apr 8, 2026(27d) |