Market Cap
$9.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Sep 24, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Sep 18, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 18, 2026 | Needham | REITERATE | Buy | 50% |
| Sep 8, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Sep 3, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Sep 2, 2026 | Wolfe Research | INITIATE | Outperform | 52% |
| Aug 11, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 11, 2026 | Macquarie | MAINTAIN | Outperform | 55% |
| Aug 10, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 25 | 9 | 1 | 0 | 78% | |
| Aug 1, 2026 | 10 | 25 | 9 | 1 | 0 | 78% | |
| Jul 1, 2026 | 10 | 25 | 9 | 1 | 0 | 78% | |
| Jun 1, 2026 | 10 | 25 | 9 | 1 | 0 | 78% | |
| May 1, 2026 | 10 | 24 | 10 | 0 | 0 | 77% | |
| Apr 1, 2026 | 10 | 24 | 10 | 0 | 0 | 77% | |
| Mar 1, 2026 | 11 | 24 | 9 | 0 | 0 | 80% | |
| Feb 1, 2026 | 11 | 25 | 8 | 0 | 0 | 82% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.16 | $-0.45–$-0.04 | 38.3% | -15.9% | 1↑ 6↓ | $1.4B | 10 |
| Next Q | $0.71 | $0.58–$0.86 | 97.1% | +1.9% | 6↑ 4↓ | $2.2B | 9 |
| Current FY | $0.88 | $0.65–$1.25 | 33.9% | -0.5% | 0↑ 13↓ | $6.7B | 15 |
| Next FY | $1.68 | $1.43–$1.97 | 90.1% | +2.2% | 2↑ 12↓ | $7.6B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.161 | — |
| 7d ago | $-0.144 | -0.016 |
| 30d ago | $-0.139 | -0.022 |
| 60d ago | $-0.099 | -0.062 |
| 90d ago | $-0.106 | -0.054 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| CIBC Bancorp USA Inc. | 37,316,338 | $942.6M | 10.5% | DOUBLED +205.0% |
| AQR CAPITAL MANAGEMENT LLC | 29,668,081 | $749.4M | 8.3% | — |
| Jupiter Topco LLC | 25,274,243 | $638.4M | 7.1% | — |
| Capital World Investors | 24,798,304 | $626.4M | 7.0% | — |
| BlackRock, Inc. | 22,955,769 | $579.9M | 6.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 21,574,923 | $545.0M | 6.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19,194,063 | $484.8M | 5.4% | — |
| NORGES BANK | 11,848,138 | $299.3M | 3.3% | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | 9,515,972 | $240.4M | 2.7% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,707,900 | $220.0M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | DOUBLED | 12,236,212 | 37,316,338 | +205.0% | $942.6M |
| NORGES BANK | NEW | — | 11,848,138 | — | $299.3M |
| FMR LLC | TRIM | 9,359,979 | 5,071,489 | -45.8% | $128.1M |
| AMERIPRISE FINANCIAL INC | ADD | 3,677,177 | 5,055,144 | +37.5% | $127.7M |
| Hood River Capital Management LLC | DOUBLED | 454,105 | 4,245,469 | +834.9% | $107.2M |
| CIBC WORLD MARKET INC. | DOUBLED | 1,545,535 | 3,523,534 | +128.0% | $89.0M |
| Qube Research & Technologies Ltd | NEW | — | 2,491,996 | — | $62.9M |
| Empower Advisory Group, LLC | ADD | 1,669,141 | 2,159,587 | +29.4% | $54.6M |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 1,199,104 | 1,948,179 | +62.5% | $49.2M |
| Sumitomo Mitsui Trust Group, Inc. | TRIM | 3,156,404 | 1,876,694 | -40.5% | $47.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | Robins Jason | See Remarks | GIFT | 12,000 | — | — |
| Sep 2, 2026 | Kalish Matthew | Director | J | 875,000 | — | — |
| Sep 2, 2026 | Kalish Matthew | Director | J | 864,880 | — | — |
| Sep 1, 2026 | Dodge R Stanton | Chief Legal Officer | TAX W/H | 2,111 | $23.44 | $49.5K |
| Sep 1, 2026 | Dodge R Stanton | Chief Legal Officer | EXERCISE | 12,395 | — | — |
| Sep 1, 2026 | Dodge R Stanton | Chief Legal Officer | EXERCISE | 4,997 | — | — |
| Sep 1, 2026 | Dodge R Stanton | Chief Legal Officer | TAX W/H | 646 | $23.44 | $15.1K |
| Sep 1, 2026 | Dodge R Stanton | Chief Legal Officer | EXERCISE | 11,029 | — | — |
| Sep 1, 2026 | Dodge R Stanton | Chief Legal Officer | EXERCISE | 4,825 | — | — |
| Sep 1, 2026 | Dodge R Stanton | Chief Legal Officer | TAX W/H | 2,187 | $23.44 | $51.3K |