Market Cap
$4.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 11, 2026 | JP Morgan | INITIATE | Overweight | 55% |
| Sep 4, 2026 | Citigroup | INITIATE | Buy | 55% |
| Aug 6, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 6, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Aug 5, 2026 | Wedbush | MAINTAIN | Outperform | 57% |
| Aug 3, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| May 6, 2026 | Wedbush | MAINTAIN | Outperform | 57% |
| Apr 9, 2026 | Wolfe Research | INITIATE | Outperform | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 11 | 1 | 0 | 0 | 95% | |
| Aug 1, 2026 | 10 | 11 | 1 | 0 | 0 | 95% | |
| Jul 1, 2026 | 10 | 11 | 1 | 0 | 0 | 95% | |
| Jun 1, 2026 | 10 | 11 | 1 | 0 | 0 | 95% | |
| May 1, 2026 | 11 | 11 | 1 | 0 | 0 | 96% | |
| Apr 1, 2026 | 10 | 11 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 9 | 11 | 1 | 0 | 0 | 95% | |
| Feb 1, 2026 | 9 | 11 | 1 | 0 | 0 | 95% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.95 | $-1.13–$-0.39 | 2.2% | +7.0% | 2↑ 1↓ | $0.0B | 10 |
| Next Q | $-1.11 | $-1.36–$-0.98 | 22.3% | +2.5% | 2↑ 1↓ | $0.0B | 10 |
| Current FY | $-3.81 | $-4.10–$-3.43 | 9.2% | +2.7% | 2↑ 1↓ | $0.0B | 11 |
| Next FY | $-4.61 | $-5.77–$-3.47 | -20.9% | +2.8% | 2↑ 1↓ | $0.0B | 11 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.949 | — |
| 7d ago | $-0.949 | — |
| 30d ago | $-1.020 | +0.071 |
| 60d ago | $-1.022 | +0.074 |
| 90d ago | $-1.022 | +0.074 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| FMR LLC | 8,199,893 | $799.3M | 21.6% | — |
| BlackRock, Inc. | 4,123,822 | $402.0M | 10.9% | ADD +29.9% |
| WELLINGTON MANAGEMENT GROUP LLP | 3,229,882 | $314.8M | 8.5% | — |
| STATE STREET CORP | 2,357,440 | $229.8M | 6.2% | ADD +68.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,159,568 | $210.5M | 5.7% | — |
| FRED ALGER MANAGEMENT, LLC | 1,302,493 | $127.0M | 3.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,258,502 | $122.7M | 3.3% | ADD +37.4% |
| UBS Group AG | 1,140,260 | $111.2M | 3.0% | ADD +45.9% |
| JENNISON ASSOCIATES LLC | 1,021,763 | $99.6M | 2.7% | DOUBLED +110.6% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 3,175,703 | 4,123,822 | +29.9% | $402.0M |
| STATE STREET CORP | ADD | 1,398,913 | 2,357,440 | +68.5% | $229.8M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 916,211 | 1,258,502 | +37.4% | $122.7M |
| UBS Group AG | ADD | 781,282 | 1,140,260 | +45.9% | $111.2M |
| JENNISON ASSOCIATES LLC | DOUBLED | 485,136 | 1,021,763 | +110.6% | $99.6M |
| CITADEL ADVISORS LLC | TRIM | 1,610,483 | 974,911 | -39.5% | $95.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 349,381 | 570,115 | +63.2% | $55.6M |
| AMERIPRISE FINANCIAL INC | ADD | 358,470 | 531,999 | +48.4% | $51.9M |
| NORTHERN TRUST CORP | ADD | 303,752 | 411,791 | +35.6% | $40.1M |
| GOLDMAN SACHS GROUP INC | TRIM | 548,010 | 382,161 | -30.3% | $37.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 17, 2026 | CARR EDWARD | CHIEF ACCOUNTING OFFICER | SELL | 700 | $104.39 | $73.1K |
| Sep 17, 2026 | CARR EDWARD | CHIEF ACCOUNTING OFFICER | EXERCISE | 20,000 | $17.88 | $357.6K |
| Sep 17, 2026 | CARR EDWARD | CHIEF ACCOUNTING OFFICER | SELL | 7,928 | $100.43 | $796.2K |
| Sep 17, 2026 | CARR EDWARD | CHIEF ACCOUNTING OFFICER | SELL | 6,771 | $101.37 | $686.4K |
| Sep 17, 2026 | CARR EDWARD | CHIEF ACCOUNTING OFFICER | SELL | 3,501 | $102.39 | $358.5K |
| Sep 17, 2026 | CARR EDWARD | CHIEF ACCOUNTING OFFICER | SELL | 1,100 | $103.20 | $113.5K |
| Sep 1, 2026 | Randhawa Simrat | EVP, Head of R&D | EXERCISE | 9,375 | $22.07 | $206.9K |
| Sep 1, 2026 | Randhawa Simrat | EVP, Head of R&D | SELL | 2,600 | $105.19 | $273.5K |
| Sep 1, 2026 | Randhawa Simrat | EVP, Head of R&D | SELL | 7,215 | $106.25 | $766.6K |
| Sep 1, 2026 | Randhawa Simrat | EVP, Head of R&D | EXERCISE | 6,249 | $21.77 | $136.0K |