Market Cap
$32.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Sep 18, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Sep 18, 2026 | TD Cowen | REITERATE | Buy | 56% |
| Aug 4, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Aug 3, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Jul 31, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 31, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 31, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 31, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 31, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 15 | 16 | 5 | 0 | 0 | 86% | |
| Aug 1, 2026 | 15 | 16 | 5 | 0 | 0 | 86% | |
| Jul 1, 2026 | 15 | 18 | 5 | 0 | 0 | 87% | |
| Jun 1, 2026 | 15 | 17 | 5 | 0 | 0 | 86% | |
| May 1, 2026 | 15 | 17 | 4 | 1 | 0 | 86% | |
| Apr 1, 2026 | 15 | 17 | 4 | 1 | 0 | 86% | |
| Mar 1, 2026 | 15 | 16 | 5 | 1 | 0 | 84% | |
| Feb 1, 2026 | 15 | 16 | 5 | 1 | 0 | 84% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.67 | $0.62–$0.72 | 10.2% | +0.1% | 7↑ 9↓ | $1.3B | 21 |
| Next Q | $0.73 | $0.70–$0.77 | 8.0% | +0.1% | 5↑ 12↓ | $1.4B | 21 |
| Current FY | $2.66 | $2.45–$2.75 | 27.4% | +0.0% | 23↑ 0↓ | $5.2B | 25 |
| Next FY | $3.12 | $2.83–$3.29 | 17.2% | -0.1% | 18↑ 4↓ | $5.8B | 25 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.672 | — |
| 7d ago | $0.671 | +0.001 |
| 30d ago | $0.671 | +0.001 |
| 60d ago | $0.672 | -0.000 |
| 90d ago | $0.674 | -0.002 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 38,244,137 | $2.6B | 13.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 25,209,752 | $1.7B | 8.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19,656,540 | $1.3B | 6.7% | — |
| STATE STREET CORP | 18,380,806 | $1.2B | 6.3% | — |
| Invesco Ltd. | 15,288,133 | $1.0B | 5.2% | — |
| BAILLIE GIFFORD & CO | 14,801,590 | $996.9M | 5.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 12,426,515 | $834.2M | 4.3% | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11,261,876 | $758.5M | 3.9% | — |
| ALLIANCEBERNSTEIN L.P. | 11,693,409 | $734.3M | 3.7% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 8,527,471 | $574.3M | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 2,545,103 | 6,873,273 | +170.1% | $462.9M |
| NORGES BANK | NEW | — | 6,868,090 | — | $462.6M |
| UBS Group AG | ADD | 4,349,959 | 6,065,779 | +39.4% | $408.5M |
| Castle Hook Partners LP | DOUBLED | 801,847 | 3,870,342 | +382.7% | $260.7M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 1,934,452 | 3,560,621 | +84.1% | $240.9M |
| JPMORGAN CHASE & CO | TRIM | 5,999,470 | 3,325,095 | -44.6% | $232.7M |
| DEUTSCHE BANK AG\ | TRIM | 3,392,733 | 2,435,559 | -28.2% | $164.0M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 1,600,989 | 2,268,607 | +41.7% | $152.8M |
| NOMURA HOLDINGS INC | DOUBLED | 285,040 | 1,709,370 | +499.7% | $115.1M |
| CI INVESTMENTS INC. | ADD | 872,578 | 1,287,663 | +47.6% | $86.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | Stern Sadie | EVP Chief People & Culture Off | SELL | 2,565 | $86.15 | $221.0K |
| Sep 15, 2026 | AUGUSTINOS NICHOLAS | Director | SELL | 6,539 | $84.04 | $549.5K |
| Sep 15, 2026 | Brown Michael Jon | EVP Chief Legal Compliance Off | SELL | 1,700 | $84.04 | $142.9K |
| Sep 14, 2026 | AUGUSTINOS NICHOLAS | Director | SELL | 1,550 | $84.02 | $130.2K |
| Sep 10, 2026 | Boehnlein Glenn S | Director | AWARD | 5,841 | — | — |
| Sep 10, 2026 | Sylvain Jereme M | EVP, Chief Financal Officer | SELL | 3,638 | $83.27 | $302.9K |
| Aug 27, 2026 | Stern Sadie | EVP Chief People & Culture Off | SELL | 2,565 | $88.37 | $226.7K |
| Aug 22, 2026 | Sylvain Jereme M | EVP, Chief Financal Officer | TAX W/H | 1,451 | $92.34 | $134.0K |
| Aug 22, 2026 | Stern Sadie | EVP Chief People & Culture Off | TAX W/H | 1,451 | $92.34 | $134.0K |
| Aug 22, 2026 | Brown Michael Jon | EVP Chief Legal Compliance Off | TAX W/H | 1,451 | $92.34 | $134.0K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | DexCom Inc | May 13, 2026(31d) |
| Feb 4, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | DexCom Inc | Mar 12, 2026(37d) |
| Jan 26, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | DexCom Inc | Feb 15, 2026(21d) |