Market Cap
$31.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 19, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jun 24, 2026 | Jefferies | MAINTAIN | Hold | 53% |
| May 27, 2026 | Jefferies | MAINTAIN | Hold | 53% |
| May 27, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Apr 13, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 0 | 3 | 5 | 2 | 9% | |
| Aug 1, 2026 | 1 | 0 | 3 | 5 | 2 | 9% | |
| Jul 1, 2026 | 1 | 0 | 3 | 5 | 2 | 9% | |
| Jun 1, 2026 | 1 | 0 | 3 | 5 | 2 | 9% | |
| May 1, 2026 | 1 | 0 | 3 | 5 | 2 | 9% | |
| Apr 1, 2026 | 1 | 0 | 3 | 5 | 2 | 9% | |
| Mar 1, 2026 | 3 | 3 | 3 | 0 | 0 | 67% | |
| Feb 1, 2026 | 3 | 3 | 3 | 0 | 0 | 67% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.89 | $3.86–$3.92 | 16.2% | +1.7% | 2↑ 1↓ | $2.3B | 3 |
| Next Q | $4.33 | $4.27–$4.37 | 21.5% | -1.9% | 1↑ 2↓ | $2.4B | 3 |
| Current FY | $16.27 | $16.20–$16.35 | 27.6% | +4.4% | 2↑ 0↓ | $9.1B | 3 |
| Next FY | $18.36 | $17.70–$19.40 | 12.9% | +1.7% | 2↑ 0↓ | $10.2B | 4 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.893 | — |
| 7d ago | $3.880 | +0.013 |
| 30d ago | $3.827 | +0.066 |
| 60d ago | $3.827 | +0.066 |
| 90d ago | $3.827 | +0.066 |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 9, 2026 | Delmar Haim Daniel | Executive Vice President | EXERCISE | 9,000 | $134.34 | $1.2M |
| Apr 9, 2026 | Delmar Haim Daniel | Executive Vice President | TAX W/H | 1,346 | $898.47 | $1.2M |
| Apr 9, 2026 | Delmar Haim Daniel | Executive Vice President | SELL | 7,654 | $887.40 | $6.8M |
| Apr 9, 2026 | Kril Ran | Executive Vice President | EXERCISE | 8,000 | $134.34 | $1.1M |
| Apr 9, 2026 | Kril Ran | Executive Vice President | TAX W/H | 1,197 | $898.47 | $1.1M |
| Apr 9, 2026 | Kril Ran | Executive Vice President | SELL | 6,803 | $887.40 | $6.0M |
| Apr 9, 2026 | Machlis Bezhalel | President and CEO | EXERCISE | 30,000 | $134.34 | $4.0M |
| Apr 9, 2026 | Machlis Bezhalel | President and CEO | TAX W/H | 4,486 | $898.47 | $4.0M |
| Apr 9, 2026 | Machlis Bezhalel | President and CEO | SELL | 25,514 | $887.40 | $22.6M |
| Apr 9, 2026 | Ariel Jonathan | Executive Vice President | EXERCISE | 9,000 | $134.34 | $1.2M |