Market Cap
$11.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 14, 2026 | Keybanc | INITIATE | Sector Weight | 52% |
| Aug 19, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Aug 7, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 24, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jun 26, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jun 25, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jun 25, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Jun 17, 2026 | Citigroup | INITIATE | Buy | 55% |
| May 15, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| May 15, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 4 | 10 | 0 | 0 | 44% | |
| Aug 1, 2026 | 4 | 4 | 10 | 0 | 0 | 44% | |
| Jul 1, 2026 | 3 | 4 | 11 | 0 | 0 | 39% | |
| Jun 1, 2026 | 2 | 4 | 11 | 0 | 0 | 35% | |
| May 1, 2026 | 2 | 4 | 11 | 0 | 0 | 35% | |
| Apr 1, 2026 | 2 | 4 | 10 | 0 | 0 | 38% | |
| Mar 1, 2026 | 2 | 4 | 9 | 0 | 0 | 40% | |
| Feb 1, 2026 | 2 | 4 | 9 | 0 | 0 | 40% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.05 | $0.04–$0.10 | -58.5% | -0.7% | 0↑ 4↓ | $0.4B | 14 |
| Next Q | $0.05 | $0.03–$0.08 | -34.9% | -0.3% | 0↑ 4↓ | $0.4B | 15 |
| Current FY | $0.29 | $0.26–$0.34 | -4.2% | -0.2% | 8↑ 1↓ | $1.5B | 14 |
| Next FY | $0.35 | $0.28–$0.44 | 21.8% | -1.6% | 11↑ 0↓ | $1.8B | 13 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.055 | — |
| 7d ago | $0.055 | — |
| 30d ago | $0.055 | -0.000 |
| 60d ago | $0.065 | -0.010 |
| 90d ago | $0.068 | -0.014 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| SC US (TTGP), LTD. | 26,728,172 | $483.5M | 12.7% | — |
| FMR LLC | 17,519,489 | $316.9M | 8.3% | — |
| TWO SIGMA INVESTMENTS, LP | 12,727,784 | $230.2M | 6.1% | — |
| UBS Group AG | 12,490,478 | $226.0M | 5.9% | ADD +55.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10,412,646 | $188.4M | 5.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 8,778,864 | $158.8M | 4.2% | — |
| GOLDMAN SACHS GROUP INC | 8,218,333 | $148.7M | 3.9% | ADD +32.6% |
| CITADEL ADVISORS LLC | 7,581,377 | $137.1M | 3.6% | DOUBLED +167.6% |
| BANK OF AMERICA CORP /DE/ | 6,867,913 | $124.2M | 3.3% | ADD +64.3% |
| MORGAN STANLEY | 6,847,637 | $123.9M | 3.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| UBS Group AG | ADD | 8,052,958 | 12,490,478 | +55.1% | $226.0M |
| GOLDMAN SACHS GROUP INC | ADD | 6,196,688 | 8,218,333 | +32.6% | $148.7M |
| CITADEL ADVISORS LLC | DOUBLED | 2,832,743 | 7,581,377 | +167.6% | $137.1M |
| BANK OF AMERICA CORP /DE/ | ADD | 4,180,575 | 6,867,913 | +64.3% | $124.2M |
| BlackRock, Inc. | DOUBLED | 314,361 | 6,071,880 | +1831.5% | $109.8M |
| a16z Capital Management, L.L.C. | TRIM | 16,011,378 | 5,983,308 | -62.6% | $108.2M |
| Point72 Asset Management, L.P. | NEW | — | 5,411,251 | — | $97.9M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | DOUBLED | 2,302,057 | 4,830,513 | +109.8% | $87.4M |
| BAMCO INC /NY/ | DOUBLED | 2,052,204 | 4,264,145 | +107.8% | $77.1M |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 634,500 | 3,027,800 | +377.2% | $54.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | Mulligan Brendan | General Counsel and Secretary | SELL | 44,500 | $26.35 | $1.2M |
| Sep 3, 2026 | Mulligan Brendan | General Counsel and Secretary | SELL | 64,606 | $25.73 | $1.7M |
| Sep 3, 2026 | Herb Tyler | Chief Accounting Officer | SELL | 1,416 | $26.29 | $37.2K |
| Sep 1, 2026 | Mulligan Brendan | General Counsel and Secretary | TAX W/H | 9,435 | $27.49 | $259.4K |
| Sep 1, 2026 | Voskanian Shaunt | Chief Revenue Officer | TAX W/H | 8,080 | $27.49 | $222.1K |
| Sep 1, 2026 | Melwani Praveer | CFO and Treasurer | TAX W/H | 7,037 | $27.49 | $193.4K |
| Sep 1, 2026 | Herb Tyler | Chief Accounting Officer | TAX W/H | 1,838 | $27.49 | $50.5K |
| Aug 28, 2026 | Lilly III John Osborne | Director | J | 330,306 | — | — |
| Aug 28, 2026 | Lilly III John Osborne | Director | J | 5,460 | — | — |
| Aug 28, 2026 | Mulligan Brendan | General Counsel and Secretary | SELL | 80,699 | $29.21 | $2.4M |