Market Cap
$6.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 9, 2026 | B of A Securities | UPGRADE | Neutral | 54% |
| Aug 20, 2026 | Needham | REITERATE | Buy | 50% |
| Aug 14, 2026 | Needham | REITERATE | Buy | 50% |
| Aug 6, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Jul 15, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jul 13, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Jul 8, 2026 | Needham | REITERATE | Buy | 50% |
| May 14, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| May 13, 2026 | Needham | REITERATE | Buy | 50% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 9 | 1 | 1 | 0 | 86% | |
| Aug 1, 2026 | 3 | 9 | 1 | 1 | 0 | 86% | |
| Jul 1, 2026 | 3 | 9 | 1 | 1 | 0 | 86% | |
| Jun 1, 2026 | 3 | 9 | 2 | 1 | 0 | 80% | |
| May 1, 2026 | 3 | 9 | 2 | 1 | 0 | 80% | |
| Apr 1, 2026 | 3 | 9 | 2 | 1 | 0 | 80% | |
| Mar 1, 2026 | 3 | 9 | 2 | 1 | 0 | 80% | |
| Feb 1, 2026 | 3 | 9 | 3 | 0 | 0 | 80% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.34 | $0.34–$0.34 | -55.9% | -2.9% | 1↑ 0↓ | $0.3B | 1 |
| Next Q | $0.37 | $0.37–$0.37 | 214.7% | +12.1% | — | $0.3B | 1 |
| Current FY | $1.45 | $1.45–$1.45 | -1.4% | +12.4% | 1↑ 0↓ | $0.9B | 1 |
| Next FY | $1.87 | $1.87–$1.87 | 29.0% | +29.9% | 1↑ 0↓ | $1.2B | 1 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.340 | — |
| 7d ago | $0.320 | +0.020 |
| 30d ago | $0.350 | -0.010 |
| 60d ago | $0.355 | -0.015 |
| 90d ago | $0.310 | +0.030 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 11,265,630 | $305.1M | 12.8% | DOUBLED +104.6% |
| FMR LLC | 9,686,887 | $297.5M | 12.5% | — |
| BlackRock, Inc. | 5,025,758 | $154.3M | 6.5% | DOUBLED +201.2% |
| FRED ALGER MANAGEMENT, LLC | 5,006,052 | $153.7M | 6.5% | ADD +30.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,295,763 | $131.9M | 5.5% | DOUBLED +232.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,785,625 | $116.3M | 4.9% | DOUBLED +149.7% |
| MORGAN STANLEY | 3,747,081 | $115.1M | 4.8% | ADD +37.0% |
| CITADEL ADVISORS LLC | 3,568,388 | $109.6M | 4.6% | DOUBLED +138.3% |
| ALLIANCEBERNSTEIN L.P. | 2,129,033 | $72.3M | 3.0% | ADD +28.2% |
| Point72 Asset Management, L.P. | 1,657,857 | $50.9M | 2.1% | ADD +74.6% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | DOUBLED | 5,506,637 | 11,265,630 | +104.6% | $305.1M |
| BlackRock, Inc. | DOUBLED | 1,668,624 | 5,025,758 | +201.2% | $154.3M |
| FRED ALGER MANAGEMENT, LLC | ADD | 3,838,851 | 5,006,052 | +30.4% | $153.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | DOUBLED | 1,291,558 | 4,295,763 | +232.6% | $131.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | DOUBLED | 1,516,352 | 3,785,625 | +149.7% | $116.3M |
| MORGAN STANLEY | ADD | 2,734,923 | 3,747,081 | +37.0% | $115.1M |
| CITADEL ADVISORS LLC | DOUBLED | 1,497,601 | 3,568,388 | +138.3% | $109.6M |
| ALLIANCEBERNSTEIN L.P. | ADD | 1,660,592 | 2,129,033 | +28.2% | $72.3M |
| Point72 Asset Management, L.P. | ADD | 949,406 | 1,657,857 | +74.6% | $50.9M |
| Tidal Investments LLC | DOUBLED | 609,639 | 1,646,743 | +170.1% | $50.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | Kgil Minchung | Chief Financial Officer | EXERCISE | 20,746 | $4.82 | $100.0K |
| Sep 10, 2026 | Ou June | Director | TAX W/H | 263,910 | $36.57 | $9.7M |
| Sep 10, 2026 | Cagney Michael Scott | Director | TAX W/H | 263,910 | $36.57 | $9.7M |
| Sep 2, 2026 | Kgil Minchung | Chief Financial Officer | TAX W/H | 23,330 | $33.19 | $774.3K |
| Aug 24, 2026 | Kgil Minchung | Chief Financial Officer | SELL | 500 | $39.36 | $19.7K |
| Aug 24, 2026 | Kgil Minchung | Chief Financial Officer | SELL | 7,500 | $38.64 | $289.8K |
| Aug 14, 2026 | Stevens David Todd | Chief Capital Officer | SELL | 737 | $32.94 | $24.3K |
| Aug 14, 2026 | Stevens David Todd | Chief Capital Officer | SELL | 40,778 | $31.26 | $1.3M |
| Aug 14, 2026 | Stevens David Todd | Chief Capital Officer | SELL | 6,135 | $32.03 | $196.5K |
| Aug 14, 2026 | Stevens David Todd | Chief Capital Officer | EXERCISE | 38,281 | $4.82 | $184.5K |