Market Cap
$43.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Freedom Capital Markets | MAINTAIN | Buy | 46% |
| Sep 8, 2026 | Freedom Capital Markets | MAINTAIN | Buy | 46% |
| Jul 30, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Jul 30, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jun 4, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 28, 2026 | Freedom Capital Markets | INITIATE | Hold | 46% |
| May 8, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| May 7, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 7, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Apr 20, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 11 | 2 | 0 | 0 | 90% | |
| Aug 1, 2026 | 7 | 12 | 1 | 0 | 0 | 95% | |
| Jul 1, 2026 | 7 | 11 | 2 | 0 | 0 | 90% | |
| Jun 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| May 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| Apr 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 6 | 11 | 1 | 0 | 0 | 94% | |
| Feb 1, 2026 | 6 | 11 | 1 | 0 | 0 | 94% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.06 | $1.04–$1.14 | 34.0% | +0.0% | 6↑ 0↓ | $8.2B | 10 |
| Next Q | $1.23 | $1.19–$1.32 | 41.5% | -0.5% | 7↑ 0↓ | $8.9B | 9 |
| Current FY | $4.71 | $4.60–$4.96 | 42.8% | -0.3% | 8↑ 1↓ | $34.6B | 11 |
| Next FY | $7.06 | $5.91–$7.96 | 49.8% | -0.8% | 8↑ 1↓ | $45.0B | 11 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.058 | — |
| 7d ago | $1.058 | — |
| 30d ago | $1.058 | — |
| 60d ago | $1.043 | +0.016 |
| 90d ago | $1.002 | +0.057 |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 24, 2026 | Eubanks Richard M. | Director | AWARD | 1,802 | — | — |
| Sep 24, 2026 | Oliver George | Director | AWARD | 1,802 | — | — |
| Aug 18, 2026 | Advaithi Revathi | Chief Executive Officer | J | 35,051 | — | — |
| Aug 18, 2026 | Hartung Michael P | Chief Commercial Officer | SELL | 1,007 | $119.79 | $120.6K |
| Aug 18, 2026 | Hartung Michael P | Chief Commercial Officer | SELL | 1,272 | $120.74 | $153.6K |
| Aug 18, 2026 | Hartung Michael P | Chief Commercial Officer | SELL | 272 | $121.76 | $33.1K |
| Aug 18, 2026 | Hartung Michael P | Chief Commercial Officer | SELL | 196 | $122.60 | $24.0K |
| Aug 18, 2026 | Hartung Michael P | Chief Commercial Officer | SELL | 8 | $123.25 | $985.98 |
| Aug 5, 2026 | HARRIS JOHN D | Director | AWARD | 1,928 | — | — |
| Aug 5, 2026 | HURLSTON MICHAEL E. | Director | AWARD | 1,928 | — | — |