Market Cap
$9.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 22, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Aug 20, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Jul 30, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 30, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Jul 30, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 30, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Jul 30, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Jul 30, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 30, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 30, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 10 | 2 | 1 | 0 | 86% | |
| Aug 1, 2026 | 8 | 10 | 2 | 1 | 0 | 86% | |
| Jul 1, 2026 | 8 | 11 | 1 | 1 | 0 | 90% | |
| Jun 1, 2026 | 8 | 11 | 1 | 1 | 0 | 90% | |
| May 1, 2026 | 8 | 11 | 2 | 1 | 0 | 86% | |
| Apr 1, 2026 | 8 | 11 | 2 | 1 | 0 | 86% | |
| Mar 1, 2026 | 8 | 11 | 2 | 1 | 0 | 86% | |
| Feb 1, 2026 | 8 | 11 | 2 | 1 | 0 | 86% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.09 | $-0.18–$-0.02 | 44.3% | +0.0% | 11↑ 1↓ | $0.2B | 13 |
| Next Q | $0.11 | $-0.16–$0.25 | 138.9% | +0.0% | 10↑ 1↓ | $0.2B | 13 |
| Current FY | $-0.29 | $-0.66–$-0.09 | 67.7% | +0.0% | 12↑ 0↓ | $0.7B | 13 |
| Next FY | $0.50 | $0.04–$1.04 | 273.7% | +0.1% | 10↑ 2↓ | $0.9B | 12 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.089 | — |
| 7d ago | $-0.089 | — |
| 30d ago | $-0.089 | — |
| 60d ago | $-0.089 | -0.000 |
| 90d ago | $-0.133 | +0.044 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 9,540,056 | $1.3B | 18.7% | — |
| Jupiter Topco LLC | 4,862,894 | $679.6M | 9.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,321,839 | $464.3M | 6.5% | — |
| PRIMECAP MANAGEMENT CO/CA/ | 3,040,705 | $425.0M | 6.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,551,132 | $356.5M | 5.0% | — |
| STATE STREET CORP | 2,315,568 | $323.7M | 4.5% | — |
| MILLENNIUM MANAGEMENT LLC | 1,581,016 | $221.0M | 3.1% | ADD +34.7% |
| Holocene Advisors, LP | 1,514,931 | $211.7M | 3.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,463,448 | $204.6M | 2.9% | — |
| CITADEL ADVISORS LLC | 1,390,017 | $194.3M | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | ADD | 1,173,696 | 1,581,016 | +34.7% | $221.0M |
| GOLDMAN SACHS GROUP INC | TRIM | 1,374,958 | 897,021 | -34.8% | $125.4M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | TRIM | 1,073,819 | 661,675 | -38.4% | $92.5M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | ADD | 487,912 | 650,571 | +33.3% | $90.9M |
| UBS Group AG | ADD | 386,400 | 578,271 | +49.7% | $80.8M |
| FULLER & THALER ASSET MANAGEMENT, INC. | NEW | — | 529,922 | — | $74.1M |
| NORGES BANK | NEW | — | 498,502 | — | $69.7M |
| BALYASNY ASSET MANAGEMENT L.P. | NEW | — | 491,636 | — | $68.7M |
| Clearbridge Investments, LLC | ADD | 286,051 | 431,066 | +50.7% | $60.2M |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 149,150 | 428,215 | +187.1% | $59.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 25, 2026 | Navratil Tomas | CHIEF DEVELOPMENT OFFICER | SELL | 167 | $151.70 | $25.3K |
| Sep 25, 2026 | Navratil Tomas | CHIEF DEVELOPMENT OFFICER | SELL | 136 | $152.71 | $20.8K |
| Sep 25, 2026 | Navratil Tomas | CHIEF DEVELOPMENT OFFICER | SELL | 229 | $154.24 | $35.3K |
| Sep 25, 2026 | Navratil Tomas | CHIEF DEVELOPMENT OFFICER | SELL | 1,083 | $154.88 | $167.7K |
| Sep 16, 2026 | Navratil Tomas | CHIEF DEVELOPMENT OFFICER | SELL | 103 | $163.20 | $16.8K |
| Sep 16, 2026 | Navratil Tomas | CHIEF DEVELOPMENT OFFICER | SELL | 120 | $168.38 | $20.2K |
| Sep 16, 2026 | Navratil Tomas | CHIEF DEVELOPMENT OFFICER | SELL | 4 | $172.00 | $688.00 |
| Sep 16, 2026 | Navratil Tomas | CHIEF DEVELOPMENT OFFICER | SELL | 345 | $164.60 | $56.8K |
| Sep 16, 2026 | Navratil Tomas | CHIEF DEVELOPMENT OFFICER | SELL | 191 | $166.20 | $31.7K |
| Sep 16, 2026 | Navratil Tomas | CHIEF DEVELOPMENT OFFICER | SELL | 234 | $170.95 | $40.0K |