Market Cap
$8.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Mar 18, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Mar 10, 2026 | BTIG | REITERATE | Buy | 53% |
| Feb 25, 2026 | Citigroup | INITIATE | Neutral | 55% |
| Feb 4, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Feb 4, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Feb 4, 2026 | Citizens | REITERATE | Market Outperform | 38% |
| Feb 4, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Feb 4, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Feb 3, 2026 | BTIG | REITERATE | Buy | 53% |
| Feb 2, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Mar 1, 2026 | 5 | 13 | 1 | 0 | 0 | 95% | |
| Feb 1, 2026 | 5 | 13 | 1 | 0 | 0 | 95% | |
| Jan 1, 2026 | 5 | 11 | 1 | 0 | 0 | 94% | |
| Dec 1, 2025 | 5 | 11 | 1 | 0 | 0 | 94% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.08 | $-0.44–$0.21 | -108.2% | +2.1% | 5↑ 6↓ | $12.2B | 14 |
| Next Q | $-0.04 | $-0.35–$0.47 | 96.6% | -139.6% | 2↑ 6↓ | $13.7B | 11 |
| Current FY | $-0.83 | $-1.26–$-0.37 | -35.6% | -10.9% | 4↑ 8↓ | $52.7B | 14 |
| Next FY | $-0.38 | $-2.90–$0.89 | 49.9% | -805.7% | 2↑ 5↓ | $65.9B | 11 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.083 | — |
| 7d ago | $-0.066 | -0.017 |
| 30d ago | $-0.085 | +0.002 |
| 60d ago | $0.086 | -0.169 |
| 90d ago | $0.074 | -0.157 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Capital Research Global Investors | 18,332,069 | $501.2M | 13.4% | — |
| FMR LLC | 16,498,041 | $451.1M | 12.1% | — |
| BlackRock, Inc. | 9,825,047 | $268.6M | 7.2% | ADD +69.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 8,316,469 | $227.4M | 6.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,154,730 | $195.6M | 5.2% | — |
| D. E. Shaw & Co., Inc. | 5,965,997 | $163.1M | 4.4% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,844,400 | $159.8M | 4.3% | — |
| JANE STREET GROUP, LLC | 5,233,560 | $143.1M | 3.8% | DOUBLED +250.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,637,123 | $121.2M | 3.2% | ADD +45.4% |
| STATE STREET CORP | 3,833,993 | $104.8M | 2.8% | ADD +99.7% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 5,786,575 | 9,825,047 | +69.8% | $268.6M |
| JANE STREET GROUP, LLC | DOUBLED | 1,493,848 | 5,233,560 | +250.3% | $143.1M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 2,502,161 | 3,637,123 | +45.4% | $121.2M |
| STATE STREET CORP | ADD | 1,920,305 | 3,833,993 | +99.7% | $104.8M |
| Rubric Capital Management LP | NEW | — | 2,343,169 | — | $64.1M |
| NORGES BANK | NEW | — | 2,015,015 | — | $55.1M |
| Clear Street Group Inc. | ADD | 848,882 | 1,467,382 | +72.9% | $40.1M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | NEW | — | 1,185,400 | — | $32.4M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 539,186 | 1,145,172 | +112.4% | $31.3M |
| CI INVESTMENTS INC. | NEW | — | 1,094,106 | — | $29.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 9, 2026 | Friedrich Matthew W. | Chief Legal Officer | SELL | 4,993 | $27.03 | $135.0K |
| Sep 8, 2026 | Friedrich Matthew W. | Chief Legal Officer | TAX W/H | 30,630 | $26.33 | $806.5K |
| Sep 1, 2026 | Brown Erin Elizabeth | Chief Operating Officer | TAX W/H | 1,951 | $24.60 | $48.0K |
| Sep 1, 2026 | Novogratz Michael | Chief Executive Officer | TAX W/H | 4,683 | $24.60 | $115.2K |
| Aug 18, 2026 | Ferraro Christopher C | President and CIO | EXERCISE | 50,000 | $4.83 | $241.5K |
| Aug 12, 2026 | DEASON DOUGLAS R | Director | BUY | 12,000 | $21.54 | $258.4K |
| Aug 10, 2026 | Ferraro Christopher C | President and CIO | EXERCISE | 50,000 | $4.83 | $241.5K |
| Aug 10, 2026 | BANDROWCZAK STEVEN JOHN | Director | BUY | 5,100 | $19.63 | $100.1K |
| Aug 6, 2026 | Paquette Anthony | Chief Financial Officer | EXERCISE | 75,000 | $11.77 | $882.8K |
| Aug 6, 2026 | Dietze Jane A | Director | AWARD | 7,866 | — | — |