Market Cap
$6.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | UBS | MAINTAIN | Buy | 55% |
| Oct 1, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Sep 28, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Sep 25, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Sep 22, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Sep 17, 2026 | RBC Capital | INITIATE | Sector Perform | 55% |
| Sep 9, 2026 | UBS | INITIATE | Buy | 55% |
| Jul 15, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Jun 5, 2026 | Goldman Sachs | INITIATE | Neutral | 54% |
| May 6, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 5 | 6 | 0 | 0 | 60% | |
| Aug 1, 2026 | 4 | 5 | 6 | 0 | 0 | 60% | |
| Jul 1, 2026 | 4 | 5 | 6 | 0 | 0 | 60% | |
| Jun 1, 2026 | 4 | 5 | 5 | 0 | 0 | 64% | |
| May 1, 2026 | 4 | 5 | 5 | 0 | 0 | 64% | |
| Apr 1, 2026 | 4 | 5 | 3 | 0 | 0 | 75% | |
| Mar 1, 2026 | 4 | 4 | 4 | 0 | 0 | 67% | |
| Feb 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-1.90 | $-2.85–$-1.49 | 22.8% | +22.5% | 1↑ 0↓ | $0.0B | 4 |
| Next Q | $-2.09 | $-2.82–$-1.51 | 14.4% | +12.1% | 1↑ 0↓ | $0.1B | 5 |
| Current FY | $-7.51 | $-10.37–$-5.93 | 35.8% | +2.2% | 1↑ 0↓ | $0.2B | 5 |
| Next FY | $-8.24 | $-10.72–$-6.27 | -9.7% | +16.5% | 1↑ 0↓ | $0.2B | 4 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-1.899 | — |
| 7d ago | $-2.121 | +0.222 |
| 30d ago | $-2.450 | +0.551 |
| 60d ago | $-2.380 | +0.481 |
| 90d ago | $-2.373 | +0.474 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | 4,161,584 | $284.1M | 13.4% | ADD +27.9% |
| BAKER BROS. ADVISORS LP | 4,028,614 | $275.0M | 13.0% | — |
| BlackRock, Inc. | 3,577,075 | $244.2M | 11.5% | — |
| STATE STREET CORP | 2,385,514 | $162.9M | 7.7% | ADD +26.1% |
| PRIMECAP MANAGEMENT CO/CA/ | 2,180,106 | $148.8M | 7.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,641,117 | $112.0M | 5.3% | — |
| MORGAN STANLEY | 1,462,163 | $99.8M | 4.7% | — |
| Arbiter Partners Capital Management LLC | 1,034,297 | $70.6M | 3.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 991,380 | $67.7M | 3.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FARALLON CAPITAL MANAGEMENT, L.L.C. | ADD | 3,253,684 | 4,161,584 | +27.9% | $284.1M |
| STATE STREET CORP | ADD | 1,891,893 | 2,385,514 | +26.1% | $162.9M |
| GOLDMAN SACHS GROUP INC | ADD | 581,924 | 748,015 | +28.5% | $51.1M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 408,650 | 679,587 | +66.3% | $46.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 334,906 | 477,982 | +42.7% | $32.6M |
| UBS Group AG | ADD | 185,393 | 249,796 | +34.7% | $17.1M |
| WELLS FARGO & COMPANY/MN | DOUBLED | 38,658 | 194,227 | +402.4% | $13.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | TRIM | 304,808 | 155,295 | -49.1% | $10.6M |
| FMR LLC | DOUBLED | 56,297 | 126,726 | +125.1% | $8.7M |
| D. E. Shaw & Co., Inc. | ADD | 81,606 | 116,102 | +42.3% | $7.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 21, 2026 | Ofman Joshua J. | Chief Executive Officer | SELL | 1,400 | $97.84 | $137.0K |
| Sep 21, 2026 | Ofman Joshua J. | Chief Executive Officer | SELL | 421 | $99.85 | $42.0K |
| Sep 21, 2026 | Ofman Joshua J. | Chief Executive Officer | SELL | 2,100 | $100.68 | $211.4K |
| Sep 21, 2026 | Ofman Joshua J. | Chief Executive Officer | EXERCISE | 26,452 | $14.00 | $370.3K |
| Sep 21, 2026 | Freidin Aaron | Chief Financial Officer | SELL | 1,779 | $92.26 | $164.1K |
| Sep 21, 2026 | Ofman Joshua J. | Chief Executive Officer | SELL | 2,125 | $92.32 | $196.2K |
| Sep 21, 2026 | Freidin Aaron | Chief Financial Officer | SELL | 1,800 | $93.92 | $169.0K |
| Sep 21, 2026 | Ofman Joshua J. | Chief Executive Officer | SELL | 1,454 | $93.61 | $136.1K |
| Sep 21, 2026 | Freidin Aaron | Chief Financial Officer | SELL | 521 | $95.00 | $49.5K |
| Sep 21, 2026 | Ofman Joshua J. | Chief Executive Officer | SELL | 37,752 | $94.98 | $3.6M |
| Halted | Code | Reason | Status |
|---|---|---|---|
| Sep 23, 2026 | T3 | Resumption Scheduled | Resumed |
| Sep 23, 2026 | T1 | News Pending | Not resumed |