Market Cap
$7.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Needham | MAINTAIN | Buy | 50% |
| Sep 22, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Sep 8, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Aug 11, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 5, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Aug 5, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 5, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 5, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 5, 2026 | Needham | MAINTAIN | Buy | 50% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 16 | 2 | 0 | 0 | 91% | |
| Aug 1, 2026 | 4 | 16 | 2 | 0 | 0 | 91% | |
| Jul 1, 2026 | 4 | 16 | 2 | 0 | 0 | 91% | |
| Jun 1, 2026 | 4 | 16 | 2 | 0 | 0 | 91% | |
| May 1, 2026 | 4 | 16 | 2 | 0 | 0 | 91% | |
| Apr 1, 2026 | 5 | 16 | 2 | 0 | 0 | 91% | |
| Mar 1, 2026 | 5 | 16 | 2 | 0 | 0 | 91% | |
| Feb 1, 2026 | 5 | 16 | 2 | 0 | 0 | 91% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.60 | $0.57–$0.69 | 36.5% | -2.4% | 3↑ 8↓ | $0.2B | 12 |
| Next Q | $0.67 | $0.62–$0.79 | 36.2% | -2.6% | 4↑ 8↓ | $0.2B | 12 |
| Current FY | $2.40 | $2.24–$3.39 | -8.4% | -1.3% | 4↑ 9↓ | $0.9B | 14 |
| Next FY | $3.06 | $2.66–$4.64 | 27.4% | -2.3% | 4↑ 9↓ | $1.1B | 13 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.600 | — |
| 7d ago | $0.600 | — |
| 30d ago | $0.615 | -0.015 |
| 60d ago | $0.682 | -0.083 |
| 90d ago | $0.684 | -0.085 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,570,131 | $296.3M | 9.3% | DOUBLED +293.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,146,032 | $178.1M | 5.6% | ADD +52.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,892,834 | $157.1M | 4.9% | ADD +52.8% |
| TWO SIGMA INVESTMENTS, LP | 1,807,895 | $150.1M | 4.7% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,712,507 | $142.1M | 4.5% | — |
| MORGAN STANLEY | 1,613,901 | $134.0M | 4.2% | ADD +63.1% |
| FRANKLIN RESOURCES INC | 1,579,056 | $131.1M | 4.1% | — |
| JANE STREET GROUP, LLC | 1,418,317 | $117.7M | 3.7% | DOUBLED +154.6% |
| Walleye Capital LLC | 1,267,650 | $105.2M | 3.3% | DOUBLED +1086.4% |
| WELLINGTON MANAGEMENT GROUP LLP | 1,205,584 | $100.1M | 3.1% | DOUBLED +169.7% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | DOUBLED | 907,505 | 3,570,131 | +293.4% | $296.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 1,410,687 | 2,146,032 | +52.1% | $178.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | ADD | 1,238,573 | 1,892,834 | +52.8% | $157.1M |
| MORGAN STANLEY | ADD | 989,589 | 1,613,901 | +63.1% | $134.0M |
| JANE STREET GROUP, LLC | DOUBLED | 557,131 | 1,418,317 | +154.6% | $117.7M |
| Walleye Capital LLC | DOUBLED | 106,849 | 1,267,650 | +1086.4% | $105.2M |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 446,990 | 1,205,584 | +169.7% | $100.1M |
| MARSHALL WACE, LLP | DOUBLED | 290,425 | 1,052,232 | +262.3% | $87.3M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 289,025 | 1,011,256 | +249.9% | $83.9M |
| STATE STREET CORP | DOUBLED | 135,400 | 960,648 | +609.5% | $79.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | Pursley James | President | TAX W/H | 831 | $97.24 | $80.8K |
| Oct 1, 2026 | Budge James | Chief Financial Officer | TAX W/H | 4,614 | $97.24 | $448.7K |
| Sep 21, 2026 | Pursley James | President | SELL | 9,065 | $93.37 | $846.4K |
| Sep 21, 2026 | Pursley James | President | SELL | 23,135 | $94.40 | $2.2M |
| Sep 21, 2026 | Pursley James | President | SELL | 800 | $95.10 | $76.1K |
| Sep 14, 2026 | Mecklenburg Gabriel M.I. | Director | SELL | 33,501 | $94.03 | $3.2M |
| Sep 14, 2026 | Mecklenburg Gabriel M.I. | Director | CONVERT | 150,000 | — | — |
| Sep 14, 2026 | Mecklenburg Gabriel M.I. | Director | SELL | 56,161 | $93.00 | $5.2M |
| Sep 14, 2026 | Mecklenburg Gabriel M.I. | Director | SELL | 16,540 | $91.92 | $1.5M |
| Sep 14, 2026 | Mecklenburg Gabriel M.I. | Director | SELL | 2,800 | $88.98 | $249.1K |