Market Cap
$4.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 6, 2026 | Needham | MAINTAIN | Buy | 50% |
| May 7, 2026 | Needham | MAINTAIN | Buy | 50% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Aug 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Jul 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Jun 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| May 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Apr 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Mar 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Feb 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.43 | $1.42–$1.45 | 410.7% | +24.3% | 1↑ 0↓ | $0.4B | 3 |
| Next Q | $1.43 | $1.34–$1.52 | 225.8% | +46.3% | 1↑ 0↓ | $0.4B | 3 |
| Current FY | $3.86 | $3.85–$3.88 | 1739.7% | +14.1% | 1↑ 0↓ | $1.1B | 3 |
| Next FY | $5.90 | $4.80–$6.75 | 52.8% | +39.3% | 1↑ 0↓ | $1.5B | 3 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.430 | — |
| 7d ago | $1.150 | +0.280 |
| 30d ago | $1.150 | +0.280 |
| 60d ago | $1.150 | +0.280 |
| 90d ago | $1.150 | +0.280 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 9,007,442 | $1.2B | 24.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,655,650 | $355.2M | 7.2% | — |
| JPMORGAN CHASE & CO | 2,673,813 | $345.5M | 7.0% | DOUBLED +758.7% |
| STATE STREET CORP | 2,069,773 | $277.3M | 5.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,513,938 | $202.5M | 4.1% | — |
| Point72 Asset Management, L.P. | 1,342,415 | $179.6M | 3.7% | TRIM -31.8% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,144,210 | $153.0M | 3.1% | TRIM -26.6% |
| DIMENSIONAL FUND ADVISORS LP | 1,088,175 | $145.5M | 3.0% | — |
| MORGAN STANLEY | 966,277 | $129.2M | 2.6% | — |
| Invesco Ltd. | 913,919 | $122.2M | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | DOUBLED | 311,371 | 2,673,813 | +758.7% | $345.5M |
| Point72 Asset Management, L.P. | TRIM | 1,969,464 | 1,342,415 | -31.8% | $179.6M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | TRIM | 1,559,155 | 1,144,210 | -26.6% | $153.0M |
| CONGRESS ASSET MANAGEMENT CO | NEW | — | 878,002 | — | $117.4M |
| Capital International Investors | TRIM | 1,744,923 | 789,566 | -54.8% | $105.6M |
| AMERICAN CENTURY COMPANIES INC | TRIM | 1,090,103 | 604,313 | -44.6% | $80.8M |
| FMR LLC | ADD | 430,925 | 574,501 | +33.3% | $76.8M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | TRIM | 957,576 | 494,325 | -48.4% | $66.1M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | TRIM | 451,386 | 324,053 | -28.2% | $43.3M |
| ROYCE & ASSOCIATES LP | TRIM | 587,147 | 306,723 | -47.8% | $41.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Wong Lester A | CFO | AWARD | 6,038 | — | — |
| Sep 1, 2026 | Talluri Rajendra K | CEO | AWARD | 89,697 | — | — |
| Jul 6, 2026 | Olson Jon A | Director | AWARD | 407 | — | — |
| Jul 6, 2026 | RICHARDSON DAVID JEFFREY | Director | AWARD | 407 | — | — |
| Jul 6, 2026 | Yeo Mui Sung | Director | AWARD | 407 | — | — |
| Jul 6, 2026 | Kong Peter T M | Director | AWARD | 407 | — | — |
| Jul 6, 2026 | Dignam Denise | Director | AWARD | 407 | — | — |
| Jul 6, 2026 | Milzcik Gregory F | Director | AWARD | 407 | — | — |
| Jun 18, 2026 | Wong Lester A | Interim CEO and CFO | SELL | 60,000 | $121.71 | $7.3M |
| Jun 12, 2026 | WONG NELSON MUNPUN | Senior Vice President | SELL | 15,000 | $113.72 | $1.7M |