Market Cap
$10.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jun 5, 2026 | Baird | MAINTAIN | Outperform | 54% |
| May 18, 2026 | Needham | REITERATE | Buy | 50% |
| May 7, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| May 7, 2026 | Needham | MAINTAIN | Buy | 50% |
| May 1, 2026 | Needham | INITIATE | Buy | 50% |
| Apr 10, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 4 | 2 | 0 | 0 | 80% | |
| Aug 1, 2026 | 4 | 4 | 2 | 0 | 0 | 80% | |
| Jul 1, 2026 | 4 | 4 | 2 | 0 | 0 | 80% | |
| Jun 1, 2026 | 4 | 4 | 2 | 0 | 0 | 80% | |
| May 1, 2026 | 4 | 4 | 2 | 0 | 0 | 80% | |
| Apr 1, 2026 | 4 | 4 | 2 | 0 | 0 | 80% | |
| Mar 1, 2026 | 4 | 4 | 3 | 0 | 0 | 73% | |
| Feb 1, 2026 | 4 | 4 | 3 | 0 | 0 | 73% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.97 | $4.95–$5.01 | 68.4% | +26.0% | 2↑ 1↓ | $0.8B | 4 |
| Next Q | $4.42 | $3.64–$5.30 | 64.4% | +26.7% | 3↑ 0↓ | $0.8B | 4 |
| Current FY | $17.02 | $16.10–$18.29 | 59.3% | +15.3% | 4↑ 0↓ | $2.9B | 4 |
| Next FY | $20.09 | $18.00–$22.53 | 18.1% | +16.4% | 4↑ 0↓ | $3.2B | 4 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.968 | — |
| 7d ago | $3.930 | +1.038 |
| 30d ago | $3.943 | +1.024 |
| 60d ago | $3.943 | +1.024 |
| 90d ago | $3.632 | +1.335 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,523,051 | $1.1B | 13.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,504,081 | $684.9M | 8.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,141,062 | $519.6M | 6.3% | — |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 933,511 | $425.1M | 5.2% | — |
| STATE STREET CORP | 794,167 | $361.6M | 4.4% | — |
| MAIRS & POWER INC | 602,104 | $274.2M | 3.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 583,297 | $265.6M | 3.2% | — |
| MORGAN STANLEY | 471,250 | $214.6M | 2.6% | — |
| Neuberger Berman Group LLC | 467,862 | $213.0M | 2.6% | TRIM -36.9% |
| DIMENSIONAL FUND ADVISORS LP | 445,099 | $202.7M | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | TRIM | 741,183 | 467,862 | -36.9% | $213.0M |
| JANE STREET GROUP, LLC | DOUBLED | 63,280 | 348,003 | +449.9% | $158.5M |
| NORGES BANK | NEW | — | 317,164 | — | $144.4M |
| D1 Capital Partners L.P. | NEW | — | 224,164 | — | $102.1M |
| Impax Asset Management Group plc | TRIM | 345,705 | 197,265 | -42.9% | $89.8M |
| Qube Research & Technologies Ltd | NEW | — | 154,337 | — | $70.3M |
| ROYCE & ASSOCIATES LP | TRIM | 216,825 | 135,040 | -37.7% | $61.5M |
| Holocene Advisors, LP | DOUBLED | 6,453 | 132,097 | +1947.1% | $60.1M |
| FMR LLC | DOUBLED | 35,846 | 128,721 | +259.1% | $58.6M |
| Boston Partners | TRIM | 168,096 | 115,663 | -31.2% | $52.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | Chu Maggie | SVP, CHRO | AWARD | 5 | $414.24 | $2.1K |
| Sep 3, 2026 | Kim Peter Sung-Jip | SVP & GM Industrial Business | AWARD | 5 | $414.24 | $2.1K |
| Sep 3, 2026 | D'Angelo Anne-Marie W | SVP & CLO | AWARD | 3 | $414.24 | $1.2K |
| Sep 3, 2026 | CHUNG T J | Director | AWARD | 1 | $414.24 | $414.24 |
| Sep 3, 2026 | Ruppel David | SVP & GM Transportation Bus. | AWARD | 5 | $414.24 | $2.1K |
| Sep 3, 2026 | Nayar Deepak | SVP & GM Electronics Business | AWARD | 8 | $414.24 | $3.3K |
| Sep 3, 2026 | Hamed Karim Wagdy | SVP & GM Semiconductor Busines | AWARD | 5 | $414.24 | $2.1K |
| Sep 3, 2026 | CHUNG T J | Director | AWARD | 17 | $414.24 | $7.0K |
| Sep 3, 2026 | Kelsey Todd P. | Director | AWARD | 1 | $414.24 | $414.24 |
| Sep 3, 2026 | PAEPER HOLLY Beth | Director | AWARD | 1 | $414.24 | $414.24 |