Market Cap
$27.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Oct 1, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Sep 30, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Sep 30, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Sep 30, 2026 | Macquarie | MAINTAIN | Neutral | 55% |
| Sep 30, 2026 | Citizens | REITERATE | Market Outperform | 38% |
| Sep 30, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Sep 30, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Sep 30, 2026 | Guggenheim | REITERATE | Buy | 52% |
| Sep 30, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 15 | 24 | 9 | 0 | 0 | 81% | |
| Aug 1, 2026 | 15 | 23 | 9 | 0 | 0 | 81% | |
| Jul 1, 2026 | 14 | 22 | 10 | 0 | 0 | 78% | |
| Jun 1, 2026 | 14 | 21 | 10 | 0 | 0 | 78% | |
| May 1, 2026 | 14 | 22 | 10 | 0 | 0 | 78% | |
| Apr 1, 2026 | 14 | 22 | 10 | 0 | 0 | 78% | |
| Mar 1, 2026 | 15 | 20 | 11 | 0 | 0 | 76% | |
| Feb 1, 2026 | 15 | 20 | 11 | 0 | 0 | 76% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.61 | $1.56–$1.78 | 22.1% | +6.6% | 27↑ 3↓ | $0.8B | 35 |
| Next Q | $1.72 | $1.61–$1.93 | 4.0% | +3.5% | 24↑ 4↓ | $0.8B | 34 |
| Current FY | $6.55 | $6.41–$7.10 | 31.9% | +6.9% | 30↑ 1↓ | $3.0B | 37 |
| Next FY | $7.86 | $7.00–$9.43 | 19.9% | +7.0% | 30↑ 1↓ | $3.6B | 39 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.611 | — |
| 7d ago | $1.611 | — |
| 30d ago | $1.511 | +0.100 |
| 60d ago | $1.508 | +0.103 |
| 90d ago | $1.508 | +0.103 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 6,342,387 | $2.1B | 10.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,478,068 | $1.5B | 7.7% | — |
| FMR LLC | 3,660,780 | $1.2B | 6.3% | ADD +66.9% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,500,977 | $1.2B | 6.0% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,921,200 | $981.2M | 5.0% | DOUBLED +300.1% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,514,942 | $844.8M | 4.3% | ADD +28.8% |
| STATE STREET CORP | 1,934,054 | $649.6M | 3.3% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,815,300 | $609.8M | 3.1% | DOUBLED +300.1% |
| CITADEL ADVISORS LLC | 1,562,200 | $524.7M | 2.7% | NEAR_EXIT -75.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,554,896 | $520.9M | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 2,192,883 | 3,660,780 | +66.9% | $1.2B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | ADD | 1,953,175 | 2,514,942 | +28.8% | $844.8M |
| NORGES BANK | NEW | — | 1,404,430 | — | $471.7M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 891,744 | 1,263,690 | +41.7% | $427.5M |
| FIL Ltd | DOUBLED | 464,411 | 1,057,918 | +127.8% | $355.4M |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 348,572 | 873,254 | +150.5% | $293.3M |
| SRS Investment Management, LLC | ADD | 526,942 | 738,611 | +40.2% | $248.1M |
| JPMORGAN CHASE & CO | TRIM | 1,033,820 | 694,003 | -32.9% | $234.7M |
| Polar Capital Holdings Plc | DOUBLED | 330,791 | 689,071 | +108.3% | $231.5M |
| Nuveen, LLC | DOUBLED | 304,284 | 667,168 | +119.3% | $224.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 17, 2026 | Cochran Hope F | Director | SELL | 1,000 | $375.92 | $375.9K |
| Aug 17, 2026 | MERRIMAN DWIGHT A | Director | SELL | 522 | $451.22 | $235.5K |
| Aug 17, 2026 | MERRIMAN DWIGHT A | Director | SELL | 80 | $454.88 | $36.4K |
| Aug 17, 2026 | MERRIMAN DWIGHT A | Director | SELL | 460 | $452.55 | $208.2K |
| Aug 17, 2026 | MERRIMAN DWIGHT A | Director | SELL | 1,652 | $450.28 | $743.9K |
| Aug 17, 2026 | MERRIMAN DWIGHT A | Director | SELL | 120 | $456.36 | $54.8K |
| Aug 17, 2026 | MERRIMAN DWIGHT A | Director | SELL | 992 | $448.98 | $445.4K |
| Aug 17, 2026 | MERRIMAN DWIGHT A | Director | SELL | 2,174 | $453.71 | $986.4K |
| Aug 14, 2026 | MERRIMAN DWIGHT A | Director | SELL | 3,248 | $472.22 | $1.5M |
| Aug 14, 2026 | MERRIMAN DWIGHT A | Director | SELL | 6,752 | $469.81 | $3.2M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | MongoDB Inc | Sep 7, 2026(29d) |
| Jul 7, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | MongoDB Inc | Aug 12, 2026(37d) |