Market Cap
$11.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | Citigroup | INITIATE | Buy | 55% |
| Aug 4, 2026 | Wolfe Research | UPGRADE | Outperform | 52% |
| Aug 3, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 29, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Jul 27, 2026 | Wells Fargo | INITIATE | Overweight | 54% |
| Jun 11, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| May 13, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| May 7, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| May 7, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| May 6, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 16 | 2 | 0 | 0 | 92% | |
| Aug 1, 2026 | 5 | 16 | 3 | 0 | 0 | 88% | |
| Jul 1, 2026 | 5 | 15 | 3 | 0 | 0 | 87% | |
| Jun 1, 2026 | 5 | 15 | 3 | 0 | 0 | 87% | |
| May 1, 2026 | 5 | 15 | 3 | 0 | 0 | 87% | |
| Apr 1, 2026 | 5 | 15 | 3 | 0 | 0 | 87% | |
| Mar 1, 2026 | 5 | 15 | 3 | 0 | 0 | 87% | |
| Feb 1, 2026 | 5 | 16 | 3 | 0 | 0 | 88% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-1.09 | $-1.38–$-0.56 | 78.1% | +0.0% | — | $0.4B | 4 |
| Next Q | $-0.42 | $-0.77–$0.11 | 83.6% | +0.0% | — | $0.4B | 4 |
| Current FY | $-6.49 | $-7.38–$-4.91 | 49.0% | +0.0% | — | $1.5B | 4 |
| Next FY | $9.63 | $7.01–$12.84 | 248.3% | +0.0% | 2↑ 1↓ | $2.1B | 4 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-1.087 | — |
| 7d ago | $-1.087 | — |
| 30d ago | $-1.087 | — |
| 60d ago | $-1.033 | -0.054 |
| 90d ago | $-1.033 | -0.054 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| BAKER BROS. ADVISORS LP | 2,143,131 | $1.2B | 10.4% | — |
| RTW INVESTMENTS, LP | 1,993,687 | $1.1B | 9.7% | — |
| Jupiter Topco LLC | 1,936,099 | $1.0B | 9.4% | — |
| Avoro Capital Advisors LLC | 1,833,333 | $984.4M | 8.9% | — |
| PAULSON & CO. INC. | 1,340,020 | $719.5M | 6.5% | — |
| BlackRock, Inc. | 1,200,770 | $644.8M | 5.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 835,668 | $448.7M | 4.1% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 825,714 | $443.4M | 4.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 781,731 | $419.8M | 3.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| UBS Group AG | DOUBLED | 117,779 | 401,708 | +241.1% | $215.7M |
| FMR LLC | TRIM | 511,728 | 356,201 | -30.4% | $191.3M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 98,181 | 231,205 | +135.5% | $124.1M |
| NORGES BANK | NEW | — | 213,886 | — | $114.8M |
| JANE STREET GROUP, LLC | DOUBLED | 35,838 | 191,541 | +434.5% | $102.8M |
| ALLIANCEBERNSTEIN L.P. | ADD | 125,447 | 189,458 | +51.0% | $99.2M |
| TORONTO DOMINION BANK | ADD | 130,460 | 181,432 | +39.1% | $97.4M |
| Hood River Capital Management LLC | TRIM | 249,511 | 169,084 | -32.2% | $90.8M |
| Holocene Advisors, LP | NEW | — | 152,924 | — | $82.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 22,216 | 148,610 | +568.9% | $79.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | Sibold William John | President and CEO | SELL | 60 | $533.09 | $32.0K |
| Sep 11, 2026 | Sibold William John | President and CEO | SELL | 218 | $535.94 | $116.8K |
| Sep 11, 2026 | Sibold William John | President and CEO | SELL | 368 | $541.64 | $199.3K |
| Sep 11, 2026 | Sibold William John | President and CEO | SELL | 1,539 | $544.02 | $837.3K |
| Sep 11, 2026 | Sibold William John | President and CEO | SELL | 106 | $534.06 | $56.6K |
| Sep 11, 2026 | Sibold William John | President and CEO | SELL | 1,202 | $542.60 | $652.2K |
| Sep 11, 2026 | Sibold William John | President and CEO | SELL | 160 | $537.62 | $86.0K |
| Sep 11, 2026 | Sibold William John | President and CEO | SELL | 687 | $540.59 | $371.4K |
| Sep 11, 2026 | Sibold William John | President and CEO | SELL | 120 | $546.38 | $65.6K |
| Sep 11, 2026 | Sibold William John | President and CEO | SELL | 761 | $544.83 | $414.6K |