Market Cap
$66.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 3, 2026 | StoneX | INITIATE | Buy | — |
| Jul 31, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 31, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 31, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Jul 31, 2026 | Rosenblatt | MAINTAIN | Neutral | 54% |
| Jul 31, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 20, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| May 1, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| May 1, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| May 1, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 12 | 4 | 0 | 0 | 83% | |
| Aug 1, 2026 | 7 | 12 | 4 | 0 | 0 | 83% | |
| Jul 1, 2026 | 7 | 13 | 4 | 0 | 0 | 83% | |
| Jun 1, 2026 | 8 | 14 | 3 | 0 | 0 | 88% | |
| May 1, 2026 | 8 | 14 | 3 | 0 | 0 | 88% | |
| Apr 1, 2026 | 8 | 14 | 3 | 0 | 0 | 88% | |
| Mar 1, 2026 | 8 | 14 | 4 | 0 | 0 | 85% | |
| Feb 1, 2026 | 7 | 15 | 4 | 0 | 0 | 85% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $7.70 | $7.66–$7.80 | 62.8% | -0.0% | 12↑ 0↓ | $1.1B | 14 |
| Next Q | $8.08 | $7.86–$8.30 | 68.6% | +0.1% | 12↑ 0↓ | $1.2B | 14 |
| Current FY | $27.43 | $27.15–$28.00 | 54.4% | +0.2% | 12↑ 0↓ | $4.1B | 15 |
| Next FY | $34.87 | $30.54–$37.60 | 27.1% | +0.2% | 11↑ 1↓ | $5.3B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $7.701 | — |
| 7d ago | $7.702 | -0.002 |
| 30d ago | $7.702 | -0.002 |
| 60d ago | $6.417 | +1.284 |
| 90d ago | $6.414 | +1.287 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,589,925 | $7.7B | 15.4% | — |
| FMR LLC | 5,177,258 | $7.2B | 14.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,126,756 | $4.3B | 8.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,504,858 | $3.5B | 6.9% | — |
| Invesco Ltd. | 2,343,930 | $3.2B | 6.4% | — |
| STATE STREET CORP | 2,282,186 | $3.2B | 6.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,195,281 | $1.6B | 3.3% | — |
| FRANKLIN RESOURCES INC | 811,974 | $1.1B | 2.2% | — |
| GOLDMAN SACHS GROUP INC | 780,650 | $1.1B | 2.1% | ADD +37.4% |
| NORGES BANK | 751,399 | $1.0B | 2.1% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 568,064 | 780,650 | +37.4% | $1.1B |
| NORGES BANK | NEW | — | 751,399 | — | $1.0B |
| VAN ECK ASSOCIATES CORP | ADD | 524,571 | 746,237 | +42.3% | $1.0B |
| BANK OF AMERICA CORP /DE/ | ADD | 382,162 | 536,236 | +40.3% | $741.3M |
| Rafferty Asset Management, LLC | ADD | 317,473 | 459,278 | +44.7% | $634.9M |
| FIL Ltd | ADD | 154,637 | 224,582 | +45.2% | $310.5M |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | ADD | 159,658 | 223,899 | +40.2% | $309.5M |
| JENNISON ASSOCIATES LLC | DOUBLED | 49,394 | 185,502 | +275.6% | $256.4M |
| BROWN ADVISORY INC | TRIM | 379,897 | 180,434 | -52.5% | $249.5M |
| JANE STREET GROUP, LLC | DOUBLED | 5,083 | 179,293 | +3427.3% | $247.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | Hsing Michael | CEO | SELL | 596 | $1,323.31 | $788.7K |
| Sep 28, 2026 | Hsing Michael | CEO | SELL | 2,121 | $1,328.54 | $2.8M |
| Sep 28, 2026 | Hsing Michael | CEO | SELL | 1,111 | $1,333.34 | $1.5M |
| Sep 28, 2026 | Hsing Michael | CEO | SELL | 2,949 | $1,338.66 | $3.9M |
| Sep 28, 2026 | Hsing Michael | CEO | SELL | 5,783 | $1,343.76 | $7.8M |
| Sep 28, 2026 | Hsing Michael | CEO | SELL | 6,343 | $1,347.15 | $8.5M |
| Sep 28, 2026 | Hsing Michael | CEO | SELL | 130 | $1,356.94 | $176.4K |
| Sep 28, 2026 | Hsing Michael | CEO | SELL | 10,967 | $1,351.43 | $14.8M |
| Aug 31, 2026 | Tseng Saria | EVP & General Counsel | GIFT | 2,000 | — | — |
| Aug 24, 2026 | CHANG KUO WEI HERBERT | Director | SELL | 50 | $1,281.57 | $64.1K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 5, 2026 | Byron Donalds | R | HOUSE | SELL | $1,001 - $15,000 | Monolithic Power Systems Inc | Jul 16, 2026(42d) |
| Jun 5, 2026 | Byron Donalds | R | HOUSE | SELL | $1,001 - $15,000 | Monolithic Power Systems Inc | Jul 16, 2026(42d) |
| Feb 4, 2026 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | Monolithic Power Systems Inc | Mar 2, 2026(27d) |
| Jan 5, 2026 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | Monolithic Power Systems Inc | Feb 4, 2026(31d) |
| Jan 5, 2026 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | Monolithic Power Systems Inc | Feb 4, 2026(31d) |