Market Cap
$3.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 20, 2026 | Piper Sandler | INITIATE | Neutral | 54% |
| Aug 14, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Aug 13, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Aug 13, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Aug 13, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Aug 13, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Jul 21, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 9, 2026 | Goldman Sachs | DOWNGRADE | Neutral | 54% |
| Jun 29, 2026 | Seaport Global | DOWNGRADE | Neutral | 51% |
| Jun 23, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 4 | 6 | 0 | 0 | 63% | |
| Aug 1, 2026 | 6 | 5 | 5 | 0 | 0 | 69% | |
| Jul 1, 2026 | 5 | 5 | 5 | 0 | 0 | 67% | |
| Jun 1, 2026 | 5 | 6 | 4 | 0 | 0 | 73% | |
| May 1, 2026 | 5 | 6 | 4 | 0 | 0 | 73% | |
| Apr 1, 2026 | 4 | 6 | 4 | 0 | 0 | 71% | |
| Mar 1, 2026 | 4 | 6 | 4 | 0 | 0 | 71% | |
| Feb 1, 2026 | 4 | 6 | 4 | 0 | 0 | 71% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.08 | $-0.14–$0.30 | 127.9% | +129.1% | 1↑ 0↓ | $0.2B | 2 |
| Next Q | $2.51 | $2.10–$2.92 | 27.5% | -11.9% | 0↑ 1↓ | $0.5B | 2 |
| Current FY | $2.76 | $2.60–$2.92 | 54.0% | +9.3% | 1↑ 0↓ | $1.1B | 2 |
| Next FY | $2.90 | $2.40–$3.41 | 5.3% | — | — | $1.2B | 2 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.080 | — |
| 7d ago | $-0.140 | +0.220 |
| 30d ago | $-0.275 | +0.355 |
| 60d ago | $-0.275 | +0.355 |
| 90d ago | $-0.275 | +0.355 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ARIEL INVESTMENTS, LLC | 5,302,754 | $428.9M | 16.1% | — |
| Jericho Capital Asset Management L.P. | 3,662,724 | $296.3M | 11.1% | — |
| BlackRock, Inc. | 3,124,507 | $252.7M | 9.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,849,716 | $149.6M | 5.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,754,802 | $141.9M | 5.3% | — |
| Point72 Asset Management, L.P. | 1,526,701 | $123.5M | 4.6% | — |
| MORGAN STANLEY | 1,267,749 | $102.5M | 3.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,183,900 | $95.8M | 3.6% | — |
| GOLDMAN SACHS GROUP INC | 1,140,934 | $92.3M | 3.5% | ADD +70.1% |
| STATE STREET CORP | 965,738 | $78.1M | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 670,881 | 1,140,934 | +70.1% | $92.3M |
| Assenagon Asset Management S.A. | TRIM | 1,210,718 | 863,462 | -28.7% | $69.8M |
| CITADEL ADVISORS LLC | DOUBLED | 203,112 | 520,000 | +156.0% | $42.1M |
| MILLENNIUM MANAGEMENT LLC | ADD | 387,914 | 512,995 | +32.2% | $41.5M |
| Qube Research & Technologies Ltd | ADD | 305,751 | 414,888 | +35.7% | $33.6M |
| D. E. Shaw & Co., Inc. | ADD | 316,990 | 412,139 | +30.0% | $33.3M |
| NORGES BANK | NEW | — | 346,600 | — | $28.0M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | ADD | 175,812 | 229,675 | +30.6% | $18.6M |
| JPMORGAN CHASE & CO | ADD | 138,933 | 188,719 | +35.8% | $15.4M |
| FIRST TRUST ADVISORS LP | ADD | 131,119 | 187,105 | +42.7% | $15.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Collins David J | EVP and CFO | EXERCISE | 4,782 | — | — |
| Sep 15, 2026 | Collins David J | EVP and CFO | TAX W/H | 3,820 | $80.89 | $309.0K |
| Sep 15, 2026 | Collins David J | EVP and CFO | EXERCISE | 3,072 | — | — |
| Sep 15, 2026 | D'Ambrosio Philip Gerard | EVP and Treasurer | TAX W/H | 8,948 | $80.89 | $723.8K |
| Sep 15, 2026 | D'Ambrosio Philip Gerard | EVP and Treasurer | EXERCISE | 6,008 | — | — |
| Sep 15, 2026 | D'Ambrosio Philip Gerard | EVP and Treasurer | EXERCISE | 19,913 | — | — |
| Sep 15, 2026 | D'Ambrosio Philip Gerard | EVP and Treasurer | EXERCISE | 6,143 | — | — |
| Sep 15, 2026 | D'Ambrosio Philip Gerard | EVP and Treasurer | TAX W/H | 10,165 | $80.89 | $822.2K |
| Sep 15, 2026 | D'Ambrosio Philip Gerard | EVP and Treasurer | EXERCISE | 6,227 | — | — |
| Sep 15, 2026 | Shvartsman Alexander | SVP, Controller & PAO | TAX W/H | 102 | $80.89 | $8.3K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Jonathan Jackson | D | HOUSE | BUY | $1,001 - $15,000 | Madison Square Garden Entertainment Corp | Jul 16, 2026(32d) |