Market Cap
$2.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 10, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 4, 2026 | Needham | REITERATE | Buy | 50% |
| Jul 28, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 22, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 13, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 10, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 10, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 10, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 10, 2026 | BTIG | REITERATE | Buy | 53% |
| Jul 10, 2026 | Needham | REITERATE | Buy | 50% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 12 | 2 | 0 | 0 | 90% | |
| Aug 1, 2026 | 7 | 13 | 2 | 0 | 0 | 91% | |
| Jul 1, 2026 | 7 | 13 | 2 | 0 | 0 | 91% | |
| Jun 1, 2026 | 8 | 14 | 1 | 0 | 0 | 96% | |
| May 1, 2026 | 8 | 14 | 1 | 0 | 0 | 96% | |
| Apr 1, 2026 | 8 | 14 | 1 | 0 | 0 | 96% | |
| Mar 1, 2026 | 8 | 14 | 1 | 0 | 0 | 96% | |
| Feb 1, 2026 | 8 | 14 | 1 | 0 | 0 | 96% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $5.11 | $4.29–$5.74 | 596.5% | +0.0% | 2↑ 0↓ | $0.5B | 3 |
| Next Q | $-0.37 | $-0.64–$-0.11 | 55.0% | +0.0% | 2↑ 0↓ | $0.3B | 3 |
| Current FY | $3.38 | $3.03–$3.82 | 210.7% | +88.9% | 2↑ 1↓ | $0.8B | 3 |
| Next FY | $-1.07 | $-1.83–$-0.68 | -131.5% | +26.0% | 3↑ 0↓ | $0.1B | 3 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $5.114 | — |
| 7d ago | $5.114 | — |
| 30d ago | $5.114 | — |
| 60d ago | $-0.697 | +5.811 |
| 90d ago | $-0.737 | +5.851 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 8,770,349 | $212.8M | 13.1% | — |
| Rubric Capital Management LP | 7,227,778 | $175.3M | 10.8% | DOUBLED +192.2% |
| FMR LLC | 5,485,215 | $133.1M | 8.2% | ADD +30.9% |
| MORGAN STANLEY | 4,762,484 | $115.5M | 7.1% | — |
| STATE STREET CORP | 4,677,244 | $113.5M | 7.0% | ADD +44.4% |
| BAKER BROS. ADVISORS LP | 4,658,556 | $113.0M | 6.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,495,529 | $109.1M | 6.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,537,291 | $61.6M | 3.8% | — |
| Pictet Asset Management Holding SA | 2,351,232 | $57.0M | 3.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Rubric Capital Management LP | DOUBLED | 2,473,885 | 7,227,778 | +192.2% | $175.3M |
| Capital World Investors | DOUBLED | 893,327 | 1,787,916 | +100.1% | $43.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 1,102,266 | 1,482,861 | +34.5% | $36.0M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 780,696 | 1,431,317 | +83.3% | $34.7M |
| GOLDMAN SACHS GROUP INC | TRIM | 1,318,659 | 813,589 | -38.3% | $19.7M |
| RAYMOND JAMES FINANCIAL INC | ADD | 353,733 | 593,262 | +67.7% | $14.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEW | — | 477,141 | — | $11.6M |
| Candriam S.C.A. | TRIM | 534,259 | 377,902 | -29.3% | $9.2M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | TRIM | 620,820 | 363,603 | -41.4% | $8.8M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 223,363 | 340,578 | +52.5% | $8.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Ring Christine | Chief Legal Officer | SELL | 400 | $26.64 | $10.7K |
| Sep 2, 2026 | Ring Christine | Chief Legal Officer | SELL | 5,387 | $25.69 | $138.4K |
| Sep 2, 2026 | Ring Christine | Chief Legal Officer | EXERCISE | 5,787 | $8.72 | $50.5K |
| Sep 1, 2026 | Hansen Gwenn | Chief Scientific Officer | SELL | 1,452 | $25.47 | $37.0K |
| Sep 1, 2026 | Hansen Gwenn | Chief Scientific Officer | EXERCISE | 1,452 | $1.86 | $2.7K |
| Aug 5, 2026 | Hansen Gwenn | Chief Scientific Officer | EXERCISE | 4,356 | $1.86 | $8.1K |
| Aug 5, 2026 | Hansen Gwenn | Chief Scientific Officer | SELL | 4,356 | $25.00 | $108.9K |
| Aug 4, 2026 | van Houte Hans | Chief Financial Officer | SELL | 1,794 | $23.89 | $42.9K |
| Aug 4, 2026 | van Houte Hans | Chief Financial Officer | SELL | 2,967 | $24.65 | $73.1K |
| Aug 4, 2026 | Hansen Gwenn | Chief Scientific Officer | SELL | 1,500 | $23.87 | $35.8K |