Market Cap
$59.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Sep 25, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Sep 9, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 8, 2026 | Rothschild & Co | INITIATE | Buy | 58% |
| Aug 13, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 12, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Aug 12, 2026 | Stephens & Co. | MAINTAIN | Overweight | 54% |
| Aug 12, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Aug 7, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 7, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 12 | 14 | 4 | 0 | 0 | 87% | |
| Aug 1, 2026 | 12 | 14 | 4 | 0 | 0 | 87% | |
| Jul 1, 2026 | 12 | 14 | 4 | 0 | 0 | 87% | |
| Jun 1, 2026 | 11 | 13 | 3 | 0 | 0 | 89% | |
| May 1, 2026 | 11 | 14 | 3 | 0 | 0 | 89% | |
| Apr 1, 2026 | 10 | 15 | 3 | 0 | 0 | 89% | |
| Mar 1, 2026 | 10 | 15 | 3 | 0 | 0 | 89% | |
| Feb 1, 2026 | 9 | 15 | 3 | 0 | 0 | 89% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.24 | $-0.61–$0.13 | 62.8% | +2.4% | 11↑ 1↓ | $0.7B | 15 |
| Next Q | $-0.07 | $-0.34–$0.31 | -119.1% | -0.4% | 12↑ 0↓ | $0.7B | 14 |
| Current FY | $-1.39 | $-2.02–$-0.63 | 8.7% | +0.5% | 13↑ 1↓ | $2.9B | 16 |
| Next FY | $-0.10 | $-1.93–$1.74 | 92.5% | -16.8% | 9↑ 4↓ | $3.5B | 16 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.238 | — |
| 7d ago | $-0.238 | — |
| 30d ago | $-0.244 | +0.006 |
| 60d ago | $-0.378 | +0.140 |
| 90d ago | $-0.364 | +0.126 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 12,865,346 | $3.5B | 13.3% | — |
| BlackRock, Inc. | 10,914,608 | $3.0B | 11.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,228,216 | $1.7B | 6.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,782,640 | $1.6B | 6.0% | — |
| FMR LLC | 5,451,396 | $1.5B | 5.6% | DOUBLED +113.4% |
| WELLINGTON MANAGEMENT GROUP LLP | 4,040,738 | $1.1B | 4.2% | — |
| STATE STREET CORP | 3,655,618 | $992.3M | 3.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,750,013 | $744.6M | 2.8% | — |
| FRANKLIN RESOURCES INC | 2,725,903 | $739.9M | 2.8% | — |
| Castle Hook Partners LP | 2,596,276 | $704.8M | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 2,554,254 | 5,451,396 | +113.4% | $1.5B |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | TRIM | 3,207,366 | 2,218,366 | -30.8% | $602.2M |
| NORGES BANK | NEW | — | 1,828,122 | — | $496.2M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 767,231 | 1,720,152 | +124.2% | $466.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 1,191,732 | 1,503,706 | +26.2% | $408.2M |
| D. E. Shaw & Co., Inc. | DOUBLED | 491,336 | 1,279,255 | +160.4% | $347.3M |
| JANE STREET GROUP, LLC | DOUBLED | 263,677 | 926,986 | +251.6% | $251.6M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | ADD | 356,459 | 591,460 | +65.9% | $160.6M |
| UBS Group AG | ADD | 422,899 | 553,739 | +30.9% | $150.3M |
| Man Group plc | ADD | 265,440 | 406,753 | +53.2% | $110.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 23, 2026 | Sheena Jonathan | Director | SELL | 400 | $385.10 | $154.0K |
| Sep 23, 2026 | Sheena Jonathan | Director | SELL | 2,175 | $386.71 | $841.1K |
| Sep 23, 2026 | Sheena Jonathan | Director | SELL | 2,734 | $387.65 | $1.1M |
| Sep 23, 2026 | Sheena Jonathan | Director | SELL | 1,293 | $388.71 | $502.6K |
| Sep 23, 2026 | Sheena Jonathan | Director | SELL | 2,320 | $389.69 | $904.1K |
| Sep 23, 2026 | Sheena Jonathan | Director | SELL | 110 | $390.42 | $42.9K |
| Sep 23, 2026 | Sheena Jonathan | Director | SELL | 390 | $385.29 | $150.3K |
| Sep 23, 2026 | Sheena Jonathan | Director | SELL | 2,300 | $386.64 | $889.3K |
| Sep 23, 2026 | Sheena Jonathan | Director | SELL | 2,846 | $387.74 | $1.1M |
| Sep 23, 2026 | Sheena Jonathan | Director | SELL | 1,341 | $388.76 | $521.3K |