Market Cap
$43.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Sep 24, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Sep 24, 2026 | Lake Street | MAINTAIN | Buy | 45% |
| Sep 24, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Sep 24, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Sep 24, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 24, 2026 | Guggenheim | REITERATE | Buy | 52% |
| Sep 24, 2026 | Wedbush | REITERATE | Outperform | 57% |
| Sep 24, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Sep 24, 2026 | Needham | MAINTAIN | Buy | 50% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 15 | 2 | 2 | 0 | 85% | |
| Aug 1, 2026 | 6 | 13 | 6 | 2 | 0 | 70% | |
| Jul 1, 2026 | 6 | 13 | 6 | 2 | 0 | 70% | |
| Jun 1, 2026 | 6 | 13 | 6 | 2 | 0 | 70% | |
| May 1, 2026 | 7 | 13 | 6 | 1 | 0 | 74% | |
| Apr 1, 2026 | 7 | 13 | 6 | 1 | 0 | 74% | |
| Mar 1, 2026 | 7 | 12 | 7 | 1 | 0 | 70% | |
| Feb 1, 2026 | 7 | 12 | 7 | 1 | 0 | 70% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.77 | $0.66–$0.84 | 32.7% | +18.2% | 17↑ 0↓ | $1.3B | 19 |
| Next Q | $0.84 | $0.71–$0.99 | 21.5% | +12.5% | 17↑ 1↓ | $1.5B | 19 |
| Current FY | $2.78 | $2.54–$3.00 | 39.9% | +13.3% | 18↑ 0↓ | $5.1B | 19 |
| Next FY | $4.22 | $2.95–$5.01 | 52.0% | +36.2% | 17↑ 1↓ | $7.0B | 19 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.770 | — |
| 7d ago | $0.771 | -0.002 |
| 30d ago | $0.651 | +0.119 |
| 60d ago | $0.642 | +0.128 |
| 90d ago | $0.642 | +0.128 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 49,860,715 | $3.9B | 23.1% | — |
| BlackRock, Inc. | 34,716,084 | $2.7B | 16.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 17,024,424 | $1.3B | 7.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 14,260,444 | $1.1B | 6.6% | — |
| STATE STREET CORP | 11,697,292 | $921.4M | 5.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 8,470,557 | $666.1M | 3.9% | — |
| BNP Paribas Asset Management Holding S.A. | 4,164,334 | $327.8M | 1.9% | — |
| NORGES BANK | 3,859,029 | $304.1M | 1.8% | NEW |
| RENAISSANCE TECHNOLOGIES LLC | 3,655,134 | $288.0M | 1.7% | — |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3,455,381 | $272.2M | 1.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 3,859,029 | — | $304.1M |
| Alyeska Investment Group, L.P. | DOUBLED | 135,847 | 1,343,702 | +889.1% | $105.9M |
| ROYAL BANK OF CANADA | TRIM | 1,518,988 | 1,120,968 | -26.2% | $88.3M |
| Clearbridge Investments, LLC | ADD | 712,717 | 1,096,240 | +53.8% | $86.4M |
| Sumitomo Mitsui Trust Group, Inc. | TRIM | 1,774,273 | 945,790 | -46.7% | $74.5M |
| RHUMBLINE ADVISERS | NEW | — | 918,390 | — | $72.4M |
| RAYMOND JAMES FINANCIAL INC | ADD | 552,833 | 907,597 | +64.2% | $71.5M |
| Nuveen, LLC | TRIM | 951,610 | 694,831 | -27.0% | $54.7M |
| Artisan Partners Limited Partnership | TRIM | 2,098,311 | 634,303 | -69.8% | $50.0M |
| Man Group plc | ADD | 296,580 | 462,554 | +56.0% | $36.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 25, 2026 | Colgrove John | Chief Visionary Officer | GIFT | 100,000 | — | — |
| Sep 25, 2026 | Colgrove John | Chief Visionary Officer | GIFT | 100,000 | — | — |
| Sep 25, 2026 | Colgrove John | Chief Visionary Officer | SELL | 34,383 | $124.47 | $4.3M |
| Sep 25, 2026 | Colgrove John | Chief Visionary Officer | SELL | 24,911 | $123.20 | $3.1M |
| Sep 25, 2026 | Colgrove John | Chief Visionary Officer | SELL | 25,006 | $125.15 | $3.1M |
| Sep 25, 2026 | Colgrove John | Chief Visionary Officer | SELL | 9,600 | $126.00 | $1.2M |
| Sep 25, 2026 | Colgrove John | Chief Visionary Officer | SELL | 6,100 | $127.10 | $775.3K |
| Sep 24, 2026 | Colgrove John | Chief Visionary Officer | GIFT | 100,000 | — | — |
| Sep 24, 2026 | Colgrove John | Chief Visionary Officer | SELL | 67,903 | $115.24 | $7.8M |
| Sep 24, 2026 | Colgrove John | Chief Visionary Officer | SELL | 30,297 | $117.54 | $3.6M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 27, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Pure Storage Inc | May 11, 2026(15d) |
| Halted | Code | Reason | Status |
|---|---|---|---|
| Sep 24, 2026 | M | Volatility Pause | Resumed |