Market Cap
$7.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 24, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Sep 24, 2026 | Needham | REITERATE | Buy | 50% |
| Aug 21, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Aug 7, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 7, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 6, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 29, 2026 | BTIG | REITERATE | Buy | 53% |
| Jul 13, 2026 | Goldman Sachs | INITIATE | Buy | 54% |
| Jun 29, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jun 18, 2026 | RBC Capital | INITIATE | Outperform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 13 | 2 | 0 | 1 | 88% | |
| Aug 1, 2026 | 9 | 13 | 2 | 0 | 1 | 88% | |
| Jul 1, 2026 | 9 | 12 | 2 | 0 | 1 | 88% | |
| Jun 1, 2026 | 9 | 11 | 2 | 0 | 1 | 87% | |
| May 1, 2026 | 9 | 11 | 2 | 0 | 1 | 87% | |
| Apr 1, 2026 | 8 | 11 | 2 | 0 | 1 | 86% | |
| Mar 1, 2026 | 8 | 12 | 2 | 0 | 1 | 87% | |
| Feb 1, 2026 | 7 | 12 | 1 | 0 | 1 | 90% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-3.63 | $-5.60–$-2.74 | -8.1% | +0.0% | 12↑ 4↓ | $0.0B | 17 |
| Next Q | $-4.21 | $-7.96–$-3.26 | -20.3% | +0.0% | 8↑ 8↓ | $0.0B | 17 |
| Current FY | $-13.94 | $-19.83–$-12.07 | -3.4% | +0.0% | 15↑ 1↓ | $0.0B | 17 |
| Next FY | $-9.29 | $-17.06–$5.36 | 33.3% | +3.8% | 7↑ 7↓ | $0.3B | 16 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-3.632 | — |
| 7d ago | $-3.632 | — |
| 30d ago | $-3.632 | — |
| 60d ago | $-4.026 | +0.394 |
| 90d ago | $-4.025 | +0.394 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| Jupiter Topco LLC | 3,421,374 | $1.1B | 13.3% | — |
| FMR LLC | 2,316,907 | $775.7M | 9.0% | — |
| BlackRock, Inc. | 2,292,585 | $767.5M | 8.9% | — |
| BAKER BROS. ADVISORS LP | 1,753,198 | $587.0M | 6.8% | — |
| Orbis Allan Gray Ltd | 1,529,788 | $512.2M | 5.9% | TRIM -38.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,335,185 | $447.0M | 5.2% | ADD +76.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,235,299 | $413.6M | 4.8% | — |
| STATE STREET CORP | 1,026,443 | $343.7M | 4.0% | — |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,015,480 | $340.0M | 3.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Orbis Allan Gray Ltd | TRIM | 2,472,480 | 1,529,788 | -38.1% | $512.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 756,748 | 1,335,185 | +76.4% | $447.0M |
| NORGES BANK | NEW | — | 346,969 | — | $116.2M |
| Polar Capital Holdings Plc | NEW | — | 279,131 | — | $93.5M |
| AMERICAN CENTURY COMPANIES INC | ADD | 128,254 | 237,315 | +85.0% | $79.5M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | DOUBLED | 662 | 218,898 | +32966.2% | $73.3M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 143,082 | 188,409 | +31.7% | $63.1M |
| MARSHALL WACE, LLP | DOUBLED | 45,149 | 137,008 | +203.5% | $45.9M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 174,350 | 125,867 | -27.8% | $42.1M |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 28,134 | 122,227 | +334.4% | $40.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 8, 2026 | Souza Marcio | Chief Executive Officer | GIFT | 2,600 | — | — |
| Jul 8, 2026 | Souza Marcio | Chief Executive Officer | GIFT | 20,521 | — | — |
| Jun 24, 2026 | DeSimone Jill | Director | EXERCISE | 8,566 | $44.25 | $379.0K |
| Jun 24, 2026 | DeSimone Jill | Director | SELL | 10 | $301.44 | $3.0K |
| Jun 24, 2026 | DeSimone Jill | Director | EXERCISE | 3,034 | $147.30 | $446.9K |
| Jun 24, 2026 | DeSimone Jill | Director | SELL | 120 | $303.13 | $36.4K |
| Jun 24, 2026 | DeSimone Jill | Director | SELL | 320 | $305.31 | $97.7K |
| Jun 24, 2026 | DeSimone Jill | Director | SELL | 683 | $306.77 | $209.5K |
| Jun 24, 2026 | DeSimone Jill | Director | SELL | 1,240 | $308.24 | $382.2K |
| Jun 24, 2026 | DeSimone Jill | Director | SELL | 999 | $309.38 | $309.1K |