Market Cap
$4.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Cantor Fitzgerald | REITERATE | Neutral | 49% |
| Sep 9, 2026 | Piper Sandler | INITIATE | Neutral | 54% |
| Aug 10, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 10, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | 49% |
| Aug 6, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Aug 5, 2026 | Cantor Fitzgerald | REITERATE | Neutral | 49% |
| Jul 20, 2026 | Roth Capital | REITERATE | Buy | 56% |
| Jul 13, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 7, 2026 | Oppenheimer | INITIATE | Outperform | 52% |
| Jun 29, 2026 | JP Morgan | UPGRADE | Overweight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 10 | 5 | 0 | 0 | 77% | |
| Aug 1, 2026 | 7 | 10 | 5 | 0 | 0 | 77% | |
| Jul 1, 2026 | 6 | 10 | 5 | 0 | 0 | 76% | |
| Jun 1, 2026 | 6 | 10 | 4 | 1 | 0 | 76% | |
| May 1, 2026 | 6 | 9 | 5 | 1 | 0 | 71% | |
| Apr 1, 2026 | 5 | 10 | 5 | 1 | 0 | 71% | |
| Mar 1, 2026 | 5 | 10 | 5 | 1 | 0 | 71% | |
| Feb 1, 2026 | 5 | 10 | 5 | 1 | 0 | 71% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.78 | $0.40–$0.98 | -58.5% | +0.5% | 6↑ 5↓ | $2.0B | 13 |
| Next Q | $1.02 | $0.92–$1.28 | -5.6% | -0.2% | 3↑ 7↓ | $2.0B | 13 |
| Current FY | $2.14 | $1.76–$2.58 | -61.9% | +0.0% | 5↑ 7↓ | $7.3B | 15 |
| Next FY | $5.22 | $4.38–$5.84 | 143.7% | +0.2% | 3↑ 9↓ | $8.1B | 14 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.780 | — |
| 7d ago | $0.778 | +0.002 |
| 30d ago | $0.776 | +0.004 |
| 60d ago | $0.753 | +0.028 |
| 90d ago | $0.752 | +0.028 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 6,837,017 | $677.7M | 16.4% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 4,675,487 | $463.4M | 11.2% | DOUBLED +148.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,123,356 | $309.6M | 7.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,355,491 | $233.5M | 5.7% | — |
| FIRST TRUST ADVISORS LP | 2,234,728 | $221.5M | 5.4% | — |
| STATE STREET CORP | 1,814,143 | $180.0M | 4.4% | — |
| MILLENNIUM MANAGEMENT LLC | 1,492,740 | $148.0M | 3.6% | DOUBLED +272.4% |
| MORGAN STANLEY | 1,284,470 | $127.3M | 3.1% | DOUBLED +131.1% |
| DIMENSIONAL FUND ADVISORS LP | 1,184,542 | $117.4M | 2.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,098,315 | $108.9M | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 1,879,600 | 4,675,487 | +148.7% | $463.4M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 400,804 | 1,492,740 | +272.4% | $148.0M |
| MORGAN STANLEY | DOUBLED | 555,747 | 1,284,470 | +131.1% | $127.3M |
| Point72 Asset Management, L.P. | NEW | — | 876,484 | — | $86.9M |
| NORDEA INVESTMENT MANAGEMENT AB | DOUBLED | 56,102 | 887,332 | +1481.6% | $86.2M |
| NORGES BANK | NEW | — | 517,320 | — | $51.3M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | NEW | — | 468,762 | — | $46.5M |
| Nuveen, LLC | ADD | 274,081 | 462,954 | +68.9% | $45.9M |
| MACKENZIE FINANCIAL CORP | ADD | 307,264 | 461,847 | +50.3% | $45.8M |
| GOLDMAN SACHS GROUP INC | TRIM | 743,212 | 430,630 | -42.1% | $42.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Stricker Travis | Deputy CFO | AWARD | 2,081 | — | — |
| Aug 11, 2026 | Wagner Patricia K | Director | GIFT | 2,241 | — | — |
| Jul 31, 2026 | Wagner Patricia K | Director | AWARD | 356 | — | — |
| Jul 31, 2026 | Ching Michael E. | Director | AWARD | 356 | — | — |
| Jul 31, 2026 | Rodriguez Jose Ramon | Director | AWARD | 356 | — | — |
| Jul 31, 2026 | MCCALLISTER TERRY D | Director | AWARD | 356 | — | — |
| Jul 31, 2026 | Saluja Harpreet | Director | AWARD | 356 | — | — |
| Jul 31, 2026 | MASHINSKI CARLA S | Director | AWARD | 356 | — | — |
| Jul 31, 2026 | King David Lee | Director | AWARD | 356 | — | — |
| Jul 15, 2026 | MCCALLISTER TERRY D | Director | BUY | 19.501 | $86.66 | $1.7K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 18, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Primoris Services Corp | Mar 10, 2026(21d) |