Market Cap
$12.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 19, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Aug 12, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Aug 12, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Aug 12, 2026 | Needham | REITERATE | Buy | 50% |
| Aug 12, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Jun 29, 2026 | Morgan Stanley | INITIATE | Equal-Weight | 55% |
| Jun 29, 2026 | TD Cowen | INITIATE | Buy | 56% |
| Jun 29, 2026 | UBS | INITIATE | Buy | 55% |
| Jun 29, 2026 | JP Morgan | INITIATE | Overweight | 55% |
| Jun 29, 2026 | Jefferies | INITIATE | Buy | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 11 | 2 | 0 | 0 | 88% | |
| Aug 1, 2026 | 4 | 11 | 2 | 0 | 0 | 88% | |
| Jul 1, 2026 | 4 | 11 | 2 | 0 | 0 | 88% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.37 | $-0.49–$-0.31 | — | -7.2% | 3↑ 5↓ | $0.0B | 10 |
| Next Q | $-0.39 | $-0.48–$-0.33 | — | -2.6% | 4↑ 4↓ | $0.0B | 10 |
| Current FY | $-1.41 | $-1.79–$-1.00 | — | +0.1% | 5↑ 5↓ | $0.0B | 10 |
| Next FY | $-1.60 | $-1.94–$-1.48 | -12.9% | +0.1% | 3↑ 5↓ | $0.1B | 10 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.374 | — |
| 7d ago | $-0.374 | — |
| 30d ago | $-0.349 | -0.025 |
| 60d ago | $-0.349 | -0.025 |
| 90d ago | $0.000 | -0.374 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Capital World Investors | 4,558,976 | $372.7M | 16.5% | NEW |
| CITADEL ADVISORS LLC | 2,299,997 | $188.0M | 8.3% | NEW |
| BlackRock, Inc. | 2,259,347 | $184.7M | 8.2% | NEW |
| Capital Research Global Investors | 1,754,325 | $143.4M | 6.3% | NEW |
| WELLINGTON MANAGEMENT GROUP LLP | 1,130,639 | $92.4M | 4.1% | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,028,382 | $84.1M | 3.7% | NEW |
| Capital International Investors | 961,428 | $78.6M | 3.5% | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | 949,283 | $77.6M | 3.4% | NEW |
| BALYASNY ASSET MANAGEMENT L.P. | 821,918 | $67.2M | 3.0% | NEW |
| ALLIANCEBERNSTEIN L.P. | 789,326 | $64.5M | 2.8% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital World Investors | NEW | — | 4,558,976 | — | $372.7M |
| CITADEL ADVISORS LLC | NEW | — | 2,299,997 | — | $188.0M |
| BlackRock, Inc. | NEW | — | 2,259,347 | — | $184.7M |
| Capital Research Global Investors | NEW | — | 1,754,325 | — | $143.4M |
| WELLINGTON MANAGEMENT GROUP LLP | NEW | — | 1,130,639 | — | $92.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | NEW | — | 1,028,382 | — | $84.1M |
| Capital International Investors | NEW | — | 961,428 | — | $78.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | NEW | — | 949,283 | — | $77.6M |
| BALYASNY ASSET MANAGEMENT L.P. | NEW | — | 821,918 | — | $67.2M |
| ALLIANCEBERNSTEIN L.P. | NEW | — | 789,326 | — | $64.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 17, 2026 | Schulman Robin | CLO & Corporate Secretary | AWARD | 78,125 | — | — |
| Jul 17, 2026 | Schulman Robin | CLO & Corporate Secretary | AWARD | 125,000 | — | — |
| Jun 5, 2026 | Daugherty Paul R. | Director | BUY | 4,000 | $60.00 | $240.0K |
| Jun 5, 2026 | Barron Hal | Director | BUY | 250,000 | $60.00 | $15.0M |
| Jun 5, 2026 | JIMENEZ JOSEPH | Director | BUY | 66,665 | $60.00 | $4.0M |
| Jun 5, 2026 | SHARAN NITESH | Chief Financial Officer | BUY | 6,500 | $60.00 | $390.0K |
| Jun 5, 2026 | Kapur Vimal | Director | BUY | 13,000 | $60.00 | $780.0K |
| Jun 5, 2026 | Branderiz Eric | Director | BUY | 8,334 | $60.00 | $500.0K |
| Jun 5, 2026 | Stepniak Michal | Director | BUY | 13,333 | $60.00 | $800.0K |
| Jun 5, 2026 | DENMAN KENNETH D | Director | BUY | 14,000 | $60.00 | $840.0K |