Market Cap
$30.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Jefferies | DOWNGRADE | Underperform | 53% |
| Sep 23, 2026 | Needham | MAINTAIN | Buy | 50% |
| Sep 15, 2026 | Macquarie | MAINTAIN | Neutral | 55% |
| Sep 15, 2026 | Roth Capital | MAINTAIN | Buy | 56% |
| Sep 15, 2026 | BTIG | MAINTAIN | Sell | 53% |
| Sep 14, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Sep 14, 2026 | Wedbush | MAINTAIN | Neutral | 57% |
| Sep 14, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| Aug 4, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 3, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 18 | 19 | 1 | 1 | 52% | |
| Aug 1, 2026 | 6 | 19 | 16 | 1 | 1 | 58% | |
| Jul 1, 2026 | 7 | 21 | 15 | 0 | 0 | 65% | |
| Jun 1, 2026 | 7 | 21 | 16 | 0 | 0 | 64% | |
| May 1, 2026 | 9 | 24 | 10 | 1 | 0 | 75% | |
| Apr 1, 2026 | 9 | 24 | 10 | 1 | 0 | 75% | |
| Mar 1, 2026 | 9 | 24 | 9 | 1 | 0 | 77% | |
| Feb 1, 2026 | 9 | 21 | 12 | 1 | 0 | 70% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.42 | $-0.50–$-0.28 | -13.1% | +0.0% | 5↑ 7↓ | $1.6B | 17 |
| Next Q | $-0.44 | $-0.61–$-0.24 | 2.8% | -0.7% | 7↑ 7↓ | $2.0B | 17 |
| Current FY | $-1.47 | $-2.04–$-1.24 | 4.3% | -0.1% | 9↑ 8↓ | $6.9B | 25 |
| Next FY | $-1.19 | $-1.99–$-0.57 | 19.0% | +0.6% | 8↑ 14↓ | $7.8B | 26 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.418 | — |
| 7d ago | $-0.418 | — |
| 30d ago | $-0.418 | — |
| 60d ago | $-0.407 | -0.012 |
| 90d ago | $-0.433 | +0.014 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 79,723,713 | $4.3B | 16.7% | ADD +71.0% |
| BlackRock, Inc. | 38,327,569 | $2.1B | 8.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 31,636,629 | $1.7B | 6.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 29,196,094 | $1.6B | 6.1% | — |
| Capital World Investors | 22,709,293 | $1.2B | 4.8% | — |
| MORGAN STANLEY | 21,741,285 | $1.2B | 4.6% | — |
| BAILLIE GIFFORD & CO | 21,124,935 | $1.1B | 4.4% | — |
| IEQ CAPITAL, LLC | 16,574,553 | $901.3M | 3.5% | — |
| Capital International Investors | 16,086,049 | $874.8M | 3.4% | TRIM -44.9% |
| STATE STREET CORP | 14,852,813 | $807.7M | 3.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 46,619,099 | 79,723,713 | +71.0% | $4.3B |
| Capital International Investors | TRIM | 29,177,063 | 16,086,049 | -44.9% | $874.8M |
| SRS Investment Management, LLC | ADD | 6,601,674 | 13,063,442 | +97.9% | $710.4M |
| FIL Ltd | ADD | 5,665,491 | 9,042,849 | +59.6% | $491.8M |
| NORGES BANK | NEW | — | 5,118,299 | — | $278.3M |
| JPMORGAN CHASE & CO | TRIM | 6,737,519 | 4,671,877 | -30.7% | $253.9M |
| UBS Group AG | DOUBLED | 1,866,297 | 4,544,679 | +143.5% | $247.1M |
| BANK OF AMERICA CORP /DE/ | ADD | 2,353,704 | 3,662,429 | +55.6% | $199.2M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | ADD | 2,271,667 | 3,397,933 | +49.6% | $184.8M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 5,313,608 | 3,194,052 | -39.9% | $174.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | Reinstra Mark | Chief Legal Off. & Corp. Sec. | SELL | 100 | $45.73 | $4.6K |
| Sep 8, 2026 | Reinstra Mark | Chief Legal Off. & Corp. Sec. | SELL | 1,920 | $44.30 | $85.0K |
| Sep 8, 2026 | Reinstra Mark | Chief Legal Off. & Corp. Sec. | SELL | 3,753 | $45.03 | $169.0K |
| Sep 1, 2026 | Baszucki Gregory | Director | SELL | 3,153 | $40.69 | $128.3K |
| Sep 1, 2026 | Baszucki Gregory | Director | SELL | 5,181 | $40.33 | $209.0K |
| Sep 1, 2026 | Baszucki Gregory | Director | SELL | 5,180 | $40.33 | $208.9K |
| Sep 1, 2026 | Baszucki Gregory | Director | SELL | 3,152 | $40.69 | $128.3K |
| Aug 31, 2026 | Wong Andrea L | Director | SELL | 562 | $40.89 | $23.0K |
| Aug 25, 2026 | Rawlings Amy Marie | Chief Accounting Officer | SELL | 237 | $38.89 | $9.2K |
| Aug 24, 2026 | BUCKLEY SEAN JACK | Chief People & Systems Officer | SELL | 4,321 | $38.68 | $167.1K |