Market Cap
$7.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Aug 17, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 13, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 11, 2026 | Macquarie | MAINTAIN | Outperform | 55% |
| Aug 11, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Aug 11, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Aug 11, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Aug 11, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Aug 11, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 28, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 20 | 2 | 0 | 0 | 93% | |
| Aug 1, 2026 | 6 | 20 | 2 | 0 | 0 | 93% | |
| Jul 1, 2026 | 6 | 19 | 2 | 0 | 0 | 93% | |
| Jun 1, 2026 | 6 | 17 | 3 | 0 | 0 | 88% | |
| May 1, 2026 | 6 | 17 | 2 | 0 | 0 | 92% | |
| Apr 1, 2026 | 6 | 18 | 1 | 0 | 0 | 96% | |
| Mar 1, 2026 | 6 | 18 | 1 | 0 | 0 | 96% | |
| Feb 1, 2026 | 6 | 18 | 1 | 0 | 0 | 96% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.29 | $-0.34–$-0.23 | -254.8% | -29.6% | 0↑ 1↓ | $0.2B | 3 |
| Next Q | $-0.30 | $-0.37–$-0.26 | 84.3% | -28.6% | 0↑ 1↓ | $0.2B | 3 |
| Current FY | $-1.68 | $-2.44–$-1.25 | -21.9% | -17.7% | 0↑ 1↓ | $0.7B | 4 |
| Next FY | $-0.96 | $-1.38–$-0.58 | 42.8% | -2.8% | 0↑ 2↓ | $0.8B | 4 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.292 | — |
| 7d ago | $-0.245 | -0.047 |
| 30d ago | $-0.225 | -0.067 |
| 60d ago | $-0.182 | -0.110 |
| 90d ago | $-0.182 | -0.110 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 31,984,547 | $875.7M | 11.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 21,725,129 | $594.8M | 7.8% | — |
| FMR LLC | 19,645,295 | $537.9M | 7.1% | ADD +30.8% |
| Situational Awareness LP | 17,100,000 | $468.2M | 6.1% | ADD +48.7% |
| JANE STREET GROUP, LLC | 16,826,113 | $460.7M | 6.0% | DOUBLED +127.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 15,146,138 | $414.7M | 5.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 9,275,453 | $287.8M | 3.8% | — |
| Starboard Value LP | 10,114,576 | $276.9M | 3.6% | TRIM -34.9% |
| STATE STREET CORP | 9,438,485 | $258.4M | 3.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 15,014,625 | 19,645,295 | +30.8% | $537.9M |
| Situational Awareness LP | ADD | 11,502,137 | 17,100,000 | +48.7% | $468.2M |
| JANE STREET GROUP, LLC | DOUBLED | 7,385,953 | 16,826,113 | +127.8% | $460.7M |
| Starboard Value LP | TRIM | 15,544,576 | 10,114,576 | -34.9% | $276.9M |
| BANK OF AMERICA CORP /DE/ | ADD | 4,036,522 | 5,222,018 | +29.4% | $143.0M |
| NOMURA HOLDINGS INC | TRIM | 9,905,139 | 4,917,342 | -50.4% | $134.6M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 2,148,272 | 4,583,733 | +113.4% | $125.5M |
| Point72 Asset Management, L.P. | NEW | — | 3,714,879 | — | $101.7M |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 1,618,318 | 3,412,258 | +110.9% | $93.4M |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 2,635,358 | 3,393,623 | +28.8% | $92.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 12, 2026 | Howell Stephen Mitchell Jr. | COO | GIFT | 21,198 | — | — |
| Aug 5, 2026 | Werner Ryan D. | SVP, CAO | SELL | 35,430 | $21.98 | $778.8K |
| Aug 5, 2026 | Werner Ryan D. | SVP, CAO | SELL | 9,802 | $22.82 | $223.7K |
| Aug 5, 2026 | Werner Ryan D. | SVP, CAO | SELL | 2,501 | $23.53 | $58.8K |
| Jul 31, 2026 | Les Jason | CEO | TAX W/H | 2,896,921 | $20.17 | $58.4M |
| Jul 31, 2026 | Werner Ryan D. | SVP, CAO | TAX W/H | 148,500 | $20.17 | $3.0M |
| Jul 31, 2026 | Howell Stephen Mitchell Jr. | COO | TAX W/H | 153,162 | $20.17 | $3.1M |
| Jul 7, 2026 | Werner Ryan D. | SVP, CAO | SELL | 7,596 | $21.93 | $166.6K |
| Jul 7, 2026 | Werner Ryan D. | SVP, CAO | SELL | 10,232 | $21.22 | $217.1K |
| Jul 1, 2026 | Turner Michael John | Director | AWARD | 8,347 | — | — |