Market Cap
$3.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 9, 2026 | BMO Capital | INITIATE | Outperform | 53% |
| Aug 5, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jul 31, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 31, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 30, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Jul 27, 2026 | BTIG | REITERATE | Buy | 53% |
| Jun 12, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jun 4, 2026 | BTIG | REITERATE | Buy | 53% |
| May 6, 2026 | Needham | MAINTAIN | Buy | 50% |
| May 4, 2026 | Needham | MAINTAIN | Buy | 50% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 9 | 2 | 0 | 1 | 81% | |
| Aug 1, 2026 | 4 | 9 | 2 | 0 | 1 | 81% | |
| Jul 1, 2026 | 4 | 9 | 2 | 0 | 1 | 81% | |
| Jun 1, 2026 | 4 | 8 | 2 | 0 | 1 | 80% | |
| May 1, 2026 | 4 | 8 | 2 | 0 | 1 | 80% | |
| Apr 1, 2026 | 4 | 8 | 2 | 0 | 1 | 80% | |
| Mar 1, 2026 | 4 | 8 | 2 | 0 | 1 | 80% | |
| Feb 1, 2026 | 4 | 8 | 3 | 0 | 0 | 80% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.76 | $0.63–$0.95 | 75.9% | +0.9% | 7↑ 0↓ | $0.8B | 9 |
| Next Q | $0.57 | $0.51–$0.62 | 17.8% | +1.2% | 0↑ 8↓ | $0.8B | 9 |
| Current FY | $2.20 | $2.10–$2.35 | 29.6% | +0.6% | 5↑ 0↓ | $2.9B | 10 |
| Next FY | $2.78 | $2.30–$3.06 | 26.0% | +0.1% | 6↑ 0↓ | $3.1B | 10 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.757 | — |
| 7d ago | $0.750 | +0.007 |
| 30d ago | $0.750 | +0.007 |
| 60d ago | $0.630 | +0.126 |
| 90d ago | $0.630 | +0.127 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 11,310,357 | $476.2M | 18.8% | — |
| FMR LLC | 7,118,821 | $299.7M | 11.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,580,272 | $192.8M | 7.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,290,615 | $138.5M | 5.5% | — |
| STATE STREET CORP | 2,895,948 | $121.9M | 4.8% | — |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2,685,433 | $113.1M | 4.5% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,414,873 | $101.7M | 4.0% | — |
| GOLDMAN SACHS GROUP INC | 2,273,075 | $95.7M | 3.8% | ADD +31.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,907,811 | $80.3M | 3.2% | — |
| MORGAN STANLEY | 1,717,210 | $72.3M | 2.9% | TRIM -43.8% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 1,730,329 | 2,273,075 | +31.4% | $95.7M |
| MORGAN STANLEY | TRIM | 3,054,020 | 1,717,210 | -43.8% | $72.3M |
| Nuveen, LLC | ADD | 1,034,182 | 1,616,631 | +56.3% | $68.1M |
| CITADEL ADVISORS LLC | ADD | 641,121 | 1,075,562 | +67.8% | $45.3M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 73,547 | 934,980 | +1171.3% | $39.4M |
| D. E. Shaw & Co., Inc. | ADD | 640,786 | 910,304 | +42.1% | $38.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 293,478 | 418,276 | +42.5% | $17.6M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | NEW | — | 348,870 | — | $14.7M |
| Qube Research & Technologies Ltd | TRIM | 506,213 | 279,223 | -44.8% | $11.8M |
| JANE STREET GROUP, LLC | ADD | 205,171 | 256,806 | +25.2% | $10.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 5, 2026 | KLIPPER MITCHELL S | Director | SELL | 3,918 | $48.54 | $190.2K |
| Aug 5, 2026 | VARELA AMELIA | President | SELL | 15,000 | $48.59 | $728.8K |
| Aug 5, 2026 | Reed Arian Simone | Director | SELL | 1,250 | $48.76 | $61.0K |
| Aug 4, 2026 | Davis Peter Allan | Director | SELL | 525 | $48.31 | $25.4K |
| Aug 4, 2026 | Ferrara Al | Director | SELL | 3,918 | $48.26 | $189.1K |
| Aug 1, 2026 | Keith Lisa | EVP, Gen. Counsel, Secretary | TAX W/H | 581 | $46.08 | $26.8K |
| Jun 15, 2026 | Reed Arian Simone | Director | SELL | 1,100 | $45.38 | $49.9K |
| Jun 15, 2026 | MIGLIORINI PETER | Director | SELL | 4,000 | $45.30 | $181.2K |
| Jun 9, 2026 | Ciglar Christina | Chief Product Officer | SELL | 5,147 | $44.74 | $230.3K |
| Jun 4, 2026 | Reed Arian Simone | Director | SELL | 475 | $43.82 | $20.8K |