Market Cap
$7.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Feb 6, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Feb 5, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Feb 4, 2026 | Keybanc | DOWNGRADE | Sector Weight | 52% |
| Feb 4, 2026 | Needham | DOWNGRADE | Hold | 50% |
| Feb 4, 2026 | Benchmark | DOWNGRADE | Hold | 54% |
| Jan 15, 2026 | RBC Capital | INITIATE | Sector Perform | 55% |
| Aug 6, 2025 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 6, 2025 | Susquehanna | MAINTAIN | Neutral | 56% |
| Aug 5, 2025 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 22, 2025 | Susquehanna | MAINTAIN | Neutral | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 0 | 13 | 1 | 2 | 0% | |
| Aug 1, 2026 | 0 | 0 | 13 | 1 | 2 | 0% | |
| Jul 1, 2026 | 0 | 0 | 14 | 1 | 2 | 0% | |
| Jun 1, 2026 | 0 | 0 | 14 | 1 | 2 | 0% | |
| May 1, 2026 | 2 | 4 | 12 | 0 | 0 | 33% | |
| Apr 1, 2026 | 2 | 4 | 12 | 0 | 0 | 33% | |
| Mar 1, 2026 | 2 | 4 | 12 | 0 | 0 | 33% | |
| Feb 1, 2026 | 3 | 7 | 7 | 1 | 0 | 56% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.85 | $0.80–$0.95 | 165.1% | -0.6% | 3↑ 2↓ | $0.2B | 7 |
| Next Q | $0.79 | $0.68–$0.91 | 41.1% | -0.4% | 3↑ 2↓ | $0.2B | 7 |
| Current FY | $2.88 | $2.61–$3.10 | 212.7% | -1.9% | 3↑ 2↓ | $0.9B | 7 |
| Next FY | $4.36 | $3.85–$4.97 | 51.6% | -0.1% | 2↑ 2↓ | $1.1B | 7 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.848 | — |
| 7d ago | $0.848 | — |
| 30d ago | $0.853 | -0.005 |
| 60d ago | $0.821 | +0.027 |
| 90d ago | $0.821 | +0.027 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,195,073 | $1.1B | 18.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,087,410 | $456.2M | 7.6% | — |
| STATE STREET CORP | 1,623,721 | $354.9M | 5.9% | — |
| BALYASNY ASSET MANAGEMENT L.P. | 1,559,676 | $340.9M | 5.7% | ADD +26.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,485,683 | $324.7M | 5.4% | — |
| MILLENNIUM MANAGEMENT LLC | 1,003,736 | $219.4M | 3.7% | DOUBLED +119.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 905,357 | $197.9M | 3.3% | — |
| Walleye Trading LLC | 885,400 | $193.5M | 3.2% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 850,300 | $185.8M | 3.1% | — |
| UBS Group AG | 769,780 | $168.2M | 2.8% | DOUBLED +102.0% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 1,233,893 | 1,559,676 | +26.4% | $340.9M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 457,196 | 1,003,736 | +119.5% | $219.4M |
| UBS Group AG | DOUBLED | 381,156 | 769,780 | +102.0% | $168.2M |
| GOLDMAN SACHS GROUP INC | ADD | 520,003 | 746,835 | +43.6% | $163.2M |
| Pentwater Capital Management LP | ADD | 500,000 | 741,725 | +48.3% | $162.1M |
| Qube Research & Technologies Ltd | DOUBLED | 236,806 | 540,698 | +128.3% | $118.2M |
| Capital Research Global Investors | TRIM | 811,937 | 471,546 | -41.9% | $103.1M |
| NORGES BANK | NEW | — | 432,970 | — | $94.6M |
| LMR Partners LLP | ADD | 238,166 | 379,093 | +59.2% | $82.9M |
| ALLIANCEBERNSTEIN L.P. | ADD | 245,743 | 371,567 | +51.2% | $77.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 14, 2026 | CONRAD ROBERT J | Sr VP and General Manager | SELL | 6,581 | $218.21 | $1.4M |
| May 18, 2026 | Johnson Robert Matthew | President & CEO | SELL | 8,024 | $216.83 | $1.7M |
| May 15, 2026 | Tolany Brandon | Sr VP WW Sales & Marketing | TAX W/H | 4,160 | $216.59 | $901.0K |
| May 15, 2026 | MAULDIN MARK D | Chief Accounting Officer | TAX W/H | 858 | $216.59 | $185.8K |
| May 15, 2026 | Johnson Robert Matthew | President & CEO | TAX W/H | 10,363 | $216.59 | $2.2M |
| May 15, 2026 | CONRAD ROBERT J | Sr VP and General Manager | TAX W/H | 3,653 | $216.59 | $791.2K |
| May 15, 2026 | Butler Dean Warren | Sr VP and CFO | TAX W/H | 6,291 | $216.59 | $1.4M |
| Apr 30, 2026 | Butler Dean Warren | Sr VP and CFO | AWARD | 152 | $86.46 | $13.1K |
| Apr 30, 2026 | MAULDIN MARK D | Chief Accounting Officer | AWARD | 18 | $86.46 | $1.6K |
| Apr 30, 2026 | Tolany Brandon | Sr VP WW Sales & Marketing | AWARD | 45 | $86.46 | $3.9K |