Market Cap
$116.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 4, 2026 | Macquarie | MAINTAIN | Neutral | 55% |
| Sep 4, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Sep 4, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Sep 3, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Sep 3, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Sep 3, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Sep 3, 2026 | Raymond James | MAINTAIN | Outperform | 54% |
| Sep 3, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Sep 3, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 3, 2026 | Truist Securities | REITERATE | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 16 | 35 | 6 | 1 | 0 | 88% | |
| Aug 1, 2026 | 16 | 35 | 6 | 1 | 0 | 88% | |
| Jul 1, 2026 | 16 | 35 | 6 | 1 | 0 | 88% | |
| Jun 1, 2026 | 16 | 35 | 6 | 1 | 0 | 88% | |
| May 1, 2026 | 17 | 33 | 7 | 1 | 0 | 86% | |
| Apr 1, 2026 | 17 | 33 | 7 | 1 | 0 | 86% | |
| Mar 1, 2026 | 17 | 31 | 8 | 1 | 0 | 84% | |
| Feb 1, 2026 | 16 | 33 | 7 | 1 | 0 | 86% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.60 | $0.54–$0.75 | 71.4% | +16.3% | 38↑ 1↓ | $1.7B | 41 |
| Next Q | $0.59 | $0.50–$0.78 | 85.8% | +3.7% | 22↑ 13↓ | $1.7B | 40 |
| Current FY | $2.22 | $2.00–$2.56 | 77.5% | +14.6% | 40↑ 1↓ | $6.3B | 46 |
| Next FY | $3.01 | $2.09–$4.10 | 35.8% | +11.3% | 38↑ 3↓ | $8.1B | 49 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.600 | — |
| 7d ago | $0.600 | — |
| 30d ago | $0.516 | +0.084 |
| 60d ago | $0.516 | +0.084 |
| 90d ago | $0.515 | +0.085 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 31,405,420 | $8.0B | 14.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 15,066,218 | $3.8B | 6.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,878,536 | $3.3B | 5.8% | — |
| JPMORGAN CHASE & CO | 9,218,816 | $2.3B | 4.1% | — |
| STATE STREET CORP | 7,957,874 | $2.0B | 3.6% | — |
| FMR LLC | 7,653,175 | $1.9B | 3.5% | TRIM -28.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,844,100 | $1.7B | 3.1% | — |
| JANE STREET GROUP, LLC | 6,605,400 | $1.7B | 3.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,416,309 | $1.6B | 2.9% | ADD +33.6% |
| JENNISON ASSOCIATES LLC | 6,340,455 | $1.6B | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | TRIM | 10,746,987 | 7,653,175 | -28.8% | $1.9B |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 4,803,474 | 6,416,309 | +33.6% | $1.6B |
| Nuveen, LLC | ADD | 3,352,208 | 4,673,370 | +39.4% | $1.2B |
| Pictet Asset Management Holding SA | ADD | 2,600,571 | 4,074,359 | +56.7% | $1.0B |
| MORGAN STANLEY | TRIM | 7,213,093 | 3,486,180 | -51.7% | $887.2M |
| NORGES BANK | NEW | — | 3,342,408 | — | $850.6M |
| Point72 Asset Management, L.P. | DOUBLED | 110,400 | 2,813,766 | +2448.7% | $716.1M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 1,682,236 | 2,717,171 | +61.5% | $698.3M |
| CITADEL ADVISORS LLC | DOUBLED | 928,499 | 2,007,109 | +116.2% | $510.8M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 792,046 | 1,867,395 | +135.8% | $475.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 23, 2026 | Beaulier Jonathan Mead | Chief Revenue Officer | SELL | 755 | $336.36 | $254.0K |
| Sep 23, 2026 | Dageville Benoit | Director | GIFT | 16,668 | — | — |
| Sep 23, 2026 | Dageville Benoit | Director | SELL | 50,000 | $339.08 | $17.0M |
| Sep 22, 2026 | Kleinerman Christian | EVP, Product Management | SELL | 2,622 | $344.50 | $903.3K |
| Sep 21, 2026 | Raghunathan Vivek | SVP, Engineering | TAX W/H | 3,603 | $332.43 | $1.2M |
| Sep 21, 2026 | Ramaswamy Sridhar | Chief Executive Officer | TAX W/H | 3,415 | $332.43 | $1.1M |
| Sep 21, 2026 | Ho Emily | Chief Accounting Officer | TAX W/H | 383 | $332.43 | $127.3K |
| Sep 21, 2026 | Ho Emily | Chief Accounting Officer | TAX W/H | 708 | $332.43 | $235.4K |
| Sep 21, 2026 | Beaulier Jonathan Mead | Chief Revenue Officer | TAX W/H | 70 | $332.43 | $23.3K |
| Sep 21, 2026 | Beaulier Jonathan Mead | Chief Revenue Officer | TAX W/H | 470 | $332.43 | $156.2K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 7, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Snowflake Inc | Sep 11, 2026(36d) |