Market Cap
$83.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Oct 1, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Oct 1, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Sep 25, 2026 | HSBC | UPGRADE | Buy | 55% |
| Sep 24, 2026 | BNP Paribas | UPGRADE | Neutral | — |
| Sep 10, 2026 | Wells Fargo | UPGRADE | Overweight | 54% |
| Sep 8, 2026 | Morgan Stanley | UPGRADE | Overweight | 55% |
| Aug 27, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Aug 27, 2026 | Baird | UPGRADE | Outperform | 54% |
| Aug 27, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 16 | 5 | 1 | 0 | 81% | |
| Aug 1, 2026 | 9 | 16 | 6 | 1 | 0 | 78% | |
| Jul 1, 2026 | 9 | 15 | 6 | 1 | 0 | 77% | |
| Jun 1, 2026 | 8 | 14 | 8 | 1 | 0 | 71% | |
| May 1, 2026 | 8 | 14 | 8 | 1 | 0 | 71% | |
| Apr 1, 2026 | 8 | 16 | 6 | 1 | 0 | 77% | |
| Mar 1, 2026 | 8 | 16 | 6 | 1 | 0 | 77% | |
| Feb 1, 2026 | 8 | 17 | 5 | 1 | 0 | 81% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.13 | $4.01–$4.15 | 42.3% | -0.2% | 15↑ 0↓ | $2.6B | 16 |
| Next Q | $4.48 | $3.98–$5.08 | 18.8% | +3.3% | 11↑ 4↓ | $2.7B | 11 |
| Current FY | $15.14 | $15.03–$15.31 | 17.3% | -0.0% | 20↑ 0↓ | $9.7B | 21 |
| Next FY | $18.58 | $17.55–$19.19 | 22.8% | +6.1% | 17↑ 1↓ | $11.0B | 17 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.126 | — |
| 7d ago | $4.126 | -0.000 |
| 30d ago | $4.133 | -0.008 |
| 60d ago | $3.997 | +0.129 |
| 90d ago | $3.998 | +0.128 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 16,203,958 | $7.2B | 12.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 12,507,020 | $5.6B | 9.8% | — |
| STATE STREET CORP | 9,073,873 | $4.0B | 7.1% | — |
| Invesco Ltd. | 6,028,804 | $2.7B | 4.7% | — |
| FMR LLC | 5,989,785 | $2.7B | 4.7% | TRIM -28.4% |
| NVIDIA CORP | 4,821,717 | $2.2B | 3.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,510,929 | $2.0B | 3.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,493,481 | $2.0B | 3.5% | — |
| MORGAN STANLEY | 3,768,607 | $1.7B | 3.0% | — |
| VAN ECK ASSOCIATES CORP | 3,457,249 | $1.5B | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | TRIM | 8,365,655 | 5,989,785 | -28.4% | $2.7B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | ADD | 2,194,613 | 3,087,349 | +40.7% | $1.4B |
| Assenagon Asset Management S.A. | ADD | 1,760,256 | 2,455,402 | +39.5% | $1.1B |
| AMERIPRISE FINANCIAL INC | ADD | 1,327,723 | 2,125,136 | +60.1% | $948.0M |
| BARCLAYS PLC | ADD | 1,316,661 | 2,101,648 | +59.6% | $937.5M |
| NORGES BANK | NEW | — | 1,606,493 | — | $716.6M |
| AMERICAN CENTURY COMPANIES INC | ADD | 626,991 | 1,251,126 | +99.5% | $558.1M |
| JPMORGAN CHASE & CO | TRIM | 1,741,876 | 1,143,375 | -34.4% | $511.4M |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | TRIM | 1,213,300 | 829,600 | -31.6% | $370.1M |
| JANE STREET GROUP, LLC | DOUBLED | 33,743 | 809,079 | +2297.8% | $360.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Ghazi Sassine | PRESIDENT AND CEO | SELL | 14,604 | $374.88 | $5.5M |
| Sep 15, 2026 | Ghazi Sassine | PRESIDENT AND CEO | EXERCISE | 14,604 | $135.88 | $2.0M |
| Sep 11, 2026 | LEE JANET | GC & Corporate Secretary | EXERCISE | 2,283 | — | — |
| Sep 11, 2026 | LEE JANET | GC & Corporate Secretary | TAX W/H | 993 | $397.38 | $394.6K |
| Sep 1, 2026 | LEE JANET | GC & Corporate Secretary | EXERCISE | 699 | — | — |
| Sep 1, 2026 | LEE JANET | GC & Corporate Secretary | TAX W/H | 304 | $414.82 | $126.1K |
| Sep 1, 2026 | DE GEUS AART | EXECUTIVE CHAIR | SELL | 24,641 | $419.44 | $10.3M |
| Sep 1, 2026 | DE GEUS AART | EXECUTIVE CHAIR | EXERCISE | 24,641 | $135.88 | $3.3M |
| Aug 31, 2026 | Ghazi Sassine | PRESIDENT AND CEO | J | 27 | $360.96 | $9.7K |
| Aug 31, 2026 | Kankanwadi Sudhindra | Deputy CFO & CAO | J | 27 | $360.96 | $9.7K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 2, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Synopsys Inc | Jul 8, 2026(37d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Synopsys Inc | May 13, 2026(31d) |
| Mar 27, 2026 | Alan Armstrong | R | SENATE | BUY | $1,001 - $15,000 | Synopsys Inc | Jul 22, 2026(117d) |