Market Cap
$47.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 27, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Jul 24, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 21, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jun 3, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jun 2, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| May 19, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Apr 24, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Apr 17, 2026 | Mizuho | UPGRADE | Outperform | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 14 | 4 | 1 | 0 | 81% | |
| Aug 1, 2026 | 7 | 14 | 4 | 1 | 0 | 81% | |
| Jul 1, 2026 | 7 | 13 | 4 | 1 | 0 | 80% | |
| Jun 1, 2026 | 6 | 13 | 5 | 1 | 0 | 76% | |
| May 1, 2026 | 6 | 14 | 5 | 1 | 0 | 77% | |
| Apr 1, 2026 | 6 | 12 | 7 | 1 | 0 | 69% | |
| Mar 1, 2026 | 6 | 11 | 7 | 2 | 0 | 65% | |
| Feb 1, 2026 | 6 | 11 | 7 | 2 | 0 | 65% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.41 | $0.38–$0.44 | 40.8% | +0.0% | 1↑ 3↓ | $3.7B | 6 |
| Next Q | $0.56 | $0.53–$0.60 | 1958.2% | +15.5% | 3↑ 2↓ | $4.1B | 7 |
| Current FY | $1.34 | $1.05–$1.48 | 152.7% | -1.0% | 0↑ 1↓ | $14.4B | 9 |
| Next FY | $2.53 | $1.84–$3.25 | 108.8% | +0.0% | 1↑ 0↓ | $17.2B | 9 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.408 | — |
| 7d ago | $0.408 | — |
| 30d ago | $0.408 | — |
| 60d ago | $0.440 | -0.031 |
| 90d ago | $0.436 | -0.028 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| VAN ECK ASSOCIATES CORP | 14,039,476 | $1.1B | 11.1% | — |
| Situational Awareness LP | 7,802,700 | $584.3M | 6.2% | NEW |
| BlackRock, Inc. | 6,549,709 | $490.5M | 5.2% | ADD +32.9% |
| MORGAN STANLEY | 6,390,403 | $478.6M | 5.1% | — |
| GOLDMAN SACHS GROUP INC | 5,150,378 | $385.7M | 4.1% | — |
| Invesco Ltd. | 4,745,181 | $355.4M | 3.8% | — |
| CITADEL ADVISORS LLC | 3,852,113 | $288.5M | 3.1% | TRIM -44.2% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3,481,035 | $260.7M | 2.8% | NEW |
| BNP PARIBAS FINANCIAL MARKETS | 3,432,107 | $257.0M | 2.7% | ADD +39.9% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Situational Awareness LP | NEW | — | 7,802,700 | — | $584.3M |
| BlackRock, Inc. | ADD | 4,929,704 | 6,549,709 | +32.9% | $490.5M |
| CITADEL ADVISORS LLC | TRIM | 6,909,118 | 3,852,113 | -44.2% | $288.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEW | — | 3,481,035 | — | $260.7M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 2,452,556 | 3,432,107 | +39.9% | $257.0M |
| Point72 Asset Management, L.P. | DOUBLED | 384,570 | 3,104,441 | +707.2% | $232.5M |
| JPMORGAN CHASE & CO | DOUBLED | 1,533,619 | 3,068,232 | +100.1% | $229.5M |
| BARCLAYS PLC | ADD | 1,521,906 | 2,911,241 | +91.3% | $218.0M |
| JANE STREET GROUP, LLC | DOUBLED | 1,199,926 | 2,862,430 | +138.6% | $214.4M |
| Artisan Partners Limited Partnership | NEW | — | 2,797,540 | — | $209.5M |