Market Cap
$4.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Aug 4, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Aug 3, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 22, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 9, 2026 | Morgan Stanley | INITIATE | Equal-Weight | 55% |
| Jun 30, 2026 | B of A Securities | DOWNGRADE | Underperform | 54% |
| May 7, 2026 | B of A Securities | UPGRADE | Buy | 54% |
| May 5, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Apr 24, 2026 | Jefferies | INITIATE | Buy | 53% |
| Apr 22, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 9 | 2 | 1 | 0 | 83% | |
| Aug 1, 2026 | 6 | 9 | 2 | 1 | 0 | 83% | |
| Jul 1, 2026 | 5 | 9 | 2 | 1 | 0 | 82% | |
| Jun 1, 2026 | 6 | 9 | 2 | 0 | 0 | 88% | |
| May 1, 2026 | 5 | 9 | 2 | 1 | 0 | 82% | |
| Apr 1, 2026 | 4 | 9 | 2 | 1 | 0 | 81% | |
| Mar 1, 2026 | 5 | 9 | 1 | 1 | 0 | 88% | |
| Feb 1, 2026 | 5 | 9 | 1 | 1 | 0 | 88% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.08 | $0.83–$2.62 | 39.3% | -0.6% | 2↑ 1↓ | $0.2B | 10 |
| Next Q | $1.90 | $0.91–$3.22 | 17.5% | +8.4% | 1↑ 2↓ | $0.2B | 10 |
| Current FY | $11.53 | $9.70–$13.10 | 109.2% | +1.2% | 2↑ 1↓ | $1.2B | 10 |
| Next FY | $5.73 | $2.80–$8.50 | -50.3% | +7.0% | 1↑ 2↓ | $0.9B | 10 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.075 | — |
| 7d ago | $2.120 | -0.045 |
| 30d ago | $2.087 | -0.012 |
| 60d ago | $2.057 | +0.018 |
| 90d ago | $2.473 | -0.398 |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 25, 2026 | Mackey Cameron Keyser | Chief Operating Officer | AWARD | 168,346 | $81.16 | $13.7M |
| Sep 25, 2026 | BUGBEE ROBERT L | President | AWARD | 240,495 | $81.16 | $19.5M |
| Sep 25, 2026 | Lauro Emanuele | Chief Executive Officer | AWARD | 240,495 | $81.16 | $19.5M |
| Sep 25, 2026 | Lanzara Andrea Lupo | Director | AWARD | 5,342 | $81.16 | $433.5K |
| Sep 25, 2026 | Lauro Filippo | Vice President | AWARD | 129,600 | $81.16 | $10.5M |
| Sep 25, 2026 | Avella Christopher John | Chief Financial Officer | AWARD | 72,148 | $81.16 | $5.9M |
| Sep 25, 2026 | Mattarella Antonino Maria | Director | AWARD | 7,027 | $81.16 | $570.3K |
| Sep 17, 2026 | Adelborg Auste | Secretary | SELL | 6,834 | $89.64 | $612.6K |
| Sep 17, 2026 | Mackey Cameron Keyser | Chief Operating Officer | SELL | 125,000 | $89.03 | $11.1M |
| Sep 17, 2026 | BUGBEE ROBERT L | President | SELL | 25,000 | $87.15 | $2.2M |