Market Cap
$3.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 7, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 24, 2026 | Mizuho | INITIATE | Outperform | 52% |
| Jul 14, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 14, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 8, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 4 | 1 | 0 | 0 | 89% | |
| Aug 1, 2026 | 4 | 4 | 1 | 0 | 0 | 89% | |
| Jul 1, 2026 | 4 | 4 | 1 | 0 | 0 | 89% | |
| Jun 1, 2026 | 4 | 4 | 1 | 0 | 0 | 89% | |
| May 1, 2026 | 4 | 4 | 1 | 0 | 0 | 89% | |
| Apr 1, 2026 | 4 | 4 | 1 | 0 | 0 | 89% | |
| Mar 1, 2026 | 4 | 4 | 1 | 0 | 0 | 89% | |
| Feb 1, 2026 | 4 | 4 | 1 | 0 | 0 | 89% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.20 | $2.97–$5.43 | — | +135.6% | 1↑ 0↓ | $12.1B | 2 |
| Next Q | $2.88 | $1.96–$3.81 | 122.1% | +142.3% | 0↑ 1↓ | $11.8B | 2 |
| Current FY | $10.32 | $8.66–$12.13 | 105.6% | +76.3% | 2↑ 0↓ | $46.3B | 3 |
| Next FY | $12.34 | $8.59–$18.30 | 19.5% | +147.3% | 1↑ 0↓ | $47.9B | 3 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.202 | — |
| 7d ago | $2.267 | +1.935 |
| 30d ago | $1.784 | +2.418 |
| 60d ago | $1.287 | +2.915 |
| 90d ago | $2.160 | +2.042 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 4,974,162 | $336.6M | 16.3% | — |
| Blackstone Inc. | 3,008,259 | $203.6M | 9.8% | ADD +87.9% |
| GOLDMAN SACHS GROUP INC | 2,765,485 | $187.1M | 9.0% | — |
| TWO SIGMA INVESTMENTS, LP | 1,854,718 | $125.5M | 6.1% | — |
| Invesco Ltd. | 1,559,757 | $105.5M | 5.1% | ADD +35.7% |
| Neuberger Berman Group LLC | 1,466,877 | $99.3M | 4.8% | DOUBLED +114.5% |
| NORGES BANK | 1,415,751 | $95.8M | 4.6% | NEW |
| MORGAN STANLEY | 1,409,783 | $95.4M | 4.6% | — |
| MILLENNIUM MANAGEMENT LLC | 1,141,811 | $77.3M | 3.7% | — |
| Assenagon Asset Management S.A. | 1,056,625 | $71.5M | 3.5% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,415,751 | — | $95.8M |
| Assenagon Asset Management S.A. | NEW | — | 1,056,625 | — | $71.5M |
| Qube Research & Technologies Ltd | ADD | 734,607 | 962,908 | +31.1% | $65.2M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 491,500 | 721,000 | +46.7% | $48.8M |
| UBS Group AG | TRIM | 1,136,059 | 649,574 | -42.8% | $44.0M |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,600,757 | 507,888 | -68.3% | $34.4M |
| BlackRock, Inc. | ADD | 371,472 | 476,281 | +28.2% | $32.2M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | DOUBLED | 135,300 | 433,253 | +220.2% | $29.3M |
| JPMORGAN CHASE & CO | ADD | 150,345 | 287,238 | +91.1% | $19.7M |
| Allspring Global Investments Holdings, LLC | DOUBLED | 112,435 | 278,425 | +147.6% | $18.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 6, 2026 | Jennings Michael | Director | AWARD | 2,436 | — | — |
| Mar 6, 2026 | Jennings Michael | Director | AWARD | 2,500 | — | — |
| Mar 6, 2026 | Brannon Richard D | Director | AWARD | 2,436 | — | — |
| Mar 6, 2026 | Brannon Richard D | Director | AWARD | 2,500 | — | — |