Market Cap
$7.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | JP Morgan | INITIATE | Overweight | 55% |
| Oct 1, 2026 | BTIG | REITERATE | Buy | 53% |
| Sep 9, 2026 | Wedbush | REITERATE | Outperform | 57% |
| Sep 8, 2026 | BTIG | REITERATE | Buy | 53% |
| Aug 26, 2026 | Deutsche Bank | MAINTAIN | Buy | 58% |
| Aug 26, 2026 | Wedbush | MAINTAIN | Outperform | 57% |
| Aug 26, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Aug 11, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Aug 5, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 5, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 11 | 10 | 2 | 0 | 0 | 91% | |
| Aug 1, 2026 | 11 | 10 | 2 | 0 | 0 | 91% | |
| Jul 1, 2026 | 12 | 10 | 1 | 0 | 0 | 96% | |
| Jun 1, 2026 | 12 | 10 | 1 | 0 | 0 | 96% | |
| May 1, 2026 | 12 | 10 | 1 | 0 | 0 | 96% | |
| Apr 1, 2026 | 11 | 9 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 11 | 9 | 1 | 0 | 0 | 95% | |
| Feb 1, 2026 | 11 | 9 | 1 | 0 | 0 | 95% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.83 | $-1.53–$-0.66 | -451.6% | -2.2% | 2↑ 8↓ | $0.0B | 13 |
| Next Q | $-0.87 | $-1.97–$-0.50 | -17.4% | -2.7% | 3↑ 9↓ | $0.0B | 13 |
| Current FY | $-2.87 | $-4.81–$-2.37 | -44.9% | -1.4% | 9↑ 3↓ | $0.0B | 13 |
| Next FY | $-3.52 | $-4.51–$-2.59 | -22.7% | -2.5% | 3↑ 8↓ | $0.0B | 13 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.827 | — |
| 7d ago | $-0.833 | +0.006 |
| 30d ago | $-0.810 | -0.017 |
| 60d ago | $-0.725 | -0.102 |
| 90d ago | $-0.725 | -0.102 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| FMR LLC | 13,026,187 | $1.2B | 19.9% | — |
| BlackRock, Inc. | 6,506,605 | $577.7M | 10.0% | — |
| RTW INVESTMENTS, LP | 4,251,996 | $377.5M | 6.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,448,681 | $306.2M | 5.3% | — |
| STATE STREET CORP | 3,057,416 | $271.4M | 4.7% | — |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 2,799,166 | $248.5M | 4.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,562,265 | $239.3M | 4.1% | ADD +48.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,330,098 | $206.9M | 3.6% | DOUBLED +298.2% |
| Capital World Investors | 2,315,553 | $205.6M | 3.5% | DOUBLED +247.4% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 1,720,912 | 2,562,265 | +48.9% | $239.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | DOUBLED | 585,130 | 2,330,098 | +298.2% | $206.9M |
| Capital World Investors | DOUBLED | 666,564 | 2,315,553 | +247.4% | $205.6M |
| BANK OF AMERICA CORP /DE/ | ADD | 1,228,093 | 1,777,854 | +44.8% | $157.8M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | NEW | — | 1,722,300 | — | $152.9M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 269,938 | 1,478,059 | +447.6% | $131.2M |
| Holocene Advisors, LP | NEW | — | 1,015,170 | — | $90.1M |
| MARSHALL WACE, LLP | DOUBLED | 139,259 | 991,693 | +612.1% | $88.0M |
| Capital International Investors | TRIM | 1,746,129 | 955,196 | -45.3% | $84.8M |
| UBS Group AG | ADD | 671,235 | 843,071 | +25.6% | $74.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | King-Jones Heidy | See Remarks | EXERCISE | 400 | $14.50 | $5.8K |
| Sep 2, 2026 | King-Jones Heidy | See Remarks | SELL | 400 | $90.00 | $36.0K |
| Sep 2, 2026 | Burrows Scott L | Chief Financial Officer | SELL | 18,232 | $89.35 | $1.6M |
| Sep 1, 2026 | King-Jones Heidy | See Remarks | SELL | 6,206 | $88.17 | $547.2K |
| Sep 1, 2026 | King-Jones Heidy | See Remarks | SELL | 4,845 | $86.40 | $418.6K |
| Sep 1, 2026 | King-Jones Heidy | See Remarks | EXERCISE | 27,999 | $14.50 | $406.0K |
| Sep 1, 2026 | King-Jones Heidy | See Remarks | SELL | 400 | $89.38 | $35.8K |
| Sep 1, 2026 | King-Jones Heidy | See Remarks | SELL | 16,548 | $87.20 | $1.4M |
| Sep 1, 2026 | Burrows Scott L | Chief Financial Officer | SELL | 200 | $89.04 | $17.8K |
| Sep 1, 2026 | Burrows Scott L | Chief Financial Officer | SELL | 2,016 | $88.03 | $177.5K |