Market Cap
$44.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Sep 21, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Sep 3, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Sep 1, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 31, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Aug 26, 2026 | RBC Capital | INITIATE | Outperform | 55% |
| Aug 20, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 10, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 10, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 8, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 13 | 21 | 6 | 0 | 0 | 85% | |
| Aug 1, 2026 | 12 | 20 | 7 | 0 | 0 | 82% | |
| Jul 1, 2026 | 12 | 20 | 7 | 0 | 0 | 82% | |
| Jun 1, 2026 | 12 | 19 | 8 | 0 | 0 | 79% | |
| May 1, 2026 | 12 | 19 | 8 | 0 | 0 | 79% | |
| Apr 1, 2026 | 12 | 19 | 8 | 0 | 0 | 79% | |
| Mar 1, 2026 | 12 | 18 | 8 | 0 | 0 | 79% | |
| Feb 1, 2026 | 12 | 18 | 8 | 0 | 0 | 79% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.35 | $0.21–$0.55 | 275.7% | +0.0% | 6↑ 0↓ | $1.7B | 6 |
| Next Q | $1.30 | $1.11–$1.67 | 6.5% | +0.0% | 1↑ 24↓ | $1.8B | 29 |
| Current FY | $5.43 | $4.81–$6.11 | -7.2% | +0.1% | 1↑ 27↓ | $7.5B | 30 |
| Next FY | $2.19 | $1.16–$3.83 | 119.4% | +6.3% | 4↑ 1↓ | $8.6B | 8 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.351 | — |
| 7d ago | $0.351 | — |
| 30d ago | $0.351 | — |
| 60d ago | $0.063 | +0.288 |
| 90d ago | $0.068 | +0.283 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 12,747,664 | $991.6M | 10.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9,968,285 | $775.4M | 7.9% | — |
| DnB Asset Management AS | 9,830,768 | $764.7M | 7.8% | — |
| AQR CAPITAL MANAGEMENT LLC | 8,822,984 | $686.3M | 7.0% | — |
| GQG Partners LLC | 7,658,413 | $595.7M | 6.0% | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,217,901 | $561.5M | 5.7% | — |
| Pictet Asset Management Holding SA | 5,474,077 | $425.9M | 4.3% | — |
| STATE STREET CORP | 4,675,073 | $363.7M | 3.7% | — |
| MORGAN STANLEY | 4,188,687 | $325.8M | 3.3% | — |
| AMERIPRISE FINANCIAL INC | 3,772,852 | $293.6M | 3.0% | DOUBLED +342.9% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GQG Partners LLC | NEW | — | 7,658,413 | — | $595.7M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 851,852 | 3,772,852 | +342.9% | $293.6M |
| BAILLIE GIFFORD & CO | TRIM | 9,963,439 | 3,658,205 | -63.3% | $284.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | ADD | 2,368,639 | 3,621,603 | +52.9% | $281.7M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 2,563,255 | 3,278,775 | +27.9% | $254.3M |
| GOLDMAN SACHS GROUP INC | ADD | 911,996 | 1,658,512 | +81.9% | $129.0M |
| UBS Group AG | TRIM | 2,845,312 | 1,643,401 | -42.2% | $127.8M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | NEW | — | 1,476,582 | — | $114.9M |
| BNP PARIBAS FINANCIAL MARKETS | TRIM | 2,514,314 | 1,380,136 | -45.1% | $107.4M |
| Amundi | TRIM | 2,143,038 | 1,264,597 | -41.0% | $98.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 20, 2026 | DUFFY BRIAN | Chief Revenue Officer | AWARD | 51,549 | — | — |
| Sep 20, 2026 | CHUONG JAMES | Chief Financial Officer | AWARD | 6,374 | — | — |
| Aug 28, 2026 | LIU GENE | Chief Accounting Officer | SELL | 939 | $190.00 | $178.4K |
| Aug 19, 2026 | DUFFY BRIAN | Chief Revenue Officer | SELL | 116 | $167.15 | $19.4K |
| Aug 19, 2026 | DUFFY BRIAN | Chief Revenue Officer | SELL | 22 | $170.05 | $3.7K |
| Aug 19, 2026 | LIU GENE | Chief Accounting Officer | SELL | 1,125 | $175.00 | $196.9K |
| Aug 19, 2026 | DUFFY BRIAN | Chief Revenue Officer | SELL | 5 | $162.05 | $810.25 |
| Aug 19, 2026 | DUFFY BRIAN | Chief Revenue Officer | SELL | 69 | $167.99 | $11.6K |
| Aug 19, 2026 | DUFFY BRIAN | Chief Revenue Officer | SELL | 31 | $169.09 | $5.2K |
| Aug 19, 2026 | DUFFY BRIAN | Chief Revenue Officer | SELL | 281 | $172.01 | $48.3K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Mark Warner | D | SENATE | BUY | $1,001 - $15,000 | Atlassian Corp PLC | May 1, 2026(19d) |