Market Cap
$12.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Needham | MAINTAIN | Buy | 50% |
| Aug 18, 2026 | Needham | REITERATE | Buy | 50% |
| Aug 6, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jun 18, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jun 11, 2026 | Needham | REITERATE | Buy | 50% |
| May 28, 2026 | Stifel | MAINTAIN | Buy | 54% |
| May 28, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| May 28, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| May 28, 2026 | Needham | MAINTAIN | Buy | 50% |
| Apr 30, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Aug 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Jul 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Jun 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| May 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Apr 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Mar 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Feb 1, 2026 | 3 | 6 | 1 | 0 | 0 | 90% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.25 | $1.24–$1.26 | 85.8% | +0.0% | 3↑ 0↓ | $1.1B | 4 |
| Next Q | $1.86 | $1.68–$2.02 | 165.4% | +0.0% | 3↑ 0↓ | $1.4B | 4 |
| Current FY | $4.85 | $4.66–$5.02 | 97.2% | +0.0% | 4↑ 0↓ | $4.4B | 4 |
| Next FY | $6.89 | $6.00–$7.48 | 42.1% | +0.0% | 4↑ 0↓ | $5.4B | 4 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.245 | — |
| 7d ago | $1.245 | — |
| 30d ago | $1.245 | — |
| 60d ago | $1.100 | +0.145 |
| 90d ago | $1.103 | +0.142 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 10,979,290 | $2.1B | 14.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,637,672 | $1.1B | 7.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,681,367 | $875.5M | 6.1% | — |
| Whale Rock Capital Management LLC | 4,230,575 | $791.2M | 5.5% | — |
| Invesco Ltd. | 4,184,872 | $782.7M | 5.4% | — |
| STATE STREET CORP | 3,296,584 | $616.5M | 4.3% | — |
| JANE STREET GROUP, LLC | 2,756,443 | $515.5M | 3.6% | DOUBLED +229.0% |
| LONE PINE CAPITAL LLC | 2,738,075 | $512.1M | 3.5% | NEW |
| DIMENSIONAL FUND ADVISORS LP | 2,645,697 | $494.8M | 3.4% | TRIM -38.6% |
| FMR LLC | 2,537,491 | $474.6M | 3.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | DOUBLED | 837,731 | 2,756,443 | +229.0% | $515.5M |
| LONE PINE CAPITAL LLC | NEW | — | 2,738,075 | — | $512.1M |
| DIMENSIONAL FUND ADVISORS LP | TRIM | 4,311,094 | 2,645,697 | -38.6% | $494.8M |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 1,401,149 | 2,268,404 | +61.9% | $424.2M |
| Capital World Investors | DOUBLED | 635,006 | 2,004,242 | +215.6% | $374.8M |
| Polar Capital Holdings Plc | TRIM | 2,924,285 | 1,965,915 | -32.8% | $367.7M |
| NORGES BANK | NEW | — | 1,273,139 | — | $238.1M |
| NORTHERN TRUST CORP | TRIM | 1,292,858 | 894,035 | -30.8% | $167.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | TRIM | 1,191,297 | 874,674 | -26.6% | $163.6M |
| MILLENNIUM MANAGEMENT LLC | ADD | 372,574 | 738,767 | +98.3% | $138.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Roks Edwin | President and CEO | TAX W/H | 5,331 | $115.33 | $614.8K |
| Aug 25, 2026 | BOEHLE DANIEL L. | EVP and CFO | TAX W/H | 5,890 | $112.14 | $660.5K |
| Aug 25, 2026 | Roks Edwin | President and CEO | BUY | 10,000 | $111.77 | $1.1M |
| Aug 24, 2026 | Geveden Rex D | Director | BUY | 5,000 | $104.90 | $524.5K |
| Aug 10, 2026 | Knecht Dale Martin | SVP Information Technology | SELL | 26,198 | $142.00 | $3.7M |
| Jun 25, 2026 | Farrell Robert P. | President C&C | SELL | 73 | $204.95 | $15.0K |
| Jun 25, 2026 | Gridley Catherine A | EVP, A&D Sector President | SELL | 170 | $204.95 | $34.8K |
| Jun 25, 2026 | Soder Douglas L | EVP, Commercial Sector Pres. | SELL | 160 | $204.95 | $32.8K |
| Jun 25, 2026 | Weber Daniel J | EVP, CLO & Secretary | SELL | 162 | $204.95 | $33.2K |
| Jun 25, 2026 | Powers Shawn A. | EVP, CHRO | SELL | 187 | $204.95 | $38.3K |