Market Cap
$12.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Sep 29, 2026 | Leerink Partners | MAINTAIN | Outperform | 49% |
| Sep 18, 2026 | BWS Financial | MAINTAIN | Sell | 62% |
| Sep 17, 2026 | Leerink Partners | MAINTAIN | Outperform | 49% |
| Sep 9, 2026 | BWS Financial | INITIATE | Sell | 62% |
| Sep 9, 2026 | UBS | INITIATE | Neutral | 55% |
| Aug 5, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Aug 4, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 14, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Jul 6, 2026 | Evercore ISI Group | DOWNGRADE | In-Line | 59% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 7 | 2 | 0 | 0 | 88% | |
| Aug 1, 2026 | 7 | 8 | 1 | 0 | 0 | 94% | |
| Jul 1, 2026 | 7 | 8 | 1 | 0 | 0 | 94% | |
| Jun 1, 2026 | 8 | 6 | 1 | 0 | 0 | 93% | |
| May 1, 2026 | 7 | 7 | 2 | 0 | 0 | 88% | |
| Apr 1, 2026 | 7 | 7 | 3 | 0 | 0 | 82% | |
| Mar 1, 2026 | 7 | 7 | 3 | 0 | 0 | 82% | |
| Feb 1, 2026 | 7 | 7 | 3 | 0 | 0 | 82% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.15 | $-0.38–$-0.02 | 67.5% | +22.6% | 1↑ 0↓ | $0.1B | 3 |
| Next Q | $-0.16 | $-0.38–$-0.04 | 68.3% | -66.7% | 1↑ 1↓ | $0.1B | 3 |
| Current FY | $-0.96 | $-2.04–$-0.57 | 54.6% | +11.1% | 2↑ 0↓ | $0.5B | 4 |
| Next FY | $-0.75 | $-2.05–$0.10 | 21.7% | +3.9% | 1↑ 1↓ | $0.5B | 5 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.146 | — |
| 7d ago | $-0.189 | +0.043 |
| 30d ago | $-0.189 | +0.043 |
| 60d ago | $-0.379 | +0.233 |
| 90d ago | $-0.379 | +0.233 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 5,833,891 | $600.2M | 9.7% | — |
| Artisan Partners Limited Partnership | 4,802,017 | $494.0M | 8.0% | — |
| FMR LLC | 4,703,044 | $483.8M | 7.8% | DOUBLED +148.8% |
| ARK Investment Management LLC | 4,549,803 | $468.1M | 7.6% | TRIM -28.3% |
| STATE STREET CORP | 3,232,532 | $332.6M | 5.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,824,989 | $290.6M | 4.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,699,280 | $277.7M | 4.5% | — |
| EdgePoint Investment Group Inc. | 2,521,635 | $259.4M | 4.2% | TRIM -53.2% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2,174,594 | $223.7M | 3.6% | TRIM -58.7% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 1,889,945 | 4,703,044 | +148.8% | $483.8M |
| ARK Investment Management LLC | TRIM | 6,342,733 | 4,549,803 | -28.3% | $468.1M |
| EdgePoint Investment Group Inc. | TRIM | 5,382,521 | 2,521,635 | -53.2% | $259.4M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | TRIM | 5,269,718 | 2,174,594 | -58.7% | $223.7M |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | ADD | 1,427,650 | 2,136,400 | +49.6% | $219.8M |
| MORGAN STANLEY | DOUBLED | 546,845 | 1,189,861 | +117.6% | $122.4M |
| D. E. Shaw & Co., Inc. | DOUBLED | 46,644 | 1,185,605 | +2441.8% | $122.0M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | ADD | 584,696 | 1,022,526 | +74.9% | $105.2M |
| Sumitomo Mitsui Trust Group, Inc. | TRIM | 1,496,099 | 1,000,344 | -33.1% | $102.9M |
| BANK OF AMERICA CORP /DE/ | ADD | 584,261 | 922,647 | +57.9% | $94.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 24, 2026 | Leproust Emily M. | Chief Executive Officer | SELL | 16 | $182.50 | $2.9K |
| Sep 24, 2026 | Leproust Emily M. | Chief Executive Officer | SELL | 330 | $178.67 | $59.0K |
| Sep 24, 2026 | Leproust Emily M. | Chief Executive Officer | SELL | 83 | $184.60 | $15.3K |
| Sep 24, 2026 | Leproust Emily M. | Chief Executive Officer | SELL | 515 | $180.39 | $92.9K |
| Sep 24, 2026 | Leproust Emily M. | Chief Executive Officer | SELL | 945 | $176.39 | $166.7K |
| Sep 24, 2026 | Leproust Emily M. | Chief Executive Officer | SELL | 501 | $183.76 | $92.1K |
| Sep 24, 2026 | Leproust Emily M. | Chief Executive Officer | SELL | 143 | $179.93 | $25.7K |
| Sep 24, 2026 | Leproust Emily M. | Chief Executive Officer | SELL | 2,485 | $175.23 | $435.4K |
| Sep 24, 2026 | Leproust Emily M. | Chief Executive Officer | SELL | 21 | $181.45 | $3.8K |
| Sep 24, 2026 | Leproust Emily M. | Chief Executive Officer | SELL | 164 | $177.17 | $29.1K |