Market Cap
$3.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 15, 2026 | Freedom Capital Markets | MAINTAIN | Buy | 46% |
| Sep 9, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 4, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Aug 4, 2026 | Stephens & Co. | MAINTAIN | Overweight | 54% |
| Aug 4, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Aug 3, 2026 | Canaccord Genuity | MAINTAIN | Hold | 47% |
| Jul 31, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 30, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 15, 2026 | Piper Sandler | INITIATE | Overweight | 54% |
| Jul 14, 2026 | Canaccord Genuity | MAINTAIN | Hold | 47% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 8 | 2 | 1 | 0 | 84% | |
| Aug 1, 2026 | 8 | 8 | 2 | 1 | 0 | 84% | |
| Jul 1, 2026 | 8 | 7 | 2 | 1 | 0 | 83% | |
| Jun 1, 2026 | 8 | 7 | 2 | 1 | 0 | 83% | |
| May 1, 2026 | 8 | 8 | 2 | 1 | 0 | 84% | |
| Apr 1, 2026 | 7 | 8 | 3 | 1 | 0 | 79% | |
| Mar 1, 2026 | 7 | 8 | 3 | 1 | 0 | 79% | |
| Feb 1, 2026 | 7 | 8 | 3 | 1 | 0 | 79% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.41 | $0.35–$0.45 | -19.3% | -0.3% | 0↑ 9↓ | $0.1B | 12 |
| Next Q | $0.45 | $0.36–$0.50 | -15.5% | -0.3% | 4↑ 5↓ | $0.2B | 12 |
| Current FY | $1.91 | $1.78–$1.99 | 7.5% | +0.4% | 10↑ 0↓ | $0.6B | 12 |
| Next FY | $1.95 | $1.67–$2.11 | 1.9% | +0.1% | 7↑ 3↓ | $0.7B | 12 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.412 | — |
| 7d ago | $0.412 | — |
| 30d ago | $0.413 | -0.001 |
| 60d ago | $0.418 | -0.006 |
| 90d ago | $0.433 | -0.021 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 13,486,437 | $792.1M | 17.8% | — |
| FMR LLC | 7,702,746 | $452.4M | 10.2% | ADD +35.3% |
| Artisan Partners Limited Partnership | 5,538,404 | $325.3M | 7.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,716,191 | $277.0M | 6.2% | — |
| STATE STREET CORP | 4,698,128 | $276.0M | 6.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,593,922 | $211.1M | 4.7% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,826,524 | $166.0M | 3.7% | — |
| FIRST TRUST ADVISORS LP | 2,507,902 | $147.3M | 3.3% | ADD +64.9% |
| ARK Investment Management LLC | 2,295,951 | $134.8M | 3.0% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 2,274,160 | $133.6M | 3.0% | ADD +25.6% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 1,276,260 | 1,642,911 | +28.7% | $96.5M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | ADD | 989,687 | 1,431,596 | +44.7% | $84.1M |
| MORGAN STANLEY | ADD | 797,802 | 1,191,790 | +49.4% | $70.0M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | NEW | — | 1,045,826 | — | $61.4M |
| Sumitomo Mitsui Trust Group, Inc. | TRIM | 1,055,656 | 768,949 | -27.2% | $45.2M |
| Point72 Asset Management, L.P. | ADD | 483,904 | 737,804 | +52.5% | $43.3M |
| Artemis Investment Management LLP | NEW | — | 638,933 | — | $37.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 141,811 | 531,572 | +274.8% | $31.2M |
| Alyeska Investment Group, L.P. | TRIM | 808,570 | 518,043 | -35.9% | $30.4M |
| RAYMOND JAMES FINANCIAL INC | ADD | 370,261 | 472,293 | +27.6% | $27.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 21, 2026 | Leite John | Global Chief Commercial Off | SELL | 4,015 | $40.00 | $160.6K |
| Sep 14, 2026 | Holstein Jens | Director | SELL | 5,000 | $40.95 | $204.7K |
| Sep 4, 2026 | Chambers Rebecca | Chief Financial Officer | SELL | 1,175 | $43.71 | $51.4K |
| Sep 4, 2026 | McGuire Annie | EVP, General Counsel | SELL | 2,154 | $42.79 | $92.2K |
| Sep 4, 2026 | Chambers Rebecca | Chief Financial Officer | SELL | 2,477 | $42.81 | $106.0K |
| Sep 4, 2026 | Febbo Phillip G. | Chief Scientific & Med Officer | SELL | 10,405 | $42.89 | $446.3K |
| Sep 4, 2026 | Febbo Phillip G. | Chief Scientific & Med Officer | SELL | 2,705 | $43.66 | $118.1K |
| Sep 4, 2026 | McGuire Annie | EVP, General Counsel | SELL | 1,100 | $43.67 | $48.0K |
| Sep 2, 2026 | Febbo Phillip G. | Chief Scientific & Med Officer | TAX W/H | 3,639 | $44.88 | $163.3K |
| Sep 2, 2026 | Chambers Rebecca | Chief Financial Officer | TAX W/H | 3,603 | $44.88 | $161.7K |