Market Cap
$5.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 15, 2026 | Oppenheimer | INITIATE | Outperform | 52% |
| Sep 3, 2026 | Truist Securities | INITIATE | Buy | 55% |
| Aug 4, 2026 | Raymond James | INITIATE | Outperform | 54% |
| Aug 4, 2026 | Needham | INITIATE | Buy | 50% |
| May 14, 2026 | B of A Securities | MAINTAIN | Underperform | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 4 | 2 | 1 | 0 | 67% | |
| Aug 1, 2026 | 1 | 0 | 3 | 5 | 1 | 10% | |
| Jul 1, 2026 | 1 | 0 | 3 | 5 | 1 | 10% | |
| Jun 1, 2026 | 1 | 0 | 3 | 5 | 1 | 10% | |
| May 1, 2026 | 1 | 0 | 3 | 5 | 1 | 10% | |
| Apr 1, 2026 | 1 | 0 | 3 | 5 | 1 | 10% | |
| Mar 1, 2026 | 2 | 3 | 2 | 1 | 0 | 63% | |
| Feb 1, 2026 | 2 | 3 | 2 | 1 | 0 | 63% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.28 | $0.26–$0.32 | 604.1% | -2.9% | 2↑ 0↓ | $1.0B | 6 |
| Next Q | $0.31 | $0.30–$0.35 | 3041.8% | -2.2% | 1↑ 1↓ | $1.0B | 6 |
| Current FY | $0.84 | $0.80–$0.94 | 1782.1% | -0.5% | 3↑ 0↓ | $3.7B | 7 |
| Next FY | $1.74 | $1.40–$2.02 | 107.1% | +1.1% | 2↑ 1↓ | $4.3B | 7 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.282 | — |
| 7d ago | $0.284 | -0.002 |
| 30d ago | $0.290 | -0.008 |
| 60d ago | $0.252 | +0.030 |
| 90d ago | $0.252 | +0.030 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 20,201,284 | $1.1B | 17.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,280,088 | $606.6M | 9.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,192,149 | $333.0M | 5.4% | — |
| Point72 Asset Management, L.P. | 4,975,625 | $267.6M | 4.3% | DOUBLED +179.8% |
| STATE STREET CORP | 4,973,532 | $267.5M | 4.3% | — |
| DIMENSIONAL FUND ADVISORS LP | 4,724,287 | $254.0M | 4.1% | TRIM -33.5% |
| AMERICAN CENTURY COMPANIES INC | 4,514,575 | $242.8M | 3.9% | — |
| TWO SIGMA INVESTMENTS, LP | 3,984,546 | $214.3M | 3.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,173,050 | $170.7M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | DOUBLED | 1,778,224 | 4,975,625 | +179.8% | $267.6M |
| DIMENSIONAL FUND ADVISORS LP | TRIM | 7,102,376 | 4,724,287 | -33.5% | $254.0M |
| Neuberger Berman Group LLC | DOUBLED | 19,153 | 3,005,508 | +15592.1% | $167.1M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 149,336 | 2,932,443 | +1863.7% | $157.7M |
| MORGAN STANLEY | ADD | 1,494,910 | 2,217,174 | +48.3% | $119.2M |
| MARSHALL WACE, LLP | ADD | 965,932 | 1,666,878 | +72.6% | $89.6M |
| JANE STREET GROUP, LLC | DOUBLED | 33,520 | 1,539,671 | +4493.3% | $82.8M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 408,775 | 1,533,935 | +275.3% | $82.5M |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 2,117,463 | 1,251,200 | -40.9% | $67.3M |
| Schonfeld Strategic Advisors LLC | NEW | — | 1,141,368 | — | $61.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 2, 2026 | McConnell David | EVP & Chief Financial Officer | TAX W/H | 260 | $18.72 | $4.9K |
| Mar 2, 2026 | Tomlinson David L | SVP & Chief Accounting Officer | TAX W/H | 257 | $18.72 | $4.8K |
| Mar 2, 2026 | O'Sullivan Michael Shamus | EVP Chief Admin & LegalOfficer | TAX W/H | 360 | $18.72 | $6.7K |
| Feb 25, 2026 | Shoshani Roy | EVP & Chief Technical Officer | AWARD | 56,094 | — | — |
| Feb 25, 2026 | Tomlinson David L | SVP & Chief Accounting Officer | AWARD | 14,023 | — | — |
| Feb 25, 2026 | Smejkal Joel | President and CEO | AWARD | 172,106 | — | — |
| Feb 25, 2026 | O'Sullivan Michael Shamus | EVP Chief Admin & LegalOfficer | AWARD | 14,023 | — | — |
| Feb 25, 2026 | ZANDMAN MARC | ExecChairman & Chief Bus Dev | AWARD | 127,486 | — | — |
| Feb 25, 2026 | Henrici Peter | EVP - Corporate Development | AWARD | 16,573 | — | — |
| Feb 25, 2026 | McConnell David | EVP & Chief Financial Officer | AWARD | 50,994 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 12, 2026 | Michael McCaul | R | HOUSE | SELL | $15,001 - $50,000 | Vishay Intertechnology Inc | Mar 12, 2026(29d) |