Market Cap
$20.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | Oppenheimer | INITIATE | Outperform | 52% |
| Sep 16, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Sep 9, 2026 | Leerink Partners | INITIATE | Outperform | 49% |
| Sep 8, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| May 19, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 8, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| May 8, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 7 | 5 | 1 | 0 | 65% | |
| Aug 1, 2026 | 4 | 7 | 5 | 1 | 0 | 65% | |
| Jul 1, 2026 | 4 | 7 | 5 | 1 | 0 | 65% | |
| Jun 1, 2026 | 4 | 8 | 5 | 1 | 0 | 67% | |
| May 1, 2026 | 4 | 8 | 5 | 1 | 0 | 67% | |
| Apr 1, 2026 | 4 | 8 | 5 | 1 | 0 | 67% | |
| Mar 1, 2026 | 4 | 8 | 5 | 1 | 0 | 67% | |
| Feb 1, 2026 | 4 | 7 | 5 | 2 | 0 | 61% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.64 | $0.61–$0.69 | -3.7% | -0.8% | 3↑ 3↓ | $3.8B | 10 |
| Next Q | $0.59 | $0.55–$0.64 | 3.6% | +1.3% | 1↑ 5↓ | $3.7B | 10 |
| Current FY | $2.52 | $2.47–$2.58 | 7.1% | +0.7% | 5↑ 0↓ | $14.8B | 11 |
| Next FY | $2.67 | $2.59–$2.80 | 6.2% | +0.2% | 3↑ 3↓ | $15.0B | 11 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.645 | — |
| 7d ago | $0.648 | -0.003 |
| 30d ago | $0.650 | -0.005 |
| 60d ago | $0.641 | +0.004 |
| 90d ago | $0.650 | -0.005 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 96,662,102 | $1.5B | 12.2% | DOUBLED +482.7% |
| BlackRock, Inc. | 86,019,468 | $1.4B | 10.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 76,046,939 | $1.2B | 9.6% | — |
| DAVIS SELECTED ADVISERS | 75,232,254 | $1.2B | 9.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 54,282,080 | $862.0M | 6.9% | — |
| STATE STREET CORP | 53,069,461 | $842.7M | 6.7% | — |
| Rubric Capital Management LP | 34,168,743 | $542.6M | 4.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 32,807,906 | $520.1M | 4.1% | — |
| DIMENSIONAL FUND ADVISORS LP | 29,970,094 | $476.0M | 3.8% | — |
| Invesco Ltd. | 20,771,275 | $329.8M | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 16,588,514 | 96,662,102 | +482.7% | $1.5B |
| JPMORGAN CHASE & CO | ADD | 5,731,565 | 7,322,267 | +27.8% | $119.7M |
| Qube Research & Technologies Ltd | TRIM | 9,666,750 | 6,180,223 | -36.1% | $98.1M |
| UBS Group AG | ADD | 3,257,531 | 6,092,296 | +87.0% | $96.7M |
| JANE STREET GROUP, LLC | DOUBLED | 2,192,665 | 5,569,311 | +154.0% | $88.4M |
| Assenagon Asset Management S.A. | DOUBLED | 783,134 | 4,989,006 | +537.1% | $79.2M |
| NORGES BANK | NEW | — | 3,822,744 | — | $60.7M |
| RHUMBLINE ADVISERS | ADD | 1,941,082 | 2,872,464 | +48.0% | $45.6M |
| Allianz Asset Management GmbH | DOUBLED | 550,739 | 2,485,117 | +351.2% | $39.5M |
| FIL Ltd | TRIM | 2,886,622 | 2,118,598 | -26.6% | $33.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 15, 2026 | Enrietti Andrew | See Remarks | EXERCISE | 25,134 | — | — |
| Aug 15, 2026 | Enrietti Andrew | See Remarks | EXERCISE | 999 | — | — |
| Aug 15, 2026 | Enrietti Andrew | See Remarks | EXERCISE | 998.364 | — | — |
| Aug 15, 2026 | Enrietti Andrew | See Remarks | TAX W/H | 435 | $16.23 | $7.1K |
| Aug 15, 2026 | Enrietti Andrew | See Remarks | TAX W/H | 10,931 | $16.23 | $177.4K |
| Jun 30, 2026 | Groothuis Leo Frans | Director | AWARD | 2,756 | $15.88 | $43.8K |
| Jun 30, 2026 | SIMMONS DAVID S | Director | AWARD | 2,362 | $15.88 | $37.5K |
| Jun 25, 2026 | Campbell Paul | See Remarks | SELL | 50,076 | $16.17 | $809.8K |
| Apr 15, 2026 | Le Goff Corinne | Chief Commercial Officer | EXERCISE | 39,344 | — | — |
| Apr 15, 2026 | Le Goff Corinne | Chief Commercial Officer | TAX W/H | 17,450 | $13.86 | $241.9K |