Market Cap
$77.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Argus Research | DOWNGRADE | Sell | 54% |
| Sep 22, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 18, 2026 | Argus Research | REITERATE | Buy | 54% |
| Jul 27, 2026 | Seaport Global | DOWNGRADE | Neutral | 51% |
| Jun 29, 2026 | Seaport Global | UPGRADE | Buy | 51% |
| May 7, 2026 | UBS | MAINTAIN | Neutral | 55% |
| May 7, 2026 | Guggenheim | REITERATE | Neutral | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 5 | 17 | 1 | 0 | 28% | |
| Aug 1, 2026 | 2 | 4 | 18 | 1 | 0 | 24% | |
| Jul 1, 2026 | 2 | 5 | 17 | 1 | 0 | 28% | |
| Jun 1, 2026 | 1 | 1 | 19 | 6 | 1 | 7% | |
| May 1, 2026 | 2 | 4 | 18 | 2 | 0 | 23% | |
| Apr 1, 2026 | 2 | 4 | 18 | 2 | 0 | 23% | |
| Mar 1, 2026 | 3 | 4 | 17 | 3 | 0 | 26% | |
| Feb 1, 2026 | 3 | 9 | 14 | 1 | 0 | 44% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.00 | $-0.23–$0.23 | 95.3% | +0.0% | 3↑ 7↓ | $8.8B | 14 |
| Next Q | $-0.04 | $-0.29–$0.20 | 64.1% | +0.0% | 4↑ 6↓ | $9.8B | 14 |
| Current FY | $-1.13 | $-1.60–$-0.66 | -488.0% | -0.3% | 10↑ 3↓ | $36.2B | 15 |
| Next FY | $0.01 | $-0.93–$0.37 | 100.6% | +173.0% | 4↑ 5↓ | $37.3B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.003 | — |
| 7d ago | $-0.003 | — |
| 30d ago | $-0.003 | — |
| 60d ago | $0.012 | -0.015 |
| 90d ago | $0.012 | -0.015 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 198,085,828 | $5.3B | 13.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 158,635,529 | $4.2B | 10.5% | — |
| STATE STREET CORP | 128,364,674 | $3.4B | 8.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 105,102,281 | $2.8B | 7.0% | — |
| Invesco Ltd. | 80,086,951 | $2.1B | 5.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 69,897,377 | $1.9B | 4.6% | — |
| MILLENNIUM MANAGEMENT LLC | 57,657,575 | $1.5B | 3.8% | ADD +31.2% |
| Pentwater Capital Management LP | 47,576,000 | $1.3B | 3.1% | — |
| FMR LLC | 45,257,749 | $1.2B | 3.0% | ADD +39.4% |
| CITADEL ADVISORS LLC | 44,587,810 | $1.2B | 3.0% | ADD +51.8% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | ADD | 43,939,392 | 57,657,575 | +31.2% | $1.5B |
| FMR LLC | ADD | 32,470,573 | 45,257,749 | +39.4% | $1.2B |
| CITADEL ADVISORS LLC | ADD | 29,380,710 | 44,587,810 | +51.8% | $1.2B |
| D. E. Shaw & Co., Inc. | DOUBLED | 14,889,403 | 40,750,490 | +173.7% | $1.1B |
| NORGES BANK | NEW | — | 31,238,355 | — | $832.8M |
| Qube Research & Technologies Ltd | ADD | 15,325,780 | 21,723,714 | +41.7% | $579.2M |
| JPMORGAN CHASE & CO | DOUBLED | 543,310 | 20,460,517 | +3665.9% | $555.1M |
| Third Point LLC | NEW | — | 20,000,000 | — | $533.2M |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 25,115,014 | 16,512,606 | -34.3% | $440.2M |
| HSBC HOLDINGS PLC | DOUBLED | 5,978,048 | 13,829,848 | +131.3% | $369.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Noto Anthony | Director | AWARD | 929 | — | — |
| Sep 14, 2026 | Locke Lori C. | Chief Accounting Officer | SELL | 29,115 | $28.13 | $819.0K |
| Sep 11, 2026 | FISHER RICHARD W | Director | SELL | 6,700 | $28.06 | $188.0K |
| Sep 10, 2026 | LOWE KENNETH W | Director | SELL | 200,000 | $28.23 | $5.6M |
| Sep 9, 2026 | Girdwood Amy | Chief People & Culture Officer | SELL | 262,285 | $27.98 | $7.3M |
| Sep 3, 2026 | LOWE KENNETH W | Director | SELL | 200,000 | $28.35 | $5.7M |
| Sep 3, 2026 | LEVY ANTON J | Director | SELL | 340,000 | $28.39 | $9.7M |
| Aug 27, 2026 | Perrette Jean-Briac | Pres.&CEO, Global Streaming | SELL | 126,707 | $28.96 | $3.7M |
| Aug 17, 2026 | Wiedenfels Gunnar | Chief Financial Officer | AWARD | 71,455 | — | — |
| Aug 14, 2026 | Zaslav David | Chief Executive Officer & Pres | SELL | 194,999 | $28.02 | $5.5M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 10, 2026 | August Pfluger | R | HOUSE | SELL | $1,001 - $15,000 | Warner Bros Discover Inc | Mar 19, 2026(38d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Warner Bros Discover Inc | Feb 16, 2026(39d) |