Market Cap
$2.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Aug 4, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Aug 4, 2026 | BTIG | REITERATE | Buy | 53% |
| Jun 29, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Jun 23, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| May 5, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| May 5, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| May 5, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| May 5, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Apr 20, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| Aug 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| Jul 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| Jun 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| May 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| Apr 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| Mar 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 4 | 7 | 2 | 0 | 0 | 85% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.07 | $0.07–$0.08 | -85.1% | +0.5% | 1↑ 7↓ | $0.1B | 7 |
| Next Q | $0.32 | $0.21–$0.50 | 128.6% | +1.6% | 2↑ 6↓ | $0.1B | 7 |
| Current FY | $0.13 | $0.02–$0.32 | -90.6% | +3.1% | 3↑ 2↓ | $0.5B | 7 |
| Next FY | $1.20 | $0.44–$2.00 | 812.0% | +2.6% | 5↑ 3↓ | $0.6B | 7 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.073 | — |
| 7d ago | $0.072 | +0.000 |
| 30d ago | $0.072 | +0.000 |
| 60d ago | $0.102 | -0.030 |
| 90d ago | $0.115 | -0.042 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Corvex Management LP | 4,784,570 | $328.5M | 21.6% | ADD +48.2% |
| BlackRock, Inc. | 1,706,239 | $117.1M | 7.7% | — |
| GOLDMAN SACHS GROUP INC | 1,669,441 | $114.6M | 7.5% | ADD +25.1% |
| ARK Investment Management LLC | 1,610,189 | $110.5M | 7.3% | — |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,400,653 | $96.2M | 6.3% | ADD +80.7% |
| MORGAN STANLEY | 988,297 | $67.8M | 4.5% | ADD +85.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 879,003 | $60.3M | 4.0% | — |
| CITADEL ADVISORS LLC | 865,462 | $59.4M | 3.9% | ADD +33.7% |
| Sumitomo Mitsui Trust Group, Inc. | 666,581 | $45.8M | 3.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 552,125 | $37.9M | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Corvex Management LP | ADD | 3,228,149 | 4,784,570 | +48.2% | $328.5M |
| GOLDMAN SACHS GROUP INC | ADD | 1,334,980 | 1,669,441 | +25.1% | $114.6M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | ADD | 775,269 | 1,400,653 | +80.7% | $96.2M |
| MORGAN STANLEY | ADD | 532,235 | 988,297 | +85.7% | $67.8M |
| CITADEL ADVISORS LLC | ADD | 647,401 | 865,462 | +33.7% | $59.4M |
| Aberdeen Group plc | ADD | 230,096 | 457,201 | +98.7% | $31.4M |
| BANK OF AMERICA CORP /DE/ | ADD | 234,606 | 346,211 | +47.6% | $23.8M |
| Assenagon Asset Management S.A. | DOUBLED | 95,128 | 303,433 | +219.0% | $20.8M |
| NORGES BANK | NEW | — | 273,100 | — | $18.7M |
| UBS Group AG | DOUBLED | 50,825 | 208,663 | +310.6% | $14.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 17, 2026 | Fuchs Thomas | Director | EXERCISE | 1,146 | — | — |
| Sep 16, 2026 | Feeley Kevin | CHIEF FINANCIAL OFFICER | SELL | 1,079 | $99.00 | $106.8K |
| Sep 16, 2026 | Feeley Kevin | CHIEF FINANCIAL OFFICER | SELL | 586 | $94.26 | $55.2K |
| Sep 16, 2026 | Feeley Kevin | CHIEF FINANCIAL OFFICER | SELL | 52 | $95.41 | $5.0K |
| Sep 16, 2026 | Feeley Kevin | CHIEF FINANCIAL OFFICER | EXERCISE | 7,197 | — | — |
| Sep 16, 2026 | Feeley Kevin | CHIEF FINANCIAL OFFICER | SELL | 1,470 | $98.27 | $144.5K |
| Sep 16, 2026 | Feeley Kevin | CHIEF FINANCIAL OFFICER | SELL | 541 | $96.90 | $52.4K |
| Sep 16, 2026 | Stueland Katherine | CHIEF EXECUTIVE OFFICER | EXERCISE | 18,750 | — | — |
| Sep 16, 2026 | Stueland Katherine | CHIEF EXECUTIVE OFFICER | SELL | 1,648 | $94.26 | $155.3K |
| Sep 16, 2026 | Stueland Katherine | CHIEF EXECUTIVE OFFICER | SELL | 148 | $95.41 | $14.1K |