Market Cap
$3.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | Needham | MAINTAIN | Buy | 50% |
| Sep 21, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 20, 2026 | Wedbush | MAINTAIN | Neutral | 57% |
| Aug 5, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 5, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Aug 5, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 5, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 5, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 5, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Aug 5, 2026 | Needham | REITERATE | Buy | 50% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 9 | 13 | 1 | 0 | 50% | |
| Aug 1, 2026 | 5 | 9 | 13 | 1 | 0 | 50% | |
| Jul 1, 2026 | 6 | 9 | 11 | 1 | 0 | 56% | |
| Jun 1, 2026 | 7 | 9 | 10 | 1 | 0 | 59% | |
| May 1, 2026 | 8 | 13 | 6 | 1 | 0 | 75% | |
| Apr 1, 2026 | 8 | 15 | 4 | 1 | 0 | 82% | |
| Mar 1, 2026 | 9 | 15 | 3 | 0 | 0 | 89% | |
| Feb 1, 2026 | 9 | 15 | 3 | 0 | 0 | 89% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.34 | $1.09–$1.65 | -20.2% | +0.0% | 4↑ 7↓ | $0.6B | 11 |
| Next Q | $1.54 | $1.19–$2.19 | -15.2% | +0.0% | 3↑ 8↓ | $0.6B | 11 |
| Current FY | $4.64 | $3.41–$5.79 | -36.5% | +0.0% | 4↑ 8↓ | $2.3B | 12 |
| Next FY | $6.83 | $4.83–$8.71 | 47.1% | -0.0% | 4↑ 8↓ | $2.5B | 13 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.341 | — |
| 7d ago | $1.341 | — |
| 30d ago | $1.341 | — |
| 60d ago | $1.477 | -0.136 |
| 90d ago | $1.462 | -0.121 |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Zohar Nir | President | SELL | 271 | $95.00 | $25.7K |
| Sep 1, 2026 | Zohar Nir | President | SELL | 376 | $95.00 | $35.7K |
| Sep 1, 2026 | Abrahami Avishai | Chief Executive Officer | SELL | 55 | $95.00 | $5.2K |
| Sep 1, 2026 | Abrahami Avishai | Chief Executive Officer | SELL | 654 | $95.00 | $62.1K |
| Sep 1, 2026 | Shai Omer | CMO | SELL | 490 | $95.00 | $46.5K |
| Sep 1, 2026 | Shemesh Lior | CFO | SELL | 456 | $95.00 | $43.3K |
| Sep 1, 2026 | Even-Haim Yaniv | CTO | SELL | 320 | $95.00 | $30.4K |
| Sep 1, 2026 | Meyer Shelly B | Chief People Officer | SELL | 479 | $95.00 | $45.5K |
| Aug 31, 2026 | Abrahami Avishai | Chief Executive Officer | BUY | 654 | $59.89 | $39.2K |
| Aug 31, 2026 | Zohar Nir | President | BUY | 271 | $59.89 | $16.2K |