Market Cap
$8.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Oct 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Sep 30, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Sep 25, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 11, 2026 | Keybanc | INITIATE | Overweight | 52% |
| Sep 9, 2026 | BMO Capital | DOWNGRADE | Market Perform | 53% |
| Aug 6, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 5, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 20, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 2, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 7 | 10 | 1 | 0 | 45% | |
| Aug 1, 2026 | 2 | 8 | 10 | 1 | 0 | 48% | |
| Jul 1, 2026 | 2 | 8 | 10 | 1 | 0 | 48% | |
| Jun 1, 2026 | 2 | 8 | 10 | 1 | 0 | 48% | |
| May 1, 2026 | 3 | 8 | 9 | 1 | 0 | 52% | |
| Apr 1, 2026 | 4 | 8 | 8 | 1 | 0 | 57% | |
| Mar 1, 2026 | 4 | 7 | 10 | 1 | 0 | 50% | |
| Feb 1, 2026 | 4 | 8 | 9 | 1 | 0 | 55% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.08 | $0.30–$2.05 | 473.0% | -24.6% | 1↑ 11↓ | $3.0B | 14 |
| Next Q | $0.45 | $0.13–$0.77 | 281.7% | -8.9% | 2↑ 10↓ | $2.7B | 14 |
| Current FY | $2.89 | $1.84–$5.16 | 420.7% | -10.5% | 6↑ 7↓ | $11.7B | 15 |
| Next FY | $2.96 | $1.69–$4.59 | 2.7% | -11.8% | 5↑ 9↓ | $12.0B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.082 | — |
| 7d ago | $1.400 | -0.318 |
| 30d ago | $1.435 | -0.353 |
| 60d ago | $1.608 | -0.526 |
| 90d ago | $1.915 | -0.833 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,294,162 | $240.5M | 10.1% | — |
| Capital World Investors | 2,842,348 | $207.5M | 8.7% | TRIM -32.5% |
| Orbis Allan Gray Ltd | 2,084,364 | $152.2M | 6.4% | TRIM -60.6% |
| DIMENSIONAL FUND ADVISORS LP | 2,051,554 | $149.8M | 6.3% | ADD +39.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,752,627 | $127.9M | 5.4% | — |
| BRANDES INVESTMENT PARTNERS, LP | 1,572,939 | $114.8M | 4.8% | — |
| AQR CAPITAL MANAGEMENT LLC | 1,570,453 | $114.6M | 4.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,464,223 | $106.9M | 4.5% | — |
| STATE STREET CORP | 1,453,407 | $106.1M | 4.5% | — |
| GOLDMAN SACHS GROUP INC | 1,280,873 | $93.5M | 3.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital World Investors | TRIM | 4,211,006 | 2,842,348 | -32.5% | $207.5M |
| Orbis Allan Gray Ltd | TRIM | 5,293,519 | 2,084,364 | -60.6% | $152.2M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 1,466,020 | 2,051,554 | +39.9% | $149.8M |
| CITADEL ADVISORS LLC | ADD | 715,586 | 1,054,868 | +47.4% | $77.0M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | DOUBLED | 349,035 | 709,355 | +103.2% | $51.8M |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 369,672 | 625,859 | +69.3% | $45.7M |
| Woodline Partners LP | ADD | 337,075 | 451,986 | +34.1% | $33.0M |
| UBS Group AG | TRIM | 811,266 | 431,633 | -46.8% | $31.5M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 84,997 | 366,074 | +330.7% | $26.7M |
| FMR LLC | TRIM | 1,312,473 | 361,243 | -72.5% | $26.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Darby Tommy | VP and CAO | AWARD | 1,791 | — | — |
| Aug 14, 2026 | MCCOLLUM MARK A | Director | AWARD | 2,184 | — | — |
| Aug 14, 2026 | CREGG ROGER A | Director | AWARD | 2,184 | — | — |
| Aug 14, 2026 | Lubel Kimberly S | Director | AWARD | 2,184 | — | — |
| Aug 14, 2026 | Sabat Carolyn Chao | Director | AWARD | 2,184 | — | — |
| Aug 14, 2026 | Chao David Tsung-Hung | Director | AWARD | 2,184 | — | — |
| Aug 14, 2026 | Graff Michael J | Director | AWARD | 2,184 | — | — |
| Aug 14, 2026 | NORTHCUTT R BRUCE | Director | AWARD | 2,184 | — | — |
| Aug 14, 2026 | Patel Bhavesh V. | Director | AWARD | 2,184 | — | — |
| Aug 14, 2026 | Sheets Jeffrey Wayne | Director | AWARD | 2,184 | — | — |