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Daily historical data with per-account defaults
Filings, earnings, research, and institutional changes — newest first
US analyst rating / recommendation change.
US analyst rating / recommendation change.
US analyst rating / recommendation change.
US analyst rating / recommendation change.
US analyst rating / recommendation change.
US analyst rating / recommendation change.
US analyst rating / recommendation change.
US analyst rating / recommendation change.
US analyst rating / recommendation change.
US analyst rating / recommendation change.
Consensus vs. actual, and revenue trend
| Quarter | Date | Time | EPS est. | EPS actual | Surprise | Rev. est. | Rev. actual | Status |
|---|---|---|---|---|---|---|---|---|
| — | 2026. 04. 29. | After market close (AMC) | $3.09 | — | — | $1.54B | — | Scheduled |
| FY2026 Q3 | 2025. 03. 26. | Time TBD | — | $5.96 | — | — | $3.92B | Reported |
| FY2026 Q2 | 2024. 12. 25. | Time TBD | — | $3.44 | — | — | $2.5B | Reported |
| FY2026 Q1 | 2024. 09. 25. | Time TBD | — | $0.84 | — | — | $1.14B | Reported |
Consensus PT $184.9 · 20 analysts
| Date | Firm | Analyst | Action | Rating change | Price target | Report |
|---|---|---|---|---|---|---|
| 2026. 05. 01. | Morgan Stanley | — | Maintain | Overweight → Overweight | — | Morgan Stanley: Overweight |
| 2026. 05. 01. | Barclays | — | Maintain | Equal-Weight → Equal-Weight | — | Barclays: Equal-Weight |
| 2026. 04. 30. | TD Cowen | — | Maintain | Buy → Buy | — | TD Cowen: Buy |
| 2026. 04. 16. | TD Cowen | — | Maintain | Buy → Buy | — | TD Cowen: Buy |
| 2026. 04. 14. | Citigroup | — | Maintain | Buy → Buy | — | Citigroup: Buy |
| 2026. 04. 02. | Keybanc | — | Upgrade | Sector Weight → Overweight | — | Keybanc: Sector Weight → Overweight |