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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.
Consensus vs. actual, and revenue trend
Consensus PT $70.25 · 18 analysts
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.
| Quarter | Date | Time | EPS est. | EPS actual | Surprise | Rev. est. | Rev. actual | Status |
|---|---|---|---|---|---|---|---|---|
| — | 2026. 07. 20. | After market close (AMC) | $0.44 | — | — | $378.91M | — | Scheduled |
| FY2026 Q1 | 2025. 03. 31. | Time TBD | — | $0.57 | — | — | $387.33M | Reported |
| FY2025 Q3 | 2024. 09. 30. | Time TBD | — | $1.45 | — | — | $1.15B | Reported |
| FY2025 Q2 | 2024. 06. 30. | Time TBD | — | $1.01 | — | — | $766.59M | Reported |
| Date | Firm | Analyst | Action | Rating change | Price target | Report |
|---|---|---|---|---|---|---|
| 2026. 05. 11. | Barclays | — | Maintain | Overweight → Overweight | — | Barclays: Overweight |
| 2026. 05. 05. | Truist Securities | — | Maintain | Hold → Hold | — | Truist Securities: Hold |
| 2026. 04. 22. | Baird | — | Maintain | Outperform → Outperform | — | Baird: Outperform |
| 2026. 03. 31. | Mizuho | — | Initiate coverage | — → Outperform | — | Mizuho: Outperform |
| 2026. 03. 16. | Zelman & Assoc | — | Initiate coverage | — → Underperform | — | Zelman & Assoc: Underperform |
| 2026. 02. 27. | Wells Fargo | — | Downgrade | Overweight → Equal-Weight | — | Wells Fargo: Overweight → Equal-Weight |
As of FY2026Q1 · Source: SEC/DART + price data
| # | Institution | Mandate | Shares | Value | Weight | Change | Position |
|---|---|---|---|---|---|---|---|
| 1 | TWO SIGMA INVESTMENTS, LP | TWO SIGMA INVESTMENTS, LP | 883,094 | $55.12B | 0.05% | — | New position |
| 2 | Point72 Asset Management, L.P. | Point72 Asset Management, L.P. | 211,580 | $13.21B | 0.02% | — | New position |