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Daily historical data with per-account defaults
Filings, earnings, research, and institutional changes — newest first
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US analyst rating / recommendation change.
An insider trade (Form 4) was filed.
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
Consensus PT $502.02 · 32 analysts
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| Quarter | Date | Time | EPS est. | EPS actual | Surprise | Rev. est. | Rev. actual | Status |
|---|---|---|---|---|---|---|---|---|
| — | 2026. 08. 20. | After market close (AMC) | $3.57 | — | — | $4.26B | — | Scheduled |
| FY2026 Q3 | 2026. 05. 20. | Time TBD | — | $12.33 | — | — | $15B | Reported |
| FY2026 Q2 | 2026. 02. 26. | Time TBD | — | $2.36 | — | — | $7.25B | Reported |
| FY2026 Q1 | 2024. 10. 31. | Time TBD | — | $0.7 | — | — | $3.28B | Reported |
| Date | Firm | Analyst | Action | Rating change | Price target | Report |
|---|---|---|---|---|---|---|
| 2026. 05. 26. | Mizuho | — | Maintain | Outperform → Outperform | — | Mizuho: Outperform |
| 2026. 05. 22. | Freedom Broker | — | Downgrade | Buy → Hold | — | Freedom Broker: Buy → Hold |
| 2026. 05. 22. | UBS | — | Maintain | Neutral → Neutral | — | UBS: Neutral |
| 2026. 05. 22. | Evercore ISI Group | — | Maintain | Outperform → Outperform | — | Evercore ISI Group: Outperform |
| 2026. 05. 22. | Citigroup | — | Maintain | Buy → Buy | — | Citigroup: Buy |
| 2026. 05. 22. | Truist Securities | — | Maintain | Buy → Buy | — | Truist Securities: Buy |
As of FY2026Q3 · Source: SEC/DART + price data
| # | Institution | Mandate | Shares | Value | Weight | Change | Position |
|---|---|---|---|---|---|---|---|
| 1 | TWO SIGMA INVESTMENTS, LP | TWO SIGMA INVESTMENTS, LP | 51,614 | $34.19M | 0.05% | — | New position |
| 2 | Point72 Asset Management, L.P. | Point72 Asset Management, L.P. | 28,980 | $19.2M | 0.03% | — | New position |
| 3 | Point72 Asset Management, L.P. | Point72 Asset Management, L.P. | 21,900 | $9.47M | 0.02% | — | New position |