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Filings, earnings, research, and institutional changes — newest first
An insider trade (Form 4) was filed.
An insider trade (Form 4) was filed.
A material-event filing was submitted. Check the category (guidance / executives / M&A, etc.).
An insider trade (Form 4) was filed.
Consensus vs. actual, and revenue trend
Consensus PT $380.79 · 14 analysts
An insider trade (Form 4) was filed.
US analyst rating / recommendation change.
A material-event filing was submitted. Check the category (guidance / executives / M&A, etc.).
An insider trade (Form 4) was filed.
A material-event filing was submitted. Check the category (guidance / executives / M&A, etc.).
An insider trade (Form 4) was filed.
Stored first · Google News · Yahoo Finance (English)
1 Thing Investors Should Know About Meta's New Subscription Strategy - The Motley Fool
1 Thing Investors Should Know About Meta's New Subscription Strategy The Motley Fool
Strategy Bitcoin Transfer Tests ‘Never Sell’ Thesis And Valuation Gap - simplywall.st
Strategy Bitcoin Transfer Tests ‘Never Sell’ Thesis And Valuation Gap simplywall.st
Hezbollah Ambushes Israeli Force, Signals New Strategy in South Lebanon - Palestine Chronicle
Hezbollah Ambushes Israeli Force, Signals New Strategy in South Lebanon Palestine Chronicle
| Quarter | Date | Time | EPS est. | EPS actual | Surprise | Rev. est. | Rev. actual | Status |
|---|---|---|---|---|---|---|---|---|
| — | 2026. 07. 30. | After market close (AMC) | $27.34 | — | — | $123.24M | — | Scheduled |
| FY2026 Q1 | 2026. 05. 06. | Time TBD | — | $-16.49 | — | — | $111.07M | Reported |
| FY2025 Q3 | 2024. 09. 30. | Time TBD | — | $-2.71 | — | — | $342.76M | Reported |
| FY2025 Q2 | 2024. 06. 30. | Time TBD | — | $-0.89 | — | — | $226.69M | Reported |
| Date | Firm | Analyst | Action | Rating change | Price target | Report |
|---|---|---|---|---|---|---|
| 2026. 05. 19. | TD Cowen | — | Maintain | Buy → Buy | — | TD Cowen: Buy |
| 2026. 05. 11. | Cantor Fitzgerald | — | Maintain | Overweight → Overweight | — | Cantor Fitzgerald: Overweight |
| 2026. 05. 08. | Canaccord Genuity | — | Maintain | Buy → Buy | — | Canaccord Genuity: Buy |
| 2026. 05. 08. | TD Cowen | — | Maintain | Buy → Buy | — | TD Cowen: Buy |
| 2026. 05. 06. | Benchmark | — | Maintain | Buy → Buy | — | Benchmark: Buy |
| 2026. 05. 06. | BTIG | — | Maintain | Buy → Buy | — | BTIG: Buy |
As of FY2026Q1 · Source: SEC/DART + price data
| # | Institution | Mandate | Shares | Value | Weight | Change | Position |
|---|---|---|---|---|---|---|---|
| 1 | Point72 Asset Management, L.P. | Point72 Asset Management, L.P. | 72,431 | $9.04B | 0.02% | — | New position |
| 2 | TWO SIGMA INVESTMENTS, LP | TWO SIGMA INVESTMENTS, LP | 5,750 | $873.71M | 0.00% | — | New position |