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Daily historical data with per-account defaults
Filings, earnings, research, and institutional changes — newest first
예정된 실적 발표입니다. 일정과 시장 기대치를 확인하세요.
An insider trade (Form 4) was filed.
An insider trade (Form 4) was filed.
An insider trade (Form 4) was filed.
An insider trade (Form 4) was filed.
An insider trade (Form 4) was filed.
An insider trade (Form 4) was filed.
An insider trade (Form 4) was filed.
An insider trade (Form 4) was filed.
An insider trade (Form 4) was filed.
Consensus vs. actual, and revenue trend
Consensus PT $225.29 · 17 analysts
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What’s the AI hit to U.S. inflation?
| Quarter | Date | Time | EPS est. | EPS actual | Surprise | Rev. est. | Rev. actual | Status |
|---|---|---|---|---|---|---|---|---|
| — | 2026. 08. 06. | After market close (AMC) | $2.25 | — | — | $5.87B | — | Scheduled |
| FY2026 Q1 | 2026. 05. 08. | Time TBD | — | $-0.93 | — | — | $4.25B | Reported |
| FY2025 Q3 | 2025. 11. 07. | Time TBD | — | $5.86 | — | — | $11.1B | Reported |
| FY2025 Q2 | 2024. 06. 30. | Time TBD | — | $0.66 | — | — | $6.76B | Reported |
| Date | Firm | Analyst | Action | Rating change | Price target | Report |
|---|---|---|---|---|---|---|
| 2026. 05. 05. | TD Cowen | — | Maintain | Buy → Buy | — | TD Cowen: Buy |
| 2026. 05. 01. | JP Morgan | — | Maintain | Overweight → Overweight | — | JP Morgan: Overweight |
| 2026. 03. 20. | JP Morgan | — | Maintain | Overweight → Overweight | — | JP Morgan: Overweight |
| 2026. 02. 28. | Wells Fargo | — | Maintain | Overweight → Overweight | — | Wells Fargo: Overweight |
| 2026. 02. 11. | Jefferies | — | Upgrade | Hold → Buy | — | Jefferies: Hold → Buy |
| 2026. 01. 21. | Wells Fargo | — | Maintain | Overweight → Overweight | — | Wells Fargo: Overweight |
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. | 1,044,367 | $168.49M | 0.28% | — | New position |
| 2 | Point72 Asset Management, L.P. | Point72 Asset Management, L.P. | 918,706 | $138.11M | 0.25% | — | New position |
| 3 | SOROS FUND MANAGEMENT LLC | SOROS FUND MANAGEMENT LLC | 244,314 | $36.73M | 0.66% | — | New position |
| 4 | TWO SIGMA INVESTMENTS, LP | TWO SIGMA INVESTMENTS, LP | 39,634 | $5.96M | 0.01% | — | New position |
| 5 | TWO SIGMA INVESTMENTS, LP | TWO SIGMA INVESTMENTS, LP | 10,412 | $1.68M | 0.00% | — | New position |