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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.
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. 07. 30. | After market close (AMC) | $3.84 | — | — | $3.15B | — | Scheduled |
| FY2026 Q1 | 2025. 03. 31. | Time TBD | — | $3.79 | — | — | $2.73B | Reported |
| FY2025 Q3 | 2024. 09. 30. | Time TBD | — | $10.81 | — | — | $8.53B | Reported |
| FY2025 Q2 | 2024. 06. 30. | Time TBD | — | $8.25 | — | — | $5.78B | Reported |
Consensus PT $387.91 · 11 analysts
| Date | Firm | Analyst | Action | Rating change | Price target | Report |
|---|---|---|---|---|---|---|
| 2026. 05. 19. | Citigroup | — | Maintain | Buy → Buy | — | Citigroup: Buy |
| 2026. 05. 14. | TD Cowen | — | Maintain | Buy → Buy | — | TD Cowen: Buy |
| 2026. 04. 03. | Citigroup | — | Maintain | Buy → Buy | — | Citigroup: Buy |
| 2026. 04. 01. | Wells Fargo | — | Initiate coverage | — → Equal-Weight | — | Wells Fargo: Equal-Weight |
| 2026. 03. 07. | TD Cowen | — | Maintain | Buy → Buy | — | TD Cowen: Buy |
| 2026. 02. 13. | B of A Securities | — | Upgrade | Underperform → Neutral | — | B of A Securities: Underperform → Neutral |
