| Symbol | Price | Change | % Change |
|---|
Analyst | Recommendation | Action | Price target | Projected | Date |
|---|---|---|---|---|---|
Arjun Bhatia William Blair | Buy | Maintained | - | - | 08/21/2026 |
Andy Yu CFA DBS | Buy | Maintained | $550.00 | +49.9% | 08/21/2026 |
Adam Wood Morgan Stanley | Hold | Maintained | $335.00 | -8.7% | 08/20/2026 |
Tal Liani Bank of America Securities | Buy | Maintained | $400.00 | +9% | 08/20/2026 |
Michael Turrin Wells Fargo | Hold | Maintained | $360.00 | -1.9% | 08/20/2026 |
Brad Zelnick Deutsche Bank | Buy | Maintained | $425.00 | +15.8% | 08/19/2026 |
Billy Fitzsimmons Piper Sandler | Sell | Maintained | $250.00 | -31.9% | 08/19/2026 |
Raimo Lenschow Barclays | Buy | Maintained | $443.00 | +20.7% | 08/19/2026 |
Kirk Materne Evercore ISI | Buy | Maintained | $400.00 | +9% | 08/18/2026 |
Taylor McGinnis UBS | Hold | Reiterated | $360.00 | -1.9% | 08/18/2026 |
Jared Levine TD Cowen | Hold | Maintained | $328.00 | -10.6% | 08/18/2026 |
Siti Panigrahi Mizuho Securities | Buy | Reiterated | $430.00 | +17.2% | 08/17/2026 |
Steve Enders Citi | Buy | Maintained | $457.00 | +24.5% | 08/13/2026 |
Rishi Jaluria RBC Capital | Buy | Maintained | $500.00 | +36.2% | 08/12/2026 |
Daniel Jester BMO Capital | Buy | Maintained | $412.00 | +12.3% | 08/11/2026 |
Bryan Bergin TD Cowen | Hold | Maintained | $328.00 | -10.6% | 08/11/2026 |
Arvind Ramnani Truist Financial | Hold | Downgraded | $350.00 | -4.6% | 08/04/2026 |
James Friedman Susquehanna | Buy | Maintained | $427.00 | +16.3% | 07/20/2026 |
Brad Reback Stifel Nicolaus | Hold | Downgraded | $275.00 | -25.1% | 06/21/2026 |
Gabriela Borges Goldman Sachs | Sell | Downgraded | $276.00 | -24.8% | 06/02/2026 |
Mark Murphy J.P. Morgan | Buy | Maintained | $605.00 | +64.9% | 05/29/2026 |
Jim Kelleher Argus Research | Buy | Reiterated | $480.00 | +30.8% | 05/21/2026 |
Almas Almaganbetov Freedom Capital Markets | Hold | Downgraded | $430.00 | +17.2% | 05/21/2026 |
Keith Weiss Morgan Stanley | Buy | Maintained | $580.00 | +58% | 05/21/2026 |
Scott Schneeberger Oppenheimer | Buy | Reiterated | $406.00 | +10.6% | 05/21/2026 |
Alex Markgraff KeyBanc | Buy | Maintained | $450.00 | +22.6% | 05/21/2026 |
Brent Thill Jefferies | Buy | Maintained | $550.00 | +49.9% | 05/21/2026 |
Matthew Hedberg RBC Capital | Buy | Maintained | $500.00 | +36.2% | 05/20/2026 |
Stefan Slowinski Exane BNP Paribas | Hold | Upgraded | $463.00 | +26.2% | 03/16/2026 |
Omar Sheikh Rothschild & Co Redburn | Buy | Upgraded | $700.00 | +90.7% | 03/10/2026 |
Kartik Mehta CFA Northcoast Research | Buy | Upgraded | $575.00 | +56.7% | 03/06/2026 |
All values in USD | Jul 2025 | Oct 2025 | Jan 2026 | Apr 2026 |
|---|---|---|---|---|
Revenue | 3.83B | 3.88B | 4.65B | 8.56B |
Cost of goods sold | 850.00M | 839.00M | 999.00M | 1.33B |
Cost of revenue | 850.00M | 839.00M | 999.00M | 1.33B |
Research and development expenses | 801.00M | 843.00M | 836.00M | 840.00M |
Total research and development expenses | - | - | - | - |
Selling, general, and admin expenses | 1.68B | 1.50B | 1.80B | 2.20B |
Operating expense | 2.64B | 2.51B | 2.80B | 3.21B |
Total operating expenses | 3.49B | 3.35B | 3.80B | 4.54B |
Operating income | 340.00M | 534.00M | 855.00M | 4.02B |
Other non operating income | 34.00M | 13.00M | 6.00M | 9.00M |
EBT including unusual items | 366.00M | 561.00M | 869.00M | 4.05B |
EBT excluding unusual items | 375.00M | 527.00M | 838.00M | 4.00B |
Income tax expense | -15.00M | 115.00M | 176.00M | 983.00M |
Effective tax rate | -4.10% | 20.50% | 20.25% | 24.29% |
Other operating expenses | - | - | - | - |
Net income | 381.00M | 446.00M | 693.00M | 3.06B |
Net profit margin | 9.95% | 11.48% | 14.90% | 35.80% |
Earnings per share | 2.75 | 3.34 | 4.15 | 12.80 |
Interest and investment income | 60.00M | 38.00M | 35.00M | 42.00M |
Interest expense | -59.00M | -58.00M | -58.00M | -70.00M |
Net interest expenses | 1.00M | -20.00M | -23.00M | -28.00M |
Depreciation and amortization charges | - | - | - | - |
EBITDA | 504.00M | 699.00M | 1.02B | 4.19B |
Gain or loss from assets sale | - | - | - | - |
Insider | Position | Type | Date | Shares | Amount |
|---|---|---|---|---|---|