| Symbol | Price | Change | % Change |
|---|
Analyst | Recommendation | Action | Price target | Projected | Date |
|---|---|---|---|---|---|
Ken Gawrelski Wells Fargo | Hold | Reiterated | $199.00 | +2.9% | 07/06/2026 |
Jason Helfstein Oppenheimer | Buy | Reiterated | $235.00 | +21.6% | 06/25/2026 |
Taylor Manley Guggenheim | Buy | Maintained | $255.00 | +31.9% | 06/23/2026 |
Justin Post Bank of America Securities | Buy | Reiterated | $272.00 | +40.7% | 06/15/2026 |
Jake Fuller BTIG | Buy | Maintained | $225.00 | +16.4% | 06/12/2026 |
Taylor Conrad Argus Research | Buy | Reiterated | $190.00 | -1.7% | 06/10/2026 |
Youssef Squali Truist Financial | Buy | Maintained | - | - | 05/29/2026 |
Brian Pitz BMO Capital | Buy | Maintained | - | - | 05/20/2026 |
Dominic Ball Rothschild & Co Redburn | Buy | Maintained | $350.00 | +81% | 05/12/2026 |
Shyam Patil Susquehanna | Buy | Reiterated | $225.00 | +16.4% | 05/08/2026 |
Unknown Analyst Susquehanna | Buy | Reiterated | $225.00 | +16.4% | 05/08/2026 |
Ronald Josey Citi | Buy | Maintained | $250.00 | +29.3% | 05/08/2026 |
Brian Nowak Morgan Stanley | Buy | Maintained | $275.00 | +42.2% | 05/07/2026 |
Tom White D.A. Davidson | Hold | Maintained | $200.00 | +3.4% | 05/08/2026 |
Rohit Kulkarni Roth MKM | Hold | Maintained | $200.00 | +3.4% | 05/07/2026 |
Eric Sheridan Goldman Sachs | Buy | Reiterated | $280.00 | +44.8% | 05/07/2026 |
Mark Mahaney Evercore ISI | Buy | Maintained | $300.00 | +55.2% | 05/07/2026 |
Mark Kelley Stifel Nicolaus | Hold | Maintained | $185.00 | -4.3% | 05/07/2026 |
Brad Erickson RBC Capital | Buy | Maintained | $270.00 | +39.7% | 05/07/2026 |
Shweta Khajuria Wolfe Research | Buy | Maintained | $200.00 | +3.4% | 05/07/2026 |
Bernie McTernan Needham | Buy | Reiterated | $265.00 | +37.1% | 05/07/2026 |
Nikhil Devnani Bernstein | Buy | Reiterated | $270.00 | +39.7% | 05/07/2026 |
Thomas Champion Piper Sandler | Hold | Reiterated | $205.00 | +6% | 05/07/2026 |
Stephen Ju UBS | Hold | Reiterated | $214.00 | +10.7% | 05/07/2026 |
Ross Sandler Barclays | Hold | Reiterated | $220.00 | +13.8% | 05/07/2026 |
John Blackledge TD Cowen | Buy | Maintained | $225.00 | +16.4% | 05/07/2026 |
Ralph Schackart William Blair | Buy | Maintained | $185.00 | -4.3% | 05/07/2026 |
Justin Patterson KeyBanc | Buy | Maintained | $280.00 | +44.8% | 05/07/2026 |
Michael Morton MoffettNathanson | Buy | Maintained | $276.00 | +42.8% | 04/15/2026 |
Doug Anmuth J.P. Morgan | Buy | Maintained | $244.00 | +26.2% | 04/13/2026 |
Lloyd Walmsley Mizuho Securities | Buy | Reiterated | $255.00 | +31.9% | 03/05/2026 |
Andrew Boone Citizens JMP | Buy | Maintained | $250.00 | +29.3% | 02/20/2026 |
Scott Devitt Wedbush | Buy | Reiterated | $270.00 | +39.7% | 02/19/2026 |
Mark Zgutowicz Benchmark Co. | Buy | Maintained | $285.00 | +47.4% | 02/19/2026 |
Deepak Mathivanan Cantor Fitzgerald | Buy | Reiterated | $230.00 | +19% | 02/19/2026 |
All values in USD | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|
Revenue | 3.28B | 3.45B | 3.96B | 4.04B |
Cost of goods sold | 1.62B | 1.69B | 1.81B | 1.99B |
Cost of revenue | 1.62B | 1.69B | 1.81B | 1.99B |
Research and development expenses | 351.00M | 354.00M | 419.00M | 398.00M |
Total research and development expenses | - | - | - | - |
Selling, general, and admin expenses | 973.00M | 957.00M | 1.26B | 1.16B |
Operating expense | 1.48B | 1.48B | 1.94B | 1.83B |
Total operating expenses | 3.10B | 3.17B | 3.75B | 3.82B |
Operating income | 185.00M | 276.00M | 208.00M | 212.00M |
Other non operating income | -10.00M | -81.00M | -5.00M | 6.00M |
EBT including unusual items | 271.00M | 248.00M | 222.00M | 191.00M |
EBT excluding unusual items | 293.00M | 266.00M | 269.00M | 252.00M |
Income tax expense | -13.00M | 5.00M | 9.00M | 8.00M |
Effective tax rate | -4.80% | 2.02% | 4.05% | 4.19% |
Other operating expenses | - | 3.00M | - | - |
Net income | 285.00M | 244.00M | 213.00M | 184.00M |
Net profit margin | 8.68% | 7.08% | 5.39% | 4.56% |
Earnings per share | 1.41 | 1.29 | 1.31 | 1.14 |
Interest and investment income | 49.00M | 71.00M | 42.00M | 34.00M |
Interest expense | - | - | - | - |
Net interest expenses | 49.00M | 71.00M | 42.00M | 34.00M |
Depreciation and amortization charges | 159.00M | 169.00M | 267.00M | 269.00M |
EBITDA | 250.00M | 353.00M | 378.00M | 369.00M |
Gain or loss from assets sale | - | - | - | - |
Insider | Position | Type | Date | Shares | Amount |
|---|---|---|---|---|---|