| Symbol | Price | Change | % Change |
|---|
Analyst | Recommendation | Action | Price target | Projected | Date |
|---|---|---|---|---|---|
Brent Thill Jefferies | Buy | Maintained | $710.00 | +20.3% | 08/03/2026 |
Paul Chew Phillip Securities | Buy | Maintained | $750.00 | +27.1% | 08/03/2026 |
Rohit Kulkarni Roth MKM | Buy | Reiterated | $750.00 | +27.1% | 08/03/2026 |
Saiyi He CMB International Securities | Buy | Maintained | $830.00 | +40.6% | 07/31/2026 |
Ingo Wermann DZ BANK AG | Buy | Maintained | - | - | 07/30/2026 |
Brian White Monness | Buy | Maintained | $730.00 | +23.7% | 07/30/2026 |
Shyam Patil Susquehanna | Buy | Maintained | $650.00 | +10.1% | 07/30/2026 |
Jeffrey Wlodarczak Pivotal Research | Buy | Maintained | $790.00 | +33.8% | 07/30/2026 |
Colin Sebastian Robert W. Baird | Buy | Maintained | $750.00 | +27.1% | 07/30/2026 |
Benjamin Black CFA Deutsche Bank | Buy | Maintained | $750.00 | +27.1% | 07/30/2026 |
Gil Luria D.A. Davidson | Buy | Maintained | $700.00 | +18.6% | 07/30/2026 |
Ygal Arounian Wedbush | Hold | Maintained | $595.00 | +0.8% | 07/30/2026 |
Shweta Khajuria Wolfe Research | Buy | Reiterated | $700.00 | +18.6% | 07/29/2026 |
Deepak Mathivanan Cantor Fitzgerald | Buy | Reiterated | $680.00 | +15.2% | 07/29/2026 |
Maria Ripps Canaccord Genuity | Buy | Maintained | $930.00 | +57.6% | 07/30/2026 |
Youssef Squali Truist Financial | Buy | Maintained | $770.00 | +30.5% | 07/30/2026 |
Brian Pitz BMO Capital | Hold | Maintained | $580.00 | -1.7% | 07/30/2026 |
Nat Schindler Scotiabank | Hold | Maintained | $600.00 | +1.7% | 07/30/2026 |
Stephen Ju UBS | Buy | Maintained | $715.00 | +21.1% | 07/30/2026 |
Barton Crockett Rosenblatt Securities | Buy | Maintained | $883.00 | +49.6% | 07/30/2026 |
Brian Nowak Morgan Stanley | Buy | Maintained | $775.00 | +31.3% | 07/30/2026 |
Justin Post Bank of America Securities | Buy | Reiterated | $810.00 | +37.2% | 07/30/2026 |
Thomas Champion Piper Sandler | Buy | Reiterated | $785.00 | +33% | 07/30/2026 |
Ken Gawrelski Wells Fargo | Buy | Maintained | $640.00 | +8.4% | 07/30/2026 |
Ronald Josey Citi | Buy | Maintained | $800.00 | +35.5% | 07/31/2026 |
Laura Martin Needham | Hold | Maintained | - | - | 07/30/2026 |
Andrew Boone Citizens JMP | Buy | Maintained | $770.00 | +30.5% | 07/30/2026 |
Ross Sandler Barclays | Buy | Maintained | $780.00 | +32.1% | 07/30/2026 |
Justin Patterson KeyBanc | Buy | Maintained | $780.00 | +32.1% | 07/30/2026 |
Eric Sheridan Goldman Sachs | Buy | Maintained | $725.00 | +22.8% | 07/30/2026 |
Doug Anmuth J.P. Morgan | Hold | Maintained | $640.00 | +8.4% | 07/30/2026 |
Brad Erickson RBC Capital | Buy | Maintained | $770.00 | +30.5% | 07/30/2026 |
John Blackledge TD Cowen | Buy | Maintained | $750.00 | +27.1% | 07/30/2026 |
Mark Mahaney Evercore ISI | Buy | Maintained | $820.00 | +38.9% | 07/30/2026 |
Ralph Schackart William Blair | Buy | Maintained | - | - | 07/29/2026 |
Michael Morris Guggenheim | Buy | Maintained | $700.00 | +18.6% | 07/29/2026 |
Mark Shmulik Bernstein | Buy | Maintained | $850.00 | +44% | 07/21/2026 |
Josh Beck Raymond James | Buy | Reiterated | $850.00 | +44% | 07/21/2026 |
Dominic Ball Rothschild & Co Redburn | Buy | Maintained | $1,000.00 | +69.4% | 07/21/2026 |
Hans Engel Erste Group | Buy | Upgraded | - | - | 07/07/2026 |
Lloyd Walmsley Mizuho Securities | Buy | Maintained | $835.00 | +41.5% | 07/01/2026 |
Rocco Strauss Arete Research | Buy | Upgraded | $735.00 | +24.5% | 06/02/2026 |
Sachin Mittal DBS | Buy | Maintained | $834.00 | +41.3% | 05/06/2026 |
Mark Kelley Stifel Nicolaus | Buy | Maintained | $780.00 | +32.1% | 04/30/2026 |
Jason Helfstein Oppenheimer | Hold | Reiterated | $622.25 | +5.4% | 04/30/2026 |
Jed Kelly Oppenheimer | Hold | Reiterated | $622.25 | +5.4% | 04/29/2026 |
Nicolas Cote Colisson HSBC | Buy | Maintained | $905.00 | +53.3% | 04/21/2026 |
Madison Rezaei Bernstein | Buy | Maintained | $900.00 | +52.5% | 04/14/2026 |
Stacy Rasgon Bernstein | Buy | Maintained | $900.00 | +52.5% | 03/31/2026 |
Ivan Feinseth Tigress Financial | Buy | Reiterated | $945.00 | +60.1% | 03/18/2026 |
Unknown Analyst Argus Research | Buy | Maintained | $800.00 | +35.5% | 02/02/2026 |
Scott Devitt Wedbush | Buy | Maintained | $900.00 | +52.5% | 01/29/2026 |
All values in USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
Revenue | 51.24B | 59.89B | 56.31B | 60.80B |
Cost of goods sold | 9.21B | 10.91B | 10.22B | 11.33B |
Cost of revenue | 9.21B | 10.91B | 10.22B | 11.33B |
Research and development expenses | 15.14B | 17.14B | 17.70B | 21.66B |
Total research and development expenses | - | - | - | - |
Selling, general, and admin expenses | 6.36B | 7.11B | 5.52B | 9.04B |
Operating expense | 21.50B | 24.24B | 23.22B | 30.70B |
Total operating expenses | 30.71B | 35.15B | 33.44B | 42.03B |
Operating income | 20.54B | 24.74B | 22.87B | 18.78B |
Other non operating income | 32.00M | -32.00M | -1.00M | 761.00M |
EBT including unusual items | 21.66B | 25.35B | 21.75B | 18.76B |
EBT excluding unusual items | 20.74B | 24.76B | 22.83B | 19.49B |
Income tax expense | 18.95B | 2.59B | -5.02B | 2.91B |
Effective tax rate | 87.49% | 10.20% | -23.08% | 15.50% |
Other operating expenses | - | - | - | - |
Net income | 2.71B | 22.77B | 26.77B | 15.85B |
Net profit margin | 5.29% | 38.01% | 47.54% | 26.07% |
Earnings per share | 7.25 | 8.88 | 7.31 | 6.18 |
Interest and investment income | 359.00M | 625.00M | 744.00M | 859.00M |
Interest expense | -227.00M | -456.00M | -562.00M | -783.00M |
Net interest expenses | 132.00M | 169.00M | 182.00M | 76.00M |
Depreciation and amortization charges | - | - | - | - |
EBITDA | 25.50B | 30.16B | 28.87B | 25.13B |
Gain or loss from assets sale | - | - | - | - |
Insider | Position | Type | Date | Shares | Amount |
|---|---|---|---|---|---|