1 month
+16.5%
price return
Year to date
-1.3%
price return
Recent earnings
1/4
quarters beat
Big funds
8
hold this stock
News tone
Bullish
50 articles, 7 days
Analysts
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsWhat it reported, what was expected, and what comes next.
Reported Aug 5, 2026
Earnings per share
$0.50 expected
Revenue
$4.34B expected
Next report
EPS expected
$0.57 to $1.07
Revenue expected
37 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
From the release
The three statements, quarter by quarter.
Sep 2025 to Jun 2026
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| RevenueTotal revenue | $3.45B | $3.96B | $4.04B | $4.45B |
| Cost of what it soldCost of revenue | $1.69B | $1.94B | $1.99B | $2.11B |
| Gross profit | $1.76B | $2.02B | $2.04B | $2.35B |
| What it spent | ||||
| Research and development | $355.0M | $419.0M | $398.0M | $535.0M |
| Sales and adminSelling, general and administrative | $400.0M | $480.0M | $432.0M | $538.0M |
| Other operating costsOperating costs not itemised in the filing's summary | $746.0M | $974.0M | $1.06B | $823.0M |
| Total operating expenses | $1.50B | $1.87B | $1.89B | $1.90B |
| What was left | ||||
| Operating profitOperating income | $258.0M | $147.0M | $151.0M | $451.0M |
| Profit before tax | $248.0M | $222.0M | $191.0M | $207.0M |
| TaxIncome tax expense | $5.0M | $6.0M | $8.0M | $8.0M |
| Net profitNet income | $244.0M | $213.0M | $183.0M | $200.0M |
| EBITDAEarnings before interest, tax, depreciation, amortisation | $417.0M | $489.0M | $461.0M | $502.0M |
Business quality, value, and expectations at a glance.
Fundamentals
Richly priced and running thin margins.
Valuation
Quality
Growth
Filed positions and reported activity tied to this stock.
8 funds hold a position and insiders have been net selling.
Real smart money
Insiders
Politicians
Trend, range, and the price levels that matter.
Technicals
This stock is in a strong uptrend, and looks overbought after a fast run-up.
Trend
Strong uptrend
85 / 100
RSI 14
20D volatility
52-week range
$217.0220D support
20D resistance
Returns
Price vs moving averages
Volume pace
Recent coverage and its overall tone.
News
Coverage leans bullish
17 bullish · 30 neutral · 3 bearish
Tone of tracked coverage
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Leans bullishAug 12Top traders
Trader D7EShort
entry $30.39 · +$1K unrealized
$132K
position
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entry $30.61 · -$576 unrealized
$29K
position
AlphaYou
