LoadingLoadingLoadingNo insider open-market trades in 90 days (SEC Form 4). Congress: net selling of $1K to $15K in 180 days.
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full results8 funds hold a position and insiders have been net selling.
Buys/Adds (1)
Terry Smith
$481.5M
bought
Sells/Trims (2)
Two Sigma
$272.9M
trimmed
Bridgewater
$235.4M
trimmed
Top-trader positions in GEV could not be loaded.
Hyperliquid positioning - not every stock is covered
Last report
Jul 22, 2026
Financial period
Q2 2026
Earnings per share
$3.17 expected
Revenue
Company release
FY2026 guidance
$45.50B to $46.50B
No comparable estimate
Estimates as of Oct 24, 2026
EPS expected
$3.12 to $4.89
Revenue expected
18 analysts
Last 30 days
Split both ways
Estimate drift
Change in 30 days
| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / income | Surprise |
|---|---|---|---|---|---|
| Jun 30, 2026 | Jul 22, 2026 | $2.47 / $3.17Alpha Vantage | -22.08% miss | $11.10B No estimate | Unavailable |
| Mar 31, 2026 | Apr 22, 2026 | $2.01 / $1.67Yahoo Finance | +20.38% beat | $9.34B No estimate | Unavailable |
| Dec 31, 2025 | Jan 28, 2026 | $12.91 / $3.14Yahoo Finance | +$9.77 beat | $10.96B No estimate | Unavailable |
| Sep 30, 2025 | Oct 22, 2025 | $1.42 / $1.74Yahoo Finance | -18.56% miss | $9.97B No estimate | Unavailable |
| Jun 30, 2025 | Jul 23, 2025 | $1.86 / $1.64Alpha Vantage | +13.41% beat | $9.11B No estimate | Unavailable |
| Mar 31, 2025 | Apr 23, 2025 | $0.91 / $0.61Alpha Vantage | +49.18% beat | $8.04B No estimate | Unavailable |
| Dec 31, 2024 | Jan 22, 2025 | $1.33 / $2.37Alpha Vantage | -43.88% miss | $10.56B No estimate | Unavailable |
| Sep 30, 2024 | Oct 23, 2024 | -$0.35 / $0.26Alpha Vantage | -$0.61 miss | $8.91B No estimate | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue and income use company releases, SEC filings, Alpha Vantage or Yahoo Finance. Non-USD revenue carries its currency code. Comparisons require a paired release estimate.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $9.97B | $10.96B | $9.34B | $11.10B |
| Cost of what it sold | $8.07B | $8.63B | $7.56B | $8.74B |
| Gross profit | $1.90B | $2.32B | $1.78B | $2.36B |
| What it spent | ||||
| Research and development | $310.0M | $366.0M | $304.0M | $334.0M |
| Sales and admin | $1.22B | $1.35B | $1.30B | $1.37B |
| Total operating expenses | $1.53B | $1.72B | $1.60B | $1.71B |
| What was left | ||||
| Operating profit | $366.0M | $601.0M | $179.0M | $655.0M |
| Interest on debt | $44.0M | — | — | — |
| Profit before tax | $746.0M | $1.10B | $5.10B | $925.0M |
| Tax | $293.0M | -$2.56B | $354.0M | $276.0M |
| Net profit | $452.0M | $3.66B | $4.75B | $668.0M |
| EBITDA | $959.0M | $1.33B | $5.45B | $1.34B |
This stock is under pressure, and looks oversold after a sharp drop.
Trend
Under pressure
0 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
Coverage leans bullish
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