1 month
+5.7%
price return
Year to date
+160.3%
price return
Recent earnings
4/4
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 Jul 23, 2026
Earnings per share
$0.10 expected
Revenue
No comparable estimate
Q3 2026 guidance
$15.80B to $16.80B
No comparable estimate
Next report
EPS expected
$0.37 to $0.45
Revenue expected
29 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 | $13.65B | $13.67B | $13.58B | $16.13B |
| Cost of what it soldCost of revenue | $8.44B | $8.73B | $8.23B | $9.43B |
| Gross profit | $5.22B | $4.94B | $5.35B | $6.69B |
| What it spent | ||||
| Research and development | $3.23B | $3.22B | $3.38B | $3.37B |
| Sales and adminSelling, general and administrative | $1.13B | $1.17B | $1.04B | $1.18B |
| Other operating costsOperating costs not itemised in the filing's summary | $175.0M | — | $4.07B | $170.0M |
| Total operating expenses | $4.54B | $4.39B | $8.48B | $4.71B |
| What was left | ||||
| Operating profitOperating income | $683.0M | $550.0M | -$3.14B | $1.98B |
| Interest on debtInterest expense | $282.0M | $283.0M | $264.0M | $321.0M |
| Profit before tax | $4.57B | $338.0M | -$3.95B | -$10.82B |
| TaxIncome tax expense | $304.0M | $671.0M | $335.0M | $29.0M |
| Net profitNet income | $4.06B | -$591.0M | -$3.73B | -$11.03B |
| EBITDAEarnings before interest, tax, depreciation, amortisation | $7.85B | $3.65B | -$565.0M | -$7.26B |
Business quality, value, and expectations at a glance.
Fundamentals
This company is not yet profitable.
Valuation
Quality
Growth
Filed positions and reported activity tied to this stock.
8 funds hold a position, insiders have been net selling, and 5 market voices are discussing it.
Real smart money
Insiders
Politicians
Influencers
Trend, range, and the price levels that matter.
Technicals
This stock is in a strong uptrend.
Trend
Strong uptrend
80 / 100
RSI 14
20D volatility
52-week range
$102.5020D support
20D resistance
Returns
Price vs moving averages
Volume pace
Recent coverage and its overall tone.
News
Coverage is bullish
32 bullish · 12 neutral · 6 bearish
Tone of tracked coverage
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$2.5M
sold
P Equity Research 📰Bullish
Jul 28 · 2x · Cites BofA's maintained BUY rating with a $160 price objective, arguing for a 31x multiple on $6+ CY30 EPS discounted back.
Top traders
Trader 0C3Long
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Trader 867Short
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Trader 69ALong
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position
Trader 560Long
entry $101.41 · +$3K unrealized
$103K
position
AlphaYou
