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41 funds hold it · Insiders net selling
Net selling: insiders sold $90.5M and bought $0 on the open market in 90 days (SEC Form 4). Congress: both buying and selling, $3K to $45K in total in 180 days.
Analyst target and ratings are on paid plans
Unlock the full resultsLast report
Nov 2, 2026
Financial period
first quarter of fiscal year 2027
Earnings per share
$4.22 expected
Revenue
$1.25B expected
second quarter of fiscal year 2027 guidance
$1.57B to $1.63B
No comparable estimate
Estimates as of Nov 11, 2026
EPS expected
$5.28 to $6.09
Revenue expected
8 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
| Quarter / reported | Earnings per share | Beat or miss | Revenue / income | Revenue vs last year |
|---|---|---|---|---|
| Sep 26, 2026Reported Nov 2, 2026 | $4.57est. $4.22 | +8.19%beat | $1.26Best. $1.25B+0.44% | +136.0%from $533.8M |
| Jun 30, 2026Reported Aug 11, 2026 | $3.23est. $2.97 | +8.79%beat | $1.01Best. $987.7M+1.88% | +109.3%from $480.7M |
| Mar 31, 2026Reported May 5, 2026 | $2.37est. $2.27 | +4.62%beat | $808.4MAlpha Vantage | +90.1%from $425.2M |
| Dec 31, 2025Reported Feb 3, 2026 | $1.67est. $1.41 | +18.56%beat | $665.5MAlpha Vantage | +65.5%from $402.2M |
| Sep 27, 2025Reported Nov 4, 2025 | $1.10est. $1.03 | +6.80%beat | $533.8MSEC filing | +58.4%from $336.9M |
| Jun 30, 2025Reported Aug 12, 2025 | $0.88est. $0.81 | +8.64%beat | $480.7MAlpha Vantage | +55.9%from $308.3M |
| Mar 31, 2025Reported May 6, 2025 | $0.57est. $0.50 | +14.00%beat | $425.2MAlpha Vantage | +16.0%from $366.5M |
| Dec 31, 2024Reported Feb 6, 2025 | $0.42est. $0.36 | +16.67%beat | $402.2MAlpha Vantage | +9.7%from $366.8M |
Earnings per share comes from Yahoo Finance where available, then Alpha Vantage or the company release. Revenue comes from company releases, SEC filings, Alpha Vantage or Yahoo Finance. A beat or miss needs an analyst estimate on the same basis as the reported figure, so quarters without one show none. Non-USD amounts carry their currency code.
| USD | Dec 2025 | Mar 2026 | Jun 2026 | Sep 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $665.5M | $808.4M | $1.01B | $1.26B |
| Cost of what it sold | $425.4M | $451.4M | $529.0M | $618.6M |
| Gross profit | $240.1M | $357.0M | $477.3M | $644.0M |
| What it spent | ||||
| Research and development | $80.1M | $90.6M | $104.4M | $191.8M |
| Sales and admin | $96.1M | $90.8M | $91.2M | $99.3M |
| Other operating costs | — | — | $11.4M | — |
| Total operating expenses | $176.2M | $181.4M | $207.0M | $291.1M |
| What was left | ||||
| Operating profit | $63.9M | $175.6M | $270.3M | $352.9M |
| Interest on debt | $6.3M | $6.2M | $3.6M | $2.4M |
| Profit before tax | $96.5M | $183.8M | -$7.46B | $370.3M |
| Tax | $18.3M | $39.6M | -$296.6M | $10.0M |
| Net profit | $78.2M | $144.2M | -$7.16B | $360.3M |
| EBITDA | $167.4M | $256.6M | -$7.51B | $372.7M |
This stock is under pressure.
Trend
Under pressure
0 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
Coverage is mixed
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