LoadingLoadingLoading48 funds hold it.Insiders net selling.
Net selling: insiders sold $11.8M 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
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsLast report
Oct 21, 2026
Financial period
September 2026 quarter
Earnings per share
$2.18 expected
Revenue
$8.13B expected
December 2026 quarter guidance
$8.60B
No comparable estimate
Estimates as of Nov 3, 2026
EPS expected
$2.33 to $2.55
Revenue expected
24 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 27, 2026Reported Oct 21, 2026 | $2.20est. $2.18 | +0.94%in line | $8.22Best. $8.13B+1.06% | +54.4%from $5.32B |
| Jun 30, 2026Reported Jul 29, 2026 | $1.82est. $1.68 | +8.10%beat | $6.72BCompany release | +30.0%from $5.17B |
| Mar 29, 2026Reported Apr 22, 2026 | $1.47est. $1.36 | +7.87%beat | $5.84BSEC filing | +23.8%from $4.72B |
| Dec 28, 2025Reported Jan 28, 2026 | $1.27est. $1.17 | +8.70%beat | $5.34BSEC filing | +22.1%from $4.38B |
| Sep 28, 2025Reported Oct 22, 2025 | $1.26est. $1.22 | +3.28%beat | $5.32BSEC filing | +27.7%from $4.17B |
| Jun 30, 2025Reported Jul 30, 2025 | $1.33est. $1.21 | +9.92%beat | $5.17BAlpha Vantage | +33.6%from $3.87B |
| Mar 30, 2025Reported Apr 23, 2025 | $1.04est. $1.00 | +4.00%beat | $4.72BSEC filing | +24.4%from $3.79B |
| Dec 29, 2024Reported Jan 29, 2025 | $0.91est. $0.88 | +3.41%beat | $4.38BSEC filing | +16.4%from $3.76B |
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 | $5.34B | $5.84B | $6.72B | $8.22B |
| Cost of what it sold | $2.69B | $2.93B | $3.24B | $3.92B |
| Gross profit | $2.65B | $2.91B | $3.48B | $4.30B |
| What it spent | ||||
| Research and development | $573.3M | $583.2M | $642.9M | $666.4M |
| Sales and admin | $267.7M | $280.3M | $322.3M | $348.7M |
| Total operating expenses | $841.0M | $863.5M | $965.3M | $1.02B |
| What was left | ||||
| Operating profit | $1.81B | $2.05B | $2.51B | $3.28B |
| Interest on debt | $42.5M | $39.3M | $34.2M | $508.0K |
| Profit before tax | $1.84B | $2.01B | $2.56B | $3.31B |
| Tax | $242.6M | $186.1M | $277.9M | $559.1M |
| Net profit | $1.59B | $1.83B | $2.28B | $2.75B |
| EBITDA | $1.98B | $2.17B | $2.59B | $3.43B |
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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