1 month
+23.5%
price return
Year to date
+5.2%
price return
Recent earnings
3/4
quarters beat
Big funds
8
hold this stock
News tone
Bullish
50 articles, 7 days
1 month
+23.5%
price return
Year to date
+5.2%
price return
Recent earnings
3/4
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 29, 2026
Earnings per share
$4.21 expected
Revenue
No comparable estimate
Company GAAP EPS
From the company's release
The company and the analyst consensus count earnings differently, so the two figures differ. The comparison above uses the analyst basis.
Next report
EPS expected
$4.43 to $4.83
Revenue expected
36 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 | $77.67B | $81.27B | $82.89B | $90.01B |
| Cost of what it soldCost of revenue | $24.04B | $25.98B | $26.83B | $29.52B |
| Gross profit | $53.63B | $55.30B | $56.06B | $60.48B |
| What it spent | ||||
| Research and development | $8.15B | $8.50B | $8.91B | $10.00B |
| Sales and adminSelling, general and administrative | $1.81B | $1.93B | $1.93B | $2.29B |
| Other operating costsOperating costs not itemised in the filing's summary | $5.72B | $6.58B | $6.81B | $7.59B |
| Total operating expenses | $15.67B | $17.02B | $17.66B | $19.88B |
| What was left | ||||
| Operating profitOperating income | $37.96B | $38.27B | $38.40B | $40.60B |
| Interest on debtInterest expense | $698.0M | $736.0M | $778.0M | $839.0M |
| Profit before tax | $34.30B | $48.25B | $39.34B | $44.05B |
| TaxIncome tax expense | $6.55B | $9.79B | $7.56B | $8.28B |
| Net profitNet income | $27.75B | $38.46B | $31.78B | $35.77B |
| EBITDAEarnings before interest, tax, depreciation, amortisation | $48.06B | $58.18B | $50.28B | $50.99B |
Business quality, value, and expectations at a glance.
Fundamentals
Reasonably priced and 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, and looks overbought after a fast run-up.
Trend
Strong uptrend
85 / 100
RSI 14
20D volatility
52-week range
$495.4020D support
20D resistance
Returns
Price vs moving averages
Volume pace
Recent coverage and its overall tone.
News
Coverage is bullish
28 bullish · 19 neutral · 3 bearish
Tone of tracked coverage
United Asset Strategies Inc. Raises Holdings in Wells Fargo & Company $WFC
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Leans bullishAug 13Bank of America Corp DE Sells 16,400 Shares of Talen Energy Corporation $TLN
NeutralAug 13NiSource (NI) Q2 2026 Earnings Call Transcript
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BullishAug 13NiSource (NI) Q2 2026 Earnings Call Transcript
Leans bullishAug 13TACU ETF Holdings List — AMEX:TACU
NeutralAug 13S&P Global (SPGI) Brings AI Ready Data Into Microsoft 365 Copilot
BullishAug 13Michael Rulli
$1K to $15K · traded Feb 20
$1K
sold
Big character change from Microsoft $MSFT Reclaiming the 200-day moving average on 2.5x volume after earnings is exactly kind of action you want to see from a market leader. Names worth watchingBullish
Jul 30 · Says reclaiming 200-day MA on 2.5x volume post-earnings shows strong character change from a market leader.
Top traders
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