LoadingLoadingLoadingNet selling: insiders sold $174.2M and bought $0 on the open market 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 resultsEach bar is 100% of that source’s money. The notch marks an even split.
Lean is the direction of the latest moves. Descriptive, not advice.
Buys/Adds (2)
AQR
$329.0M
added
D.E. Shaw
$212.1M
added
Sells/Trims (1)
Citadel
$280.1M
trimmed
Magenta JackdawShort
$101K
position
Turquoise GrouseShort
$15K
position
Turquoise GrouseLong
$4K
position
Streaked OrioleLong
$2K
position
Streaked OrioleLong
$2K
position
Last report
Aug 6, 2026
Financial period
Q2 FY2026
Earnings per share
$0.27 expected
Revenue
$666.3M expected
Q3 FY2026 guidance
$736.0M to $737.0M
$722.6M expected+1.9%at the midpoint
Estimates as of Oct 23, 2026
EPS expected
$0.34 to $0.37
Revenue expected
28 analysts
Last 30 days
Analysts raising estimates
| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / income | Surprise |
|---|---|---|---|---|---|
| Jun 30, 2026 | Aug 6, 2026 | $0.29 / $0.27Yahoo Finance | +7.50% beat | $696.1M $666.3M expected | +4.47% beat |
| Mar 31, 2026 | May 7, 2026 | $0.25 / $0.23Yahoo Finance | +7.03% beat | $639.8M No estimate | Unavailable |
| Dec 31, 2025 | Feb 10, 2026 | $0.28 / $0.27Yahoo Finance | +3.21% beat | $614.5M No estimate | Unavailable |
| Sep 30, 2025 | Oct 30, 2025 | $0.27 / $0.23Yahoo Finance | +15.36% beat | $562.0M No estimate | Unavailable |
| Jun 30, 2025 | Jul 31, 2025 | $0.21 / $0.18Alpha Vantage | +16.67% beat | $512.3M No estimate | Unavailable |
| Mar 31, 2025 | May 8, 2025 | $0.16 / $0.16Alpha Vantage | +0.00% in line | $479.1M No estimate | Unavailable |
| Dec 31, 2024 | Feb 6, 2025 | $0.19 / $0.18Alpha Vantage | +5.56% beat | $459.9M No estimate | Unavailable |
| Sep 30, 2024 | Nov 7, 2024 | $0.20 / $0.18Alpha Vantage | +11.11% beat | $430.1M 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 | $562.0M | $614.5M | $639.8M | $696.1M |
| Cost of what it sold | $146.3M | $162.0M | $184.2M | $196.5M |
| Gross profit | $415.7M | $452.6M | $455.6M | $499.5M |
| What it spent | ||||
| Research and development | $121.0M | $141.9M | $151.0M | $159.5M |
| Sales and admin | $95.9M | $108.8M | $95.0M | $118.9M |
| Other operating costs | $236.3M | $251.1M | $271.6M | $426.8M |
| Total operating expenses | $453.2M | $501.8M | $517.6M | $705.2M |
| What was left | ||||
| Operating profit | -$37.5M | -$49.2M | -$62.0M | -$205.7M |
| Interest on debt | $2.9M | $2.9M | $2.6M | $3.1M |
| Profit before tax | $1.9M | -$10.5M | -$21.4M | -$167.9M |
| Tax | $3.1M | $1.6M | $1.5M | $2.0M |
| Net profit | -$1.3M | -$12.1M | -$22.9M | -$170.0M |
| EBITDA | $54.2M | $45.0M | $39.0M | -$99.5M |
This stock's price action is mixed.
Trend
Mixed
45 / 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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