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39 funds hold it · Insiders net selling
Net selling: insiders sold $1.9M and bought $0 on the open market in 90 days (SEC Form 4). Congress: net buying of $1K to $15K in 180 days.
Analyst target and ratings are on paid plans
Unlock the full resultsLast report
Oct 28, 2026
Financial period
Q3 2026
Earnings per share
$1.02 expected
Revenue
$4.09B expected
Q4 2026 guidance
$4.25B to $4.25B
$4.36B expected-2.6%at the midpoint
Estimates as of Nov 10, 2026
EPS expected
$0.99 to $1.21
Revenue expected
35 analysts
Last 30 days
Analysts cutting estimates
Estimate drift
Change in 30 days
| Quarter / reported | Earnings per share | Beat or miss | Revenue / income | Revenue vs last year |
|---|---|---|---|---|
| Sep 30, 2026Reported Oct 28, 2026 | $1.00est. $1.02 | -2.26%miss | $4.11Best. $4.09B+0.27% | +20.5%from $3.41B |
| Jun 30, 2026Reported Jul 22, 2026 | $0.90est. $0.86 | +5.05%beat | $3.99BCompany release | +24.0%from $3.21B |
| Mar 31, 2026Reported Apr 22, 2026 | $0.97est. $0.97 | +0.36%in line | $3.77BSEC filing | +22.1%from $3.09B |
| Dec 31, 2025Reported Jan 28, 2026 | $0.92est. $0.89 | +3.95%beat | $3.57BAlpha Vantage | +20.7%from $2.96B |
| Sep 30, 2025Reported Oct 29, 2025 | $0.96est. $0.85 | +12.94%beat | $3.41BSEC filing | +21.8%from $2.80B |
| Jun 30, 2025Reported Jul 23, 2025 | $0.82est. $0.71 | +15.49%beat | $3.21BSEC filing | +22.4%from $2.63B |
| Mar 31, 2025Reported Apr 23, 2025 | $0.81est. $0.77 | +5.19%beat | $3.09BSEC filing | +18.6%from $2.60B |
| Dec 31, 2024Reported Jan 29, 2025 | $0.73est. $0.73 | +0.00%in line | $2.96BAlpha Vantage | +21.3%from $2.44B |
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 | $3.57B | $3.77B | $3.99B | $4.11B |
| Cost of what it sold | $834.0M | $940.0M | $1.17B | $1.21B |
| Gross profit | $2.73B | $2.83B | $2.82B | $2.90B |
| What it spent | ||||
| Research and development | $773.0M | $823.0M | $915.0M | $956.0M |
| Sales and admin | $368.0M | $288.0M | $369.0M | $283.0M |
| Other operating costs | $1.15B | $1.22B | $1.37B | $1.27B |
| Total operating expenses | $2.29B | $2.33B | $2.66B | $2.51B |
| What was left | ||||
| Operating profit | $443.0M | $503.0M | $162.0M | $385.0M |
| Interest on debt | $5.0M | $6.0M | $66.0M | $81.0M |
| Profit before tax | $541.0M | $673.0M | $438.0M | $370.0M |
| Tax | $140.0M | $204.0M | $140.0M | $93.0M |
| Net profit | $401.0M | $469.0M | $298.0M | $277.0M |
| EBITDA | $753.0M | $931.0M | $911.0M | $841.0M |
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 is bullish
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