LoadingLoadingLoading41 funds hold it.Insiders net selling.
Net selling: insiders sold $311.2M and bought $0 on the open market in 90 days (SEC Form 4). Congress: net selling of $31K to $115K 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 27, 2026
Financial period
Fiscal Q1 2027
Earnings per share
$7.43 expected
Revenue
$4.14B expected
Fiscal Q2 2027 guidance
$4.80B
$4.53B expected+5.8%
Estimates as of Nov 2, 2026
EPS expected
$9.16 to $9.55
Revenue expected
17 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 |
|---|---|---|---|---|
| Oct 2, 2026Reported Oct 27, 2026 | $7.68est. $7.43 | +3.36%beat | $4.23Best. $4.14B+2.24% | +61.0%from $2.63B |
| Jun 30, 2026Reported Jul 28, 2026 | $5.71est. $5.09 | +12.09%beat | $3.63BCompany release | +48.5%from $2.44B |
| Apr 3, 2026Reported Apr 28, 2026 | $4.10est. $3.51 | +16.76%beat | $3.11BSEC filing | +44.1%from $2.16B |
| Jan 2, 2026Reported Jan 27, 2026 | $3.11est. $2.84 | +9.58%beat | $2.83BSEC filing | +21.5%from $2.33B |
| Oct 3, 2025Reported Oct 28, 2025 | $2.61est. $2.40 | +8.75%beat | $2.63BSEC filing | +21.3%from $2.17B |
| Jun 30, 2025Reported Jul 29, 2025 | $2.59est. $2.44 | +6.15%beat | $2.44BAlpha Vantage | +29.5%from $1.89B |
| Mar 28, 2025Reported Apr 29, 2025 | $1.90est. $1.74 | +9.20%beat | $2.16BSEC filing | +30.5%from $1.66B |
| Dec 27, 2024Reported Jan 21, 2025 | $2.03est. $1.88 | +7.98%beat | $2.33BSEC filing | +49.5%from $1.55B |
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 | $2.83B | $3.11B | $3.63B | $4.23B |
| Cost of what it sold | $1.65B | $1.67B | $1.73B | $1.81B |
| Gross profit | $1.18B | $1.45B | $1.90B | $2.43B |
| What it spent | ||||
| Research and development | $187.0M | $194.0M | $188.0M | $200.0M |
| Sales and admin | $143.0M | $143.0M | $143.0M | $159.0M |
| Other operating costs | — | $112.0M | $24.0M | $4.0M |
| Total operating expenses | $330.0M | $449.0M | $355.0M | $363.0M |
| What was left | ||||
| Operating profit | $846.0M | $998.0M | $1.54B | $2.06B |
| Interest on debt | $72.0M | $68.0M | $64.0M | $41.0M |
| Profit before tax | $707.0M | $864.0M | $1.50B | $1.98B |
| Tax | $114.0M | $116.0M | $211.0M | $221.0M |
| Net profit | $593.0M | $748.0M | $1.29B | $1.76B |
| EBITDA | $847.0M | $1.14B | $1.50B | $2.10B |
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 leans bullish
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