Pulling verified daily bars for this ticker.
Recent earnings
4/4
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 28, 2026
Earnings per share
$4.89 expected
Revenue
No comparable estimate
FQ1 2027 guidance
$4.10B
No comparable estimate
Next report
EPS expected
$7.29 to $7.59
Revenue expected
19 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 | $2.63B | $2.83B | $3.11B | $3.63B |
| Cost of what it soldCost of revenue | $1.59B | $1.65B | $1.67B | $1.73B |
| Gross profit | $1.04B | $1.18B | $1.45B | $1.90B |
| What it spent | ||||
| Research and development | $186.0M | $187.0M | $194.0M | $188.0M |
| Sales and adminSelling, general and administrative | $144.0M | $143.0M | $143.0M | $143.0M |
| Other operating costsOperating costs not itemised in the filing's summary | — | — | $112.0M | $24.0M |
| Total operating expenses | $330.0M | $330.0M | $449.0M | $355.0M |
| What was left | ||||
| Operating profitOperating income | $707.0M | $846.0M | $998.0M | $1.54B |
| Interest on debtInterest expense | $80.0M | $72.0M | $68.0M | $64.0M |
| Profit before tax | $614.0M | $707.0M | $864.0M | $1.50B |
| TaxIncome tax expense | $65.0M | $114.0M | $116.0M | $211.0M |
| Net profitNet income | $549.0M | $593.0M | $748.0M | $1.29B |
| EBITDAEarnings before interest, tax, depreciation, amortisation | $766.0M | $847.0M | $1.14B | $1.50B |
Business quality, value, and expectations at a glance.
Fundamentals
Richly 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 1 market voice is discussing it.
Real smart money
Insiders
Politicians
Trend, range, and the price levels that matter.
Technicals
Technicals sync when verified market data is available. No sample data is shown.
Recent coverage and its overall tone.
News
Coverage is bullish
33 bullish · 14 neutral · 3 bearish
Tone of tracked coverage
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Leans bullishAug 13Top traders
Trader D7EShort
entry $0.13 · +$2K unrealized
$61K
position
AlphaYou
