| Symbol | Price | Change | % Change |
|---|
Analyst | Recommendation | Action | Price target | Projected | Date |
|---|---|---|---|---|---|
Brian Essex J.P. Morgan | Buy | Maintained | $235.00 | +24.2% | 08/24/2026 |
Joseph Gallo Jefferies | Buy | Maintained | $230.00 | +21.6% | 08/24/2026 |
Shrenik Kothari Robert W. Baird | Hold | Maintained | $220.00 | +16.3% | 08/21/2026 |
Meta Marshall Morgan Stanley | Buy | Maintained | $227.00 | +20% | 08/21/2026 |
Blair Abernethy Rosenblatt Securities | Buy | Reiterated | $206.00 | +8.9% | 08/21/2026 |
Patrick Colville Scotiabank | Buy | Maintained | $227.00 | +20% | 08/21/2026 |
Eric Heath KeyBanc | Buy | Maintained | $240.00 | +26.9% | 08/21/2026 |
Peter Levine Evercore ISI | Hold | Maintained | $205.00 | +8.4% | 08/20/2026 |
Adam Borg Stifel Nicolaus | Buy | Maintained | $230.00 | +21.6% | 08/19/2026 |
Jonathan Ruykhaver Cantor Fitzgerald | Buy | Maintained | $250.00 | +32.1% | 08/19/2026 |
Gregg Moskowitz Mizuho Securities | Buy | Maintained | $240.00 | +26.9% | 08/19/2026 |
Junaid Siddiqui Truist Financial | Buy | Reiterated | $245.00 | +29.5% | 08/19/2026 |
Yi Fu Lee Benchmark Co. | Buy | Maintained | $250.00 | +32.1% | 08/18/2026 |
Tal Liani Bank of America Securities | Hold | Maintained | $230.00 | +21.6% | 08/18/2026 |
Saket Kalia Barclays | Buy | Maintained | $235.00 | +24.2% | 08/18/2026 |
Michael Turrin Wells Fargo | Buy | Reiterated | $230.00 | +21.6% | 08/17/2026 |
Shaul Eyal TD Cowen | Buy | Reiterated | $235.00 | +24.2% | 08/17/2026 |
Ittai Kidron Oppenheimer | Buy | Reiterated | $250.00 | +32.1% | 08/14/2026 |
Matthew Hedberg RBC Capital | Buy | Maintained | $256.00 | +35.3% | 08/13/2026 |
Rob Owens Piper Sandler | Buy | Maintained | $188.00 | -0.6% | 08/12/2026 |
Unknown Analyst Loop Capital Markets | Buy | Initiated | $230.00 | +21.6% | 07/28/2026 |
Richard Poland Wells Fargo | Buy | Maintained | $181.25 | -4.2% | 07/26/2026 |
Joseph Bonner Argus Research | Buy | Maintained | $230.00 | +21.6% | 07/21/2026 |
Gabriela Borges Goldman Sachs | Buy | Reiterated | $208.00 | +9.9% | 07/21/2026 |
Fatima Boolani Citi | Buy | Reiterated | $250.00 | +32.1% | 07/17/2026 |
Gray Powell BTIG | Buy | Reiterated | $237.00 | +25.3% | 07/15/2026 |
Catharine Trebnick Rosenblatt Securities | Buy | Maintained | $206.00 | +8.9% | 07/13/2026 |
Mike Cikos Needham | Buy | Maintained | $235.00 | +24.2% | 07/09/2026 |
Roger Boyd UBS | Buy | Maintained | $235.00 | +24.2% | 07/07/2026 |
Jonathan Ho William Blair | Buy | Maintained | - | - | 07/02/2026 |
Peter Weed Bernstein | Hold | Maintained | $103.25 | -45.4% | 06/29/2026 |
Ellie Kearney Arete Research | Hold | Downgraded | $182.50 | -3.5% | 06/29/2026 |
Rahul Chopra Berenberg Bank | Hold | Downgraded | $180.00 | -4.9% | 06/09/2026 |
Imtiaz Koujalgi Roth MKM | Buy | Maintained | $196.25 | +3.7% | 06/07/2026 |
Rudy Kessinger D.A. Davidson | Buy | Maintained | $191.25 | +1.1% | 06/04/2026 |
Daniel Ives Wedbush | Buy | Maintained | $180.00 | -4.9% | 06/04/2026 |
Keith Bachman BMO Capital | Buy | Maintained | $186.25 | -1.5% | 06/04/2026 |
Shyam Patil Susquehanna | Buy | Reiterated | $122.50 | -35.2% | 06/04/2026 |
Kingsley Crane Canaccord Genuity | Hold | Reiterated | $168.75 | -10.8% | 06/04/2026 |
Trevor J. Walsh Citizens JMP | Buy | Maintained | $195.00 | +3.1% | 06/04/2026 |
Unknown Analyst Guggenheim | Hold | Maintained | - | - | 05/26/2026 |
Markus Leistner DZ BANK AG | Sell | Downgraded | $125.00 | -33.9% | 05/19/2026 |
Unknown Analyst Benchmark Co. | Buy | Initiated | $500.00 | +164.3% | 04/01/2026 |
Joshua Tilton Wolfe Research | Buy | Upgraded | $450.00 | +137.9% | 03/30/2026 |
Alex Zukin Wolfe Research | Buy | Upgraded | $450.00 | +137.9% | 03/30/2026 |
Steven Koenig Macquarie | Hold | Maintained | $400.00 | +111.4% | 03/04/2026 |
Brad Zelnick Deutsche Bank | Hold | Maintained | $440.00 | +132.6% | 03/04/2026 |
Todd Weller CFA Stephens | Buy | Maintained | $465.00 | +145.8% | 02/25/2026 |
John Difucci Guggenheim | Hold | Maintained | - | - | 02/22/2026 |
Stephen Bersey HSBC | Buy | Upgraded | $446.00 | +135.8% | 02/12/2026 |
All values in USD | Jul 2025 | Oct 2025 | Jan 2026 | Apr 2026 |
|---|---|---|---|---|
Revenue | 1.17B | 1.23B | 1.31B | 1.39B |
Cost of goods sold | 303.38M | 307.78M | 311.91M | 342.28M |
Cost of revenue | 303.38M | 307.78M | 311.91M | 342.28M |
Research and development expenses | 329.97M | 347.47M | 356.62M | 408.33M |
Total research and development expenses | - | - | - | - |
Selling, general, and admin expenses | 610.20M | 647.96M | 623.75M | 665.63M |
Operating expense | 940.17M | 995.44M | 980.37M | 1.07B |
Total operating expenses | 1.24B | 1.30B | 1.29B | 1.42B |
Operating income | -74.60M | -68.98M | 13.09M | -30.60M |
Other non operating income | -2.72M | 2.22M | 1.17M | -1.12M |
EBT including unusual items | -71.67M | -23.27M | 57.84M | 39.06M |
EBT excluding unusual items | -33.29M | -22.80M | 54.56M | 2.70M |
Income tax expense | 5.97M | 10.72M | -3.62M | -6.90M |
Effective tax rate | -8.33% | -46.07% | -6.26% | -17.67% |
Other operating expenses | - | - | - | - |
Net income | -77.68M | -34.00M | 59.38M | 27.77M |
Net profit margin | -6.64% | -2.75% | 4.55% | 2.00% |
Earnings per share | 0.23 | 0.24 | 0.28 | 0.28 |
Interest and investment income | 50.85M | 50.88M | 47.86M | 40.54M |
Interest expense | -6.82M | -6.93M | -7.55M | -6.12M |
Net interest expenses | 44.03M | 43.95M | 40.30M | 34.43M |
Depreciation and amortization charges | - | - | - | - |
EBITDA | -26.16M | -17.73M | 68.70M | 33.83M |
Gain or loss from assets sale | - | - | - | - |
Insider | Position | Type | Date | Shares | Amount |
|---|---|---|---|---|---|