Analysts 15 incl. previous ratings
Rating Distribution 9 Buy · 6 Hold · 0 Sell
Date Action Analyst Rating Change Price Target Change Implied Upside Sep 10, 2026 Initiated F FBN Securities
Outperform $155 +1.9% Jul 28, 2026 Downgrade P Piper Sandler
Overweight → Neutral $133 -12.5% May 01, 2026 Initiated W Wolfe Research
Peer Perform Apr 27, 2026 Initiated J Jefferies
Hold $105 -31.0% Apr 21, 2026 Initiated B Scotiabank
Sector Perform $105 -31.0% Mar 24, 2026 Initiated L Loop Capital
Buy $125 -17.8% Mar 23, 2026 Downgrade W William Blair
Outperform → Mkt Perform Dec 30, 2025 Initiated S Stephens
Overweight $162 +6.5% Dec 08, 2025 Initiated M Mizuho
Outperform $190 +24.9% Nov 10, 2025 Initiated O Oppenheimer
Outperform Oct 27, 2025 Initiated R Robert W. Baird
Outperform $215 +41.4% Oct 13, 2025 Upgrade P Piper Sandler
Neutral → Overweight $200 +31.5% Oct 08, 2025 Initiated T Truist
Buy $230 +51.2% Jul 16, 2025 Upgrade G Guggenheim
Neutral → Buy $210 +38.1% Jan 30, 2025 Upgrade W William Blair
Mkt Perform → Outperform Jan 17, 2025 Initiated C Cantor Fitzgerald
Neutral $159 +4.6% Jan 16, 2025 Initiated K KeyBanc Capital Markets
Overweight $192 +26.3% Nov 13, 2024 Initiated O Oppenheimer
Outperform $200 +31.5% Oct 15, 2024 Downgrade G Guggenheim
Buy → Neutral Jan 31, 2024 Upgrade K KeyBanc Capital Markets
Sector Weight → Overweight $109 -28.3%
Show Previous Ratings
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Adamo Nicola Director Sep 11 '26 Sale 131.66 1,530 201,440 17,598 Sep 15 04:03 PM Adamo Nicola Director Sep 11 '26 Proposed Sale 131.66 1,530 201,444 Sep 11 02:10 PM Shenkman Arlen Director Aug 20 '26 Proposed Sale 132.66 5,856 776,857 Aug 20 02:14 PM Merrill Gary Chief Financial Officer Aug 18 '26 Sale 143.64 1,854 266,309 70,921 Aug 19 05:36 PM Merrill Gary Chief Financial Officer Aug 19 '26 Sale 142.80 1,293 184,640 69,628 Aug 19 05:36 PM Abrahamsen Danielle Nicole Chief Accounting Officer Aug 19 '26 Sale 142.80 486 69,401 12,160 Aug 19 05:35 PM Abrahamsen Danielle Nicole Chief Accounting Officer Aug 18 '26 Sale 143.64 391 56,163 12,646 Aug 19 05:35 PM Abrahamsen Danielle Nicole Chief Accounting Officer Aug 17 '26 Sale 143.98 119 17,134 13,037 Aug 19 05:35 PM Mirchandani Sanjay President & CEO Aug 17 '26 Sale 143.98 12,437 1,790,679 269,373 Aug 19 05:35 PM Mirchandani Sanjay President & CEO Aug 19 '26 Sale 142.80 6,857 979,180 257,676 Aug 19 05:35 PM Mirchandani Sanjay President & CEO Aug 18 '26 Sale 143.64 4,840 695,218 264,533 Aug 19 05:35 PM Merrill Gary Officer Aug 19 '26 Proposed Sale 142.80 1,293 184,640 Aug 19 10:25 AM Abrahamsen Danielle Nicole Officer Aug 19 '26 Proposed Sale 142.80 486 69,401 Aug 19 10:09 AM Mirchandani Sanjay Officer Aug 19 '26 Proposed Sale 142.80 6,857 979,180 Aug 19 09:58 AM Mirchandani Sanjay Officer Aug 18 '26 Proposed Sale 143.63 4,840 695,192 Aug 18 04:15 PM Merrill Gary Officer Aug 18 '26 Proposed Sale 143.63 1,854 266,299 Aug 18 04:13 PM Abrahamsen Danielle Nicole Officer Aug 18 '26 Proposed Sale 143.63 391 56,161 Aug 18 03:57 PM Abrahamsen Danielle Nicole Officer Aug 17 '26 Proposed Sale 143.98 119 17,134 Aug 17 12:09 PM Mirchandani Sanjay Officer Aug 17 '26 Proposed Sale 143.98 12,437 1,790,679 Aug 17 11:50 AM Haydon William Geoffrey President of Cust & Field Ops Aug 10 '26 Sale 134.78 316 42,590 65,254 Aug 12 04:07 PM Sanders A Shane Director Aug 10 '26 Sale 134.19 476 63,874 8,696 Aug 10 05:42 PM Lee Vivie Director Aug 10 '26 Sale 134.19 595 79,843 15,140 Aug 10 05:42 PM Haydon William Geoffrey Officer Aug 10 '26 Proposed Sale 134.78 316 42,591 Aug 10 03:53 PM Lee Vivie Director Aug 10 '26 Proposed Sale 134.19 595 79,843 Aug 10 01:53 PM Sanders A Shane Director Aug 10 '26 Proposed Sale 134.19 476 63,874 Aug 10 11:49 AM Abrahamsen Danielle Nicole Chief Accounting Officer Jul 02 '26 Sale 150.00 254 38,100 13,156 Jul 07 04:03 PM Abrahamsen Danielle Nicole Officer Jul 02 '26 Proposed Sale 150.00 254 38,100 Jul 02 03:59 PM Abrahamsen Danielle Nicole Chief Accounting Officer May 26 '26 Sale 106.70 277 29,556 13,166 May 26 05:51 PM Abrahamsen Danielle Nicole Chief Accounting Officer May 22 '26 Sale 107.39 101 10,846 13,443 May 26 05:51 PM Merrill Gary Chief Financial Officer May 26 '26 Sale 106.70 4,554 485,912 72,775 May 26 05:51 PM Merrill Gary Chief Financial Officer May 22 '26 Sale 107.39 3,777 405,616 77,329 May 26 05:51 PM Mirchandani Sanjay President & CEO May 22 '26 Sale 107.39 9,701 1,041,800 322,544 May 26 04:04 PM Merrill Gary Officer May 26 '26 Proposed Sale 106.70 4,554 485,912 May 26 12:51 PM Abrahamsen Danielle Nicole Officer May 26 '26 Proposed Sale 106.70 227 24,221 May 26 11:28 AM Mirchandani Sanjay Officer May 22 '26 Proposed Sale 107.39 9,701 1,041,800 May 22 03:20 PM Merrill Gary Officer May 22 '26 Proposed Sale 107.39 3,777 405,616 May 22 03:18 PM Abrahamsen Danielle Nicole Officer May 22 '26 Proposed Sale 107.39 101 10,846 May 22 03:12 PM Merrill Gary Chief Financial Officer May 19 '26 Sale 105.10 4,560 479,267 72,507 May 21 05:35 PM Abrahamsen Danielle Nicole Chief Accounting Officer May 19 '26 Sale 105.84 1,065 112,724 13,581 May 21 05:35 PM Abrahamsen Danielle Nicole Chief Accounting Officer May 20 '26 Sale 99.13 365 36,182 13,216 May 21 05:35 PM Mirchandani Sanjay President & CEO May 19 '26 Sale 105.49 19,396 2,046,062 315,377 May 21 05:35 PM Mirchandani Sanjay President & CEO May 20 '26 Sale 99.13 8,450 837,648 306,927 May 21 05:35 PM Mirchandani Sanjay Officer May 20 '26 Proposed Sale 99.13 8,450 837,648 May 20 11:30 AM Abrahamsen Danielle Nicole Officer May 20 '26 Proposed Sale 99.13 365 36,182 May 20 11:10 AM Abrahamsen Danielle Nicole Chief Accounting Officer May 15 '26 Option Exercise 0.00 415 0 11,674 May 19 05:20 PM Abrahamsen Danielle Nicole Chief Accounting Officer May 18 '26 Sale 104.52 925 96,679 14,646 May 19 05:20 PM Merrill Gary Chief Financial Officer May 15 '26 Option Exercise 0.00 278 0 55,808 May 19 05:17 PM Merrill Gary Chief Financial Officer May 18 '26 Sale 104.54 3,098 323,865 77,067 May 19 05:17 PM Mirchandani Sanjay President & CEO May 15 '26 Option Exercise 0.00 926 0 273,080 May 19 05:16 PM Mirchandani Sanjay President & CEO May 18 '26 Sale 104.54 8,457 884,095 334,773 May 19 05:16 PM Merrill Gary Officer May 19 '26 Proposed Sale 104.01 2,275 236,632 May 19 03:28 PM Mirchandani Sanjay Officer May 19 '26 Proposed Sale 104.01 6,238 648,840 May 19 03:25 PM Abrahamsen Danielle Nicole Officer May 19 '26 Proposed Sale 104.01 169 17,578 May 19 03:25 PM Abrahamsen Danielle Nicole Officer May 19 '26 Proposed Sale 106.19 896 95,146 May 19 10:02 AM Merrill Gary Officer May 19 '26 Proposed Sale 106.19 2,285 242,644 May 19 09:53 AM Mirchandani Sanjay Officer May 19 '26 Proposed Sale 106.19 13,158 1,397,248 May 19 09:45 AM Abrahamsen Danielle Nicole Officer May 18 '26 Proposed Sale 104.50 516 53,922 May 18 03:44 PM Abrahamsen Danielle Nicole Officer May 18 '26 Proposed Sale 104.54 409 42,756 May 18 03:42 PM Merrill Gary Officer May 18 '26 Proposed Sale 104.54 3,098 323,861 May 18 03:36 PM Mirchandani Sanjay Officer May 18 '26 Proposed Sale 104.54 8,457 884,085 May 18 03:26 PM Mirchandani Sanjay President & CEO Mar 16 '26 Sale 78.96 10,338 816,288 342,581 Mar 18 04:10 PM Mirchandani Sanjay President & CEO Mar 17 '26 Sale 80.09 10,052 805,065 332,529 Mar 18 04:10 PM Mirchandani Sanjay Officer Mar 17 '26 Proposed Sale 80.09 10,052 805,065 Mar 17 11:14 AM Mirchandani Sanjay Officer Mar 16 '26 Proposed Sale 78.96 10,338 816,288 Mar 16 11:01 AM Merrill Gary Chief Commercial Officer Feb 18 '26 Sale 90.28 2,593 234,096 64,725 Feb 20 04:40 PM Merrill Gary Chief Commercial Officer Feb 19 '26 Sale 91.28 1,892 172,702 62,833 Feb 20 04:40 PM Mirchandani Sanjay President & CEO Feb 18 '26 Sale 90.28 6,480 585,014 352,919 Feb 20 04:40 PM Abrahamsen Danielle Nicole Chief Accounting Officer Feb 18 '26 Sale 90.28 218 19,681 10,416 Feb 19 04:01 PM Merrill Gary Officer Feb 19 '26 Proposed Sale 91.28 1,892 172,702 Feb 19 10:07 AM Merrill Gary Officer Feb 18 '26 Proposed Sale 90.28 2,593 234,101 Feb 18 05:03 PM Abrahamsen Danielle Nicole Officer Feb 18 '26 Proposed Sale 90.28 218 19,681 Feb 18 04:43 PM Mirchandani Sanjay Officer Feb 18 '26 Proposed Sale 90.28 6,480 585,026 Feb 18 04:35 PM ALLISON PICKENS Director Dec 03 '25 Proposed Sale 123.49 690 85,208 Dec 03 04:37 PM Merrill Gary Chief Commercial Officer Nov 18 '25 Sale 123.58 2,674 330,453 69,163 Nov 20 04:27 PM Merrill Gary Chief Commercial Officer Nov 19 '25 Sale 122.40 1,845 225,828 67,318 Nov 20 04:27 PM DiRico Jennifer Leigh Chief Financial Officer Nov 18 '25 Sale 123.58 830 102,571 44,313 Nov 20 04:27 PM Mirchandani Sanjay President & CEO Nov 18 '25 Sale 123.65 14,653 1,811,879 372,369 Nov 20 04:27 PM Mirchandani Sanjay President & CEO Nov 19 '25 Sale 121.15 13,109 1,588,118 359,260 Nov 20 04:27 PM GARY D MERRILL Officer Nov 19 '25 Proposed Sale 122.40 1,845 225,828 Nov 19 04:03 PM SANJAY MIRCHANDANI Officer Nov 19 '25 Proposed Sale 121.15 13,109 1,588,120 Nov 19 04:02 PM SANJAY MIRCHANDANI Officer Nov 18 '25 Proposed Sale 123.71 7,833 969,041 Nov 18 04:05 PM JENNIFER DIRICO OFFICER Nov 18 '25 Proposed Sale 126.62 806 102,056 Nov 17 04:36 PM GARY MERRILL OFFICER Nov 18 '25 Proposed Sale 126.62 2,594 328,452 Nov 17 04:36 PM SANJAY MIRCHANDANI OFFICER Nov 18 '25 Proposed Sale 126.62 6,615 837,591 Nov 17 04:35 PM