Analysts 13 incl. previous ratings
Rating Distribution 9 Buy · 4 Hold · 0 Sell
Date Action Analyst Rating Change Price Target Change Implied Upside Nov 06, 2026 Downgrade B BMO Capital Markets
Outperform → Market Perform $78 +7.9% Jul 28, 2026 Initiated U UBS
Neutral $82 +13.4% Jul 09, 2026 Initiated B BMO Capital Markets
Outperform $94 +30.0% Jan 30, 2026 Upgrade N Needham
Hold → Buy $112 +54.9% Jan 27, 2026 Initiated T TD Cowen
Buy $110 +52.1% Nov 07, 2025 Upgrade T Truist
Hold → Buy $93 +28.6% Nov 07, 2025 Upgrade B BofA Securities
Neutral → Buy $91 +25.9% Oct 28, 2025 Resumed S Stifel
Hold $64 -11.5% May 27, 2025 Downgrade B BTIG Research
Buy → Neutral Jan 10, 2025 Upgrade B BofA Securities
Underperform → Neutral $97 +34.2% Dec 02, 2024 Upgrade M Morgan Stanley
Equal-Weight → Overweight $83 → $100 +38.3% Aug 07, 2024 Upgrade W Wells Fargo
Equal Weight → Overweight $60 → $78 +7.9% May 20, 2024 Upgrade P Piper Sandler
Neutral → Overweight $60 → $80 +10.7% Mar 18, 2024 Upgrade B BTIG Research
Neutral → Buy $60 -17.0% Oct 20, 2023 Initiated R ROTH MKM
Buy $75 +3.7% Sep 19, 2023 Upgrade S Stifel
Hold → Buy $61 -15.6% Mar 30, 2023 Upgrade C Canaccord Genuity
Hold → Buy $67 -7.3% Feb 13, 2023 Downgrade B BofA Securities
Buy → Underperform $83 → $63 -12.9% Feb 10, 2023 Downgrade W Wells Fargo
Overweight → Equal Weight $67 -7.3% Feb 10, 2023 Downgrade T Truist
Buy → Hold $85 → $70 -3.2%
Show Previous Ratings
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
TOBIN JAMES R Director Nov 10 '26 Option Exercise 56.30 41,666 2,345,782 41,666 Nov 12 06:11 PM TOBIN JAMES R Director Nov 10 '26 Sale 75.16 41,666 3,131,547 0 Nov 12 06:11 PM TOBIN JAMES R Director Nov 10 '26 Proposed Sale 75.11 41,666 3,129,392 Nov 10 03:11 PM RHOADS ANN D Director Nov 04 '26 Sale 85.00 5,000 425,000 35,384 Nov 05 05:33 PM RHOADS ANN D Director Nov 04 '26 Proposed Sale 85.00 5,000 425,000 Nov 04 02:57 PM TOBIN JAMES R Director Sep 15 '26 Option Exercise 58.72 30,000 1,761,450 30,000 Sep 16 04:35 PM TOBIN JAMES R Director Sep 15 '26 Sale 74.58 30,000 2,237,502 0 Sep 16 04:35 PM TOBIN JAMES R Director Sep 15 '26 Proposed Sale 74.53 30,000 2,236,000 Sep 15 02:28 PM ZARRILLI STEPHEN T Director Aug 18 '26 Option Exercise 53.27 25,000 1,331,750 25,000 Aug 19 05:07 PM ZARRILLI STEPHEN T Director Aug 18 '26 Sale 87.04 25,000 2,175,965 0 Aug 19 05:07 PM ZARRILLI STEPHEN T Director Aug 18 '26 Proposed Sale 87.04 25,000 2,176,000 Aug 18 04:23 PM Davidar David D Director Jun 05 '26 Option Exercise 26.27 25,000 656,750 535,175 Jun 09 05:04 PM Davidar David D Director Jun 05 '26 Sale 80.76 25,000 2,019,072 510,175 Jun 09 05:04 PM RHOADS ANN D Director Jun 04 '26 Option Exercise 26.27 25,000 656,750 40,384 Jun 08 05:14 PM Davidar David D Director Jun 05 '26 Proposed Sale 81.00 25,000 2,025,000 Jun 05 03:15 PM DeFord John A Former Director Apr 14 '26 Proposed Sale 93.10 30,000 2,793,128 Apr 14 03:34 PM Huller Kelly EVP, GC, Corporate Secretary Feb 25 '26 Option Exercise 43.58 20,000 871,600 20,000 Feb 27 05:53 PM Huller Kelly EVP, GC, Corporate Secretary Feb 25 '26 Sale 94.50 20,000 1,890,000 0 Feb 27 05:53 PM Huller Kelly Officer Feb 25 '26 Proposed Sale 94.45 20,000 1,889,000 Feb 25 03:41 PM Huller Kelly EVP, GC, Corporate Secretary Feb 12 '26 Option Exercise 45.64 10,000 456,400 10,000 Feb 17 05:22 PM Huller Kelly EVP, GC, Corporate Secretary Feb 12 '26 Sale 87.67 10,000 876,700 0 Feb 17 05:22 PM Huller Kelly Officer Feb 12 '26 Proposed Sale 87.60 10,000 876,000 Feb 12 12:12 PM Kline Kyle Senior Vice President, CFO Jan 08 '26 Option Exercise 51.87 3,594 186,421 3,594 Jan 12 05:40 PM Kline Kyle Senior Vice President, CFO Jan 08 '26 Sale 101.10 3,594 363,353 0 Jan 12 05:40 PM Norwalk Leslie V Director Jan 08 '26 Sale 101.10 2,000 202,200 10,419 Jan 12 05:36 PM Kline Kyle Officer Jan 08 '26 Proposed Sale 101.05 3,594 363,167 Jan 08 01:52 PM Norwalk Leslie V Director Jan 08 '26 Proposed Sale 101.00 2,000 202,000 Jan 08 01:10 PM Norwalk Leslie V Director Dec 12 '25 Sale 88.85 4,000 355,400 12,419 Dec 16 04:18 PM Norwalk Leslie V Director Dec 12 '25 Proposed Sale 88.75 4,000 355,000 Dec 12 04:00 PM Paul David C Executive Chairman Dec 08 '25 Option Exercise 25.52 34,375 877,250 60,417 Dec 10 04:37 PM Kline Kyle Senior Vice President, CFO Dec 01 '25 Option Exercise 59.86 18,542 1,109,876 18,542 Dec 03 08:23 PM Kline Kyle Senior Vice President, CFO Dec 01 '25 Sale 90.00 18,542 1,668,780 0 Dec 03 08:23 PM Kline Kyle Officer Dec 01 '25 Proposed Sale 89.95 18,542 1,667,847 Dec 01 03:59 PM Huller Kelly SVP, GC, Corporate Secretary Nov 25 '25 Option Exercise 25.96 7,500 194,700 7,500 Nov 28 05:31 PM Huller Kelly SVP, GC, Corporate Secretary Nov 25 '25 Sale 90.00 7,500 675,000 0 Nov 28 05:31 PM Huller Kelly Officer Nov 25 '25 Proposed Sale 90.00 7,500 675,000 Nov 25 11:07 AM