Analysts 13 incl. previous ratings
Rating Distribution 11 Buy · 2 Hold · 0 Sell
Date Action Analyst Rating Change Price Target Change Implied Upside Nov 02, 2026 Upgrade N Northland Capital
Market Perform → Outperform $280 +45.2% Sep 30, 2026 Initiated B Bernstein
Outperform $350 +81.5% Sep 01, 2026 Initiated D Deutsche Bank
Buy $400 +107.5% May 13, 2026 Reiterated B BofA Securities
Neutral $365 → $400 +107.5% May 01, 2026 Initiated R Rothschild & Co Redburn
Buy $455 +136.0% Nov 06, 2025 Downgrade N Northland Capital
Outperform → Market Perform $125 -35.2% Aug 14, 2025 Downgrade B BofA Securities
Buy → Neutral $105 -45.5% Jul 08, 2025 Initiated W Wolfe Research
Outperform Apr 28, 2025 Reiterated N Needham
Buy $125 → $85 -55.9% Apr 07, 2025 Upgrade N Northland Capital
Market Perform → Outperform Apr 04, 2025 Upgrade R Rosenblatt
Neutral → Buy $85 -55.9% Mar 24, 2025 Upgrade R Raymond James
Outperform → Strong Buy $110 → $91 -52.8% Feb 21, 2025 Resumed J Jefferies
Buy Dec 04, 2024 Initiated J Jefferies
Buy $135 -30.0% Nov 18, 2024 Resumed C Citigroup
Buy $106 → $136 -29.5% Oct 22, 2024 Downgrade R Rosenblatt
Buy → Neutral $105 -45.5% Oct 18, 2024 Downgrade R B. Riley Securities
Buy → Neutral $86 -55.4% Oct 14, 2024 Reiterated N Needham
Buy $84 → $120 -37.8% Oct 01, 2024 Upgrade S Susquehanna
Neutral → Positive $120 -37.8% Aug 16, 2024 Reiterated N Needham
Buy $72 → $84 -56.4%
Show Previous Ratings
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Digirolomo Enrico Director Sep 11 '26 Sale 305.99 5,315 1,626,310 11,923 Sep 15 07:00 PM ENRICO DIGIROLAMO Director Sep 11 '26 Proposed Sale 305.99 5,315 1,626,310 Sep 11 04:12 PM Beard Robert P Chief Strategy & Legal Officer Sep 09 '26 Sale 309.32 500 154,660 51,428 Sep 11 04:09 PM ROBERT P BEARD Officer Sep 09 '26 Proposed Sale 309.32 500 154,660 Sep 09 04:01 PM Neal-Graves Lisa Director Sep 02 '26 Sale 268.42 2,200 590,524 13,033 Sep 04 04:12 PM Digirolomo Enrico Director Aug 31 '26 Sale 276.85 2,272 628,998 17,238 Sep 02 08:11 PM SKAGGS STEPHEN A Director Aug 31 '26 Sale 276.88 2,272 629,062 14,592 Sep 02 08:11 PM LISA NEAL-GRAVES Director Sep 02 '26 Proposed Sale 268.42 2,200 590,524 Sep 02 04:05 PM Eng Julie Sheridan Chief Technology Officer Aug 31 '26 Sale 276.83 7,047 1,950,834 47,057 Sep 01 09:06 PM Eng Julie Sheridan Chief Technology Officer Sep 01 '26 Sale 270.69 6,030 1,632,246 41,027 Sep 01 09:06 PM JULIE S ENG Officer Sep 01 '26 Proposed Sale 277.83 6,030 1,675,315 Sep 01 04:50 PM STEPHEN SKAGGS Director Aug 31 '26 Proposed Sale 279.20 2,272 634,342 Aug 31 04:31 PM JULIE S ENG Officer Aug 31 '26 Proposed Sale 279.20 7,047 1,967,522 Aug 31 04:31 PM ENRICO DIGIROLAMO Director Aug 31 '26 Proposed Sale 279.20 2,272 634,342 Aug 31 04:31 PM Luther Sherri R Chief Financial Officer Aug 18 '26 Sale 324.00 3,000 972,000 64,475 Aug 20 04:07 PM Sherri Luther Officer Aug 18 '26 Proposed Sale 351.22 3,000 1,053,660 Aug 18 04:27 PM Luther Sherri R Chief Financial Officer Jul 22 '26 Sale 306.68 1,000 306,680 67,475 Jul 24 08:06 PM Sherri Luther Officer Jul 22 '26 Proposed Sale 317.22 1,000 317,220 Jul 22 04:28 PM Xia Howard H. Director May 11 '26 Option Exercise 21.67 2,000 43,340 52,298 May 13 04:33 PM Xia Howard H. Director May 11 '26 Sale 354.50 2,000 709,000 50,298 May 13 04:33 PM Luther Sherri R Chief Financial Officer May 12 '26 Sale 372.96 2,000 745,920 68,475 May 13 04:32 PM Sherri Luther Officer May 12 '26 Proposed Sale 379.69 2,000 759,380 May 12 04:33 PM HOWARD H XIA Board Member May 11 '26 Proposed Sale 354.50 2,000 709,000 May 11 04:02 PM Luther Sherri R Chief Financial Officer Apr 22 '26 Sale 351.00 2,000 702,000 70,475 Apr 24 05:10 PM SHERRI LUTHER Officer Apr 22 '26 Proposed Sale 343.79 2,000 687,580 Apr 22 04:22 PM Xia Howard H. Director Mar 17 '26 Option Exercise 21.67 3,240 70,211 53,538 Mar 18 05:00 PM Xia Howard H. Director Mar 16 '26 Option Exercise 21.67 1,000 21,670 51,298 Mar 18 05:00 PM Xia Howard H. Director Mar 17 '26 Sale 241.65 3,240 782,943 50,298 Mar 18 05:00 PM Xia Howard H. Director Mar 16 '26 Sale 258.00 1,000 258,000 50,298 Mar 18 05:00 PM HOWARD H XIA Board Member Mar 17 '26 Proposed Sale 241.65 3,240 782,943 Mar 17 04:14 PM HOWARD H XIA Board Member Mar 16 '26 Proposed Sale 258.00 1,000 258,000 Mar 16 04:20 PM Eng Julie Sheridan Chief Technology Officer Mar 10 '26 Sale 258.18 1,454 375,394 49,436 Mar 12 04:16 PM SKAGGS STEPHEN A Director Mar 09 '26 Sale 243.13 3,523 856,550 16,864 Mar 11 06:11 PM JULIE S ENG Officer Mar 10 '26 Proposed Sale 252.32 1,454 366,873 Mar 10 04:37 PM Digirolomo Enrico Director Mar 06 '26 Sale 241.50 3,911 944,506 17,446 Mar 09 08:17 PM STEPHEN SKAGGS Director Mar 09 '26 Proposed Sale 235.72 3,523 830,442 Mar 09 04:36 PM ENRICO DIGIROLAMO Director Mar 06 '26 Proposed Sale 241.50 3,911 944,506 Mar 06 04:18 PM Eng Julie Sheridan Chief Technology Officer Mar 02 '26 Sale 291.42 2,792 813,646 50,890 Mar 04 04:32 PM JULIE ENG Officer Mar 02 '26 Proposed Sale 258.93 2,792 722,933 Mar 02 04:40 PM Luther Sherri R Chief Financial Officer Feb 12 '26 Sale 217.74 4,000 870,954 72,475 Feb 17 04:57 PM SHERRI LUTHER Officer Feb 12 '26 Proposed Sale 223.69 4,000 894,760 Feb 12 04:29 PM BCPE Watson (DE) BML, LP Shareholder Feb 09 '26 Proposed Sale 235.58 9,437,238 2,223,224,528 Feb 09 08:19 PM CORASANTI JOSEPH J Director Dec 10 '25 Sale 196.74 15,000 2,951,100 79,914 Dec 12 08:08 PM BCPE Watson (DE) BML, LP Shareholder Dec 10 '25 Proposed Sale 189.55 5,000,000 947,750,000 Dec 10 09:07 PM JOSEPH J CORASANTI Director Dec 10 '25 Proposed Sale 196.74 15,000 2,951,100 Dec 10 06:57 PM STERLING MICHELLE M Director Dec 03 '25 Sale 164.51 2,000 329,022 8,645 Dec 03 07:27 PM Mocciaro Ilaria SVP, Finance Dec 01 '25 Sale 162.71 1,377 224,052 24,033 Dec 03 05:12 PM Xia Howard H. Director Dec 02 '25 Option Exercise 21.67 2,000 43,340 52,019 Dec 03 05:06 PM Xia Howard H. Director Dec 02 '25 Sale 170.00 2,000 340,000 50,019 Dec 03 05:06 PM MICHELLE MARIE STERLING Board Member Dec 03 '25 Proposed Sale 164.51 2,000 329,022 Dec 03 04:02 PM HOWARD H XIA Board Member Dec 02 '25 Proposed Sale 170.00 2,000 340,000 Dec 02 04:09 PM Xia Howard H. Director Nov 28 '25 Option Exercise 21.67 1,000 21,670 51,019 Dec 01 05:03 PM Xia Howard H. Director Nov 28 '25 Sale 158.36 1,000 158,360 50,019 Dec 01 05:03 PM ILARIA MOCCIARO Officer Dec 01 '25 Proposed Sale 162.71 1,377 224,052 Dec 01 04:15 PM HOWARD H XIA Board Member Nov 28 '25 Proposed Sale 158.36 1,000 158,360 Nov 28 01:19 PM Digirolomo Enrico Director Nov 21 '25 Sale 134.85 2,831 381,760 21,078 Nov 25 04:12 PM BCPE Watson (DE) BML, LP Affiliate Nov 24 '25 Proposed Sale 143.37 7,500,000 1,075,275,000 Nov 24 09:37 PM SKAGGS STEPHEN A Director Nov 20 '25 Sale 150.00 2,000 300,000 20,108 Nov 21 07:52 PM ENRICO DIGIROLAMO Director Nov 21 '25 Proposed Sale 134.85 2,831 381,760 Nov 21 04:43 PM STEPHEN SKAGGS Director Nov 20 '25 Proposed Sale 142.94 2,000 285,880 Nov 20 04:21 PM Dreyer Michael L Director Nov 14 '25 Sale 144.88 11,570 1,676,204 12,085 Nov 17 04:21 PM MICHAEL L DREYER Director Nov 14 '25 Proposed Sale 144.88 11,570 1,676,204 Nov 14 04:57 PM