Analysts 14 incl. previous ratings
Rating Distribution 13 Buy · 0 Hold · 1 Sell
Date Action Analyst Rating Change Price Target Change Implied Upside Apr 09, 2026 Upgrade B BMO Capital Markets
Market Perform → Outperform $105 +2.9% Jan 09, 2026 Downgrade G Goldman
Neutral → Sell $89 -12.8% Dec 09, 2025 Initiated B Barclays
Overweight $118 +15.7% Nov 13, 2025 Initiated B BMO Capital Markets
Market Perform $100 -2.0% May 22, 2025 Resumed R RBC Capital Mkts
Outperform $105 → $112 +9.8% Mar 25, 2025 Upgrade R Raymond James
Outperform → Strong Buy $120 → $115 +12.7% Dec 04, 2024 Initiated M Mizuho
Outperform $126 +23.5% Nov 15, 2024 Initiated G Goldman
Neutral $108 +5.9% Apr 04, 2024 Initiated J JMP Securities
Mkt Outperform $101 -1.0% Apr 02, 2024 Reiterated J JP Morgan
Overweight $86 → $108 +5.9% Jan 03, 2024 Initiated B Barclays
Overweight $84 -17.7% Sep 21, 2023 Upgrade R Robert W. Baird
Neutral → Outperform $79 → $87 -14.7% Oct 21, 2022 Upgrade G Goldman
Sell → Neutral $64 → $77 -24.5% Sep 16, 2022 Initiated K KeyBanc Capital Markets
Overweight $85 -16.7% Jul 12, 2022 Initiated G Goldman
Sell $59 -42.2% Apr 11, 2022 Initiated W Wells Fargo
Overweight $95 -6.9% Apr 07, 2022 Initiated G Guggenheim
Buy $89 -12.8% Mar 30, 2022 Upgrade B BTIG Research
Neutral → Buy $85 -16.7% Dec 07, 2021 Downgrade R Raymond James
Strong Buy → Outperform $90 → $70 -31.4% Dec 02, 2021 Initiated J Jefferies
Buy $68 -33.4%
Show Previous Ratings
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Rajasekar Sunil EVP Chief Prod & Strat Officer Oct 15 '26 Buy 90.33 108 9,756 53,405 Oct 19 05:30 PM Rajasekar Sunil EVP Chief Prod & Strat Officer Jul 08 '26 Buy 95.06 23 2,186 53,405 Oct 19 05:30 PM Rajasekar Sunil EVP Chief Prod & Strat Officer Aug 24 '26 Sale 105.60 108 11,405 53,297 Oct 19 05:30 PM Rajasekar Sunil EVP Chief Prod & Strat Officer Apr 22 '26 Sale 82.81 23 1,905 53,382 Oct 19 05:30 PM Delano Ladd Officer Oct 06 '26 Proposed Sale 91.16 1,080 98,448 Oct 08 07:53 PM Michael Henry Fiore Former EVP, CCO Oct 06 '26 Proposed Sale 91.16 2,032 185,228 Oct 08 07:47 PM Stephen Neeleman Officer Oct 06 '26 Proposed Sale 91.16 1,095 99,815 Oct 08 06:06 PM Michael Gathright Officer Oct 06 '26 Proposed Sale 91.16 662 60,345 Oct 08 06:01 PM James M. Lucania Officer Oct 06 '26 Proposed Sale 91.16 2,822 257,240 Oct 08 05:55 PM Scott Cutler Officer Oct 06 '26 Proposed Sale 91.16 1,230 112,121 Oct 08 05:46 PM DILLON ADRIAN T Director Aug 25 '26 Option Exercise 32.50 7,632 248,040 70,027 Aug 27 05:04 PM DILLON ADRIAN T Director Aug 25 '26 Sale 104.61 7,632 798,373 62,395 Aug 27 05:04 PM ADRIAN DILLON Director Aug 25 '26 Proposed Sale 105.40 7,632 804,413 Aug 25 04:28 PM Fiore Michael Henry EVP, CHIEF COMMERCIAL OFFICER Jul 10 '26 Sale 95.00 2,354 223,630 52,244 Jul 14 04:23 PM Michael Gathright Officer Jul 09 '26 Proposed Sale 93.07 2,270 211,260 Jul 13 05:13 PM MICHAEL FIORE Officer Jul 10 '26 Proposed Sale 94.81 2,354 223,183 Jul 10 04:39 PM Stephen Neeleman Officer Jul 08 '26 Proposed Sale 95.08 1,103 104,877 Jul 10 04:36 PM James M. Lucania Officer Jul 08 '26 Proposed Sale 95.08 2,839 269,941 Jul 10 04:31 PM Delano Ladd Officer Jul 08 '26 Proposed Sale 95.08 1,087 103,355 Jul 10 04:24 PM Scott Cutler Officer Jul 08 '26 Proposed Sale 95.08 1,238 117,713 Jul 10 04:18 PM Michael Henry Fiore Officer Jul 08 '26 Proposed Sale 95.08 2,045 194,445 Jul 10 04:13 PM Fiore Michael Henry EVP, CHIEF COMMERCIAL OFFICER Jul 02 '26 Sale 95.00 2,470 234,650 56,643 Jul 07 04:36 PM MICHAEL FIORE Officer Jul 02 '26 Proposed Sale 92.29 2,470 227,956 Jul 02 04:37 PM Fiore Michael Henry EVP, CHIEF COMMERCIAL OFFICER May 29 '26 Sale 95.00 3,142 298,490 59,113 Jun 02 05:03 PM Wellborn Gayle Furgurson Director May 28 '26 Option Exercise 47.21 2,439 115,145 22,172 Jun 01 06:04 PM Wellborn Gayle Furgurson Director May 28 '26 Sale 90.00 2,439 219,510 19,733 Jun 01 06:04 PM Ladd Delano EVP, General Counsel May 28 '26 Sale 90.00 7,500 675,000 91,141 Jun 01 06:02 PM MICHAEL FIORE Officer May 29 '26 Proposed Sale 90.52 3,142 284,414 May 29 04:23 PM GAYLE WELLBORN Director May 28 '26 Proposed Sale 86.56 2,439 211,120 May 28 04:33 PM DELANO LADD Officer May 28 '26 Proposed Sale 86.56 7,500 649,200 May 28 04:33 PM Stephen Neeleman Officer Apr 06 '26 Proposed Sale 83.84 2,559 214,537 Apr 08 05:31 PM Delano Ladd Officer Apr 06 '26 Proposed Sale 83.84 2,481 207,998 Apr 08 05:25 PM Michael Henry Fiore Officer Apr 06 '26 Proposed Sale 83.84 3,378 283,199 Apr 08 05:20 PM Elimelech Rosner Officer Apr 06 '26 Proposed Sale 83.84 4,768 399,731 Apr 08 05:15 PM James M. Lucania Officer Apr 06 '26 Proposed Sale 83.84 4,393 368,293 Apr 08 05:10 PM Scott Cutler Officer Apr 06 '26 Proposed Sale 83.84 4,931 413,397 Apr 08 05:05 PM Delano Ladd Officer Mar 31 '26 Proposed Sale 82.53 7,726 637,599 Apr 02 06:09 PM Stephen Neeleman Officer Mar 31 '26 Proposed Sale 82.53 9,292 766,836 Apr 02 05:13 PM Elimelech Rosner Officer Mar 31 '26 Proposed Sale 82.53 18,010 1,486,301 Apr 02 05:09 PM Scott Cutler Officer Jan 12 '26 Proposed Sale 89.83 12,496 1,122,483 Jan 14 04:16 PM Michael Henry Fiore Officer Jan 09 '26 Proposed Sale 95.24 1,744 166,092 Jan 13 04:46 PM James M. Lucania Officer Jan 09 '26 Proposed Sale 95.24 2,470 235,233 Jan 13 04:43 PM Elimelech Rosner Officer Jan 09 '26 Proposed Sale 95.24 2,074 197,521 Jan 13 04:41 PM Stephen Neeleman Officer Jan 09 '26 Proposed Sale 95.24 791 75,332 Jan 13 04:39 PM Delano Ladd Officer Jan 09 '26 Proposed Sale 95.24 739 70,380 Jan 13 04:37 PM Ladd Delano EVP, General Counsel Dec 19 '25 Sale 94.72 1,500 142,080 73,979 Dec 23 04:22 PM Rosner Elimelech EVP, CHIEF TECHNOLOGY OFFICER Dec 18 '25 Sale 95.45 10,959 1,046,090 45,742 Dec 19 05:55 PM DELANO LADD Officer Dec 19 '25 Proposed Sale 95.50 4,500 429,750 Dec 19 04:22 PM ELIMELECH ROSNER Officer Dec 18 '25 Proposed Sale 95.45 10,959 1,046,090 Dec 18 04:10 PM Wellborn Gayle Furgurson Director Dec 12 '25 Option Exercise 50.41 4,339 218,729 24,072 Dec 16 03:44 PM Wellborn Gayle Furgurson Director Dec 12 '25 Sale 98.03 4,339 425,331 19,733 Dec 16 03:44 PM GAYLE F WELLBORN Director Dec 12 '25 Proposed Sale 98.03 4,339 425,331 Dec 12 04:07 PM Ladd Delano EVP, General Counsel Nov 20 '25 Sale 104.56 1,500 156,840 75,479 Nov 24 05:13 PM