Analysts 18 incl. previous ratings
Rating Distribution 12 Buy · 5 Hold · 1 Sell
Date Action Analyst Rating Change Price Target Change Implied Upside Aug 24, 2026 Resumed P Piper Sandler
Overweight $295 -6.1% Jul 23, 2026 Initiated G Guggenheim
Buy $232 -26.1% Apr 10, 2026 Downgrade C Citigroup
Buy → Neutral $176 -44.0% Feb 17, 2026 Upgrade M Morgan Stanley
Underweight → Equal-Weight $205 -34.7% Jan 13, 2026 Resumed G Goldman
Sell $215 -31.6% Jan 08, 2026 Upgrade T Truist
Hold → Buy Dec 12, 2025 Downgrade K KeyBanc Capital Markets
Overweight → Sector Weight Nov 13, 2025 Initiated B BMO Capital Markets
Market Perform $300 -4.5% Oct 07, 2025 Upgrade T TD Cowen
Hold → Buy $380 +21.0% Sep 08, 2025 Upgrade J JP Morgan
Neutral → Overweight $330 +5.1% May 29, 2025 Reiterated N Needham
Buy $270 → $300 -4.5% Jan 23, 2025 Downgrade G Goldman
Buy → Sell $261 → $200 -36.3% Dec 20, 2024 Initiated S Stephens
Overweight $280 -10.9% Dec 04, 2024 Initiated M Mizuho
Outperform $275 -12.5% Nov 19, 2024 Initiated B Scotiabank
Sector Perform $235 -25.2% Oct 08, 2024 Initiated E Exane BNP Paribas
Outperform $286 -8.9% Aug 27, 2024 Reiterated C Citigroup
Buy $256 → $273 -13.1% Jul 09, 2024 Initiated B BTIG Research
Buy $240 -23.6% Oct 25, 2023 Upgrade W Wells Fargo
Equal Weight → Overweight $211 → $229 -27.1% Oct 13, 2023 Initiated J Jefferies
Buy $265 -15.6%
Show Previous Ratings
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Faddis Jonathan SVP, Gen. Counsel, Secretary Oct 14 '26 Sale 299.72 5,198 1,557,920 4,130 Oct 16 04:32 PM THOMAS SCHWENGER Former Affiliate Oct 15 '26 Proposed Sale 300.00 3,000 900,000 Oct 15 04:25 PM THOMAS SCHWENGER Former Officer Oct 15 '26 Proposed Sale 300.00 2,485 745,500 Oct 15 04:18 PM THOMAS SCHWENGER Former Officer Oct 14 '26 Proposed Sale 296.42 6,695 1,984,498 Oct 14 04:06 PM Faddis Jonathan Officer Oct 14 '26 Proposed Sale 299.72 5,198 1,557,920 Oct 14 04:03 PM Zuppas Eleni Nitsa President & Chief of Staff Oct 01 '26 Option Exercise 0.00 2,181 0 35,599 Oct 05 05:00 PM Van Wagener Brian Chief Financial Officer Oct 01 '26 Option Exercise 0.00 1,636 0 10,961 Oct 05 05:00 PM Schwenger Thomas D. Pres. & Chief Customer Officer Oct 01 '26 Option Exercise 0.00 2,907 0 21,356 Oct 05 04:59 PM Rizzo Daniel J EVP, Sales, Consulting, & Svcs Oct 01 '26 Option Exercise 0.00 1,672 0 13,360 Oct 05 04:59 PM Rizzo Daniel J EVP, Sales, Consulting, & Svcs Oct 02 '26 Sale 276.51 4,841 1,338,578 7,665 Oct 05 04:59 PM Kondath Vipin Chief Accounting Officer Oct 01 '26 Option Exercise 0.00 168 0 2,951 Oct 05 04:57 PM Faddis Jonathan SVP, Gen. Counsel, Secretary Oct 01 '26 Option Exercise 0.00 1,636 0 10,964 Oct 05 04:57 PM THOMAS SCHWENGER Former Officer Oct 05 '26 Proposed Sale 279.73 132,751 37,134,887 Oct 05 04:43 PM DANIEL RIZZO Officer Oct 02 '26 Proposed Sale 276.51 4,841 1,338,578 Oct 02 04:04 PM Schwenger Thomas D. Pres. & Chief Customer Officer Sep 14 '26 Sale 265.20 1,000 265,200 18,449 Sep 16 04:02 PM THOMAS SCHWENGER Officer Sep 14 '26 Proposed Sale 262.40 3,000 787,200 Sep 14 04:45 PM Hung Priscilla Director Sep 09 '26 Sale 261.04 750 195,780 3,242 Sep 11 04:11 PM PRISCILLA HUNG Director Sep 09 '26 Proposed Sale 261.04 750 195,780 Sep 09 04:45 PM Wallach Matthew J Director Sep 01 '26 Option Exercise 0.00 460 0 107,393 Sep 03 05:14 PM SEKHRI PAUL J Director Sep 01 '26 Option Exercise 0.00 460 0 15,651 Sep 03 05:13 PM Ritter Gordon Director Sep 01 '26 Option Exercise 0.00 541 0 1,136 Sep 03 05:13 PM MOHR MARSHALL Director Sep 01 '26 Option Exercise 0.00 525 0 6,501 Sep 03 05:12 PM Hung Priscilla Director Sep 01 '26 Option Exercise 0.00 477 0 3,992 Sep 03 05:11 PM Hedley Mary Lynne Director Sep 01 '26 Option Exercise 0.00 477 0 7,629 Sep 03 05:11 PM Carges Mark T Director Sep 01 '26 Option Exercise 0.00 493 0 493 Sep 03 05:10 PM Cabral Timothy S Director Sep 01 '26 Option Exercise 0.00 477 0 1,526 Sep 03 05:09 PM Schwenger Thomas D. Pres. & Chief Customer Officer Aug 27 '26 Option Exercise 154.00 10,000 1,540,000 29,449 Aug 31 04:39 PM Schwenger Thomas D. Pres. & Chief Customer Officer Aug 27 '26 Sale 281.33 10,000 2,813,300 19,449 Aug 31 04:39 PM THOMAS SCHWENGER Officer Aug 27 '26 Proposed Sale 244.91 8,000 1,959,280 Aug 27 04:20 PM Schwenger Thomas D. Pres. & Chief Customer Officer Aug 13 '26 Option Exercise 154.00 35,000 5,390,000 54,449 Aug 17 04:46 PM Schwenger Thomas D. Pres. & Chief Customer Officer Aug 13 '26 Sale 250.23 36,000 9,008,390 19,449 Aug 17 04:46 PM THOMAS SCHWENGER Officer Aug 13 '26 Proposed Sale 241.51 38,000 9,177,380 Aug 13 05:00 PM Schwenger Thomas D. Pres. & Chief Customer Officer Jul 16 '26 Sale 200.00 5,000 1,000,000 20,449 Jul 20 04:26 PM THOMAS SCHWENGER Officer Jul 16 '26 Proposed Sale 193.67 5,000 968,350 Jul 16 04:32 PM Zuppas Eleni Nitsa President & Chief of Staff Jul 01 '26 Option Exercise 0.00 2,180 0 33,418 Jul 06 04:20 PM Van Wagener Brian Chief Financial Officer Jul 01 '26 Option Exercise 0.00 1,635 0 10,018 Jul 06 04:18 PM Schwenger Thomas D. Pres. & Chief Customer Officer Jul 01 '26 Option Exercise 0.00 2,907 0 26,566 Jul 06 04:16 PM Kondath Vipin Chief Accounting Officer Jul 01 '26 Option Exercise 0.00 167 0 2,843 Jul 06 04:16 PM Faddis Jonathan SVP, Gen. Counsel, Secretary Jul 01 '26 Option Exercise 0.00 1,635 0 10,160 Jul 06 04:15 PM Ritter Gordon Director Jun 01 '26 Option Exercise 0.00 298 0 595 Jun 03 04:42 PM SEKHRI PAUL J Director Jun 01 '26 Option Exercise 0.00 253 0 15,191 Jun 03 04:40 PM Wallach Matthew J Director Jun 01 '26 Option Exercise 0.00 253 0 106,933 Jun 03 04:40 PM MOHR MARSHALL Director Jun 01 '26 Option Exercise 0.00 289 0 5,976 Jun 03 04:39 PM Hedley Mary Lynne Director Jun 01 '26 Option Exercise 0.00 262 0 7,152 Jun 03 04:38 PM Hung Priscilla Director Jun 01 '26 Option Exercise 0.00 262 0 3,515 Jun 03 04:37 PM Cabral Timothy S Director Jun 01 '26 Option Exercise 0.00 262 0 1,049 Jun 03 04:37 PM Carges Mark T Director Jun 01 '26 Option Exercise 0.00 271 0 271 Jun 03 04:36 PM Hung Priscilla Director Apr 30 '26 Sale 155.64 750 116,730 3,253 May 04 04:07 PM Hung Priscilla Director Apr 10 '26 Sale 153.50 750 115,125 4,003 Apr 14 04:41 PM PRISCILLA HUNG Director Apr 10 '26 Proposed Sale 157.08 1,500 235,620 Apr 10 04:33 PM Van Wagener Brian Chief Financial Officer Apr 01 '26 Option Exercise 0.00 872 0 8,753 Apr 03 04:06 PM Schwenger Thomas D. Pres. & Chief Customer Officer Apr 01 '26 Option Exercise 0.00 2,043 0 24,247 Apr 03 04:05 PM Kondath Vipin Chief Accounting Officer Apr 01 '26 Option Exercise 0.00 2,603 0 3,530 Apr 03 04:05 PM Zuppas Eleni Nitsa President & Chief of Staff Apr 01 '26 Option Exercise 0.00 8,998 0 33,742 Apr 03 04:03 PM Faddis Jonathan SVP, Gen. Counsel, Secretary Apr 01 '26 Option Exercise 0.00 8,726 0 11,109 Apr 03 04:02 PM Schwenger Thomas D. Pres. & Chief Customer Officer Mar 05 '26 Sale 200.00 1,000 200,000 22,204 Mar 09 04:36 PM Hung Priscilla Director Mar 01 '26 Option Exercise 0.00 262 0 4,753 Mar 03 05:05 PM Hedley Mary Lynne Director Mar 01 '26 Option Exercise 0.00 262 0 6,890 Mar 03 05:04 PM MOHR MARSHALL Director Mar 01 '26 Option Exercise 0.00 288 0 5,687 Mar 03 05:01 PM Wallach Matthew J Director Mar 01 '26 Option Exercise 0.00 253 0 106,680 Mar 03 04:54 PM SEKHRI PAUL J Director Mar 01 '26 Option Exercise 0.00 253 0 14,938 Mar 03 04:45 PM Carges Mark T Director Mar 01 '26 Option Exercise 0.00 271 0 271 Mar 03 04:35 PM Ritter Gordon Director Mar 01 '26 Option Exercise 0.00 297 0 297 Mar 03 04:20 PM Schwenger Thomas D. Pres. & Chief Customer Officer Jan 13 '26 Sale 231.43 1,000 231,430 23,204 Jan 15 04:43 PM THOMAS SCHWENGER Officer Jan 13 '26 Proposed Sale 233.21 3,000 699,630 Jan 13 04:23 PM Faddis Jonathan SVP, Gen. Counsel, Secretary Jan 01 '26 Option Exercise 0.00 1,225 0 4,092 Jan 05 04:26 PM Van Wagener Brian Chief Financial Officer Jan 01 '26 Option Exercise 0.00 871 0 8,202 Jan 05 04:25 PM Zuppas Eleni Nitsa President & Chief of Staff Jan 01 '26 Option Exercise 0.00 1,498 0 26,823 Jan 05 04:24 PM Schwenger Thomas D. Pres. & Chief Customer Officer Jan 01 '26 Option Exercise 0.00 2,042 0 24,835 Jan 05 04:23 PM Kondath Vipin Chief Accounting Officer Jan 01 '26 Option Exercise 0.00 103 0 1,073 Jan 05 04:22 PM SEKHRI PAUL J Director Dec 01 '25 Option Exercise 0.00 254 0 17,176 Dec 03 10:04 AM Cabral Timothy S Director Dec 01 '25 Option Exercise 0.00 263 0 525 Dec 02 02:00 PM Carges Mark T Director Dec 01 '25 Option Exercise 0.00 271 0 542 Dec 02 01:59 PM Ritter Gordon Director Dec 01 '25 Option Exercise 0.00 298 0 1,393 Dec 02 01:57 PM Wallach Matthew J Director Dec 01 '25 Option Exercise 0.00 254 0 106,427 Dec 02 01:56 PM Hedley Mary Lynne Director Dec 01 '25 Option Exercise 0.00 263 0 6,628 Dec 02 01:54 PM Hung Priscilla Director Dec 01 '25 Option Exercise 0.00 263 0 4,491 Dec 02 01:52 PM MOHR MARSHALL Director Dec 01 '25 Option Exercise 0.00 289 0 5,399 Dec 02 01:50 PM