| Symbol | Price | Change | % Change |
|---|
Analyst | Recommendation | Action | Price target | Projected | Date |
|---|---|---|---|---|---|
Brian Schwartz Oppenheimer | Buy | Maintained | $515.00 | +34.9% | 07/22/2026 |
Keith Bachman BMO Capital | Buy | Maintained | $500.00 | +31% | 07/22/2026 |
Mark Moerdler Bernstein | Buy | Maintained | $646.00 | +69.2% | 07/22/2026 |
Terry Tillman Truist Financial | Buy | Reiterated | $575.00 | +50.6% | 07/22/2026 |
Michael Turrin Wells Fargo | Buy | Maintained | $625.00 | +63.7% | 07/21/2026 |
Adam Wood Morgan Stanley | Buy | Initiated | $600.00 | +57.2% | 07/21/2026 |
Brent Thill Jefferies | Buy | Maintained | $575.00 | +50.6% | 07/21/2026 |
Brad Zelnick Deutsche Bank | Buy | Maintained | $550.00 | +44.1% | 07/20/2026 |
Billy Fitzsimmons Piper Sandler | Buy | Maintained | $540.00 | +41.5% | 07/20/2026 |
Bhavtosh Vajpayee CLSA | Buy | Initiated | $535.00 | +40.2% | 07/20/2026 |
Andrew Sherman TD Cowen | Buy | Maintained | $540.00 | +41.5% | 07/16/2026 |
Derrick Wood TD Cowen | Buy | Maintained | $540.00 | +41.5% | 07/16/2026 |
Josh Baer Morgan Stanley | Buy | Maintained | $650.00 | +70.3% | 07/16/2026 |
Kirk Materne Evercore ISI | Buy | Maintained | $525.00 | +37.5% | 07/15/2026 |
Gregg Moskowitz Mizuho Securities | Buy | Maintained | $490.00 | +28.4% | 07/15/2026 |
Tyler Radke Citi | Buy | Reiterated | $570.00 | +49.3% | 07/15/2026 |
Rishi Jaluria RBC Capital | Buy | Maintained | $640.00 | +67.7% | 07/15/2026 |
Tal Liani Bank of America Securities | Buy | Maintained | - | - | 07/14/2026 |
Joseph Bonner Argus Research | Buy | Maintained | $510.00 | +33.6% | 07/09/2026 |
Chad Dillard Bernstein | Buy | Maintained | $646.00 | +69.2% | 07/09/2026 |
Gabriela Borges Goldman Sachs | Buy | Maintained | $610.00 | +59.8% | 07/08/2026 |
Chris Caso Wolfe Research | Buy | Reiterated | $525.00 | +37.5% | 07/05/2026 |
Alex Zukin Wolfe Research | Buy | Reiterated | $525.00 | +37.5% | 07/05/2026 |
Gil Luria D.A. Davidson | Buy | Maintained | - | - | 07/06/2026 |
Brad Reback Stifel Nicolaus | Hold | Maintained | $400.00 | +4.8% | 06/25/2026 |
Thomas Blakey Cantor Fitzgerald | Buy | Maintained | $502.00 | +31.5% | 06/03/2026 |
Raimo Lenschow Barclays | Buy | Maintained | $545.00 | +42.8% | 06/03/2026 |
Keith Weiss Morgan Stanley | Buy | Maintained | $650.00 | +70.3% | 06/01/2026 |
Arti Vula J.P. Morgan | Buy | Initiated | - | - | 06/01/2026 |
Mark Murphy J.P. Morgan | Buy | Initiated | - | - | 06/01/2026 |
Patrick Walravens Citizens JMP | Buy | Initiated | $550.00 | +44.1% | 06/01/2026 |
Daniel Ives Wedbush | Buy | Maintained | $575.00 | +50.6% | 05/13/2026 |
Ivan Feinseth Tigress Financial | Buy | Reiterated | $680.00 | +78.2% | 05/06/2026 |
Sachin Mittal DBS | Buy | Maintained | $573.00 | +50.1% | 05/06/2026 |
Saiyi He CMB International Securities | Buy | Maintained | $616.40 | +61.5% | 05/04/2026 |
Unknown Analyst Argus Research | Buy | Maintained | $620.00 | +62.4% | 04/30/2026 |
Yi Fu Lee Benchmark Co. | Buy | Maintained | $525.00 | +37.5% | 04/30/2026 |
Axel Herlinghaus DZ BANK AG | Buy | Maintained | - | - | 04/30/2026 |
Jason Ader William Blair | Buy | Maintained | - | - | 04/30/2026 |
Bram Kaplan J.P. Morgan | Buy | Maintained | $550.00 | +44.1% | 04/30/2026 |
John Difucci Guggenheim | Buy | Maintained | $586.00 | +53.5% | 04/30/2026 |
Yanni Samoilis Robert W. Baird | Buy | Reiterated | $500.00 | +31% | 04/30/2026 |
William Power Robert W. Baird | Buy | Reiterated | $500.00 | +31% | 04/30/2026 |
Jackson Ader KeyBanc | Buy | Reiterated | $600.00 | +57.2% | 04/29/2026 |
Karl Keirstead UBS | Buy | Maintained | $510.00 | +33.6% | 04/28/2026 |
Patrick Colville Scotiabank | Buy | Maintained | $550.00 | +44.1% | 04/28/2026 |
Timothy Horan Oppenheimer | Buy | Reiterated | $515.00 | +34.9% | 04/27/2026 |
Stefan Slowinski Exane BNP Paribas | Buy | Maintained | $556.00 | +45.7% | 04/10/2026 |
Unknown Analyst Benchmark Co. | Buy | Initiated | $450.00 | +17.9% | 04/01/2026 |
Ben Reitzes Melius Research | Hold | Reiterated | $400.00 | +4.8% | 03/23/2026 |
Paul Chew Phillip Securities | Buy | Upgraded | $540.00 | +41.5% | 02/02/2026 |
All values in USD | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|
Revenue | 76.44B | 77.67B | 81.27B | 82.89B |
Cost of goods sold | 24.01B | 24.04B | 25.98B | 26.83B |
Cost of revenue | 24.01B | 24.04B | 25.98B | 26.83B |
Research and development expenses | 8.83B | 8.15B | 8.50B | 8.92B |
Total research and development expenses | - | - | - | - |
Selling, general, and admin expenses | 9.28B | 7.52B | 8.52B | 8.74B |
Operating expense | 18.10B | 15.67B | 17.02B | 17.66B |
Total operating expenses | 42.12B | 39.71B | 43.00B | 44.49B |
Operating income | 34.32B | 37.96B | 38.28B | 38.40B |
Other non operating income | 1.60B | 1.21B | 106.00M | 264.00M |
EBT including unusual items | 32.62B | 34.30B | 48.25B | 39.34B |
EBT excluding unusual items | 37.67B | 34.87B | 47.91B | 37.69B |
Income tax expense | 5.38B | 6.55B | 9.79B | 7.56B |
Effective tax rate | 16.50% | 19.11% | 20.29% | 19.22% |
Other operating expenses | - | - | - | - |
Net income | 27.23B | 27.75B | 38.46B | 31.78B |
Net profit margin | 35.63% | 35.72% | 47.32% | 38.34% |
Earnings per share | 3.65 | 4.13 | 4.14 | 4.27 |
Interest and investment income | 769.00M | 976.00M | 840.00M | 730.00M |
Interest expense | -624.00M | -707.00M | -744.00M | -784.00M |
Net interest expenses | 145.00M | 269.00M | 96.00M | -54.00M |
Depreciation and amortization charges | - | - | - | - |
EBITDA | 39.37B | 46.56B | 47.38B | 48.50B |
Gain or loss from assets sale | - | - | - | - |
Insider | Position | Type | Date | Shares | Amount |
|---|---|---|---|---|---|