DE
Analysts 21 firms · 15 buy · 6 hold · target 585 +23% (460–735)
Last 90d 16 insider sales
| Who | Entry | Move | What they said | When | |
|---|---|---|---|---|---|
| TRACKER - Fast Money Final Trades · CNBC | long | 593.15 | -19.8% | Named as a final trade on CNBC’s Fast Money on 17 September 2026. The show ends after the closing bell, so the price on… | Thu, 17 Sep |
bought sold · bigger dot, bigger trade · follows the chart’s range
| When | People | Size | Value | Price | |
|---|---|---|---|---|---|
| 4d | sched | 1 | $930,120 | 463.14 | |
| 16d | sell | 5 | $70,933,215 | 524.62 | |
| 22d | sell | 5 | $73,990,111 | 574.34 | |
| 1mo | sell | 1 | $1,014,540 | 556.75 | |
| 1mo | sched | 1 | $1,142,996 | 539.40 | |
| 1mo | sell | 1 | $4,554,738 | 560.38 | |
| 1mo | sell | 7 | $90,597,639 | 579.11 | |
| 1mo | sell | 5 | $75,132,225 | 580.98 | |
| 1mo | sell | 5 | $72,807,993 | 578.94 | |
| 1mo | sell | 5 | $40,145,566 | 562.64 | |
| 1mo | sell | 7 | $134,444,343 | 553.07 | |
| 2mo | sell | 5 | $71,262,994 | 541.88 | |
| 2mo | sell | 5 | $72,687,410 | 517.66 | |
| 2mo | sell | 7 | $105,883,782 | 546.93 | |
| 2mo | sell | 5 | $210,306,290 | 526.29 | |
| 2mo | sched | 1 | $886,061 | 459.49 | |
| 3mo | sched | 1 | $836,643 | 441.87 | |
| 4mo | sell | 5 | $74,833,879 | 426.91 | |
| 4mo | sell | 5 | $74,751,243 | 442.28 | |
| 4mo | sell | 5 | $71,840,269 | 431.01 | |
| 4mo | sell | 1 | $6,611,124 | 420.55 | |
| 4mo | sched | 1 | $5,061,262 | 428.65 | |
| 4mo | sell | 1 | $8,200,000 | 412.95 | |
| 4mo | sell | 6 | $55,055,639 | 411.36 | |
| 5mo | sell | 5 | $57,038,498 | 404.34 | |
| 5mo | sell | 9 | $110,074,576 | 394.10 | |
| 5mo | sell | 5 | $30,129,119 | 380.00 | |
| 5mo | sell | 3 | $131,381,301 | 383.69 | |
| 5mo | sell | 4 | $85,839,649 | 381.77 | |
| 5mo | sell | 7 | $167,938,048 | 395.40 | |
| 5mo | sell | 3 | $84,595,126 | 398.93 | |
| 5mo | sell | 7 | $205,545,016 | 414.06 | |
| 5mo | sell | 7 | $295,288,408 | 420.80 | |
| 6mo | sell | 3 | $297,671,876 | 193.62 | |
| 6mo | sched | 1 | $21,167,680 | 193.62 | |
| 7mo | sell | 1 | $3,559,335 | 183.56 | |
| 7mo | sell | 1 | $23,606,055 | 180.38 | |
| 7mo | sell | 5 | $298,081,354 | 170.03 | |
| 7mo | sched | 1 | $229,565 | 161.26 | |
| 7mo | sell | 1 | $4,350,958 | 163.01 | |
| 7mo | sell | 6 | $103,881,348 | 151.11 | |
| 8mo | sell | 1 | $1,479,000 | 146.61 | |
| 8mo | sell | 1 | $21,820,313 | 141.52 | |
| 8mo | sell | 2 | $151,061,555 | 144.70 | |
| 8mo | sell | 3 | $150,184,679 | 145.50 | |
| 11mo | sell | 1 | $9,806,520 | 135.63 | |
| 1.0y | sell | 1 | $12,255,009 | 147.39 | |
| 1.0y | sell | 1 | $1,003,336 | 152.15 | |
| 1.1y | sell | 3 | $1,161,555,623 | 152.91 | |
| 1.1y | sched | 1 | $6,837,760 | 152.91 | |
| 1.1y | sell | 6 | $299,732,456 | 158.03 | |
| 1.1y | sell | 4 | $150,062,123 | 142.98 | |
| 1.1y | sched | 1 | $19,207,500 | 142.98 | |
| 1.1y | sell | 2 | $3,260,536 | 131.69 | |
| 1.1y | sell | 2 | $224,363,417 | 131.93 | |
| 1.1y | sell | 2 | $84,531,604 | 133.59 | |
| 1.1y | sell | 3 | $296,884,175 | 131.28 | |
| 1.1y | sell | 2 | $152,397,471 | 128.81 | |
| 1.1y | sched | 1 | $91,633 | 128.81 | |
| 1.2y | sched | 1 | $102,015 | 134.93 | |
| 1.2y | sched | 1 | $7,000,000 | 136.59 | |
| 1.2y | sched | 1 | $4,050,000 | 132.49 | |
| 1.3y | sched | 1 | $2,600,000 | 124.04 | |
| 1.3y | sell | 5 | $46,104,230 | 121.11 | |
| 1.3y | sched | 1 | $92,438 | 121.11 | |
| 1.3y | sell | 2 | $153,069,242 | 123.06 | |
| 1.3y | sell | 3 | $158,503,943 | 121.26 | |
| 1.3y | sell | 1 | $1,222,700,000 | 121.73 | |
| 1.3y | sell | 1 | $1,285,274 | 122.64 | |
| 1.3y | sched | 1 | $348,000 | 122.64 | |
| 1.4y | sell | 1 | $10,803,457 | 116.72 | |
| 1.4y | sell | 2 | $118,965,018 | 110.81 | |
| 1.4y | sell | 5 | $177,092,482 | 110.81 | |
| 1.4y | sell | 1 | $3,232,780 | 110.82 | |
| 1.4y | sched | 1 | $7,635,355 | 110.82 | |
| 1.4y | sell | 1 | $1,399,546 | 110.90 | |
| 1.5y | sched | 1 | $886,376 | 110.97 | |
| 1.6y | sell | 1 | $86,387 | 89.17 | |
| 1.7y | sched | 1 | $87,000 | 116.27 | |
| 1.8y | sched | 1 | $87,000 | 112.16 | |
| 1.8y | sell | 4 | $298,363,813 | 115.99 | |
| 1.9y | sched | 1 | $87,000 | 115.86 | |
| 1.9y | sell | 1 | $885,727 | 114.25 | |
| 1.9y | sell | 5 | $431,133,055 | 119.37 | |
| 1.9y | sched | 1 | $1,006,591 | 122.26 | |
| 1.9y | sched | 1 | $1,145,944 | 139.00 | |
| 1.9y | sched | 1 | $95,903 | 130.64 | |
| 2.0y | sched | 1 | $93,888 | 125.88 | |
| 2.1y | sell | 1 | $1,224,000,000 | 114.88 | |
| 2.1y | sell | 1 | $4,995,968 | 113.68 | |
| 2.1y | sell | 1 | $1,174,722,615 | 113.80 | |
| 2.1y | sell | 1 | $309,722,510 | 114.22 | |
| 2.1y | sched | 1 | $897,218 | 110.57 | |
| 2.1y | sell | 1 | $433,653,133 | 109.61 | |
| 2.1y | sell | 1 | $361,375,009 | 103.25 | |
| 2.3y | sell | 1 | $3,411,664 | 120.31 | |
| 2.3y | sell | 2 | $4,937,843 | 134.83 | |
| 2.3y | sell | 1 | $529,032 | 138.13 | |
| 2.3y | sell | 2 | $582,680,000 | 139.68 | |
| 2.3y | sell | 3 | $57,093,732 | 138.36 | |
| 2.4y | sell | 6 | $280,943,630 | 135.84 | |
| 2.4y | sell | 3 | $402,637,146 | 148.12 | |
| 2.4y | sell | 2 | $389,691,943 | 136.16 | |
| 2.4y | sell | 1 | $761,345,781 | 129.50 | |
| 2.4y | sell | 1 | $198,216,912 | 127.50 | |
| 2.4y | sell | 3 | $105,471,628 | 131.61 | |
| 2.6y | sched | 1 | $12,491,184 | 118.97 | |
| 2.6y | sell | 5 | $117,601,666 | 123.43 | |
| 2.6y | sell | 2 | $521,659,298 | 108.59 | |
| 2.6y | sell | 1 | $323,120,049 | 109.75 | |
| 2.6y | sell | 4 | $125,063,996 | 104.64 | |
| 2.6y | sell | 3 | $300,170,722 | 102.31 | |
| 2.6y | sell | 2 | $19,359,628 | 103.31 | |
| 2.6y | sell | 1 | $73,647,154 | 107.66 | |
| 2.6y | sell | 2 | $248,228,960 | 113.46 | |
| 2.7y | sell | 4 | $836,981,852 | 113.31 | |
| 2.8y | sell | 2 | $539,212,519 | 74.61 | |
| 3.1y | sched | 1 | $2,040,612 | 66.70 | |
| 3.2y | sched | 1 | $5,943,731 | 52.27 | |
| 3.3y | sched | 1 | $18,176,744 | 52.22 |
bought sold · bigger dot, bigger trade · follows the chart’s range
11 members · 20 buys / 13 sells · $119K–$735K disclosed · latest filing Jul 21, 2026 · full tracker ›
| When | Member | Size | Amount | Price then | |
|---|---|---|---|---|---|
| 5mo | sell | $1K–$15K | 421.35 | ||
| 7mo | buy | $1K–$15K | 171.00 | ||
| 9mo | sell | $15K–$50K | 121.46 | ||
| 10mo | sell | $15K–$50K | 121.83 | ||
| 12mo | sell | $1K–$15K | 160.54 | ||
| 1.0y | buy | $1K–$15K | 159.55 | ||
| 1.0y | sell | $1K–$15K | 159.55 | ||
| 1.1y | buy | $1K–$15K | 148.68 | ||
| 1.1y | buy | $15K–$50K | 148.68 | ||
| 1.4y | sell | $1K–$15K | 111.37 | ||
| 1.5y | buy | $1K–$15K | 92.79 | ||
| 1.6y | buy | $1K–$15K | 70.93 | ||
| 1.6y | buy | $1K–$15K | 69.99 | ||
| 1.7y | buy | $1K–$15K | 97.80 | ||
| 1.8y | sell | $1K–$15K | 98.97 | ||
| 1.8y | buy | $1K–$15K | 106.31 | ||
| 1.8y | buy | $15K–$50K | 113.41 | ||
| 2.0y | buy | $1K–$15K | 134.18 | ||
| 2.1y | buy | $1K–$15K | 116.78 | ||
| 2.3y | buy | $1K–$15K | 122.05 | ||
| 2.8y | buy | $1K–$15K | 71.68 | ||
| 5.2y | sell | $1K–$15K | 45.04 | ||
| 5.7y | sell | $1K–$15K | 36.65 | ||
| 5.8y | sell | $1K–$15K | 34.03 | ||
| 6.1y | sell | $1K–$15K | 31.10 | ||
| 6.3y | sell | $1K–$15K | 27.21 | ||
| 6.4y | sell | $1K–$15K | 22.86 | ||
| 7.4y | buy | $1K–$15K | 24.09 | ||
| 7.5y | buy | $1K–$15K | 30.85 | ||
| 7.6y | buy | $1K–$15K | 27.45 | ||
| 7.6y | buy | $1K–$15K | 26.33 | ||
| 7.8y | buy | $1K–$15K | 19.71 | ||
| 7.8y | exchange | $1K–$15K | 21.70 |
Next report 2026-11-27 (Friday, after close, in 29 days) · EPS estimate 6.56. It has finished the next session higher 52% of the time, average move 9.5%.
Day-after move, last 12 reports, oldest left.
| Reported | Est. | Actual | Surprise | Gap | Day 1 | Day 5 | |
|---|---|---|---|---|---|---|---|
| 2026-09-01 | beat | 4.92 | 7.04 | +43.1% | +8.7% | +15.8% | +19.2% |
| 2026-05-28 | beat | 2.96 | 4.86 | +64.0% | +31.8% | +32.8% | +24.4% |
| 2026-02-26 | beat | 3.51 | 3.89 | +10.7% | +13.1% | +21.9% | +20.6% |
| 2025-11-25 | beat | 2.48 | 2.59 | +4.5% | +6.1% | +5.8% | +10.4% |
| 2025-08-28 | beat | 2.29 | 2.32 | +1.2% | -7.5% | -8.9% | -8.2% |
| 2025-05-29 | miss | 1.69 | 1.55 | -8.4% | -1.0% | -2.1% | +0.1% |
| 2025-02-27 | beat | 2.52 | 2.68 | +6.4% | -6.4% | -4.7% | -15.2% |
| 2024-11-26 | beat | 2.06 | 2.15 | +4.2% | -11.9% | -12.2% | -11.8% |
| 2024-08-29 | beat | 1.71 | 1.89 | +10.2% | +4.2% | +4.3% | -4.4% |
| 2024-05-30 | miss | 1.29 | 1.27 | -1.9% | -15.4% | -17.9% | -23.5% |
| 2024-02-29 | beat | 1.72 | 2.20 | +27.9% | +31.7% | +31.6% | +22.8% |
| 2023-11-30 | beat | 1.46 | 1.88 | +29.2% | -5.3% | -5.2% | -9.5% |
| 2023-08-31 | beat | 1.14 | 1.74 | +53.1% | +14.0% | +21.2% | +28.3% |
| 2023-06-01 | beat | 0.85 | 1.31 | +53.7% | +0.1% | +4.0% | +4.7% |
| 2023-03-02 | beat | 1.64 | 1.80 | +9.9% | -2.8% | -0.9% | -8.6% |
| 2022-11-21 | beat | 1.61 | 2.30 | +43.1% | +1.6% | +6.8% | +9.1% |
| 2022-08-25 | beat | 1.64 | 1.68 | +2.6% | -4.3% | -13.5% | -21.1% |
| 2022-05-26 | beat | 1.40 | 1.84 | +31.2% | +14.7% | +12.9% | +13.9% |
| 2022-02-24 | miss | 1.95 | 1.72 | -11.9% | -9.1% | -7.8% | -6.9% |
| 2021-11-23 | beat | 2.30 | 2.37 | +3.0% | +1.2% | +4.8% | +4.5% |
| 2021-08-26 | beat | 2.04 | 2.24 | +9.8% | -2.8% | -4.5% | -4.3% |
| 2021-05-27 | beat | 1.62 | 2.13 | +31.5% | -1.0% | -1.1% | +3.2% |
| 2021-02-25 | beat | 2.14 | 2.70 | +26.1% | +1.3% | +1.7% | +7.1% |
| 2020-11-24 | beat | 1.42 | 2.03 | +42.9% | -0.7% | -1.4% | +0.8% |
| 2020-08-27 | beat | 1.40 | 1.92 | +37.5% | +5.0% | +6.1% | +3.6% |
| 2020-05-28 | beat | 0.94 | 1.34 | +42.8% | +7.5% | +8.9% | +10.8% |
| 2020-02-27 | beat | 2.00 | 2.00 | +0.2% | -5.4% | -7.1% | -9.0% |
| 2019-11-26 | beat | 1.59 | 1.75 | +10.4% | -4.0% | -5.4% | -11.0% |
| 2019-08-29 | beat | 1.50 | 2.15 | +43.4% | +8.7% | +10.2% | +16.1% |
| 2019-05-30 | beat | 1.20 | 1.45 | +20.4% | -8.7% | -10.3% | -18.2% |
| 2019-03-29 | miss | 1.84 | 1.82 | -1.1% | +1.9% | +3.0% | +6.5% |
21 firms covering, 57 actions in the last 180 days (ratings, reiterations and target changes) · average price target 585 from 21 firms, range 460–735.
| Date | Firm | Action | Rating | Target | From |
|---|---|---|---|---|---|
| 2026-10-14 | Barclays | down | Equal-Weight | 574 | 603 |
| 2026-10-06 | Mizuho | main | Outperform | 650 | 600 |
| 2026-09-29 | TD Cowen | main | Hold | 550 | 500 |
| 2026-09-21 | Morgan Stanley | main | Equal-Weight | 511 | 499 |
| 2026-09-10 | RBC Capital | init | Outperform | 640 | — |
| 2026-09-09 | Evercore ISI Group | main | Outperform | 650 | 575 |
| 2026-09-02 | Citigroup | main | Buy | 600 | 515 |
| 2026-09-02 | JP Morgan | main | Overweight | 635 | 565 |
| 2026-09-02 | Melius Research | main | Buy | 735 | 650 |
| 2026-09-02 | Goldman Sachs | main | Buy | 570 | 510 |
| 2026-09-02 | Piper Sandler | reit | Overweight | 558 | 497 |
| 2026-09-02 | Truist Securities | main | Hold | 505 | 360 |
| 2026-09-02 | Evercore ISI Group | main | Outperform | 575 | 550 |
| 2026-09-02 | Raymond James | main | Outperform | 617 | 500 |
| 2026-09-02 | UBS | main | Neutral | 500 | 455 |
| 2026-09-02 | Bernstein | main | Outperform | 650 | 500 |
| 2026-09-02 | TD Cowen | main | Hold | 500 | 450 |
| 2026-09-02 | Mizuho | main | Outperform | 600 | 500 |
| 2026-09-02 | Barclays | main | Overweight | 603 | 550 |
| 2026-09-02 | Morgan Stanley | main | Equal-Weight | 499 | 434 |
| 2026-09-02 | B of A Securities | main | Buy | 600 | 505 |
| 2026-09-01 | Deutsche Bank | init | Hold | 480 | — |
| 2026-08-31 | B of A Securities | main | Buy | 505 | 500 |
| 2026-08-26 | UBS | main | Neutral | 455 | 440 |
| 2026-08-24 | Morgan Stanley | main | Equal-Weight | 434 | 430 |
| 2026-08-19 | Evercore ISI Group | main | Outperform | 550 | 500 |
| 2026-08-14 | Wells Fargo | main | Overweight | 545 | 505 |
| 2026-07-24 | Citigroup | main | Buy | 515 | 475 |
| 2026-07-08 | Evercore ISI Group | main | Outperform | 500 | 450 |
| 2026-06-23 | Morgan Stanley | main | Equal-Weight | 477 | 448 |
| 2026-06-01 | Goldman Sachs | main | Buy | 500 | 230 |
| 2026-06-01 | Mizuho | main | Outperform | 500 | 435 |
| 2026-06-01 | Bernstein | main | Outperform | 500 | 280 |
| 2026-06-01 | Morgan Stanley | up | Equal-Weight | 448 | 170 |
| 2026-05-29 | Barclays | main | Overweight | 550 | 168 |
| 2026-05-29 | JP Morgan | main | Overweight | 500 | 280 |
| 2026-05-29 | B of A Securities | main | Buy | 500 | 280 |
| 2026-05-29 | Citigroup | main | Buy | 475 | 290 |
| 2026-05-29 | Truist Securities | main | Hold | 360 | 170 |
| 2026-05-29 | Piper Sandler | main | Overweight | 497 | 167 |
| 2026-05-29 | Wells Fargo | main | Overweight | 505 | 270 |
| 2026-05-29 | Evercore ISI Group | main | Outperform | 450 | 270 |
| 2026-05-29 | Susquehanna | up | Positive | 700 | 138 |
| 2026-05-29 | Mizuho | main | Outperform | 435 | 350 |
| 2026-05-29 | Raymond James | main | Outperform | 500 | 182 |
| 2026-05-29 | Loop Capital | main | Buy | 550 | 150 |
| 2026-05-29 | TD Cowen | main | Hold | 450 | 150 |
| 2026-05-29 | Argus Research | main | Buy | 460 | 200 |
| 2026-05-28 | Mizuho | main | Outperform | 350 | 300 |
| 2026-05-22 | Wells Fargo | main | Overweight | 270 | 180 |
| 2026-05-21 | Morgan Stanley | main | Underweight | 170 | 110 |
| 2026-05-18 | B of A Securities | main | Buy | 280 | 246 |
| 2026-05-15 | JP Morgan | main | Overweight | 280 | 205 |
| 2026-05-14 | Citigroup | main | Buy | 290 | 235 |
| 2026-05-12 | Mizuho | main | Outperform | 300 | 260 |
| 2026-05-11 | UBS | down | Neutral | 243 | 167 |
| 2026-05-06 | Mizuho | main | Outperform | 260 | 215 |
Not investment advice.
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