$135.53
▼ -4.3% Today
as of Jun 7, 07:24 ET
Last 30 days
Overview
52-week range
$119
$208
19% of range
Avg surprise (last 2)
-18.2%
Avg reaction (last 2)
+0.5%
50% positive
Latest IV / EM
61%
EM ±5.7% · $136 · Jun 12
Earnings trends
EPS — actual vs estimate
Actual Estimate
Revenue vs Net Income
Revenue Net income
Earnings history
| Date | Period | Actual EPS | Est | Surprise | YoY %Δ | Day react | Source |
|---|---|---|---|---|---|---|---|
| Mon May 4, 2026 | Mar/2026 | $0.25 | $0.22 | +13.6% | +525.0% | +1.4% | earnings |
| Tue Sep 30, 2025 | Sep 2025 | $0.18 | — | — | — | — | financials |
| Mon Jun 30, 2025 | Jun 2025 | $0.13 | — | — | — | — | financials |
| Mon May 5, 2025 | Mar/2025 | $0.04 | $0.08 | -50.0% | — | -0.4% | earnings |
| Mon Sep 30, 2024 | Sep 2024 | $0.06 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $0.06 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $0.04 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $0.03 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $0.01 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.63B | — | $1.18B | $1.00B | $884M | — | $726M | $678M |
| Cost of revenue | $216M | — | $207M | $193M | $173M | — | $147M | $129M |
| Gross profit | $1.42B | — | $974M | $811M | $711M | — | $579M | $550M |
| Operating income | $754M | — | $393M | $269M | $176M | — | $113M | $105M |
| Net income | $871M | — | $476M | $327M | $214M | — | $144M | $134M |
| EPS (diluted) | $0.34 | — | $0.18 | $0.13 | $0.08 | — | $0.06 | $0.06 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $2.29B | $1.42B | $1.62B | $930M | $993M | $2.10B | $769M | $513M |
| Inventory | — | — | — | — | — | — | — | — |
| Total current assets | $9.55B | $8.36B | $7.59B | $6.89B | $6.28B | $5.93B | $5.35B | $4.77B |
| Total assets | $10.20B | $8.90B | $8.11B | $7.37B | $6.74B | $6.34B | $5.77B | $5.19B |
| Long-term debt | — | — | — | — | — | — | — | — |
| Total liabilities | $1.64B | $1.41B | $1.43B | $1.34B | $1.22B | $1.25B | $1.18B | $1.05B |
| Total equity | $8.45B | $7.39B | $6.59B | $5.93B | $5.42B | $5.00B | $4.50B | $4.05B |