Consensus EPS · Q2 2026
$3.76
Consensus revenue · Q2 2026
$1.9B
Analysts
12
Expected report
Aug 5, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 12 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $1.9B | $1.9B | $2B |
| EPS | $3.53 | $3.76 | $4.15 |
| EBITDA | $992.3M | $1B | $1B |
| EBIT | $692.2M | $706.8M | $717.7M |
| Net income | $1.2B | $1.3B | $1.3B |
- Revenue$1.9B
- EPS$3.76
- EBITDA$1B
- EBIT$706.8M
- Net income$1.3B
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q1 2026 | $1.8B | $1.8B | +3.9% | $3.56 | $3.44 | +3.4% |
| Q4 2025 | $1.7B | $1.6B | +3.0% | $3.24 | $2.95 | +9.9% |
- Q1 2026+3.9%+3.4%
- Q4 2025+3.0%+9.9%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
Revision trends appear once we have collected at least two daily snapshots for this period.
Community vs analysts
See how the TickerLeague crowd's forecast stacks up against Wall Street.
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Analyst price target
Based on price targets from 2 analysts.
- Low
- $340.00
- Consensus
- $649.69
- Median
- $662.50
- High
- $775.00
- Current
- $412.48
- Upside
- +57.5%
Upside calculated vs most recent trading price of $412.48.
Analyst ratings
Consensus: Buy — based on 26 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 7, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| Jun 1, 2026 | Citigroup | maintain | Buy | Buy |
| May 28, 2026 | Needham | maintain | Buy | Buy |
| May 7, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| May 7, 2026 | Wedbush | maintain | Outperform | Outperform |
| May 7, 2026 | UBS | maintain | Buy | Buy |
| May 7, 2026 | Piper Sandler | maintain | Overweight | Overweight |
| May 7, 2026 | Needham | maintain | Buy | Buy |
| May 7, 2026 | Macquarie | maintain | Outperform | Outperform |
| May 7, 2026 | JP Morgan | maintain | Neutral | Neutral |
- Jul 7, 2026Wells FargoOverweight
- Jun 1, 2026CitigroupBuy
- May 28, 2026NeedhamBuy
- May 7, 2026Wells FargoOverweight
- May 7, 2026WedbushOutperform
- May 7, 2026UBSBuy
- May 7, 2026Piper SandlerOverweight
- May 7, 2026NeedhamBuy
- May 7, 2026MacquarieOutperform
- May 7, 2026JP MorganNeutral
Frequently asked questions
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