Consensus EPS · Q4 2026
$3.59
Consensus revenue · Q4 2026
$4.3B
Analysts
18
Expected report
Aug 20, 2026
What to watch
- Analyst ratings: Downgrades trending
Analyst consensus
Based on estimates from 18 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $4.3B | $4.3B | $4.3B |
| EPS | $3.49 | $3.59 | $3.72 |
| EBITDA | $1.4B | $1.4B | $1.4B |
| EBIT | $1.2B | $1.2B | $1.2B |
| Net income | $962.9M | $976.5M | $981.9M |
- Revenue$4.3B
- EPS$3.59
- EBITDA$1.4B
- EBIT$1.2B
- Net income$976.5M
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | $8.6B | $8.5B | +0.2% | $12.80 | $12.57 | +1.8% |
| Q2 2026 | $4.7B | $4.5B | +2.6% | $4.15 | $3.68 | +12.6% |
- Q3 2026+0.2%+1.8%
- Q2 2026+2.6%+12.6%
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 3 analysts.
- Low
- $250.00
- Consensus
- $420.63
- Median
- $410.00
- High
- $633.00
- Current
- $284.47
- Upside
- +47.9%
Upside calculated vs most recent trading price of $284.47.
Analyst ratings
Consensus: Buy — based on 45 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 21, 2026 | Morgan Stanley | downgrade | Overweight | Equal Weight |
| Jul 20, 2026 | Susquehanna | maintain | Positive | Positive |
| Jun 18, 2026 | Stifel | downgrade | Buy | Hold |
| Jun 2, 2026 | Goldman Sachs | downgrade | Neutral | Sell |
| May 26, 2026 | Mizuho | maintain | Outperform | Outperform |
| May 21, 2026 | Wells Fargo | maintain | Equal Weight | Equal Weight |
| May 21, 2026 | UBS | maintain | Neutral | Neutral |
| May 21, 2026 | Truist Securities | maintain | Buy | Buy |
| May 21, 2026 | Stifel | maintain | Buy | Buy |
| May 21, 2026 | RBC Capital | maintain | Outperform | Outperform |
- Jul 21, 2026Morgan StanleyEqual Weight
- Jul 20, 2026SusquehannaPositive
- Jun 18, 2026StifelHold
- Jun 2, 2026Goldman SachsSell
- May 26, 2026MizuhoOutperform
- May 21, 2026Wells FargoEqual Weight
- May 21, 2026UBSNeutral
- May 21, 2026Truist SecuritiesBuy
- May 21, 2026StifelBuy
- May 21, 2026RBC CapitalOutperform
Frequently asked questions
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- Buybacks3.92% TTM
- Dividend Profile1.69% yield
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- Stock Split History3 splits
How this company returns cash to shareholders — buybacks, dividends, and stock splits.