Consensus EPS · Q4 2026
$0.98
Consensus revenue · Q4 2026
$3.4B
Analysts
31
Expected report
Aug 18, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 31 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $3.3B | $3.4B | $3.4B |
| EPS | $0.96 | $0.98 | $1.08 |
| EBITDA | $1.4B | $1.4B | $1.5B |
| EBIT | $1.3B | $1.4B | $1.4B |
| Net income | $688.9M | $726.3M | $786.2M |
- Revenue$3.4B
- EPS$0.98
- EBITDA$1.4B
- EBIT$1.4B
- Net income$726.3M
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 | $3B | $2.9B | +2.0% | $0.85 | $0.79 | +7.2% |
| Q2 2026 | $2.6B | $2.6B | +0.3% | $1.03 | $0.94 | +9.7% |
- Q3 2026+2.0%+7.2%
- Q2 2026+0.3%+9.7%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
| Metric | Now | 30d ago | 60d ago | 90d ago | 30d Δ |
|---|---|---|---|---|---|
| Revenue | $3.2B | $3.2B | — | — | 0% |
| EPS | $0.94 | $0.94 | — | — | 0% |
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 9 analysts.
- Low
- $209.00
- Consensus
- $344.34
- Median
- $337.50
- High
- $430.00
- Current
- $335.28
- Upside
- +2.7%
Upside calculated vs most recent trading price of $335.28.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Buy — based on 89 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 21, 2026 | Morgan Stanley | maintain | Overweight | Overweight |
| Jul 15, 2026 | Tigress Financial | maintain | Buy | Buy |
| Jul 13, 2026 | Citigroup | maintain | Buy | Buy |
| Jul 8, 2026 | Evercore ISI Group | maintain | Outperform | Outperform |
| Jul 7, 2026 | Needham | maintain | Buy | Buy |
| Jul 1, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| Jun 30, 2026 | BTIG | maintain | Buy | Buy |
| Jun 3, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| Jun 3, 2026 | Wedbush | maintain | Outperform | Outperform |
| Jun 3, 2026 | UBS | maintain | Neutral | Neutral |
- Jul 21, 2026Morgan StanleyOverweight
- Jul 15, 2026Tigress FinancialBuy
- Jul 13, 2026CitigroupBuy
- Jul 8, 2026Evercore ISI GroupOutperform
- Jul 7, 2026NeedhamBuy
- Jul 1, 2026Wells FargoOverweight
- Jun 30, 2026BTIGBuy
- Jun 3, 2026Wells FargoOverweight
- Jun 3, 2026WedbushOutperform
- Jun 3, 2026UBSNeutral
Frequently asked questions
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