Technology · Software Infrastructure · NYSE
| Market cap | $51.67B |
|---|---|
| Trailing P/E | 23.4 |
| Price / book | 2.3 |
| Price / sales | 2.0 |
| FCF yield | 4.5% |
| Dividend yield | — |
| Gross margin | 46.4% |
| Operating margin | 12.5% |
| Net margin | 1.4% |
| Revenue growth (YoY) | +0.3% |
| Revenue growth (3-yr annual) | +11.3% |
| EPS growth (YoY) | -29.7% |
| FCF/share growth (YoY) | +59.5% |
| Beta | 2.5 |
| Exchange | NYSE |
| Sector | Technology |
| Industry | Software Infrastructure |
Next report: Mar 1, 2027 (Q4 2026, EPS estimate $1.15). Beat the EPS estimate in 3 of 4 recent quarters.
| Quarter | Reported | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|---|
| Q3 2026 | Nov 3, 2026 | $1.13 | $1.03 | +9.7% | $6.72B |
| Q2 2026 | Aug 5, 2026 | $1.02 | $0.87 | +17.2% | $6.62B |
| Q1 2026 | May 7, 2026 | $0.85 | $0.68 | +25.0% | $6.06B |
| Q4 2025 | Feb 26, 2026 | $0.65 | $0.65 | +0.0% | $6.25B |
Median target $100.00 from 42 analysts, ranging $75.00 – $125.00.
| Ticker | Company | Market cap | P/E |
|---|---|---|---|
| MSFT | Microsoft | $3.94T | 29.4 |
| PLTR | Palantir Technologies | $386.44B | 112.2 |
| ORCL | Oracle | $361.97B | 14.4 |
| PANW | Palo Alto Networks | $256.86B | 81.9 |
| CRWD | CrowdStrike | $222.09B | 195.4 |
| NET | Cloudflare | $95.70B | 224.0 |
| FTNT | Fortinet | $87.31B | 34.5 |
| SNPS | Synopsys | $86.32B | 32.3 |
Block trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →
| Member | Chamber | Trade | Amount | Disclosed |
|---|---|---|---|---|
| Jefferson Shreve | House | Sell | $15,001 - $50,000 | Jun 22, 2025 |
| Jefferson Shreve | House | Sell | $15,001 - $50,000 | May 8, 2025 |
| Jefferson Shreve | House | Buy | $50,001 - $100,000 | Apr 11, 2025 |
| Jefferson Shreve | House | Sell | $15,001 - $50,000 | Mar 9, 2025 |
| Josh Gottheimer | House | Sell | $1,001 - $15,000 | Mar 6, 2025 |
| Josh Gottheimer | House | Buy | $1,001 - $15,000 | Mar 6, 2025 |