$198.48—
NASDAQ
$198.48—
Consensus
Buy3.79 / 534 ratings · Strong Buy 0 · Buy 27 · Hold 7 · Sell 0 · Strong Sell 0
Avg target $201.30+1.6%Median $215.00High $245.00Low $60.0033 targets in the last 12 months1 rating older than 2 years not counted
Price vs average target
Revenue and EPS estimates
| Reported | Consensus estimates | |||||||
|---|---|---|---|---|---|---|---|---|
| Fiscal period | FY2024Jan '24 | FY2025Jan '25 | FY2026Jan '26 | FY2027Jan '27 | FY2028Jan '28 | FY2029Jan '29 | FY2030Jan '30 | FY2031Jan '31 |
| Revenue (B) | 2.26 | 2.61 | 2.92 | 3.22 | 3.54 | 3.92 | 4.15 | 4.47 |
| Growth YoY | +21.8% | +15.3% | +11.8% | +10.4% | +9.9% | +10.7% | +5.8% | +7.8% |
| High estimate | – | – | – | 3.24 | 3.68 | 4.16 | 4.28 | 4.61 |
| Low estimate | – | – | – | 3.19 | 3.50 | 3.83 | 4.10 | 4.42 |
| Analysts | – | – | – | 31 | 31 | 20 | 10 | 9 |
| EPS, adjusted | 1.60 | 2.82 | 3.49 | 3.93 | 4.34 | 4.89 | 5.09 | 5.57 |
| Growth YoY | n/m | +76.3% | +23.8% | +12.6% | +10.6% | +12.6% | +4.0% | +9.4% |
| High estimate | – | – | – | 3.99 | 5.77 | 6.59 | 5.30 | 5.80 |
| Low estimate | – | – | – | 3.91 | 4.01 | 3.26 | 5.01 | 5.49 |
| Analysts | – | – | – | 25 | 24 | 8 | 3 | 4 |
Consensus mean of analyst estimates. EPS is adjusted (street) EPS, the basis analysts forecast; annual actuals are the sum of the four reported quarters. Growth compares with the same period a year earlier; n/m where the prior period was a loss.
Brokers
38 firms active in the last 12 months
| Firm | Analyst | Rating | Prev rating | Target | Prev target | Chg | Upside | Date |
|---|---|---|---|---|---|---|---|---|
| Scotiabank | Patrick Colville | Sector Outperform · Sep 2026 | Sector Outperform | $245.00 | $190.00 | +29% | +24% | Sep 28 |
| BMO Capital | Keith Bachman | Outperform | Outperform | $230.00 | $187.00 | +23% | +16% | Sep 25 |
| Macquarie | – | Outperform | Outperform | $120.00 | – | – | −39% | Sep 25 |
| Robert W. Baird | Shrenik Kothari | Outperform | Outperform | $235.00 | $200.00 | +18% | +19% | Sep 25 |
| Stephens | Todd Weller | Overweight | Overweight | $240.00 | $120.00 | +100% | +21% | Sep 25 |
| Truist Securities | Junaid Siddiqui | Buy | Buy | $235.00 | $200.00 | +18% | +19% | Sep 25 |
| B of A Securities | – | Neutral | Neutral | – | – | – | – | Sep 24 |
| Barclays | – | Overweight | Overweight | $215.00 | $170.00 | +26% | +8% | Sep 24 |
| BTIG | Gray Powell | Buy | Buy | $219.00 | $187.00 | +17% | +11% | Sep 24 |
| DA Davidson | Rudy Kessinger | Buy | Buy | $190.00 | $130.00 | +46% | −4% | Sep 24 |
| Evercore ISI | – | Outperform | Outperform | $240.00 | $185.00 | +30% | +21% | Sep 24 |
| Guggenheim | John DiFucci | Buy | Buy | $227.00 | $188.00 | +21% | +15% | Sep 24 |
| Jefferies | Brent Thill | Buy | Buy | $240.00 | $200.00 | +20% | +21% | Sep 24 |
| KeyBanc | Eric Heath | Overweight · Aug 2026 | Overweight | $240.00 | $190.00 | +26% | +21% | Sep 24 |
| Mizuho Securities | Gregg Moskowitz | Neutral | Neutral | $200.00 | $145.00 | +38% | +1% | Sep 24 |
| Needham | Mike Cikos | Buy | Buy | $200.00 | $140.00 | +43% | +1% | Sep 24 |
| New Street | – | – | – | $235.00 | $200.00 | +18% | +19% | Sep 24 |
| Oppenheimer | Ittai Kidron | Outperform | Outperform | $227.00 | $190.00 | +19% | +15% | Sep 24 |
| RBC Capital | Matthew Hedberg | Outperform | Outperform | $230.00 | $195.00 | +18% | +16% | Sep 24 |
| Roth Capital | – | Buy | Buy | $235.00 | $119.00 | +97% | +19% | Sep 24 |
| Stifel Nicolaus | Adam Borg | Buy | Buy | $215.00 | $180.00 | +19% | +8% | Sep 24 |
| TD Cowen | – | Hold | Hold | – | – | – | – | Sep 24 |
| Wells Fargo | Richard Poland | Overweight | Overweight | $230.00 | $200.00 | +15% | +16% | Sep 24 |
| Bernstein | Peter Weed | Market Perform | Outperform | $174.00 | $143.00 | +22% | −12% | Sep 17 |
| Goldman Sachs | Gabriela Borges | Buy | Buy | $203.00 | $126.00 | +61% | +2% | Aug 28 |
| Susquehanna | Shyam Patil | Neutral | Neutral | $185.00 | $80.00 | +131% | −7% | Aug 28 |
| Canaccord Genuity | Kingsley Crane | Buy | Buy | $175.00 | $120.00 | +46% | −12% | Aug 27 |
| Cantor Fitzgerald | Jonathan Ruykhaver | Overweight | Overweight | $200.00 | $170.00 | +18% | +1% | Aug 27 |
| Citigroup | – | Neutral | Neutral | – | – | – | – | Aug 27 |
| Citizens | – | Market Outperform | Market Outperform | – | – | – | – | Aug 27 |
| JP Morgan | – | Overweight | Overweight | – | – | – | – | Aug 27 |
| Morgan Stanley | Meta Marshall | Overweight | Overweight | $200.00 | $180.00 | +11% | +1% | Aug 27 |
| Piper Sandler | Rob Owens | Neutral | Neutral | $160.00 | $95.00 | +68% | −19% | Aug 27 |
| Raymond James | – | Outperform | Outperform | $185.00 | $60.00 | +208% | −7% | Aug 27 |
| UBS | Roger Boyd | Buy | Buy | $155.00 | $150.00 | +3% | −22% | Aug 27 |
| Capital One Financial | – | – | – | $171.00 | – | – | −14% | Jul 16 |
| Wedbush | Dan Ives | Outperform · May 2024 · not counted | Outperform | $60.00 | $86.00 | −30% | −70% | May 29 |
| Arete Research | Ellie Kearney | – | – | $127.00 | – | – | −36% | May 26 |
Explore More
52-Week Highs Breakout
Stocks breaking to new annual highs
52-Week Lows Oversold
S&P 500 oversold value screener
Trending Momentum
Relative strength momentum leaders
Earnings Calendar
Upcoming earnings dates & reports
S&P 500 Screener
Filter and sort all 500 stocks
Strategy Focus List
Continuous multi-factor scoring & catalyst forensics
Market Movers
Today's biggest gainers and losers