U Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03

Prezzo $39.50

Capitalizzazione di Mercato (MRQ) $17.38B

P/E (TTM) -29.0

EPS (TTM) $-1.36

Ricavi (TTM) $2.03B

ROE (TTM) -18.9%

Intervallo 52 sett. $17–$52

U Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04

intervallo

barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06

Ricavi$1.85B

2018-12-31 → 2025-12-31

EPS$-0.96

2019-12-31 → 2025-12-31

Flusso di cassa libero$404M

2020-12-31 → 2025-12-31

Margine netto-29.0%

2020-12-31 → 2025-12-31

Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica	U	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	-29.0media 5 anni ≈-32.7	≈-32.7	·	·
P/S (TTM)	8.6media 5 anni ≈13.6	≈13.6	6.2	Valore equo
P/B (MRQ)	5.7media 5 anni ≈6.8	≈6.8	4.4	Valore equo
Prezzo / FCF (TTM)	32.3media 5 anni ≈-39.4	≈-39.4	·	·
Prezzo / Flusso di cassa (TTM)	31.4media 5 anni ≈-82.8	≈-82.8	45.2	Valore equo
Prezzo / Valore contabile tangibile (MRQ)	6.1	·	·	·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica	U	media 5 anni	Mediana dei peer	Verdetto
Margine lordo (TTM)	64.9%media 5 anni ≈71.9%	≈71.9%	78.4%	In linea
Margine Operativo (TTM)	-30.4%media 5 anni ≈-43.4%	≈-43.4%	11.9%	Debole
Margine EBITDA (TTM)	-6.7%media 5 anni ≈-24.5%	≈-24.5%	12.8%	Debole
Margine ante imposte (TTM)	-29.0%media 5 anni ≈-41.2%	≈-41.2%	11.3%	Debole
Margine di Profitto Netto (TTM)	-29.0%media 5 anni ≈-42.0%	≈-42.0%	12.0%	Debole
ROA (TTM)	-8.8%media 5 anni ≈-11.0%	≈-11.0%	5.5%	Debole
ROE (TTM)	-18.9%media 5 anni ≈-22.7%	≈-22.7%	3.3%	Debole
ROIC	-15.0%media 5 anni ≈-22.8%	≈-22.8%	14.8%	Debole

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	Tendenza 5 anni	U	media 5 anni	Mediana dei peer	Verdetto
Rapporto corrente (MRQ)		2.0media 5 anni ≈2.5	≈2.5	1.6	Liquidità elevata
Quick Ratio		1.8media 5 anni ≈2.2	≈2.2	1.0	Liquidità elevata

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica	U	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	2.0%media 5 anni ≈22.2%	≈22.2%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	10.0%media 5 anni ≈23.1%	≈23.1%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	19.1%	·	·	·

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica	U	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$-0.96media 5 anni ≈$-1.93	≈$-1.93	·	·
Revenue / Share (Ricavi / Azione)	$4.39media 5 anni ≈$4.63	≈$4.63	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$1.00media 5 anni ≈$0.37	≈$0.37	·	·
Cash / Share (Liquidità / Azione)	$4.75media 5 anni ≈$4.03	≈$4.03	·	·

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica	U	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	0.3media 5 anni ≈0.3	≈0.3	0.5	Debole
Receivables Turnover (Rotazione dei crediti)	3.0media 5 anni ≈3.2	≈3.2	5.0	Debole
Revenue / Employee (Ricavi / Dipendente)	≈$419.2K	·	·	·

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14

Sorpresa media 18.5%

Prossimo report Nov 11, 2026

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	Ago 4, 2026	$-0.05	$-0.09	42.3%
31 Marzo 2026		$-0.16	$-0.24	33.5%
31 Dicembre 2025		$-0.21	$-0.24	10.7%
30 Settembre 2025		$-0.30	$-0.24	-27.3%
30 Giugno 2025		$-0.26	$-0.27	4.0%
31 Marzo 2025		$-0.19	$-0.36	47.8%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15

Conto Economico 17

Metrica	2025	2024	2023	2022	2021	2020	2019	2018
Revenue	$1.85B	$1.81B	$2.19B	$1.39B	$1.11B	$772M	$542M	$381M
Cost of Revenue	$478M	$481M	$734M	$442M	$254M	$172M	$119M	$81M
Gross Profit	$1.37B	$1.33B	$1.45B	$949M	$857M	$600M	$423M	$299M
R&D Expense	$930M	$925M	$1.05B	$959M	$696M	$404M	$256M	$204M
SG&A Expense	$269M	$410M	$398M	$373M	$348M	$255M	$144M	$91M
Operating Expenses	$1.85B	$2.09B	$2.29B	$1.83B	$1.39B	$875M	$574M	$430M
Operating Income	$-479M	$-755M	$-833M	$-882M	$-532M	$-275M	$-151M	$-130M
Interest Expense	·	·	$25M	$7M	$1M	$2M	$0	$0
Other Non-op	$108M	$112M	$60M	$7M	$2M	$-4M	$-3M	$-2M
Pretax Income	$-395M	$-667M	$-798M	$-882M	$-531M	$-280M	$-153M	$-133M
Income Tax	$6M	$-3M	$28M	$37M	$1M	$2M	$10M	$-1M
Net Income	$-403M	$-664M	$-822M	$-921M	$-533M	$-282M	$-163M	$-132M
EPS (Basic)	$-0.96	$-1.68	$-2.16	$-2.96	$-1.89	$-1.66	$-2.39	·
EPS (Diluted)	$-0.96	$-1.68	$-2.16	$-2.96	$-1.89	$-1.66	$-2.39	·
Shares (Basic)	420,914,000	395,951,000	380,457,000	310,504,000	282,195,000	169,973,000	114,442,000	·
Shares (Diluted)	420,914,000	395,951,000	380,457,000	310,504,000	282,195,000	169,973,000	114,442,000	·
EBITDA	$-18M	$-346M	$-269M	$-671M	$-467M	$-232M	·	·

Stato Patrimoniale 26

Metrica	2025	2024	2023	2022	2021	2020	2019	2018
Cash & Equivalents	$2.06B	$1.52B	$1.59B	$1.49B	$1.06B	$1.27B	$130M	$259M
Short-term Investments	·	·	·	$102M	$681M	·	·	·
Receivables	$644M	$574M	$612M	$634M	$340M	$274M	$205M	·
Prepaid Expense	$113M	$134M	$123M	$144M	$74M	$32M	$23M	·
Other Current Assets	·	·	·	·	$34M	$22M	$9M	·
Current Assets	$2.81B	$2.23B	$2.32B	$2.36B	$2.15B	$2.08B	$367M	·
PP&E (Net)	$68M	$99M	$141M	$122M	$106M	$96M	$79M	·
PP&E (Gross)	$241M	$269M	$285M	$245M	$204M	$166M	$127M	·
Accum. Depreciation	$173M	$170M	$144M	$124M	$98M	$70M	$48M	·
Goodwill	$3.17B	$3.17B	$3.20B	$3.20B	$1.62B	$286M	$218M	$45M
Intangibles	$651M	$1.07B	$1.41B	$1.92B	$814M	$57M	$62M	·
Other Non-current Assets	$140M	$181M	$205M	$224M	$150M	$26M	$19M	·
Total Assets	$6.84B	$6.74B	$7.24B	$7.83B	$4.84B	$2.67B	$763M	·
Accounts Payable	$14M	$14M	$15M	$20M	$14M	$11M	$11M	·
Accrued Liabilities	$123M	$124M	$126M	$107M	$85M	$54M	$36M	·
Current Liabilities	$1.53B	$889M	$894M	$1.01B	$626M	$503M	$337M	·
Capital Leases	$61M	$81M	$112M	$108M	$93M	$99M	$0	·
Other Non-current Liabilities	$123M	$165M	$217M	$259M	$102M	$12M	$22M	·
Total Liabilities	$3.34B	$3.31B	$3.83B	$4.08B	$2.45B	$634M	$369M	·
Common Stock	$2.0K	$2.0K	$2.0K	$2.0K	$2.0K	$2.0K	$1.0K	·
Paid-in Capital	$7.38B	$6.94B	$6.26B	$5.78B	$3.73B	$2.84B	$226M	·
Retained Earnings	$-4.14B	$-3.74B	$-3.07B	$-2.25B	$-1.33B	$-797M	$-515M	·
AOCI	$-2M	$-9M	$-5M	$-2M	$-4M	$-3M	$-4M	·
Stockholders' Equity	$3.24B	$3.19B	$3.18B	$3.53B	$2.39B	$2.04B	$394M	$316M
Liabilities + Equity	$6.84B	$6.74B	$7.24B	$7.83B	$4.84B	$2.67B	$763M	·
Shares Outstanding	432,860,000	409,392,524	384,871,561	374,243,196	292,592,356	273,537,218	123,261,024	·

Flusso di cassa 16

Metrica	2025	2024	2023	2022	2021	2020	2019	2018
D&A	$461M	$409M	$564M	$212M	$65M	$43M	$31M	$21M
Stock-based Comp	$385M	$596M	$649M	$550M	$347M	$135M	$31M	$21M
Deferred Tax	$-22M	$-26M	$-5M	$-3M	$-12M	$-3M	$-5M	$-3M
Amort. of Intangibles	$419M	$353M	$515M	$173M	$33M	$18M	$12M	$4M
Other Non-cash	$2M	$117.0K	$-151M	$103M	$34M	$127M	·	·
Operating Cash Flow	$423M	$316M	$235M	$-59M	$-111M	$20M	$-68M	$-81M
CapEx	$19M	$30M	$56M	$57M	$42M	$40M	$27M	$38M
Investing Cash Flow	$-24M	$-42M	$44M	$723M	$-1.84B	$-575M	$-220M	$-40M
Stock Issued	·	·	·	$0	$0	$100M	$460M	$0
Stock Repurchased	$0	$0	$250M	$1.50B	$0	$110.0K	$286M	$0
Net Stock Activity	$0	$0	$-250M	$-1.50B	$0	$100M	·	·
Financing Cash Flow	$110M	$-338M	$-174M	$-227M	$1.72B	$1.70B	$161M	$148M
Net Change in Cash	$536M	$-76M	$99M	$439M	$-227M	$1.15B	$-126M	$27M
Taxes Paid	$11M	$26M	$22M	$25M	$6M	$20M	$1M	$3M
Free Cash Flow	$404M	$286M	$179M	$-117M	$-153M	$-20M	·	·
Levered FCF	·	·	$153M	$-124M	$-155M	$-22M	·	·

Redditività 8

Metrica	2025	2024	2023	2022	2021	2020	2019	2018
Gross Margin	74.2%	73.5%	66.5%	68.2%	77.2%	77.7%	·	·
Operating Margin	-25.9%	-41.6%	-38.1%	-63.4%	-47.9%	-35.6%	·	·
Net Margin	-21.8%	-36.6%	-37.6%	-66.2%	-48.0%	-36.5%	·	·
Pretax Margin	-21.4%	-36.8%	-36.5%	-63.4%	-47.8%	-36.3%	·	·
EBITDA Margin	-0.98%	-19.1%	-12.3%	-48.2%	-42.1%	-30.0%	·	·
ROA	-5.9%	-9.5%	-10.9%	-14.5%	-14.2%	-16.4%	·	·
ROE	-12.5%	-20.8%	-24.5%	-31.3%	-24.4%	-13.8%	·	·
ROIC	-15.0%	-23.6%	-27.1%	-26.1%	-22.3%	-13.6%	·	·

Liquidità e Solvibilità 3

Metrica	2025	2024	2023	2022	2021	2020	2019	2018
Current Ratio	1.8	2.5	2.6	2.3	3.4	4.1	·	·
Quick Ratio	1.8	2.4	2.5	2.2	2.2	3.1	·	·
Interest Coverage	·	·	-33.9	-119.2	-470.1	-180.8	·	·

Efficienza 2

Metrica	Tendenza	2025	2024	2023	2022	2021	2020	2019	2018
Asset Turnover		0.3	0.3	0.3	0.2	0.3	0.4	·	·
Receivables Turnover		3.0	3.1	3.5	2.9	3.6	3.2	·	·

Per Azione 5

Metrica	2025	2024	2023	2022	2021	2020	2019	2018
Book Value / Share	$7.48	$7.79	$8.27	$9.43	$8.18	$7.45	·	·
Revenue / Share	$4.39	$4.58	$5.75	$4.48	$3.94	·	·	·
Cash Flow / Share	$1.00	$0.80	$0.62	$-0.19	$-0.39	·	·	·
Cash / Share	$4.75	$3.71	$4.13	$3.97	$3.61	$4.65	·	·
EPS (TTM)	$-0.96	$-1.68	$-2.16	$-2.96	$-1.89	$-1.66	·	·

Tassi di Crescita 3

Metrica	2025	2024	2023	2022	2021	2020	2019	2018
Revenue YoY	2.0%	-17.1%	57.2%	25.3%	43.8%	·	·	·
Revenue CAGR 3Y	10.0%	17.8%	41.5%	·	·	·	·	·
Revenue CAGR 5Y	19.1%	·	·	·	·	·	·	·

Valutazione (TTM) 10

Metrica	2025	2024	2023	2022	2021	2020	2019	2018
Revenue TTM	$1.85B	$1.81B	$2.19B	$1.39B	$1.11B	$772M	·	·
Net Income TTM	$-403M	$-664M	$-822M	$-921M	$-533M	$-282M	·	·
Market Cap	$19.12B	$9.20B	$15.74B	$10.70B	$41.84B	$41.98B	·	·
P/E	-46.0	-13.4	-18.9	-9.7	-75.7	-92.5	·	·
P/S	10.3	5.1	7.2	7.7	37.7	54.3	·	·
P/B	5.9	2.9	4.9	3.0	17.5	20.6	·	·
P / Tangible Book	·	·	·	·	·	24.8	·	·
P / Cash Flow	45.2	29.2	67.1	-180.0	-375.4	2108.2	·	·
P / FCF	47.3	32.2	88.0	-91.8	-272.8	-2073.8	·	·
Earnings Yield	-2.2%	-7.5%	-5.3%	-10.3%	-1.3%	-1.1%	·	·

Conto Economico 17

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue	$546M	$508M	$503M	$471M	$441M	$435M	$457M	$447M	$449M	$460M	$609M	$544M	$533M	$500M	$451M	$323M
Cost of Revenue	$112M	$352M	$129M	$120M	$114M	$114M	$116M	$112M	$109M	$144M	$262M	$151M	$159M	$162M	$140M	$112M
Gross Profit	$435M	$157M	$374M	$350M	$327M	$321M	$342M	$334M	$340M	$316M	$348M	$393M	$375M	$338M	$311M	$211M
R&D Expense	$278M	$254M	$250M	$244M	$215M	$221M	$218M	$215M	$209M	$283M	$265M	$240M	$268M	$280M	$274M	$248M
SG&A Expense	$56M	$58M	$67M	$66M	$69M	$66M	$71M	$70M	$91M	$178M	$126M	$86M	$89M	$97M	$127M	$93M
Operating Expenses	$467M	$508M	$480M	$476M	$445M	$449M	$465M	$462M	$470M	$691M	$607M	$520M	$566M	$593M	$585M	$451M
Operating Income	$-32M	$-351M	$-107M	$-126M	$-119M	$-128M	$-124M	$-127M	$-129M	$-375M	$-259M	$-127M	$-191M	$-255M	$-274M	$-240M
Interest Expense	·	·	·	·	·	·	·	·	·	$6M	·	$6M	$6M	$6M	·	$1M
Other Non-op	$18M	$3M	$15M	$14M	$20M	$58M	$9M	$15M	$10M	$77M	$21M	$16M	$9M	$14M	$7M	$2M
Pretax Income	$-20M	$-354M	$-97M	$-117M	$-105M	$-76M	$-120M	$-118M	$-125M	$-304M	$-244M	$-118M	$-189M	$-247M	$-271M	$-239M
Income Tax	$2M	$-7M	$-8M	$9M	$2M	$2M	$2M	$7M	$946.0K	$-13M	$10M	$8M	$5M	$6M	$17M	$11M
Net Income	$-24M	$-348M	$-90M	$-126M	$-109M	$-78M	$-123M	$-125M	$-126M	$-291M	$-253M	$-124M	$-192M	$-253M	$-289M	$-250M
EPS (Basic)	$-0.05	$-0.80	$-0.21	$-0.30	$-0.26	$-0.19	$-0.30	$-0.31	$-0.32	$-0.75	$-0.66	$-0.32	$-0.51	$-0.67	$-0.83	$-0.84
EPS (Diluted)	$-0.05	$-0.80	$-0.21	$-0.30	$-0.26	$-0.19	$-0.30	$-0.31	$-0.32	$-0.75	$-0.66	$-0.32	$-0.51	$-0.67	$-0.83	$-0.84
Shares (Basic)	437,898,000	434,255,000	·	424,296,000	417,566,000	411,852,000	·	398,810,000	392,537,000	387,151,000	·	383,674,000	380,355,000	375,909,000	·	299,062,000
Shares (Diluted)	437,898,000	434,255,000	·	424,296,000	417,566,000	411,852,000	·	398,810,000	392,537,000	387,151,000	·	383,674,000	380,355,000	375,909,000	·	299,062,000
EBITDA	$-32M	$-224M	·	$-126M	$-119M	$-32M	·	$-127M	$-129M	$-273M	·	$-127M	$-191M	$-145M	·	$-240M

Stato Patrimoniale 24

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Cash & Equivalents	$2.35B	$2.14B	$2.06B	$1.90B	$1.69B	$1.54B	$1.52B	$1.41B	$1.27B	$1.18B	·	$1.51B	$1.64B	$1.59B	·	$1.24B
Receivables	$689M	$654M	$644M	$600M	$597M	$553M	$574M	$576M	$573M	$621M	·	$605M	$632M	$613M	·	$316M
Prepaid Expense	$84M	$128M	$113M	$124M	$120M	$145M	$134M	$135M	$143M	$140M	·	$121M	$121M	$137M	·	$82M
Current Assets	$3.18B	$2.92B	$2.81B	$2.62B	$2.41B	$2.24B	$2.23B	$2.12B	$1.98B	$1.94B	·	$2.23B	$2.39B	$2.34B	·	$2.08B
PP&E (Net)	$50M	$54M	$68M	$77M	$82M	$90M	$99M	$108M	$112M	$123M	·	$141M	$135M	$129M	·	$112M
PP&E (Gross)	·	·	$241M	·	·	·	$269M	·	·	·	·	·	·	·	·	·
Accum. Depreciation	·	·	$173M	·	·	·	$170M	·	·	·	·	·	·	·	·	·
Goodwill	$3.16B	$3.17B	$3.17B	$3.17B	$3.17B	$3.17B	$3.17B	$3.17B	$3.17B	$3.17B	$3.20B	$3.20B	$3.20B	$3.20B	$3.20B	$1.66B
Intangibles	$163M	$263M	$651M	$769M	$894M	$981M	$1.07B	$1.15B	$1.23B	$1.32B	·	$1.63B	$1.73B	$1.82B	·	$725M
Other Non-current Assets	$112M	$115M	$140M	$149M	$166M	$170M	$181M	$180M	$191M	$204M	·	$224M	$231M	$237M	·	$148M
Total Assets	$6.66B	$6.52B	$6.84B	$6.78B	$6.72B	$6.65B	$6.74B	$6.73B	$6.68B	$6.75B	·	$7.43B	$7.69B	$7.73B	·	$4.73B
Accounts Payable	$10M	$9M	$14M	$20M	$12M	$17M	$14M	$15M	$13M	$19M	·	$22M	$19M	$28M	·	$14M
Accrued Liabilities	·	·	$123M	·	·	·	$124M	·	·	·	·	·	·	·	·	·
Current Liabilities	$1.57B	$1.50B	$1.53B	$942M	$883M	$818M	$889M	$877M	$842M	$902M	·	$950M	$975M	$980M	·	$612M
Capital Leases	$53M	$54M	$61M	$66M	$76M	$75M	$81M	$85M	$91M	$99M	·	$111M	$123M	$122M	·	$81M
Other Non-current Liabilities	$84M	$83M	$123M	$135M	$150M	$155M	$165M	$167M	$178M	$191M	·	$234M	$256M	$264M	·	$88M
Total Liabilities	$3.35B	$3.28B	$3.34B	$3.33B	$3.28B	$3.22B	$3.31B	$3.30B	$3.27B	$3.34B	·	$3.96B	$4.02B	$4.04B	·	$2.52B
Common Stock	$2.0K	$2.0K	$2.0K	$2.0K	$2.0K	$2.0K	$2.0K	$2.0K	$2.0K	$2.0K	·	$2.0K	$2.0K	$2.0K	·	$2.0K
Paid-in Capital	$7.54B	$7.46B	$7.38B	$7.26B	$7.12B	$7.01B	$6.94B	$6.80B	$6.68B	$6.55B	·	$6.07B	$6.15B	$5.96B	·	$4.18B
Retained Earnings	$-4.51B	$-4.49B	$-4.14B	$-4.05B	$-3.92B	$-3.81B	$-3.74B	$-3.61B	$-3.49B	$-3.36B	·	$-2.82B	$-2.70B	$-2.50B	·	$-1.96B
AOCI	$3M	$257.0K	$-2M	$-5M	$-6M	$-9M	$-9M	$-3M	$-9M	$-8M	·	$-10M	$-9M	$490.0K	·	$-14M
Stockholders' Equity	$3.03B	$2.98B	$3.24B	$3.20B	$3.19B	$3.19B	$3.19B	$3.18B	$3.18B	$3.18B	·	$3.24B	$3.45B	$3.46B	·	$2.20B
Liabilities + Equity	$6.66B	$6.52B	$6.84B	$6.78B	$6.72B	$6.65B	$6.74B	$6.73B	$6.68B	$6.75B	·	$7.43B	$7.69B	$7.73B	·	$4.73B
Shares Outstanding	439,987,000	436,401,000	432,860,000	427,778,000	420,441,000	415,406,000	409,393,000	402,578,000	395,444,000	390,397,000	384,871,561	379,720,000	383,291,000	378,374,000	374,243,196	300,588,000

Flusso di cassa 12

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
D&A	$85M	$127M	$132M	$136M	$97M	$96M	$103M	$103M	$101M	$102M	$232M	$111M	$111M	$110M	$84M	$43M
Stock-based Comp	$80M	$77M	$93M	$92M	$102M	$99M	$110M	$105M	$115M	$266M	$181M	$147M	$158M	$163M	$174M	$154M
Other Non-cash	·	$214M	·	·	·	$-104M	·	·	·	$-84M	·	·	·	$-25M	·	·
Operating Cash Flow	$206M	$71M	$121M	$155M	$133M	$13M	$112M	$122M	$88M	$-7M	$72M	$120M	$48M	$-5M	$-49M	$-69M
CapEx	$4M	$5M	$3M	$4M	$6M	$6M	$6M	$7M	$9M	$7M	$11M	$16M	$14M	$14M	$15M	$12M
Investing Cash Flow	$-4M	$-5M	$-6M	$-4M	$-8M	$-6M	$-6M	$-20M	$-9M	$-7M	$-11M	$-18M	$-15M	$88M	$582M	$131M
Stock Repurchased	·	·	·	·	·	·	$0	·	·	·	$0	·	·	·	$1.50B	·
Financing Cash Flow	$5M	$12M	$34M	$54M	$10M	$12M	$19M	$20M	$11M	$-389M	$11M	$-227M	$20M	$22M	$-283M	$19M
Net Change in Cash	$211M	$82M	$155M	$208M	$150M	$24M	$112M	$134M	$87M	$-410M	$83M	$-134M	$41M	$108M	$256M	$77M
Taxes Paid	$3M	$6M	$4M	$10M	$-1M	$-2M	$7M	$3M	$5M	$11M	$7M	$10M	$2M	$4M	$3M	$16M
Free Cash Flow	·	$66M	·	·	·	$7M	·	·	·	$-15M	·	·	·	$-19M	·	·
Levered FCF	·	·	·	·	·	·	·	·	·	$-20M	·	·	·	$-26M	·	·

Redditività 8

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Gross Margin	79.6%	30.8%	·	74.4%	74.1%	73.8%	·	74.9%	75.8%	68.6%	·	72.2%	70.2%	67.6%	·	65.3%
Operating Margin	-5.9%	-69.1%	·	-26.7%	-26.9%	-29.4%	·	-28.5%	-28.8%	-81.4%	·	-23.4%	-35.9%	-51.0%	·	-74.2%
Net Margin	-4.3%	-68.4%	·	-26.9%	-24.7%	-17.8%	·	-27.9%	-28.0%	-63.2%	·	-22.8%	-36.0%	-50.6%	·	-77.4%
Pretax Margin	-3.7%	-69.7%	·	-25.0%	-23.8%	-17.4%	·	-26.4%	-27.8%	-66.1%	·	-21.6%	-35.3%	-49.5%	·	-73.9%
EBITDA Margin	-5.9%	-44.1%	·	-26.7%	-26.9%	-7.3%	·	-28.5%	-28.8%	-59.3%	·	-23.4%	-35.9%	-29.1%	·	-74.2%
ROA	-0.35%	-5.3%	·	-1.9%	-1.6%	-1.2%	·	-1.8%	-1.8%	-4.0%	·	-2.0%	-3.1%	-4.0%	·	-6.8%
ROE	-0.76%	-11.3%	·	-4.0%	-3.4%	-2.4%	·	-3.9%	-3.8%	-8.8%	·	-4.6%	-6.7%	-8.7%	·	-12.0%
ROIC	-1.2%	-11.6%	·	-4.2%	-3.8%	-4.1%	·	-4.2%	-4.1%	-11.3%	·	-4.2%	-5.7%	-7.5%	·	-11.4%

Liquidità e Solvibilità 3

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Current Ratio	2.0	1.9	·	2.8	2.7	2.7	·	2.4	2.4	2.2	·	2.3	2.5	2.4	·	3.4
Quick Ratio	1.9	1.9	·	2.7	2.6	2.6	·	2.3	2.2	2.0	·	2.2	2.3	2.3	·	2.5
Interest Coverage	·	·	·	·	·	·	·	·	·	-62.1	·	-20.7	-31.2	-41.6	·	-211.1

Efficienza 2

Metrica	Tendenza	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Asset Turnover		0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	0.1
Receivables Turnover		0.9	0.8	·	0.8	0.8	0.7	·	0.8	0.7	0.7	·	1.2	1.1	1.1	·	1.0

Per Azione 5

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Book Value / Share	$6.90	$6.82	·	$7.49	$7.58	$7.67	·	$7.91	$8.05	$8.16	·	$8.54	$8.99	$9.14	·	$7.33
Revenue / Share	$1.25	$1.17	·	$1.11	$1.06	$1.06	·	$1.12	$1.14	$1.19	·	$1.42	$1.40	$1.33	·	$1.08
Cash Flow / Share	·	$0.16	·	·	·	$0.03	·	·	·	$-0.02	·	·	·	$-0.01	·	·
Cash / Share	$5.35	$4.91	·	$4.44	$4.02	$3.71	·	$3.49	$3.21	$3.02	·	$3.97	$4.28	$4.21	·	$4.12
EPS (TTM)	$-1.36	$-1.57	·	$-1.05	$-1.06	$-1.12	·	$-2.04	$-2.05	$-2.24	·	$-2.33	$-2.85	$-3.03	·	$-2.69

Valutazione (TTM) 8

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$2.03B	$1.92B	·	$1.80B	$1.78B	$1.79B	·	$1.97B	$2.06B	$2.15B	·	$2.03B	$1.81B	$1.57B	·	$1.26B
Net Income TTM	$-588M	$-673M	·	$-436M	$-434M	$-451M	·	$-794M	$-793M	$-860M	·	$-859M	$-985M	$-997M	·	$-793M
Market Cap	$12.57B	$9.57B	·	$17.13B	$10.17B	$8.14B	·	$9.11B	$6.43B	$10.42B	·	$11.92B	$16.64B	$12.27B	·	$9.58B
P/E	-21.0	-14.0	·	-38.1	-22.8	-17.5	·	-11.1	-7.9	-11.9	·	-13.5	-15.2	-10.7	·	-11.8
P/S	6.2	5.0	·	9.5	5.7	4.6	·	4.6	3.1	4.9	·	5.9	9.2	7.8	·	7.6
P/B	4.1	3.2	·	5.3	3.2	2.6	·	2.9	2.0	3.3	·	3.7	4.8	3.5	·	4.3
P / Cash Flow	·	134.3	·	·	·	624.7	·	·	·	-1413.8	·	·	·	-2407.2	·	·
Earnings Yield	-4.8%	-7.2%	·	-2.6%	-4.4%	-5.7%	·	-9.0%	-12.6%	-8.4%	·	-7.4%	-6.6%	-9.3%	·	-8.4%

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Ricavi	$1.85B	$1.81B	$2.19B	$1.39B	$1.11B
Margine Lordo %	74.2%	73.5%	66.5%	68.2%	77.2%
Margine Operativo %	-25.9%	-41.6%	-38.1%	-63.4%	-47.9%
Utile netto	$-403M	$-664M	$-822M	$-921M	$-533M
EPS Diluito	$-0.96	$-1.68	$-2.16	$-2.96	$-1.89

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Rapporto corrente	1.8	2.5	2.6	2.3	3.4
Quick Ratio	1.8	2.4	2.5	2.2	2.2

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Flusso di cassa libero	$404M	$286M	$179M	$-117M	$-153M

Proprietari istituzionali (13F) 666 filer · $13.5B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 666

Valore detenuto $13.5B

Nuove posizioni 115

Posizioni chiuse 71

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
115 (-19 vs trimestre precedente)	71 (-96 vs trimestre precedente)	206 (-14 vs trimestre precedente)	189 (+27 vs trimestre precedente)	+8.8M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione	Valore	Azioni	% di 13F tracciati	Tipo
VANGUARD GROUP INC	$1.570.389.084	35.553.296	11,59%	Azioni
Silver Lake Group, L.L.C.	$992.737.846	34.735.404	7,33%	Azioni
SC US (TTGP), LTD.	$909.556.328	31.824.924	6,71%	Azioni
BlackRock, Inc.	$668.209.130	23.380.305	4,93%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$584.939.372	20.466.738	4,32%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$491.735.219	17.205.571	3,63%	Azioni
Slate Path Capital LP	$459.427.844	16.075.152	3,39%	Azioni
Atreides Management, LP	$292.825.507	10.245.819	2,16%	Azioni
D. E. Shaw & Co., Inc.	$259.579.564	9.082.560	1,92%	Azioni
UBS Group AG	$235.554.531	8.241.936	1,74%	Azioni
AQR CAPITAL MANAGEMENT LLC	$207.153.350	7.248.193	1,53%	Azioni
STATE STREET CORP	$194.827.002	6.816.900	1,44%	Azioni
Point72 Asset Management, L.P.	$194.513.251	6.805.922	1,44%	Azioni
TWO SIGMA INVESTMENTS, LP	$192.940.722	6.750.900	1,42%	Azioni
CITADEL ADVISORS LLC	$188.519.396	6.596.200	1,39%	Opzione Call
GEODE CAPITAL MANAGEMENT, LLC	$178.616.786	6.248.012	1,32%	Azioni
FMR LLC	$166.142.259	5.813.235	1,23%	Azioni
WELLINGTON MANAGEMENT GROUP LLP	$163.198.174	5.710.223	1,20%	Azioni
NORGES BANK	$162.475.614	5.684.941	1,20%	Azioni
Capital World Investors	$160.475.180	5.614.947	1,18%	Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$150.993.856	5.283.200	1,11%	Opzione Call
Resolute Advisors LLC	$136.218.539	4.766.219	1,01%	Azioni
Hood River Capital Management LLC	$135.361.053	4.736.216	1,00%	Azioni
DIMENSIONAL FUND ADVISORS LP	$133.081.563	4.656.791	0,98%	Azioni
Temasek Holdings (Private) Ltd	$130.977.653	4.582.843	0,97%	Azioni
MILLENNIUM MANAGEMENT LLC	$130.082.413	4.551.519	0,96%	Azioni
Capital Research Global Investors	$126.210.158	4.416.031	0,93%	Azioni
GOLDMAN SACHS GROUP INC	$124.615.316	4.360.228	0,92%	Azioni
INFINITUM ASSET MANAGEMENT, LLC	$121.465.000	4.250.000	0,90%	Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$121.230.644	4.241.800	0,89%	Opzione Put
CITADEL ADVISORS LLC	$118.201.164	4.135.800	0,87%	Opzione Put
AMERIPRISE FINANCIAL INC	$117.791.721	4.120.732	0,87%	Azioni
Assenagon Asset Management S.A.	$108.260.137	2.645.007	0,80%	Azioni
Holocene Advisors, LP	$106.303.567	3.719.509	0,78%	Azioni
UBS Group AG	$105.444.024	3.689.434	0,78%	Opzione Call
JANE STREET GROUP, LLC	$103.276.688	3.613.600	0,76%	Opzione Put
D1 Capital Partners L.P.	$102.101.278	3.572.473	0,75%	Azioni
JANE STREET GROUP, LLC	$90.216.514	3.156.631	0,67%	Azioni
Nearwater Capital Markets, Ltd	$82.338.980	2.881.000	0,61%	Azioni
MORGAN STANLEY	$82.088.273	2.872.226	0,61%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$77.693.130	2.718.444	0,57%	Azioni
JANE STREET GROUP, LLC	$76.888.774	2.690.300	0,57%	Opzione Call
Broad Peak Investment Advisers Pte Ltd	$75.530.224	2.642.765	0,56%	Azioni
Kora Management LP	$72.356.758	2.531.727	0,53%	Azioni
Temasek Holdings (Private) Ltd	$72.301.684	2.529.800	0,53%	Opzione Put
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	$70.326.806	2.460.700	0,52%	Azioni
Amundi	$66.725.583	2.334.695	0,49%	Azioni
Balyasny Asset Management L.P.	$64.418.720	2.253.979	0,48%	Azioni
VANGUARD FIDUCIARY TRUST CO	$64.247.526	2.247.989	0,47%	Azioni
Avala Global LP	$62.521.751	2.187.605	0,46%	Azioni

Mostra tutti i 666 proprietari istituzionali →

Attivisti e proprietari del 5%+ 2 partecipazioni

18

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante	Depositato	Partecipazione	Stato	Scopo	Deposito
Joachim Christoph Ante	01 Marzo 2023	·	Deposito iniziale	·	SEC
OTEE 2020 ApS, Joachim Christoph Ante, David Helgason ×2 depositi	20 Ottobre 2021	·	Deposito iniziale	·	SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Insider aziendali 35 insider · 19 dirigenti · 15 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Vendite 12m	Netto 12m
Matthew S Bromberg	President and CEO	25 Agosto 2026 S	1.541.131	6	$-6.217.718
John S. Riccitiello	President and CEO	06 Settembre 2023 M	0	0	$0
Jarrod Yahes	SVP, Chief Financial Officer	25 Agosto 2026 S	678.343	12	$-6.061.224
Luis Felipe Visoso	EVP and CFO	28 Maggio 2024 S	1.598.345	0	$0
Kim Jabal	SVP and CFO	15 Marzo 2021 M	39.250	0	$0
Alexander Blum	SVP, Chief Operating Officer	28 Agosto 2026 S	661.855	13	$-5.489.887
Rebecca Berenice Boyden	SVP, Chief Legal Officer	25 Agosto 2026 S	308.413	3	$-72.663
Michael Lieb	Chief Accounting Officer	04 Agosto 2026 A	38.948	0	$0
Mark Barrysmith	Chief Accounting Officer	26 Maggio 2026 S	370.654	7	$-3.093.532
Anirma Gupta	SVP, Chief Legal Officer	15 Ottobre 2025 S	175.510	0	$0
Felix The	SVP Product & Technology, Grow	04 Marzo 2025 A	514.467	0	$0
Marc Whitten	Chief Prod & Tech Officer	29 Maggio 2024 S	0	0	$0
Carol W. Carpenter	SVP & Chief Marketing Officer	28 Maggio 2024 S	423.842	0	$0
Clive Downie	SVP & GM, Consumer	05 Gennaio 2023 J	236.821	0	$0
Ingrid Lestiyo	SVP & GM, Operate Solutions	25 Novembre 2022 S	133.169	0	$0
Ruth Ann Keene	SVP, CLO & GC & Corp Sec'y	10 Gennaio 2022 M	95.120	0	$0
Ralph Hauwert	SVP, Research & Development	09 Agosto 2021 M	127.821	0	$0
Dave Rhodes	SVP & GM Create Solution	09 Febbraio 2021 M	74.200	0	$0
Brett Bibby	SVP & Chief Product Officer	09 Febbraio 2021 M	0	0	$0
ROELOF BOTHA ("RB")	Direttore	13 Ottobre 2026 J	2.247.666	0	$0
Keisha Smith-Jeremie	Direttore	13 Maggio 2026 A	50.340	0	$0
Bernard Jin Kim	Direttore	13 Maggio 2026 A	22.738	0	$0
Barry Schuler	Direttore	13 Maggio 2026 A	59.828	0	$0
Robynne Sisco	Direttore	13 Maggio 2026 A	26.123	0	$0
James M Whitehurst	Direttore	13 Maggio 2026 A	0	0	$0
Tomer Bar-Zeev	Direttore	12 Dicembre 2025 S	873.146	8	$-28.682.837
David Helgason	Direttore	11 Dicembre 2025 S	7.635	4	$-35.315.651
Campbell Mary Schmidt	Direttore	11 Giugno 2025 A	44.235	0	$0
Michelle K. Lee	Direttore	18 Settembre 2024 S	7.215	0	$0
David Kostman	Direttore	05 Giugno 2024 A	142.712	0	$0
Unity Software Inc.	Direttore	05 Giugno 2024 A	142.712	0	$0
Alyssa Henry	Direttore	02 Giugno 2022 A	22.552	0	$0
Joachim Christoph Ante	Proprietario del 10%	03 Marzo 2021 A	12.297	0	$0
Egon Durban	·	07 Agosto 2026 J	21.537	0	$0
Shlomo Dovrat	·	13 Maggio 2026 A	61.595	1	$-1.286.100

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 65 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo	Peso	Unità	Aggiornato al	Fonte
ODDS · Pacer Funds Trust	1,87%	2.370 NS	31 Luglio 2026	N-PORT
SPIT · RBB Fund, Inc.	1,34%	14.082 NS	31 Luglio 2026	N-PORT
GGME · Invesco Exchange-Traded Fund Trust	0,92%	10.063 SH	28 Ottobre 2026	Giornaliero
LSEQ · Harbor ETF Trust	0,82%	3.944 NS	31 Luglio 2026	N-PORT
FDCF · Fidelity Covington Trust	0,79%	19.075 NS	31 Agosto 2026	N-PORT
SSMG · Virtus ETF Trust II	0,67%	675 NS	31 Luglio 2026	N-PORT
IGV · iShares Trust	0,51%	1.599.993 SH	11 Settembre 2026	Giornaliero
ISCG · iShares Trust	0,50%	113.114 SH	11 Settembre 2026	Giornaliero
PNQI · Invesco Exchange-Traded Fund Trust	0,47%	62.619 SH	28 Ottobre 2026	Giornaliero
FWD · AB Active ETFs, Inc.	0,43%	329.124 NS	31 Agosto 2026	N-PORT
IQSM · New York Life Investments ETF Trust	0,37%	38.284 NS	31 Luglio 2026	N-PORT
VBK · VANGUARD INDEX FUNDS	0,31%	5.205.949 SH	19 Agosto 2026	Giornaliero
SCHM · SCHWAB STRATEGIC TRUST	0,27%	966.024 NS	31 Agosto 2026	N-PORT
BKMC · BNY Mellon ETF Trust	0,26%	53.478 NS	31 Luglio 2026	N-PORT
IGPT · Invesco Exchange-Traded Fund Trust	0,24%	82.155 SH	28 Ottobre 2026	Giornaliero
BBMC · J.P. Morgan Exchange-Traded Fund Tr…	0,24%	156.036 NS	31 Luglio 2026	N-PORT
FSMD · FIDELITY COVINGTON TRUST	0,21%	168.254 NS	31 Luglio 2026	N-PORT
SMMD · iShares Trust	0,21%	192.056 SH	11 Settembre 2026	Giornaliero
ESML · iShares Trust	0,21%	136.995 SH	11 Settembre 2026	Giornaliero
FNDA · SCHWAB STRATEGIC TRUST	0,20%	423.884 NS	31 Agosto 2026	N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr…	0,18%	48.374 NS	31 Luglio 2026	N-PORT
FBUF · Fidelity Greenwood Street Trust	0,17%	1.252 NS	31 Luglio 2026	N-PORT
IWS · iShares Trust	0,15%	538.879 SH	11 Settembre 2026	Giornaliero
JMOM · J.P. Morgan Exchange-Traded Fund Tr…	0,14%	114.250 NS	31 Luglio 2026	N-PORT
WSML · iShares Trust	0,13%	20.968 SH	10 Settembre 2026	Giornaliero
VB · VANGUARD INDEX FUNDS	0,13%	9.012.341 SH	19 Agosto 2026	Giornaliero
FHEQ · Fidelity Greenwood Street Trust	0,12%	35.805 NS	31 Luglio 2026	N-PORT
IWR · iShares Trust	0,11%	1.475.046 SH	11 Settembre 2026	Giornaliero
VXF · VANGUARD INDEX FUNDS	0,11%	4.007.523 SH	19 Agosto 2026	Giornaliero
FTEC · FIDELITY COVINGTON TRUST	0,10%	656.544 NS	31 Luglio 2026	N-PORT
DFAS · Dimensional ETF Trust	0,08%	403.452 NS	31 Luglio 2026	N-PORT
FYEE · Fidelity Greenwood Street Trust	0,08%	5.596 NS	31 Luglio 2026	N-PORT
VGT · VANGUARD WORLD FUND	0,08%	4.827.841 SH	19 Agosto 2026	Giornaliero
IYW · iShares Trust	0,08%	446.278 SH	11 Settembre 2026	Giornaliero
IGM · iShares Trust	0,07%	164.142 SH	11 Settembre 2026	Giornaliero
EQAL · Invesco Exchange-Traded Fund Trust …	0,06%	12.020 SH	28 Ottobre 2026	Giornaliero
DFAC · Dimensional ETF Trust	0,05%	825.883 NS	31 Luglio 2026	N-PORT
DFSU · Dimensional ETF Trust	0,05%	36.664 NS	31 Luglio 2026	N-PORT
SCHV · SCHWAB STRATEGIC TRUST	0,05%	172.285 NS	31 Agosto 2026	N-PORT
GVUS · Goldman Sachs ETF Trust	0,04%	4.202 NS	31 Agosto 2026	N-PORT
IWD · iShares Trust	0,04%	806.780 SH	11 Settembre 2026	Giornaliero
DCOR · Dimensional ETF Trust	0,04%	40.398 NS	31 Luglio 2026	N-PORT
DXUV · Dimensional ETF Trust	0,03%	5.753 NS	31 Luglio 2026	N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS	0,03%	217.482 SH	19 Agosto 2026	Giornaliero
PRF · Invesco Exchange-Traded Fund Trust	0,03%	63.424 SH	28 Ottobre 2026	Giornaliero
DFAU · Dimensional ETF Trust	0,02%	91.282 NS	31 Luglio 2026	N-PORT
TILT · FlexShares Trust	0,02%	15.326 NS	31 Luglio 2026	N-PORT
IWB · iShares Trust	0,02%	248.827 SH	11 Settembre 2026	Giornaliero
SCHX · SCHWAB STRATEGIC TRUST	0,02%	377.699 NS	31 Agosto 2026	N-PORT
SCHK · SCHWAB STRATEGIC TRUST	0,02%	28.962 NS	31 Agosto 2026	N-PORT
IWV · iShares Trust	0,02%	99.036 SH	11 Settembre 2026	Giornaliero
IYY · iShares Trust	0,02%	14.428 SH	11 Settembre 2026	Giornaliero
ITOT · iShares Trust	0,02%	456.779 SH	11 Settembre 2026	Giornaliero
VTI · VANGUARD INDEX FUNDS	0,02%	12.476.714 SH	19 Agosto 2026	Giornaliero
ESGV · VANGUARD WORLD FUND	0,02%	81.559 SH	19 Agosto 2026	Giornaliero
DFUV · Dimensional ETF Trust	0,02%	97.029 NS	31 Luglio 2026	N-PORT
SCHB · SCHWAB STRATEGIC TRUST	0,02%	209.525 NS	31 Agosto 2026	N-PORT
GUSA · Goldman Sachs ETF Trust II	0,02%	11.093 NS	31 Agosto 2026	N-PORT
DFUS · Dimensional ETF Trust	0,02%	103.417 NS	31 Luglio 2026	N-PORT
FNDB · SCHWAB STRATEGIC TRUST	0,01%	4.486 NS	31 Agosto 2026	N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,01%	298.537 SH	19 Agosto 2026	Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS	0,01%	59.413 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,01%	30.361 SH	19 Agosto 2026	Giornaliero
ISCB · iShares Trust	·	16.019 SH	11 Settembre 2026	Giornaliero
SMLF · iShares Trust	·	243.349 SH	11 Settembre 2026	Giornaliero

U Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21

rating · 34 analisti COMPRA

Target mediano $50.00 +26,6%

10 29,4% Acquisto forte

19 55,9% Compra

5 14,7% Mantieni

0 0,0% Vendi

0 0,0% Vendita forte

Target Price a 12 Mesi

25 analisti · 2026-10-27

Target medio $50.41 +27,6%

Ora Prezzo attuale $39.50

Basso$35.00 Media$50.41 Alto$55.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.

Ticker	Capitalizzazione di Mercato	P/E	Rev YoY	Margine Netto	ROE	Margine lordo
U	$19.12B	-46.0	2.0%	-21.8%	-12.5%	74.2%
IOT	$16.29B	-1402.5	29.6%	-0.56%	-0.69%	76.7%
PTC	$24.27B	33.4	19.2%	26.8%	20.3%	83.8%
CRCL	·	-180.2	63.9%	·	·	·
NTNX	$16M	11.4	12.4%	52.8%	-2341.2%	86.8%
DT	$10.90B	68.5	18.8%	8.1%	6.0%	81.6%
DOCU	$10.45B	35.7	8.2%	9.6%	15.8%	79.4%
FICO	$35.56B	56.4	15.9%	32.8%	-45.4%	·
TRMB	$18.49B	44.5	-2.6%	11.8%	7.4%	69.1%
TYL	$21.86B	63.0	9.1%	13.5%	8.6%	46.5%
MANH	$10.37B	48.1	3.8%	20.3%	74.1%	·

Ultime notizie Notizie recenti che menzionano questa società

23

Trump says Iran war will end 'when I want it to' as costs reportedly balloon to $47 billion CNBC · 28 Ott 2026, 09:40 Alastair Crooke: The Iran War & The 'Terrible Power Of The Purse' ZeroHedge · 28 Ott 2026, 09:35 Una finale WNBA all'ora di pranzo? L'Atlanta Dream critica la lega per il calendario CNBC · 28 Ott 2026, 09:24 Contro-tariffe di Ottawa sui prodotti USA costano ai canadesi 100 milioni di dollari a settimana, dice un economista ZeroHedge · 26 Ott 2026, 07:16 Il petrolio cede oltre il 2% con i trader tra rischi d'attacco in Arabia Saudita e distruzione della domanda CNBC · 26 Ott 2026, 07:01 Defense tech investment boom sparks bubble warning as private equity pours in CNBC · 26 Ott 2026, 06:57 Audi difende i piani per l'impianto da $4 miliardi in Georgia tra ristrutturazione VW e tariffe CNBC · 25 Ott 2026, 20:18 Homeowners Hit With Alarming New Financial Burden That Now Exceeds Property Taxes Across America ZeroHedge · 25 Ott 2026, 16:42 L'Arabia Saudita intercetta missili e droni dagli Houthi filoiraniani CNBC · 25 Ott 2026, 16:20 Should you travel together? Ask these questions before booking: 'It'll save you time, money and disappointment' CNBC · 25 Ott 2026, 16:10

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26

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U Unity Software Inc. Common Stock