Back
Day Range
$360.66
$375.68
52-Week Range
$123.74
$395.95
Volume
5,036,375
50D / 200D Avg
$338.64
/
$240.81
Prev Close
$373.99
Quick Summary
Price History
Financial Trends
Peer Comparison
vs Technology sector median (621 peers)
| Metric | Stock | Sector Median |
|---|---|---|
| P/E | 41.9 | 12.3 |
| P/B | 14.4 | 2.9 |
| ROE % | 35.5 | 8.9 |
| Net Margin % | 24.7 | 5.6 |
| Rev Growth 5Y % | 5.3 | 9.2 |
| D/E | 0.4 | 0.3 |
Analyst Price Target
Hold
$420.83
+13.9%
Low: $290.00
High: $470.00
Forward P/E
33.49
Forward EPS
$11.03
EPS Growth (est.)
+0.0%
Est. Revenue
31.40B
Earnings Estimates
| Period | EPS Est. | Revenue Est. | Analysts |
|---|---|---|---|
| FY2029 |
$17.82
$15.33 – $19.68
|
44.10B | 3 |
| FY2028 |
$15.51
$12.29 – $18.69
|
41.18B | 8 |
| FY2027 |
$13.94
$12.39 – $14.93
|
37.48B | 18 |
No quarterly estimates available
Earnings Surprises
Last 8 quarters
| Quarter | Est. EPS | Actual EPS | Surprise |
|---|---|---|---|
| 2026-02-12 | $2.21 | $2.38 | +7.7% |
| 2025-12-12 | $2.11 | $2.17 | +2.8% |
| 2025-08-14 | $2.36 | $2.48 | +5.1% |
| 2025-05-15 | $2.31 | $2.39 | +3.5% |
| 2025-02-13 | $2.28 | $2.38 | +4.4% |
| 2024-11-14 | $2.19 | $2.32 | +5.9% |
| 2024-08-15 | $2.02 | $2.12 | +5.0% |
| 2024-05-16 | $1.99 | $2.09 | +5.0% |
Insider Trading Activity
Buy ratio (90d)
0.0%
20 transactions
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| Mar 12, 2026 |
Iannotti Thomas J
Director
|
grant | 741 | — | — |
| Mar 12, 2026 |
Karsner Alexander
Director
|
grant | 741 | — | — |
| Mar 12, 2026 |
MCGREGOR SCOTT A
Director
|
grant | 741 | — | — |
| Mar 12, 2026 |
BRUNER JUDY
Director
|
grant | 741 | — | — |
| Mar 12, 2026 |
Borkar Rani
Director
|
grant | 741 | — | — |
| Mar 12, 2026 |
DE GEUS AART
Director
|
grant | 741 | — | — |
| Mar 12, 2026 |
MARCH KEVIN P
Director
|
grant | 741 | — | — |
| Feb 24, 2026 |
Sanders Adam
Corp. Controller & CAO
|
sell | 534 | $379.16 | $202,471.44 |
| Feb 23, 2026 |
BRUNER JUDY
Director
|
sell | 3,969 | $376.49 | $1,496,404.21 |
| Feb 17, 2026 |
Hill Brice
SVP, CFO
|
sell | 5,000 | $361.21 | $1,806,062.00 |
| Jan 1, 2026 |
Deane Timothy M
SVP, Applied Global Services
|
other | 1,891 | $256.99 | $485,968.09 |
| Dec 19, 2025 |
Hill Brice
SVP, CFO
|
other | 28,062 | $256.41 | $7,195,377.42 |
| Dec 19, 2025 |
Raja Prabu G.
President, Semi. Products Grp.
|
other | 33,406 | $256.41 | $8,565,632.46 |
| Dec 19, 2025 |
Nalamasu Omkaram
Senior Vice President, CTO
|
other | 20,307 | $256.41 | $5,206,917.87 |
| Dec 19, 2025 |
DICKERSON GARY E
President and CEO
|
other | 130,843 | $256.41 | $33,549,453.63 |
| Dec 1, 2025 |
Iannotti Thomas J
Director
|
other | 200 | — | — |
| Nov 25, 2025 |
Little Teri A.
SVP, CLO
|
sell | 4,000 | $238.24 | $952,942.00 |
| Oct 1, 2025 |
Deane Timothy M
SVP, Applied Global Services
|
other | 1,587 | $217.74 | $345,553.38 |
| Oct 1, 2025 |
Sanders Adam
Corp. Controller & CAO
|
other | 236 | $217.74 | $51,386.64 |
| Jul 18, 2025 |
ANDERSON JAMES ROBERT
Director
|
grant | 806 | — | — |
Dividend History
7 yr streakYield
0.01%
Payout Ratio
0.20%
Growth (3Y)
20.39%
Growth (5Y)
15.39%
| Ex-Date | Payment Date | Amount | Yield |
|---|---|---|---|
| May 21, 2026 | Jun 11, 2026 | $0.53 | 0.52% |
| Feb 19, 2026 | Mar 12, 2026 | $0.46 | 0.50% |
| Nov 20, 2025 | Dec 11, 2025 | $0.46 | 0.81% |
| Aug 21, 2025 | Sep 11, 2025 | $0.46 | 1.08% |
| May 22, 2025 | Jun 12, 2025 | $0.46 | 1.03% |
| Feb 20, 2025 | Mar 13, 2025 | $0.40 | 0.91% |
| Nov 21, 2024 | Dec 12, 2024 | $0.40 | 0.86% |
| Aug 22, 2024 | Sep 12, 2024 | $0.40 | 0.72% |
| May 22, 2024 | Jun 13, 2024 | $0.40 | 0.62% |
| Feb 21, 2024 | Mar 14, 2024 | $0.32 | 0.67% |
| Nov 22, 2023 | Dec 14, 2023 | $0.32 | 0.82% |
| Aug 23, 2023 | Sep 14, 2023 | $0.32 | 0.78% |
| May 24, 2023 | Jun 15, 2023 | $0.32 | 0.90% |
| Feb 22, 2023 | Mar 16, 2023 | $0.26 | 0.94% |
| Nov 23, 2022 | Dec 15, 2022 | $0.26 | 0.95% |
| Aug 24, 2022 | Sep 15, 2022 | $0.26 | 0.99% |
| May 25, 2022 | Jun 16, 2022 | $0.26 | 0.90% |
| Feb 22, 2022 | Mar 16, 2022 | $0.24 | 0.74% |
| Nov 24, 2021 | Dec 16, 2021 | $0.24 | 0.63% |
| Aug 25, 2021 | Sep 16, 2021 | $0.24 | 0.69% |
Key Takeaways
Revenue grew 5.31% annually over 5 years — modest growth
ROE of 35.51% indicates high profitability
Net margin of 24.67% shows strong profitability
Debt/Equity of 0.35 — conservative balance sheet
Generating 5.70B in free cash flow
P/E of 41.89 — premium valuation
Growth
Revenue Growth (5Y)
5.31%
Revenue (1Y)4.39%
Earnings (1Y)-2.49%
FCF Growth (3Y)-13.38%
Quality
Return on Equity
35.51%
ROIC22.64%
Net Margin24.67%
Op. Margin29.22%
Safety
Debt / Equity
0.35
Current Ratio2.61
Interest Coverage30.81
Valuation
P/E Ratio
41.89
Forward P/E33.49
P/B Ratio14.36
EV/EBITDA35.34
Dividend Yield0.01%
All Fundamental Metrics
| Growth | |||
| Revenue Growth (1Y) | 4.39% | Revenue Growth (3Y) | 3.43% |
| Earnings Growth (1Y) | -2.49% | Earnings Growth (3Y) | 1.03% |
| Revenue Growth (5Y) | 5.31% | Earnings Growth (5Y) | 4.41% |
| Profitability | |||
| Revenue (TTM) | 28.37B | Net Income (TTM) | 7.00B |
| ROE | 35.51% | ROA | 19.28% |
| Gross Margin | 48.67% | Operating Margin | 29.22% |
| Net Margin | 24.67% | Free Cash Flow (TTM) | 5.70B |
| ROIC | 22.64% | FCF Growth (3Y) | -13.38% |
| Safety | |||
| Debt / Equity | 0.35 | Current Ratio | 2.61 |
| Interest Coverage | 30.81 | ||
| Dividends | |||
| Dividend Yield | 0.01% | Payout Ratio | 0.20% |
| Dividend Growth (3Y) | 20.39% | Dividend Growth (5Y) | 15.39% |
| Consecutive Div Years | 7 yrs | ||
| Valuation | |||
| P/E Ratio | 41.89 | Forward P/E | 33.49 |
| P/B Ratio | 14.36 | P/S Ratio | 10.33 |
| PEG Ratio | 76.90 | Forward PEG | N/A |
| EV/EBITDA | 35.34 | Fwd EV/EBITDA | 25.84 |
| Forward P/S | 9.33 | Fwd Earnings Yield | 2.99% |
| FCF Yield | 1.94% | ||
| Market Cap | 293.11B | Enterprise Value | 292.92B |
Income Statement
Annual, most recent first
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | 28.37B | 27.18B | 26.52B | 25.79B | 23.06B |
| Net Income | 7.00B | 7.18B | 6.86B | 6.53B | 5.89B |
| EPS (Diluted) | 8.66 | 8.61 | 8.11 | 7.44 | 6.40 |
| Gross Profit | 13.81B | 12.90B | 12.38B | 11.99B | 10.91B |
| Operating Income | 8.29B | 7.87B | 7.65B | 7.79B | 6.89B |
Balance Sheet
Annual, most recent first
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Total Assets | 36.30B | 34.41B | 30.73B | 26.73B | 25.83B |
| Total Liabilities | 15.88B | 15.41B | 14.38B | 14.53B | 13.58B |
| Shareholders' Equity | 20.42B | 19.00B | 16.35B | 12.19B | 12.25B |
| Total Debt | 7.05B | 6.61B | 6.00B | 5.83B | 5.75B |
| Cash & Equivalents | 7.24B | 8.02B | 6.13B | 2.00B | 5.00B |
| Current Assets | 20.88B | 21.22B | 19.15B | 15.93B | 16.11B |
| Current Liabilities | 8.00B | 8.47B | 7.37B | 7.38B | 6.34B |