10-Q 2026-08-05 ↗ compared with the reference 10-K 10-K 2026-02-19 ↗
Technical events and factor profile →
| After the 10-Q | 1 session | 5 sessions | 20 sessions |
|---|---|---|---|
| APP | -0.5% | -24.1% | -25.7% |
| Nasdaq-100 (QQQ) | -0.9% | -0.7% | -2.2% |
| Difference | +0.5% | -23.3% | -23.5% |
From the close before the filing. Historical data, not a prediction.
| Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | |
|---|---|---|---|---|---|
| Revenue | $1.9B | $1.8B | $1.7B | $1.4B | $1.3B |
| YoY growth | +52.8% | +59.0% | +167.5% | +68.2% | +77.0% |
| Gross margin | — | — | — | — | — |
| Operating margin | 77.7% | 78.2% | 76.9% | 76.8% | 76.1% |
| Net income | $1.3B | $1.2B | $1.1B | $836M | $820M |
| Diluted EPS | 3.76 | 3.56 | 3.24 | 2.45 | 2.39 |
XBRL data filed with the SEC. The fourth fiscal quarter is calculated as the full year minus the previous three quarters.
0 = the lowest in the universe, 100 = the highest. It describes how the stock has behaved, not whether to buy or sell it. Screen stocks by factors
More optimistic than in the previous 10-Q (2026-05-06: +12, +5 points)
10-Q of 2026-08-05 · 23.4% positive sentences, 5.5% negative · 128 sentences analysed
Index from −100 to +100 calculated with FinBERT on the results discussion (MD&A). The change matters more than the level: some sectors always sound more cautious.
| Lone Pine Capital · Stephen Mandel
held since Q1 2024 |
3.3% | $537.0M | -29% |
| Fundsmith · Terry Smith
held since Q2 2026 |
2.6% | $358.9M | new |
| Coatue Management · Philippe Laffont
held since Q3 2023 or earlier |
1.2% | $603.4M | -9% |
| Bridgewater Associates · Ray Dalio
held since Q2 2026 |
0.3% | $75.5M | new |
| Tiger Global · Chase Coleman | — | sold |
Weight in each fund's portfolio and change vs. the previous quarter, from its latest 13F.
Source: SEC EDGAR. Automatic comparison of the risk factors section; it may contain extraction errors. Always check the original document. For information purposes only; not investment advice.