| Reported | Consensus estimates | |||||||
|---|---|---|---|---|---|---|---|---|
| Fiscal period | FY2024Feb '24 | FY2025Feb '25 | FY2026Feb '26 | FY2027Feb '27 | FY2028Feb '28 | FY2029Feb '29 | FY2030Feb '30 | FY2031Feb '31 |
| Revenue (B) | 79.24 | 80.39 | 83.17 | 81.84 | 82.33 | 82.95 | 85.26 | 86.97 |
| Growth YoY | +2.0% | +1.5% | +3.5% | −1.6% | +0.6% | +0.8% | +2.8% | +2.0% |
| High estimate | – | – | – | 82.70 | 83.21 | 84.14 | 86.74 | 88.48 |
| Low estimate | – | – | – | 81.13 | 80.83 | 82.20 | 84.17 | 85.86 |
| Analysts | – | – | – | 13 | 12 | 8 | 4 | 3 |
| EPS, adjusted | 2.89 | 2.34 | 2.19 | 1.79 | 1.86 | 1.86 | 1.68 | 1.67 |
| Growth YoY | −14.5% | −19.0% | −6.4% | −18.1% | +3.7% | +0.1% | −9.9% | −0.6% |
| High estimate | – | – | – | 1.83 | 2.14 | 2.26 | 1.72 | 1.71 |
| Low estimate | – | – | – | 1.75 | 1.65 | 1.47 | 1.65 | 1.64 |
| Analysts | – | – | – | 10 | 9 | 2 | 1 | 1 |
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.
| Firm | Analyst | Rating | Prev rating | Target | Prev target | Chg | Upside | Date |
|---|---|---|---|---|---|---|---|---|
| UBS | Mark Carden | Neutral | Buy | $12.00 | $20.00 | −40% | 0% | Jul 28 |
| Citigroup | – | Neutral | Buy | – | – | – | – | Jul 27 |
| Barclays | Seth Sigman | Underweight | Underweight | $12.00 | $17.00 | −29% | 0% | Jul 24 |
| BMO Capital | Kelly Bania | Market Perform | Outperform | $12.00 | $23.00 | −48% | 0% | Jul 24 |
| Deutsche Bank | Krisztina Katai | Hold · Jan 2023 · not counted | Hold | $12.00 | $18.00 | −33% | 0% | Jul 24 |
| Goldman Sachs | – | Buy | Buy | $16.00 | $26.00 | −38% | +34% | Jul 24 |
| JP Morgan | – | Overweight | Overweight | – | – | – | – | Jul 24 |
| Morgan Stanley | Simeon Gutman | Underweight · Jan 2026 | Equal Weight | $10.00 | $14.00 | −29% | −16% | Jul 24 |
| RBC Capital | Steven Shemesh | Outperform | Outperform | $13.00 | $20.00 | −35% | +9% | Jul 24 |
| Roth Capital | William Kirk | Buy · Jul 2025 | Buy | $17.00 | $23.00 | −26% | +42% | Jul 24 |
| Telsey Advisory | Joseph Feldman | Market Perform | Outperform | $13.00 | $22.00 | −41% | +9% | Jul 24 |
| Wells Fargo | – | Equal Weight | Overweight | $11.00 | $18.00 | −39% | −8% | Jul 23 |
| Evercore ISI Group | Michael Montani | In Line | In Line | $19.00 | $22.00 | −14% | +59% | Jul 7 |
| Tigress Financial | Ivan Feinseth | Buy | Buy | $29.00 | $28.00 | +4% | +143% | Oct 20, 2025 |
| B of A Securities | – | Neutral | Neutral | – | – | – | – | Oct 15, 2025 |