| Consensus estimates | ||||
|---|---|---|---|---|
| Fiscal period | FY2025Dec '25 | FY2026Dec '26 | FY2027Dec '27 | FY2028Dec '28 |
| Revenue (B) | 1.89 | 1.16 | 1.64 | 10.44 |
| Growth YoY | – | −38.6% | +41.4% | +536.5% |
| High estimate | 1.90 | 1.19 | 1.80 | 12.45 |
| Low estimate | 1.88 | 1.13 | 1.63 | 8.66 |
| Analysts | 4 | 6 | 6 | 7 |
| EPS, adjusted | 1.30 | 1.18 | 1.77 | 11.46 |
| Growth YoY | – | −9.2% | +50.0% | +547.2% |
| High estimate | 1.36 | 1.29 | 2.00 | 12.55 |
| Low estimate | 1.24 | 1.06 | 1.76 | 10.50 |
| Analysts | 3 | 4 | 4 | 5 |
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 |
|---|---|---|---|---|---|---|---|---|
| Oppenheimer | Rayna Kumar | Outperform | Outperform | $9.00 | $15.00 | −40% | +33% | Aug 7 |
| Goldman Sachs | Tito Labarta | – | – | $13.00 | $19.00 | −32% | +92% | Aug 6 |
| Susquehanna | James Friedman | – | – | $14.00 | $17.00 | −18% | +106% | May 8 |
| Itau BBA | – | Market Perform | Outperform | – | – | – | – | May 6 |
| Banco Santander | – | – | – | $16.00 | – | – | +136% | Mar 9 |
| BTG Pactual | – | – | – | $17.00 | – | – | +151% | Mar 9 |
| Morgan Stanley | Jorge Kuri | – | – | $21.00 | – | – | +210% | Mar 9 |
| Autonomous Research | Renato Meloni | – | – | $14.90 | – | – | +120% | Mar 8 |