| Reported | Consensus estimates | ||||||
|---|---|---|---|---|---|---|---|
| Fiscal period | FY2023Dec '23 | FY2024Dec '24 | FY2025Dec '25 | FY2026Dec '26 | FY2027Dec '27 | FY2028Dec '28 | FY2029Dec '29 |
| Revenue (B) | 14.41 | 11.66 | 10.08 | 10.17 | 10.69 | 11.36 | 11.36 |
| Growth YoY | +13.9% | −19.1% | −13.5% | +0.8% | +5.2% | +6.2% | 0.0% |
| High estimate | – | – | – | 10.32 | 10.95 | 12.00 | 11.67 |
| Low estimate | – | – | – | 10.12 | 10.33 | 10.74 | 11.04 |
| Analysts | – | – | – | 12 | 12 | 9 | 4 |
| EPS, adjusted | 15.55 | 7.50 | 5.28 | 5.63 | 7.34 | 9.68 | 8.90 |
| Growth YoY | +25.3% | −51.8% | −29.6% | +6.7% | +30.3% | +31.9% | −8.1% |
| High estimate | – | – | – | 6.01 | 9.25 | 13.19 | 9.21 |
| Low estimate | – | – | – | 5.37 | 6.58 | 8.26 | 8.58 |
| Analysts | – | – | – | 12 | 11 | 7 | 2 |
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 |
|---|---|---|---|---|---|---|---|---|
| Robert W. Baird | Mircea Dobre | Outperform | Neutral | $150.00 | $128.00 | +17% | +27% | Aug 31 |
| Morgan Stanley | Angel Castillo | Underweight | Underweight | $99.00 | $108.00 | −8% | −16% | Aug 4 |
| UBS | Steven Fisher | Neutral | Neutral | $123.00 | $127.00 | −3% | +4% | Aug 4 |
| Citigroup | – | Neutral | Neutral | – | – | – | – | Aug 3 |
| Bernstein | Chad Dillard | Market Perform · May 2023 · not counted | Market Perform | $108.00 | – | – | −9% | Jul 31 |
| D.A. Davidson | – | – | – | $151.00 | $160.00 | −6% | +28% | Jul 31 |
| Oppenheimer | Kristen Owen | Outperform | Outperform | $127.00 | $134.00 | −5% | +7% | Jul 31 |
| Truist Securities | Jamie Cook | Buy | Buy | $159.00 | $152.00 | +5% | +34% | Jul 31 |
| Wells Fargo | Jerry Revich | Equal Weight | Equal Weight | $132.00 | $114.00 | +16% | +12% | Jul 31 |
| JP Morgan | – | Overweight | Overweight | – | – | – | – | Jul 13 |
| Barclays | Adam Seiden | Underweight | Underweight | $105.00 | $93.00 | +13% | −11% | Feb 6 |
| BMO Capital | – | Market Perform | Market Perform | $115.00 | $92.00 | +25% | −3% | Feb 6 |