| Reported | Consensus estimates | |||||||
|---|---|---|---|---|---|---|---|---|
| Fiscal period | FY2022Dec '22 | FY2024Dec '24 | FY2025Dec '25 | FY2026Dec '26 | FY2027Dec '27 | FY2028Dec '28 | FY2029Dec '29 | FY2030Dec '30 |
| Revenue (B) | 1.70 | 2.07 | 2.26 | 2.79 | 3.10 | 3.33 | 3.88 | 4.64 |
| Growth YoY | – | +11.7% | +9.1% | +23.6% | +10.9% | +7.4% | +16.5% | +19.7% |
| High estimate | – | – | – | 3.03 | 3.37 | 4.00 | 4.21 | 5.04 |
| Low estimate | – | – | – | 2.60 | 2.89 | 2.81 | 3.61 | 4.32 |
| Analysts | – | – | – | 5 | 5 | 4 | 2 | 2 |
| EPS, adjusted | −1.58 | −0.27 | 0.41 | 0.60 | 0.78 | 0.92 | 1.11 | 0.00 |
| Growth YoY | – | n/m | n/m | +45.7% | +31.4% | +16.7% | +21.2% | −100.0% |
| High estimate | – | – | – | 0.60 | 0.81 | 1.04 | 1.23 | 0.00 |
| Low estimate | – | – | – | 0.59 | 0.77 | 0.82 | 1.01 | 0.00 |
| Analysts | – | – | – | 5 | 3 | 4 | 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 | – | Buy · Jul 2026 | Buy | $65.00 | $63.00 | +3% | +25% | Sep 14 |
| Scotiabank | Nicholas Yulico | Sector Outperform | Sector Outperform | $62.00 | $47.00 | +32% | +19% | Sep 2 |
| Barclays | Richard Hightower | Overweight | Overweight | $66.00 | $61.00 | +8% | +27% | Aug 31 |
| KeyBanc | – | Overweight | Overweight | $68.00 | $58.00 | +17% | +31% | Aug 19 |
| RBC Capital | Michael Carroll | Outperform | Outperform | $61.00 | $56.00 | +9% | +17% | Aug 14 |
| Truist Financial | Michael Lewis | Buy | Buy | $61.00 | $57.00 | +7% | +17% | Aug 14 |
| Citigroup | – | Buy | Buy | – | – | – | – | Aug 13 |
| Citizens | – | Market Outperform | Market Outperform | – | – | – | – | Jul 27 |
| Compass Point | Rob Simone | – | – | $70.00 | – | – | +35% | Jul 21 |
| Goldman Sachs | – | – | – | $60.00 | – | – | +15% | Mar 2 |
| BMO Capital | Juan Sanabria | – | – | $55.00 | – | – | +6% | Jan 29 |
| Morgan Stanley | Ronald Kamdem | Overweight | Overweight | $55.00 | $52.00 | +6% | +6% | Nov 20, 2025 |
| JMP Securities | – | Market Outperform | Market Outperform | $50.00 | $35.00 | +43% | −4% | Oct 17, 2025 |