$79.09—Stale · unknown old
NASDAQ • Last print unknown ago
$79.09—Stale · unknown old
| Reported | Consensus estimates | |||||
|---|---|---|---|---|---|---|
| Fiscal period | FY2023Dec '23 | FY2024Dec '24 | FY2025Dec '25 | FY2026Dec '26 | FY2027Dec '27 | FY2028Dec '28 |
| Revenue (B) | 2.51 | 2.51 | 2.61 | 3.73 | 4.42 | 4.74 |
| Growth YoY | +9.0% | +0.1% | +3.7% | +42.9% | +18.5% | +7.4% |
| High estimate | – | – | – | 3.80 | 4.59 | 5.04 |
| Low estimate | – | – | – | 3.65 | 4.22 | 4.60 |
| Analysts | – | – | – | 8 | 9 | 6 |
| EPS, adjusted | 7.59 | 2.42 | 3.81 | 6.29 | 11.00 | 14.31 |
| Growth YoY | +142.5% | −68.1% | +57.4% | +65.1% | +74.8% | +30.1% |
| High estimate | – | – | – | 7.55 | 14.38 | 14.94 |
| Low estimate | – | – | – | 5.68 | 9.66 | 13.68 |
| Analysts | – | – | – | 8 | 8 | 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 |
|---|---|---|---|---|---|---|---|---|
| UBS | Atul Maheswari | Buy | Neutral | $107.00 | $111.00 | −4% | +35% | Sep 14 |
| Barclays | Brandon Oglenski | Overweight | Overweight | $115.00 | $145.00 | −21% | +45% | Sep 11 |
| Raymond James | Savanthi Syth | Strong Buy | Outperform | $116.00 | $98.00 | +18% | +47% | Aug 24 |
| Susquehanna | – | Neutral | Neutral | $132.00 | $110.00 | +20% | +67% | Aug 7 |
| Melius Research | Conor Cunningham | Buy | Hold | $160.00 | – | – | +102% | Jul 7 |
| Morgan Stanley | – | Equal Weight | Equal Weight | – | – | – | – | Jul 6 |
| Goldman Sachs | Catherine O'Brien | Buy | Buy | $142.00 | $125.00 | +14% | +80% | Jul 2 |
| B of A Securities | – | Neutral | Neutral | – | – | – | – | Jul 1 |
| Citigroup | – | Buy | Neutral | – | – | – | – | Jun 26 |
| Evercore ISI Group | Duane Pfennigwerth | Outperform | Outperform | $125.00 | $85.00 | +47% | +58% | Jun 25 |
| Seaport Global | – | Buy · Sep 2023 · not counted | Buy | $130.00 | $296.00 | −56% | +64% | Feb 5 |
| Wolfe Research | – | Outperform | Peer Perform | $108.00 | – | – | +37% | Jan 20 |
| Deutsche Bank | – | Hold · Jul 2024 · not counted | Buy | $105.00 | – | – | +33% | Dec 12, 2025 |