| Reported | Consensus estimates | |||||
|---|---|---|---|---|---|---|
| Fiscal period | FY2023Dec '23 | FY2024Dec '24 | FY2025Dec '25 | FY2026Dec '26 | FY2027Dec '27 | FY2028Dec '28 |
| Revenue (B) | 3.47 | 2.96 | 2.13 | 2.12 | 2.58 | 2.71 |
| Growth YoY | −15.4% | −14.8% | −28.0% | −0.4% | +21.6% | +5.0% |
| High estimate | – | – | – | 2.21 | 2.68 | 3.03 |
| Low estimate | – | – | – | 2.05 | 2.49 | 2.40 |
| Analysts | – | – | – | 3 | 3 | 3 |
| EPS, adjusted | 48.88 | 14.21 | −4.74 | −3.56 | 15.22 | 20.62 |
| Growth YoY | −37.4% | −70.9% | −133.4% | n/m | n/m | +35.4% |
| High estimate | – | – | – | −3.41 | 16.03 | 38.44 |
| Low estimate | – | – | – | −3.75 | 14.57 | 8.18 |
| Analysts | – | – | – | 2 | 2 | 4 |
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 |
|---|---|---|---|---|---|---|---|---|
| B. Riley Securities | – | Neutral | Neutral | – | – | – | – | Aug 20 |
| Jefferies | Christopher LaFemina | Hold · Jan 2026 | Hold | $160.00 | $185.00 | −14% | −7% | Jul 21 |
| UBS | – | – | – | $165.00 | – | – | −4% | Jul 10 |
| Atlantic Equities | – | – | – | $194.00 | – | – | +13% | Apr 30 |