| Reported | Consensus estimates | |||||||
|---|---|---|---|---|---|---|---|---|
| Fiscal period | FY2023Dec '23 | FY2024Dec '24 | FY2025Dec '25 | FY2026Dec '26 | FY2027Dec '27 | FY2028Dec '28 | FY2029Dec '29 | FY2030Dec '30 |
| Revenue (M) | 50.6 | 57.6 | 44.5 | 49.9 | 67.8 | 106.7 | 187.8 | 322.7 |
| Growth YoY | +6.1% | +13.8% | −22.6% | +12.1% | +35.7% | +57.5% | +76.0% | +71.8% |
| High estimate | – | – | – | 51.5 | 69.4 | 124.3 | 234.4 | 402.8 |
| Low estimate | – | – | – | 48.8 | 65.7 | 97.0 | 169.1 | 290.6 |
| Analysts | – | – | – | 7 | 7 | 5 | 2 | 2 |
| EPS, adjusted | −0.14 | −0.52 | −0.78 | −0.49 | −0.50 | −0.37 | −0.02 | 0.52 |
| Growth YoY | n/m | n/m | n/m | n/m | n/m | n/m | n/m | n/m |
| High estimate | – | – | – | −0.42 | −0.39 | −0.25 | −0.02 | 0.68 |
| Low estimate | – | – | – | −0.58 | −0.60 | −0.55 | −0.02 | 0.45 |
| Analysts | – | – | – | 4 | 4 | 3 | 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 |
|---|---|---|---|---|---|---|---|---|
| Cantor Fitzgerald | Kristen Kluska | – | – | $11.00 | – | – | +135% | Sep 10 |
| HC Wainwright & Co. | – | Buy | Buy | – | – | – | – | Aug 24 |
| Lake Street | – | Buy · Mar 2025 | Buy | $6.00 | – | – | +28% | Feb 3 |
| New Street | – | – | – | $12.00 | – | – | +156% | Feb 2 |
| Piper Sandler | – | Overweight | Overweight | – | – | – | – | Nov 7, 2025 |
| JMP Securities | – | Market Outperform | Market Outperform | $12.00 | – | – | +156% | Oct 9, 2025 |