$44.82—
NASDAQ
$44.82—
| Reported | Consensus estimates | |||||
|---|---|---|---|---|---|---|
| Fiscal period | FY2023Dec '23 | FY2024Dec '24 | FY2025Dec '25 | FY2026Dec '26 | FY2027Dec '27 | FY2028Dec '28 |
| Revenue (M) | 440.0 | 551.6 | 528.0 | 628.4 | 744.9 | 921.5 |
| Growth YoY | +79.2% | +25.4% | −4.3% | +19.0% | +18.5% | +23.7% |
| High estimate | – | – | – | 661.7 | 784.4 | 970.3 |
| Low estimate | – | – | – | 570.9 | 676.7 | 837.1 |
| Analysts | – | – | – | 2 | 2 | 1 |
| EPS, adjusted | 3.27 | 3.25 | 3.04 | 1.33 | 5.89 | 6.26 |
| Growth YoY | +9.0% | −0.6% | −6.5% | −56.1% | +341.9% | +6.2% |
| High estimate | – | – | – | 2.38 | 6.29 | 6.69 |
| Low estimate | – | – | – | 0.27 | 5.50 | 5.51 |
| Analysts | – | – | – | 2 | 3 | 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 |
|---|---|---|---|---|---|---|---|---|
| Cowen & Co. | – | Buy | Buy | $47.00 | – | – | +5% | Jul 31 |
| Keefe, Bruyette & Woods | – | Outperform | Outperform | – | – | – | – | Jul 31 |
| Raymond James | Joseph Yanchunis | Strong Buy · Apr 2025 | Strong Buy | $50.00 | $105.00 | −52% | +12% | Jul 31 |
| Stephens | Andrew Terrell | Overweight · Mar 2025 | Overweight | $110.00 | – | – | +147% | May 1 |
| UBS | – | – | – | $155.00 | – | – | +248% | Dec 5, 2025 |