Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.
Consensus
Hold3.38 / 5
26 ratings · Buy 11 · Hold 14 · Sell 1
1 rating older than 2 years not counted
Price vs analyst targets
Revenue and EPS estimates
Reported
Consensus estimates
Fiscal period
FY2023Dec '23
FY2024Dec '24
FY2025Dec '25
FY2026Dec '26
FY2027Dec '27
FY2028Dec '28
Revenue (B)
2.41
2.57
2.73
2.76
2.90
3.07
Growth YoY
+3.6%
+6.2%
+6.3%
+1.2%
+5.4%
+5.6%
High estimate
–
–
–
2.80
2.96
3.17
Low estimate
–
–
–
2.75
2.83
2.97
Analysts
–
–
–
29
29
26
EPS, adjusted
8.44
9.16
11.92
10.31
11.01
12.24
Growth YoY
+13.4%
+8.5%
+30.1%
−13.5%
+6.9%
+11.1%
High estimate
–
–
–
10.50
11.69
14.23
Low estimate
–
–
–
10.00
10.58
10.97
Analysts
–
–
–
23
24
12
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.
Brokers
29 firms active in the last 12 months
Firm
Analyst
Rating
Prev rating
Target
Prev target
Chg
Upside
Date
Baird
Shrenik Kothari
Outperform
Outperform
$220.00
$235.00
−6%
+49%
Nov 3
Barclays
Saket Kalia
Equal Weight
Equal Weight
$140.00
$145.00
−3%
−5%
Nov 3
Cantor Fitzgerald
Jonathan Ruykhaver
Neutral
Neutral
$150.00
$220.00
−32%
+2%
Nov 3
Citigroup
–
Neutral
Neutral
–
–
–
–
Nov 3
Jefferies
Joseph Gallo
Buy
Buy
$185.00
$160.00
+16%
+26%
Nov 3
JP Morgan
–
Neutral
Neutral
–
–
–
–
Nov 3
Morgan Stanley
–
Equal Weight
Equal Weight
$133.00
$197.00
−32%
−10%
Nov 3
RBC Capital
Matthew Hedberg
Sector Perform
Sector Perform
$195.00
$215.00
−9%
+32%
Nov 3
Scotiabank
Patrick Colville
Sector Outperform
Sector Outperform
$175.00
$185.00
−5%
+19%
Nov 3
Susquehanna
Shyam Patil
Positive
Positive
$165.00
$150.00
+10%
+12%
Nov 3
UBS
Roger Boyd
Neutral
Neutral
$145.00
$135.00
+7%
−1%
Nov 3
Wells Fargo
Richard Poland
Equal Weight
Equal Weight
$135.00
$140.00
−4%
−8%
Nov 3
Stifel Nicolaus
Adam Borg
Hold · Jul 2026
Hold
$148.00
$130.00
+14%
+1%
Nov 2
Bank of America Securities
Tal Liani
Neutral · Jul 2026
Neutral
$160.00
$130.00
+23%
+9%
Oct 26
Mizuho Securities
Gregg Moskowitz
Neutral
Neutral
$145.00
$135.00
+7%
−1%
Oct 15
Wedbush
–
Outperform · May 2026
Outperform
$135.00
$160.00
−16%
−8%
Sep 10
Goldman Sachs
Gabriela Borges
Neutral
Neutral
$150.00
$168.00
−11%
+2%
Aug 3
Roth Capital
–
–
–
$105.00
$160.00
−34%
−29%
Jul 31
Compass Point
Tal Liani
–
–
$135.00
$120.00
+13%
−8%
Jul 27
Raymond James
–
Market Perform
Outperform
–
–
–
–
Jul 15
Guggenheim
–
Buy
Neutral
$188.00
–
–
+28%
Jul 1
BMO Capital
–
Outperform
Outperform
$135.00
$240.00
−44%
−8%
May 4
Evercore ISI Group
–
In Line
In Line
$185.00
$180.00
+3%
+26%
May 1
Cowen & Co.
–
Buy · Feb 2026
Buy
$180.00
–
–
+22%
Apr 30
Piper Sandler
Rob Owens
Overweight · Jan 2026
Overweight
$120.00
$240.00
−50%
−18%
Apr 30
Stephens
Todd Weller
Overweight · Feb 2026
Overweight
$145.00
$210.00
−31%
−1%
Apr 30
Truist Financial
Junaid Siddiqui
Buy · Apr 2026
Buy
$150.00
$225.00
−33%
+2%
Apr 30
BWG Global
–
Negative
Mixed
–
–
–
–
Apr 14
Deutsche Bank
Brad Zelnick
Hold · Jul 2024 · not counted
Hold
$180.00
$200.00
−10%
+22%
Feb 13
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