| Reported | Consensus estimates | |||||||
|---|---|---|---|---|---|---|---|---|
| Fiscal period | FY2023Dec '23 | FY2024Dec '24 | FY2025Dec '25 | FY2026Dec '26 | FY2027Dec '27 | FY2028Dec '28 | FY2029Dec '29 | FY2030Dec '30 |
| Revenue (B) | 4.18 | 4.19 | 4.14 | 4.93 | 4.69 | 5.01 | 5.66 | 5.94 |
| Growth YoY | −10.8% | +0.2% | −1.2% | +19.2% | −4.9% | +6.9% | +13.0% | +4.9% |
| High estimate | – | – | – | 5.13 | 5.47 | 5.55 | 6.27 | 6.58 |
| Low estimate | – | – | – | 4.73 | 3.92 | 4.50 | 5.09 | 5.34 |
| Analysts | – | – | – | 4 | 4 | 1 | 2 | 2 |
| EPS, adjusted | 0.79 | −2.64 | −7.61 | −2.25 | 2.21 | 3.12 | 2.48 | 3.57 |
| Growth YoY | n/m | −434.2% | n/m | n/m | n/m | +41.3% | −20.6% | +44.0% |
| High estimate | – | – | – | −1.84 | 3.59 | 3.56 | 2.83 | 4.07 |
| Low estimate | – | – | – | −2.65 | 0.69 | 2.71 | 2.15 | 3.10 |
| Analysts | – | – | – | 2 | 2 | 1 | 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 |
|---|---|---|---|---|---|---|---|---|
| H.C. Wainwright | – | Buy | Buy | $75.00 | – | – | +40% | Sep 2 |
| UBS | Manav Gupta | Neutral | Neutral | $47.00 | $26.00 | +81% | −12% | Aug 25 |
| Goldman Sachs | Neil Mehta | Neutral | Neutral | $45.00 | $40.00 | +13% | −16% | Aug 18 |
| TD Cowen | – | Hold | Hold | – | – | – | – | Aug 12 |