| Reported | Consensus estimates | |||||||
|---|---|---|---|---|---|---|---|---|
| Fiscal period | FY2023Dec '23 | FY2024Dec '24 | FY2025Dec '25 | FY2026Dec '26 | FY2027Dec '27 | FY2028Dec '28 | FY2029Dec '29 | FY2030Dec '30 |
| Revenue (M) | 0.8 | 40.1 | 311.7 | 337.1 | 289.3 | 345.3 | 435.8 | 507.8 |
| Growth YoY | +1132.4% | +4872.7% | +677.7% | +8.1% | −14.2% | +19.4% | +26.2% | +16.5% |
| High estimate | 0.8 | 41.2 | – | 337.8 | 297.6 | 366.3 | 448.4 | 522.4 |
| Low estimate | 0.8 | 39.4 | – | 336.3 | 284.4 | 326.7 | 428.5 | 499.3 |
| Analysts | 2 | 3 | – | 4 | 4 | 4 | 2 | 2 |
| EPS, adjusted | −0.92 | −0.33 | 1.33 | 0.50 | 0.06 | 0.44 | 0.98 | 1.32 |
| Growth YoY | n/m | n/m | n/m | −62.8% | −88.6% | +680.9% | +121.5% | +34.7% |
| High estimate | – | – | – | 0.51 | 0.06 | 0.72 | 1.02 | 1.37 |
| Low estimate | – | – | – | 0.48 | 0.06 | 0.19 | 0.96 | 1.29 |
| Analysts | – | – | – | 4 | 4 | 4 | 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 |
|---|---|---|---|---|---|---|---|---|
| Oppenheimer | Les Sulewski | – | – | $15.00 | – | – | +91% | Sep 23 |
| RBC Capital | Leonid Timashev | Outperform | Outperform | $14.00 | $13.00 | +8% | +78% | Aug 14 |
| Citizens | – | Market Outperform | Market Outperform | – | – | – | – | Apr 28 |
| Leerink Partners | Roanna Ruiz | Outperform | Outperform | $13.00 | – | – | +66% | Apr 28 |
| D. Boral Capital | – | Buy | Buy | – | – | – | – | Apr 27 |
| Needham | – | Buy | Buy | – | – | – | – | Apr 27 |
| H.C. Wainwright | – | Buy | Buy | $13.00 | $17.00 | −24% | +66% | Jan 23 |
| Truist Financial | – | Buy · Jul 2024 · not counted | Buy | $16.00 | – | – | +104% | Jan 8 |