| Reported | Consensus estimates | |||||
|---|---|---|---|---|---|---|
| Fiscal period | FY2024Mar '24 | FY2025Mar '25 | FY2026Mar '26 | FY2027Mar '27 | FY2028Mar '28 | FY2029Mar '29 |
| Revenue (B) | 13.67 | 12.88 | 12.64 | 12.16 | 11.99 | 12.14 |
| Growth YoY | −5.3% | −5.8% | −1.8% | −3.8% | −1.4% | +1.3% |
| High estimate | – | – | – | 12.20 | 12.17 | 12.35 |
| Low estimate | – | – | – | 12.12 | 11.83 | 11.89 |
| Analysts | – | – | – | 6 | 5 | 4 |
| EPS, adjusted | 3.17 | 3.43 | 3.25 | 2.59 | 2.96 | 3.35 |
| Growth YoY | −8.6% | +8.2% | −5.2% | −20.2% | +14.1% | +13.4% |
| High estimate | – | – | – | 2.72 | 3.24 | 3.53 |
| Low estimate | – | – | – | 2.45 | 2.58 | 3.10 |
| Analysts | – | – | – | 5 | 4 | 3 |
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 |
|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | – | Equal Weight · May 2026 | Equal Weight | $12.00 | $22.00 | −45% | +13% | Aug 3 |
| TD Cowen | – | Hold | Hold | – | – | – | – | Aug 3 |
| RBC Capital | Daniel Perlin | Sector Perform | Sector Perform | $16.00 | $20.00 | −20% | +50% | Jul 31 |
| Stifel Nicolaus | – | Hold | Hold | $10.50 | $12.00 | −13% | −1% | Jul 31 |
| BMO Capital | – | Market Perform | Market Perform | – | – | – | – | May 11 |
| Wolfe Research | Darrin Peller | Underperform · Oct 2023 · not counted | Peer Perform | $13.00 | – | – | +22% | Jan 30 |
| Susquehanna | James Friedman | Neutral · Apr 2025 | Neutral | $14.00 | $19.00 | −26% | +31% | Oct 31, 2025 |