| Reported | Consensus estimates | |||||
|---|---|---|---|---|---|---|
| Fiscal period | FY2023Dec '23 | FY2024Dec '24 | FY2025Dec '25 | FY2026Dec '26 | FY2027Dec '27 | FY2028Dec '28 |
| Revenue (M) | 209.7 | 372.1 | 468.6 | 583.4 | 770.6 | 915.7 |
| Growth YoY | +75.2% | +77.4% | +25.9% | +24.5% | +32.1% | +18.8% |
| High estimate | – | – | – | 585.4 | 781.2 | 941.7 |
| Low estimate | – | – | – | 581.4 | 759.9 | 882.1 |
| Analysts | – | – | – | 4 | 4 | 3 |
| EPS, adjusted | −11.62 | −3.52 | −0.92 | 0.92 | 1.71 | 2.21 |
| Growth YoY | n/m | n/m | n/m | n/m | +86.1% | +29.4% |
| High estimate | – | – | – | 0.95 | 1.78 | 2.29 |
| Low estimate | – | – | – | 0.91 | 1.62 | 2.14 |
| Analysts | – | – | – | 3 | 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 |
|---|---|---|---|---|---|---|---|---|
| Keefe, Bruyette & Woods | – | Market Perform | Market Perform | – | – | – | – | Aug 6 |
| B. Riley Securities | – | Buy | Buy | – | – | – | – | Aug 3 |
| JMP Securities | – | Market Outperform | Market Outperform | $45.00 | $100.00 | −55% | +49% | Oct 14, 2025 |