| Reported | Consensus estimates | |||||||
|---|---|---|---|---|---|---|---|---|
| Fiscal period | FY2023Aug '23 | FY2024Aug '24 | FY2025Aug '25 | FY2026Aug '26 | FY2027Aug '27 | FY2028Aug '28 | FY2029Aug '29 | FY2030Aug '30 |
| Revenue (M) | 187.4 | 237.9 | 282.8 | 330.7 | 391.2 | 469.7 | 548.3 | 639.1 |
| Growth YoY | +32.8% | +26.9% | +18.9% | +17.0% | +18.3% | +20.1% | +16.7% | +16.6% |
| High estimate | – | – | – | 331.3 | 393.3 | 482.9 | 556.1 | 648.2 |
| Low estimate | – | – | – | 329.9 | 388.5 | 454.8 | 539.5 | 628.8 |
| Analysts | – | – | – | 8 | 8 | 4 | 1 | 1 |
| EPS, adjusted | 0.10 | −0.78 | −0.14 | −0.16 | 0.23 | 0.50 | 0.77 | 1.27 |
| Growth YoY | n/m | −879.9% | n/m | n/m | n/m | +113.6% | +54.3% | +64.9% |
| High estimate | – | – | – | −0.16 | 0.27 | 0.51 | 0.78 | 1.29 |
| Low estimate | – | – | – | −0.16 | 0.19 | 0.49 | 0.75 | 1.24 |
| Analysts | – | – | – | 5 | 4 | 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 |
|---|---|---|---|---|---|---|---|---|
| D.A. Davidson | Matt Curtis | Buy · Jul 2026 | Buy | $65.00 | $70.00 | −7% | +67% | Jul 9 |
| Citigroup | – | Neutral | Neutral | – | – | – | – | Jul 8 |
| Lake Street | Mark Smith | Buy | Buy | $72.00 | $83.00 | −13% | +85% | Jul 8 |
| Roth Capital | – | Buy | Buy | – | – | – | – | Jul 8 |
| TD Cowen | – | Hold | Hold | – | – | – | – | Jul 8 |
| Barclays | – | Equal Weight | Equal Weight | $62.00 | $65.00 | −5% | +59% | Apr 8 |
| RBC Capital | – | – | – | $85.00 | – | – | +118% | Jan 20 |
| Piper Sandler | Brian Mullan | Neutral | Neutral | $67.00 | $98.00 | −32% | +72% | Jan 16 |
| Loop Capital Markets | Mark Smith | – | – | $70.00 | $72.00 | −3% | +80% | Jan 8 |
| Benchmark | – | Buy | Buy | – | – | – | – | Oct 27, 2025 |
| Bernstein | Jeffrey Bernstein | – | – | $67.00 | $70.00 | −4% | +72% | Oct 22, 2025 |