| Reported | Consensus estimates | |||||
|---|---|---|---|---|---|---|
| Fiscal period | FY2023Dec '23 | FY2024Dec '24 | FY2025Dec '25 | FY2026Dec '26 | FY2027Dec '27 | FY2028Dec '28 |
| Revenue (B) | 17.33 | 20.07 | 15.75 | 112.58 | 142.48 | 161.72 |
| Growth YoY | +157.4% | +15.9% | −21.5% | +614.8% | +26.6% | +13.5% |
| High estimate | – | – | – | 116.58 | 153.34 | 233.06 |
| Low estimate | – | – | – | 109.54 | 130.11 | 112.02 |
| Analysts | – | – | – | 17 | 21 | 25 |
| EPS, adjusted | 1.61 | 1.41 | 0.27 | −3.61 | 1.35 | 4.32 |
| Growth YoY | n/m | −12.7% | −80.9% | −1440.2% | n/m | +220.6% |
| High estimate | – | – | – | 5.15 | 3.12 | 8.34 |
| Low estimate | – | – | – | −9.66 | −0.48 | −1.92 |
| Analysts | – | – | – | 8 | 8 | 14 |
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 |
|---|---|---|---|---|---|---|---|---|
| Piper Sandler | Alexander Potter | Neutral | Neutral | $13.00 | $19.00 | −32% | +10% | Aug 27 |
| Bernstein | Eunice Lee | Market Perform · Aug 2025 | Market Perform | $14.50 | $19.00 | −24% | +23% | Aug 26 |
| US Tiger Securities | Bo Pei | – | – | $16.00 | $24.00 | −33% | +36% | Aug 26 |
| HSBC | Yuqian Ding | Hold | Hold | $15.60 | $18.60 | −16% | +32% | Jun 10 |
| Barclays | Jiong Shao | Equal Weight | Equal Weight | $14.00 | $18.00 | −22% | +19% | May 29 |
| Macquarie | – | Neutral | Underperform | $15.00 | $21.00 | −29% | +27% | May 29 |
| Monness | – | – | – | $18.00 | – | – | +53% | May 28 |
| Morgan Stanley | Tim Hsiao | Overweight · May 2024 · not counted | Overweight | $22.00 | $53.00 | −58% | +87% | Mar 27 |
| JP Morgan | – | Underweight | Underweight | – | – | – | – | Mar 13 |
| Jefferies | – | Hold | Buy | $17.50 | $20.66 | −15% | +49% | Jan 23 |
| Citigroup | – | Neutral | Neutral | – | – | – | – | Jan 15 |
| Freedom Broker | – | Buy | Buy | – | – | – | – | Jan 7 |
| China Renaissance | – | Hold | Buy | – | – | – | – | Dec 1, 2025 |
| Goldman Sachs | Tina Hou | – | – | $27.00 | $43.60 | −38% | +129% | Dec 1, 2025 |