Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.
Consensus
Buy3.96 / 5
23 ratings · Buy 22 · Hold 1
1 rating older than 2 years not counted
Price vs analyst targets
Revenue and EPS estimates
Reported
Consensus estimates
Fiscal period
FY2024Jun '24
FY2025Jun '25
FY2026Jun '26
FY2027Jun '27
FY2028Jun '28
FY2029Jun '29
FY2030Jun '30
FY2031Jun '31
Revenue (B)
14.91
18.44
23.23
35.01
42.06
47.87
50.97
55.75
Growth YoY
−14.5%
+23.7%
+26.0%
+50.7%
+20.1%
+13.8%
+6.5%
+9.4%
High estimate
–
–
–
37.16
46.09
56.07
56.88
62.21
Low estimate
–
–
–
31.57
37.70
41.37
43.69
47.78
Analysts
–
–
–
24
20
15
7
11
EPS, adjusted
3.03
4.14
5.82
9.53
12.00
14.20
15.17
17.30
Growth YoY
−11.1%
+36.6%
+40.6%
+63.7%
+25.9%
+18.3%
+6.9%
+14.0%
High estimate
–
–
–
10.24
13.66
18.40
17.46
19.91
Low estimate
–
–
–
8.61
10.22
11.49
12.35
14.09
Analysts
–
–
–
22
17
10
6
7
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.
Brokers
27 firms active in the last 12 months
Firm
Analyst
Rating
Prev rating
Target
Prev target
Chg
Upside
Date
Deutsche Bank
Melissa Weathers
Buy · Jan 2026
Buy
$375.00
$320.00
+17%
+38%
Oct 19
Morgan Stanley
Shane Brett
Overweight
Overweight
$385.00
$404.00
−5%
+41%
Oct 5
B. Riley Securities
–
Buy
Buy
–
–
–
–
Oct 1
Fundamental Research
–
–
–
$390.00
–
–
+43%
Oct 1
Berenberg Bank
–
Buy · Oct 2022 · not counted
Buy
$420.00
$84.00
+400%
+54%
Sep 9
UBS
Timothy Arcuri
Buy
Buy
$425.00
$375.00
+13%
+56%
Sep 1
Mizuho Securities
Vijay Rakesh
Outperform
Outperform
$365.00
$380.00
−4%
+34%
Aug 25
Jefferies
–
Buy
Buy
$335.00
$200.00
+68%
+23%
Jul 30
Needham
Charles Shi
Buy
Buy
$300.00
$250.00
+20%
+10%
Jul 30
Wells Fargo
Joe Quatrochi
Overweight
Overweight
$350.00
$450.00
−22%
+29%
Jul 30
HSBC
Aditha Metuku
–
–
$333.00
$127.00
+162%
+22%
Jul 27
Evercore ISI
–
Outperform
Outperform
$355.00
$275.00
+29%
+30%
Jul 20
Stifel Nicolaus
Brian Chin
Buy
Buy
$425.00
$500.00
−15%
+56%
Jul 10
TD Cowen
–
Buy
Buy
–
–
–
–
Jul 9
Susquehanna
Mehdi Hosseini
Positive
Positive
$475.00
$385.00
+23%
+75%
Jun 30
Cantor Fitzgerald
–
Overweight
Overweight
$500.00
$425.00
+18%
+84%
Jun 29
B of A Securities
–
Buy
Buy
–
–
–
–
Jun 23
Citigroup
–
Buy
Buy
–
–
–
–
Jun 17
Oppenheimer
Edward Yang
Outperform
Outperform
$400.00
$330.00
+21%
+47%
Jun 15
Barclays
Tom O'Malley
Equal Weight
Equal Weight
$335.00
$275.00
+22%
+23%
Jun 11
Raymond James
–
Outperform · Jul 2025
Outperform
$425.00
$100.00
+325%
+56%
Jun 10
Seaport Global
Jay Goldberg
–
–
$300.00
–
–
+10%
May 4
Goldman Sachs
–
Buy · Jan 2026
Buy
$290.00
$262.00
+11%
+7%
Apr 23
JP Morgan
–
Overweight
Overweight
–
–
–
–
Apr 23
RBC Capital
Mitch Steves
Outperform
Outperform
$310.00
$290.00
+7%
+14%
Apr 23
Argus Research
–
Buy · Aug 2025
Buy
$280.00
$72.50
+286%
+3%
Feb 3
Bernstein
–
Outperform · Jan 2026
Outperform
$275.00
$225.00
+22%
+1%
Jan 29
Latest analyst action · Page refreshed hourly; analyst feeds refreshed daily · About this data