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| Reported | Consensus estimates | ||||
|---|---|---|---|---|---|
| Fiscal period | FY2026Jun '26 | FY2027Jun '27 | FY2028Jun '28 | FY2029Jun '29 | FY2030Jun '30 |
| Revenue (B) | 20.25 | 48.91 | 58.16 | 56.48 | 98.84 |
| Growth YoY | +178.3% | +141.6% | +18.9% | −2.9% | +75.0% |
| High estimate | – | 51.36 | 68.64 | 83.35 | 124.65 |
| Low estimate | – | 45.09 | 42.41 | 34.46 | 77.12 |
| Analysts | – | 16 | 15 | 9 | 5 |
| EPS, adjusted | 70.08 | 212.53 | 260.93 | 261.62 | 456.50 |
| Growth YoY | +2489.7% | +203.3% | +22.8% | +0.3% | +74.5% |
| High estimate | – | 233.00 | 330.50 | 424.95 | 611.48 |
| Low estimate | – | 193.21 | 178.81 | 152.01 | 326.12 |
| Analysts | – | 13 | 12 | 4 | 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 |
|---|---|---|---|---|---|---|---|---|
| Mizuho Securities | Vijay Rakesh | Outperform | Outperform | $1,875.00 | $1,900.00 | −1% | +7% | Aug 25 |
| Cantor Fitzgerald | – | Overweight | Overweight | $2,900.00 | $1,400.00 | +107% | +65% | Aug 14 |
| RBC Capital | Srini Pajjuri | Sector Perform | Sector Perform | $1,600.00 | $1,300.00 | +23% | −9% | Aug 14 |
| UBS | Joseph Moore | – | – | $1,750.00 | $1,700.00 | +3% | 0% | Aug 14 |
| Wedbush | Matt Bryson | Outperform | Outperform | $1,200.00 | $220.00 | +445% | −32% | Aug 14 |
| Wells Fargo | Aaron Rakers | Equal Weight | Equal Weight | $1,550.00 | $1,400.00 | +11% | −12% | Aug 14 |
| Goldman Sachs | James Schneider | Buy · Jan 2026 | Buy | $2,200.00 | $1,200.00 | +83% | +25% | Aug 13 |
| Argus Research | – | Buy | Hold | – | – | – | – | Aug 10 |
| New Street | – | – | – | $2,900.00 | $3,000.00 | −3% | +65% | Aug 10 |
| Citigroup | – | Buy | Buy | – | – | – | – | Aug 6 |
| Evercore ISI | – | Outperform | Outperform | $2,800.00 | $3,100.00 | −10% | +60% | Aug 6 |
| Jefferies | Blayne Curtis | Buy · Jan 2026 | Buy | $1,750.00 | $1,400.00 | +25% | 0% | Aug 6 |
| Susquehanna | – | Positive | Positive | $3,050.00 | $2,000.00 | +52% | +74% | Jul 23 |
| B of A Securities | – | Buy | Buy | – | – | – | – | Jul 1 |
| Bernstein | Mark Newman | Outperform | Outperform | $3,000.00 | $1,250.00 | +140% | +71% | Jun 30 |
| Morgan Stanley | Joseph Moore | Overweight | Overweight | $1,750.00 | $1,100.00 | +59% | 0% | Jun 3 |
| Barclays | Tom O'Malley | Overweight | Equal Weight | $2,300.00 | $1,200.00 | +92% | +31% | May 27 |
| Melius Research | – | – | – | $2,350.00 | – | – | +34% | May 18 |
| Raymond James | Melissa Fairbanks | – | – | $1,470.00 | $725.00 | +103% | −16% | May 1 |
| Benchmark Co. | – | Buy | Buy | $450.00 | – | – | −74% | Jan 15 |