| Reported | Consensus estimates | |||||||
|---|---|---|---|---|---|---|---|---|
| Fiscal period | FY2023Dec '23 | FY2024Dec '24 | FY2025Dec '25 | FY2026Dec '26 | FY2027Dec '27 | FY2028Dec '28 | FY2029Dec '29 | FY2030Dec '30 |
| Revenue (B) | 368.33 | 396.63 | 447.57 | 445.72 | 458.53 | 485.30 | 506.18 | 542.96 |
| Growth YoY | +13.6% | +7.7% | +12.8% | −0.4% | +2.9% | +5.8% | +4.3% | +7.3% |
| High estimate | – | – | – | 449.56 | 468.57 | 508.10 | 519.07 | 556.79 |
| Low estimate | – | – | – | 440.56 | 451.17 | 465.10 | 493.08 | 528.90 |
| Analysts | – | – | – | 15 | 18 | 18 | 10 | 9 |
| EPS, adjusted | 25.12 | 27.67 | 16.31 | 19.81 | 22.52 | 26.30 | 30.99 | 35.17 |
| Growth YoY | +13.2% | +10.2% | −41.1% | +21.5% | +13.7% | +16.7% | +17.9% | +13.5% |
| High estimate | – | – | – | 19.96 | 23.97 | 29.01 | 32.02 | 36.33 |
| Low estimate | – | – | – | 19.47 | 21.17 | 23.31 | 29.95 | 33.99 |
| Analysts | – | – | – | 18 | 18 | 13 | 10 | 5 |
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 |
|---|---|---|---|---|---|---|---|---|
| BMO Capital | – | Market Perform · Jul 2022 · not counted | Market Perform | $512.00 | $600.00 | −15% | +37% | Jul 21 |
| D.A. Davidson | – | – | – | $512.00 | – | – | +37% | Jul 21 |
| JP Morgan | – | Overweight | Overweight | – | – | – | – | Jul 21 |
| Mizuho | Ann Hynes | Outperform | Outperform | $493.00 | $460.00 | +7% | +31% | Jul 21 |
| Barclays | Andrew Mok | Overweight | Overweight | $441.00 | $429.00 | +3% | +18% | Jul 20 |
| Wells Fargo | Stephen Baxter | Overweight · Jul 2026 | Overweight | $526.00 | $485.00 | +8% | +40% | Jul 20 |
| KeyBanc | Matthew Gillmor | Overweight | Overweight | $500.00 | $475.00 | +5% | +33% | Jul 17 |
| Morgan Stanley | Erin Wright | Overweight | Overweight | $529.00 | $468.00 | +13% | +41% | Jul 17 |
| Oppenheimer | Michael Wiederhorn | Outperform | Outperform | $385.00 | $415.00 | −7% | +3% | Jul 17 |
| RBC Capital | Ben Hendrix | Outperform | Outperform | $463.00 | $361.00 | +28% | +23% | Jul 17 |
| Truist Financial | David MacDonald | Buy | Buy | $500.00 | $480.00 | +4% | +33% | Jul 17 |
| UBS | – | Buy | Buy | $490.00 | $460.00 | +7% | +31% | Jul 17 |
| Piper Sandler | Jessica Tassan | Overweight · Oct 2025 | Overweight | $477.00 | $475.00 | 0% | +27% | Jul 16 |
| Robert W. Baird | Michael Ha | Neutral | Underperform | $453.00 | $198.00 | +129% | +21% | Jul 16 |
| TD Cowen | – | Hold | Hold | – | – | – | – | Jul 14 |
| HSBC | Sidharth Sahoo | Hold | Hold | $380.00 | $270.00 | +41% | +1% | Jul 6 |
| B of A Securities | – | Buy | Buy | – | – | – | – | Jun 24 |
| Leerink Partners | Whit Mayo | Outperform | Outperform | $462.00 | $345.00 | +34% | +23% | Jun 17 |
| Bernstein | – | Outperform | Outperform | $492.00 | $444.00 | +11% | +31% | May 27 |
| H.C. Wainwright | – | – | – | $492.00 | – | – | +31% | May 27 |
| Goldman Sachs | – | Buy · Dec 2021 · not counted | Buy | $435.00 | $406.00 | +7% | +16% | May 1 |
| Argus Research | – | Buy | Hold | – | – | – | – | Apr 22 |
| Jefferies | David Windley | Buy | Buy | $373.00 | $409.00 | −9% | −1% | Apr 20 |
| Raymond James | – | Outperform | Market Perform | – | – | – | – | Apr 1 |
| Evercore ISI | Elizabeth Anderson | Buy · Sep 2016 · not counted | Buy | $400.00 | $480.00 | −17% | +7% | Jan 6 |
| Deutsche Bank | – | Buy · May 2025 | Buy | $333.00 | $595.00 | −44% | −11% | Oct 29, 2025 |