Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.
Consensus
Buy3.84 / 5
37 ratings · Buy 31 · Hold 6
4 ratings older than 2 years not counted
Price vs analyst targets
Revenue and EPS estimates
Reported
Consensus estimates
Fiscal period
FY2024Jul '24
FY2025Jul '25
FY2026Jul '26
FY2027Jul '27
FY2028Jul '28
FY2029Jul '29
FY2030Jul '30
FY2031Jul '31
Revenue (B)
2.17
2.67
3.35
3.93
4.57
5.31
6.18
7.15
Growth YoY
+34.1%
+23.3%
+25.4%
+17.1%
+16.3%
+16.2%
+16.5%
+15.6%
High estimate
–
–
–
3.96
4.66
5.59
6.40
7.40
Low estimate
–
–
–
3.92
4.48
5.17
6.08
7.03
Analysts
–
–
–
35
32
21
10
12
EPS, adjusted
3.19
3.28
4.24
4.88
5.60
6.55
7.43
11.17
Growth YoY
+79.2%
+2.8%
+29.3%
+15.1%
+14.8%
+17.0%
+13.4%
+50.3%
High estimate
–
–
–
5.17
6.34
10.94
7.76
11.67
Low estimate
–
–
–
4.84
4.71
3.17
7.27
10.93
Analysts
–
–
–
26
25
7
2
6
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
44 firms active in the last 12 months
Firm
Analyst
Rating
Prev rating
Target
Prev target
Chg
Upside
Date
Bank of America Securities
–
Buy · Nov 2025
Buy
$285.00
$195.00
+46%
+48%
Oct 26
Freedom Broker
Almas Almaganbetov
Buy
Buy
$270.00
–
–
+40%
Oct 22
D.A. Davidson
–
Buy · Nov 2019 · not counted
Buy
$215.00
–
–
+12%
Oct 20
Citigroup
Fatima Boolani
Buy
Buy
$260.00
$225.00
+16%
+35%
Oct 15
Citizens
–
Market Outperform
Market Outperform
–
–
–
–
Oct 9
Barclays
Saket Kalia
Overweight
Overweight
$225.00
$200.00
+13%
+17%
Oct 7
BNP Paribas
–
Outperform
Outperform
–
–
–
–
Oct 7
BTIG
Gray Powell
Neutral
Neutral
$209.00
$252.00
−17%
+9%
Oct 7
Canaccord Genuity
Michael Walkley
Buy
Buy
$250.00
$210.00
+19%
+30%
Oct 7
Cantor Fitzgerald
Jonathan Ruykhaver
Overweight
Overweight
$275.00
$225.00
+22%
+43%
Oct 7
Evercore ISI Group
–
In Line
In Line
$155.00
$320.00
−52%
−19%
Oct 7
Guggenheim
John DiFucci
Buy
Buy
$254.00
$214.00
+19%
+32%
Oct 7
Jefferies
Joseph Gallo
Buy
Buy
$250.00
$220.00
+14%
+30%
Oct 7
JP Morgan
–
Overweight
Overweight
–
–
–
–
Oct 7
Macquarie
–
Outperform
Outperform
–
–
–
–
Oct 7
Mizuho Securities
Gregg Moskowitz
Outperform · Sep 2026
Outperform
$235.00
$185.00
+27%
+22%
Oct 7
Morgan Stanley
Meta Marshall
Equal Weight
Equal Weight
$185.00
$165.00
+12%
−4%
Oct 7
Needham
Mike Cikos
Buy
Buy
$255.00
$215.00
+19%
+32%
Oct 7
RBC Capital
Matthew Hedberg
Outperform
Outperform
$236.00
$250.00
−6%
+23%
Oct 7
Robert W. Baird
Shrenik Kothari
Outperform
Outperform
$285.00
$230.00
+24%
+48%
Oct 7
Rosenblatt Securities
Catherine Trebnick
Buy · Sep 2026
Buy
$250.00
$190.00
+32%
+30%
Oct 7
Scotiabank
Patrick Colville
Sector Outperform
Sector Outperform
$255.00
$240.00
+6%
+32%
Oct 7
Stephens
Todd Weller
Overweight
Overweight
$265.00
$215.00
+23%
+38%
Oct 7
Stifel Nicolaus
Adam Borg
Buy
Buy
$235.00
$175.00
+34%
+22%
Oct 7
TD Cowen
–
Buy
Buy
–
–
–
–
Oct 7
Truist Securities
Junaid Siddiqui
Buy
Buy
$210.00
$260.00
−19%
+9%
Oct 7
UBS
–
Buy
Buy
$225.00
$340.00
−34%
+17%
Oct 7
Wedbush
–
Outperform
Outperform
$240.00
$220.00
+9%
+25%
Oct 7
Wells Fargo
Richard Poland
Overweight
Overweight
$260.00
$215.00
+21%
+35%
Oct 7
Bernstein
Peter Weed
Outperform
Outperform
$298.00
$224.00
+33%
+55%
Sep 17
Roth Capital
Taz Koujalgi
–
–
$170.00
$215.00
−21%
−12%
Sep 5
BMO Capital
Keith Bachman
Outperform
Outperform
$178.00
$315.00
−43%
−8%
Sep 4
Piper Sandler
Rob Owens
Neutral
Neutral
$175.00
$160.00
+9%
−9%
Sep 4
KeyBanc
Eric Heath
Overweight
Overweight
$210.00
$185.00
+14%
+9%
Aug 21
Wolfe Research
Alex Zukin
Outperform · Sep 2022 · not counted
Outperform
$150.00
–
–
−22%
Jun 11
Berenberg Bank
–
Buy · Mar 2021 · not counted
Hold
$200.00
$366.00
−45%
+4%
May 28
B. Riley Securities
–
Buy
Buy
–
–
–
–
May 27
Deutsche Bank
Brad Zelnick
Buy · Dec 2024
Buy
$175.00
$215.00
−19%
−9%
May 27
FBN Securities
Shelby Seyrafi
–
–
$175.00
$300.00
−42%
−9%
May 27
Goldman Sachs
Gabriela Borges
Neutral · Mar 2026
Neutral
$179.00
$207.00
−14%
−7%
May 27
US Tiger Securities
–
–
–
$230.00
–
–
+19%
May 27
Oppenheimer
–
Outperform
Outperform
–
–
–
–
Mar 10
Loop Capital Markets
Almas Almaganbetov
Hold · May 2025
Hold
$320.00
$200.00
+60%
+66%
Dec 11, 2025
Capital One Financial
Connor Murphy
Equal Weight · Mar 2023 · not counted
Equal Weight
$320.00
–
–
+66%
Nov 26, 2025
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