Earnings Preview · 04 November 2026
Where our screen stands going in
Screens compliant (on our anchor standard; the faith-based screen is stricter here). A name values-conscious investors can weigh on the merits.
What the Street expects
Consensus looks for earnings of about $1.65 a share on revenue near $104.7B. Over the next twelve months analysts pencil in $8.54 of earnings per share against $3.80 over the last twelve, growth of about 125%. The median analyst target is $113 (range $103 to $145), 28% above the $88.50 share price, across 25 analysts.
How it has traded on past prints
Across the last 25 reports, the shares moved an average of +0.4% in the five sessions after the print and -0.3% over twenty. After a beat the average follow-through was +0.3%; after a miss, -8.0%. There is no reliable drift pattern: the first move has often faded, so chasing the gap has not paid.
Levels that matter
At $88.50 the shares sit 20% below the 52-week high of $110.68 and 27% above the low of $69.51 (46% of the way up the range). The 50-day average is $91.61, above the price. The 200-day average is $88.26, below the price.
Valuation going in
Our fair-value work puts the shares about 37% below what the business is worth: value on offer. Our fair-value estimate is $141.25 against the current share price of $88.50. The shares trade at 23.8 times trailing earnings and 10.6 times forward earnings. Revenue is growing about 7% with net margins near 1%.
Our stance
The name clears our screen; the print tells us whether the valuation is earning its keep.
What the flow says going in
Underlying money flow is neutral (21-day Chaikin Money Flow +0.04, five-day price change +0.3%, as of 2026-11-03, desk flow model): no strong accumulation or distribution signature.
This is analysis, not financial advice. Always manage your risk.
