Earnings Preview · 27 October 2026
Where our screen stands going in
Screens compliant (both standards agree). A name values-conscious investors can weigh on the merits.
What the Street expects
Over the next twelve months analysts pencil in $9.80 of earnings per share against $6.83 over the last twelve, growth of about 44%. The median analyst target is $156 (range $130 to $185), 0% above the $155.62 share price, across 11 analysts.
How it has traded on past prints
Across the last 25 reports, the shares moved an average of -0.2% in the five sessions after the print and +1.2% over twenty. After a beat the average follow-through was +1.3%; after a miss, +0.9%.
Levels that matter
At $155.62 the shares sit 9% below the 52-week high of $170.46 and 28% above the low of $121.57 (70% of the way up the range). The 50-day average is $148.11, below the price. The 200-day average is $150.46, below the price.
Valuation going in
The shares trade about 16% below our fair-value estimate: a modest cushion. Our fair-value estimate is $185.00 against the current share price of $155.62. The shares trade at 22.0 times trailing earnings and 15.3 times forward earnings. Revenue is growing about 1% with net margins near 23%.
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 +0.07, five-day price change +2.4%, as of 2026-10-26, desk flow model): no strong accumulation or distribution signature.
This is analysis, not financial advice. Always manage your risk.
