Earnings Preview · 26 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
Consensus looks for earnings of about $2.05 a share on revenue near $1.6B. Over the next twelve months analysts pencil in $9.57 of earnings per share against $4.96 over the last twelve, growth of about 93%. The median analyst target is $415 (range $300 to $470), 31% above the $317.00 share price, across 26 analysts.
How it has traded on past prints
Across the last 25 reports, the shares moved an average of +0.7% in the five sessions after the print and +3.0% over twenty.
Levels that matter
At $317.00 the shares sit 24% below the 52-week high of $416.69 and 21% above the low of $262.75 (35% of the way up the range). The 50-day average is $318.83, above the price. The 200-day average is $327.23, above the price.
Valuation going in
The shares trade close to our fair-value estimate (+4% margin of safety): fairly priced, little cushion for a miss. Our fair-value estimate is $332.10 against the current share price of $317.00. The shares trade at 65.4 times trailing earnings and 33.9 times forward earnings. Revenue is growing about 24% with net margins near 24%.
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 -0.01, five-day price change -0.9%, as of 2026-10-23, desk flow model): no strong accumulation or distribution signature.
This is analysis, not financial advice. Always manage your risk.
